Semiconductor Materials and Equipment

DKEM

DKEM released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 6.567 B, actual EPS CNY 0.1

DKEM to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

DKEM released FY2025 Q4 earnings on March 19 After-Market (BJT), actual revenue CNY 5.322 B, actual EPS CNY -1.9719

DKEM released FY2025 Annual Earnings on March 19 After-Market (BJT), actual revenue CNY 18.05 B (forecast CNY 15.95 B), actual EPS CNY -1.92 (forecast CNY -1.47)

DKEM to release FY2025 earnings report on March 20, 2026, after-market (BJT), forecast revenue CNY 15.95 B, EPS CNY -1.47

DKEM released FY2025 9 Months Earnings on October 28 After-Market (BJT), Actual Revenue CNY 12.72 B, Actual EPS CNY 0.1833

DKEM released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 4.384 B, actual EPS CNY -0.2969

DKEM FY2025 Q3 Earnings Release on October 29, 2025, After-Market (BJT)

DKEM released FY2025 Q2 earnings on August 27 During-Market (BJT), actual revenue CNY 4.284 B, actual EPS CNY 0.2402

DKEM released FY2025 Semi-Annual Earnings on August 27 During-Market (BJT), actual revenue CNY 8.34 B, actual EPS CNY 0.49

DKEM to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Rising Silver Prices Drive PV Paste Industry towards High-Copper Solutions

DK Materials Shares Rise and Receive Buy Rating

East China Securities Analysts Give Buy Rating to Dik Co

DKEM Plans to Acquire 60% Equity of Zhejiang SOTE

TF Securities Gives DK Materials a Buy Rating

DK Chemicals Revenues Grow to 1.54 Billion in 2024

DK Materials' Products Achieve In-vehicle Application in New Energy Vehicles

DK Chemical to Mass Produce High Copper Paste in H2 2025, Plans to Acquire 60% of Zhejiang Suote

Dekkor Acquires 60% Stake in Zhejiang Suote for 696 Million Yuan

300842

DKEM is actively laying out its strategy in the space photovoltaic field. With the anticipation of SpaceX's IPO, the domestic commercial aerospace sector is entering a rapid development phase. Space photovoltaics, due to its high technical barriers and added value, is becoming a mainstream investment direction. It is expected that in the coming years, the global installed capacity of space photovoltaics will grow significantly, with a market space reaching trillions of yuan. DKEM relies on its technological advantages to continuously promote the research and development of high-end conductive materials, striving to achieve breakthroughs in this emerging market

同壁财经

DKEM (300842) is proactively laying out a new track for space photovoltaic, as domestic commercial aerospace enters an accelerated development phase

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The rare earth permanent magnet concept strengthened, with BSU hitting the daily limit, and CNRE, Earth-Panda, SHRC, Galaxy Magnets, and Tianhe Magnets following suit. In the early session, the space photovoltaic concept rebounded, with Drinda hitting the daily limit, and Jiawei Energy, Fusion, EGing PV, Risen Energy, and DKEM also rising

- Nvidia's stock fell sharply by 5.7%, marking the largest intraday drop in three months, as concerns lingered about the sustainability of AI spending despite a 73% year-over-year revenue increase.  
- The A-shares market experienced a decline with major indices down, led by adjustments in computing hardware stocks influenced by Nvidia's performance, while sectors like non-ferrous metals and rare earths saw price increases.  
- The Hong Kong stock market rebounded, with the Hang Seng Index and technology sectors gaining, while the bond market yielded upward movements in government bond futures, despite significant declines in domestic commodity futures.

Wallstreetcn

SHRC

Jiawei Energy

CREM

Risen Energy

EGing PV

Drinda

CNRE

Galaxy Magnets

Earth-Panda

DRINDA

Fusion

E Fund GEM ETF

The GEM index fell over 1%, computing hardware collectively adjusted, rare earths surged, the Hang Seng Index rebounded, and the biopharmaceutical sector was active

On October 30th, DKEM stated on the interactive platform that the company has no plans to acquire a PCB company

Zhitong

DKEM: The company has no plans to acquire a PCB company

DKEM responded to the impact of rising silver prices on the company's profits, stating that it adopts a production model based on sales and orders based on production, with silver powder procurement orders and sales orders issued simultaneously, and pricing based on the current silver spot price, thereby transferring the risk of fluctuations in silver spot prices to downstream customers. In addition, the company also hedges the silver difference between sales and procurement orders through silver futures to reduce risk

The significant rise in silver prices, does it have an impact on the company's profits? DKEM responds

DKEM released its third-quarter report for 2025, with operating revenue for the first three quarters amounting to 12.724 billion yuan, a year-on-year increase of 10.55%. The net profit attributable to the parent company was 29.4566 million yuan, a year-on-year decrease of 89.94%; the net profit excluding non-recurring gains and losses was 127 million yuan, a year-on-year decrease of 68.93%. The basic earnings per share were 0.21 yuan

DKEM released its performance for the first three quarters, with a net profit attributable to shareholders of 29.4566 million yuan, a decrease of 89.94%

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As of October 16, nearly 160 companies have received institutional research, with the power and machinery equipment industry receiving significant attention. Ronbay Technology and DKEM have hosted over 100 institutional research visits. A total of 24 targets in the machinery equipment industry have been researched. Brokerage analysts believe that the industrialization process of solid-state batteries will drive demand for materials and equipment, and the engineering machinery sector is expected to achieve both performance and valuation improvements, suggesting a focus on leading manufacturers and core component leaders

Ronbay Technology

Research favors the electric power and machinery equipment industry; institutions actively explore market opportunities in October

DKEM stated in an institutional research on October 15 that the revenue of its storage business segment is expected to maintain good growth, benefiting from the positive outlook of the storage industry and rising market prices. The company will leverage the cost and quality advantages of Dream Holdings to expand into the consumer electronics market and collaborate with mainstream SOC chip design companies to promote market synergy, while accelerating the mass production development of AI-related products

DKEM: The company's storage business segment is expected to maintain good growth in revenue

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The photovoltaic equipment sector is experiencing fluctuations and adjustments, with DKEM and Ginlong Technologies both falling over 10%, while Jingcheng Machinery & Electric, SangNeng Electric, and Maiwei Co., Ltd. also declined

Ginlong Technologies

The photovoltaic equipment sector is experiencing fluctuations and adjustments, with DKEM and Ginlong Technologies both falling over 10%

DKEM plans to acquire 62.5% equity of Jiangsu Jingkai for cash of 300 million yuan. After the transaction is completed, Jiangsu Jingkai will become a subsidiary. Jiangsu Jingkai focuses on manufacturing services for storage chip packaging and testing, possessing multiple advanced packaging technologies. This acquisition will further extend DKEM's industrial chain in the storage chip business, enhance cost control capabilities and customer response speed, and strengthen core competitiveness and profitability

DKEM plans to acquire 62.5% equity of Jiangsu Jingkai for 300 million yuan to strengthen its storage business

DKEM(300842.SZ)