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Kema Technology: Report for the third quarter of 2024
Kema Technology (301611.SZ): is a major core ceramic component supplier for shanghai microelectronics
Keoma Technology (301611.SZ) stated on the investor interaction platform on September 25 that the company is the main core ceramic component supplier of Shanghai Microelectronics, mainly supplying it with load-bearing fixed and finger pad ceramic products.
Kemai Technology (301611.SZ): Currently, the company's 12-inch electrostatic chuck is in the customer verification stage.
On September 24th, Kelma Technology (301611.SZ) stated on the investor interaction platform that according to public market information, there are currently no domestic companies in China that have made a breakthrough in 12-inch electrostatic chuck. The company's 12-inch electrostatic chuck under research is currently in the customer validation stage. The selling price and gross profit of ceramic material components are generally related to product size, technological content, and R&D difficulty. According to industry research in the prospectus, the conservative estimate of the global market size of electrostatic chucks in 2023 is between 36 to 4.2 billion RMB, with a conservative estimate in mainland China of 7 to 0.8 billion RMB. The company's main raw materials are sourced from the public market.
Kama Technology (301611.SZ): Currently, the company's revenue from the photolithography equipment sector is relatively low, with a relatively low profit margin.
Kema Technology (301611.SZ) stated on the investor interaction platform on September 12 that the company's advanced ceramic components are mainly used in the front-end processes of semiconductor manufacturing, covering etching, thin film deposition, ion implantation, lithography, and oxide diffusion equipment. The company is a major supplier of core ceramic components for mainstream domestic semiconductor equipment manufacturers such as Naura Technology Group, Advanced Micro-fabrication Equipment Inc. China, Topscan Technology, and Shanghai Microelectronics. Currently, the revenue from the lithography equipment sector accounts for a relatively small proportion of the company's overall revenue, with relatively lower profitability. Please be aware of the investment risks.
Kemai Technology (301611.SZ): In the field of display panels, the company mainly provides surface treatment services to well-known enterprises such as jd.com, TCL Huaxing Optoelectronics, Tianma Microelectronics, and BOE Technology Group.
On September 6, Kelma Technology (301611.SZ) stated on the investor interaction platform that in the display panel field, the company mainly provides surface treatment services for well-known enterprises such as jd.com, TCL Huaxing Optoelectronics, Tinma Microelectronics, and BOE Display. OLED equipment operation has high requirements for surface treatment. The company has certain technological advantages in surface treatment services for OLED equipment, with high cleanliness after surface treatment and leading position in the effective use time after cleaning and regeneration of OLED equipment components and sputter coating components; CVD equipment for OLEDs in mainland China is mainly supplied by internationally leading enterprises.
Kamakama Technology (301611.SZ): Ceramic products have not yet been directly used in the production and manufacturing of solid state batteries.
Gelonghui, August 23rd, Keema Technology (301611.SZ) stated on the investor interaction platform that in the field of new energy, the company is a domestic supplier of various key components of lithium battery material powder grinding equipment, with the ability to supply components made of multiple materials such as zirconia, alumina, and silicon carbide. The company's products are widely used in lithium battery material powder crushing and grading equipment such as classification machines, sand mills, and three-roll mills, due to their high mechanical strength and wear resistance. These equipment are used in the crushing and grading process of positive and negative electrode materials in the manufacturing process of lithium batteries. Solid state battery is one of the technological routes of lithium battery.
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