10月28日晚，科达制造发布2026年第三季度报告。第三季度，公司实现营收54.34亿元，同比增长23.03%；归母净利润6.27亿元，同比增长55.06%；扣非归母净利润6.30亿元，同比增长74.07%。
On the evening of October 28, KEDA Industrial Group released its Q3 2026 report. In the third quarter, the company recorded revenue of RMB 5.434 billion, up 23.03% year-on-year. Net profit attributable to shareholders of the listed company reached RMB 627 million, up 55.06%, while net profit attributable to shareholders of the listed company excl. non-recurring profit or loss totaled RMB 630 million, up 74.07% year-on-year.
前三季度，科达制造实现营收158.27亿元，同比增长25.55%；归母净利润19.11亿元，同比增长66.30%；扣非净利润19.29亿元，同比增长81.74%。
For the first 3 quarters, KEDA Industrial Group recorded revenue of RMB 15.827 billion, up 25.55% year-on- year. Net profit attributable to shareholders of the listed company reached RMB 1.911 billion, up 66.30%, while net profit attributable to shareholders of the listed company excl. non-recurring profit or loss totaled RMB 1.929 billion, up 81.74% year-on-year.
作为科达全球化先行板块，陶机业务依托深厚技术积淀、本土化服务体系与全球化渠道网络，前三季度海外接单同比稳中有增，其中，南北美洲市场开拓取得积极进展，南亚、中东等传统优势区域订单则维持增长态势。随着海外服务网络持续完善，科达制造的配件耗材业务规模稳步扩容，与装备业务的协同效应同步增强，成为板块的重要增量。
As one of KEDA's leading businesses in its global expansion, its ceramic machinery business leveraged its extensive technical expertise, localized service system, and global distribution network to maintain steady year-on-year growth in international orders during the first 3 quarters. It made encouraging progress in expanding into North and South American markets, while orders continued to grow in traditional strongholds such as South Asia and the Middle East. As its global service network continues to expand, KEDA's spare parts and consumables business has also grown steadily, with stronger synergies with its machinery business making it an important source of incremental growth for the segment.
陶机板块加速出海的同时，海外建材板块也在加快产能落子。前三季度，受益于产品价格上行叠加前期投产项目产能有序释放，该板块营收及盈利同比显著提升。
While its ceramic machinery business accelerates its global expansion, KEDA's building materials business is also moving ahead with capacity expansion. In the first 3 quarters, the segment achieved significant year-on-year growth in revenue and profitability, driven by rising product prices and the gradual ramp-up of production capacity at projects commissioned earlier.
截至目前，科达制造已于非洲、南美洲9国运营21条建筑陶瓷生产线、3条洁具生产线、3条玻璃生产线，已合计形成年产约2亿平方米建筑陶瓷、60万吨玻璃及超300万件洁具的产能。
To date, KEDA Industrial Group has operated 21 building ceramic production lines, 3 sanitaryware production lines, and 3 glass production lines across 9 countries in Africa and South America, under the subbrand Twyford International. These facilities collectively provide annual production capacity of approximately 200 million square meters of building ceramics, 600,000 tons of glass, and more than 3 million pieces of sanitaryware.
同日晚，科达制造公告，公司拟投资约1.13亿美元（折合约7.57亿元人民币）建设肯尼亚日产600.00吨浮法玻璃生产项目。该项目主要生产厚度为3.00至12.00毫米的玻璃，预计建设期约19至20个月。
On the same evening, KEDA Industrial Group announced a proposed investment of approximately US$113 million (equivalent to approximately RMB 757 million) to build a float glass production facility in Kenya with a daily capacity of 600 tons. The project will primarily produce glass with thicknesses ranging from 3.00 to 12.00 mm, and construction is expected to take approximately 19 to 20 months.
锂电材料方面，随着技改项目的推进，科达制造福建基地与重庆基地已合计形成约22万吨/年人造石墨成品产能，其中，石墨化自有率超过70%。前三季度其人造石墨产品出货量实现较好增长，销售均价亦有所回升，业务盈利水平稳步改善，客户及产品结构持续优化。
In lithium battery materials, ongoing technical upgrades at KEDA's Fujian and Chongqing production bases have brought their combined annual production capacity for finished artificial graphite to approximately 220,000 tons, with more than 70% of graphitization capacity owned in-house. In the first 3 quarters, shipments of artificial graphite products grew at a healthy pace, average selling prices also recovered, and profitability improved steadily. The customer base and product mix continued to improve.
锂盐投资方面，前三季度，参股公司蓝科锂业实现碳酸锂产量约3.16万吨、销售约2.53万吨，为科达制造归母净利润贡献8.48亿元。
In its lithium salt investment business, Lanke Lithium Industry, an equity-accounted investee, produced approximately 31,600 tons of lithium carbonate and sold approximately 25,300 tons in the first 3 quarters. It contributed RMB 848 million to KEDA Industrial Group's net profit attributable to shareholders of the listed company.
上证报中国证券网讯（记者 何治民）
Shanghai Securities News / China Securities Network (Reporter Zhimin HE)
