环球新材国际(06616)尾盘涨超6%，截至发稿，涨6.34%，报7.88港元，成交额2435.19万港元。 据了解，当前，高端合成云母需求缺口凸显已成为行业明确趋势，合成替代天然云母更形成行业共识。 公开信息显示，全球超七成天然云母供应依赖印度，且高品位资源已日渐枯竭；叠加天然云母开采存在 的ESG相关问题，不断抬升国际企业的采购与审查成本，供应链集中度高、稳定性不足的短板愈发突 出。 消息面上，近日，据证券时报报道，环球新材国际在浙江省桐庐县年产10万吨人工合成云母项目日前举 行点火通线仪式，标志着这一围绕关键基础新材料展开的产能布局正式进入生产运行准备阶段。环球新 材国际方面表示，桐庐项目投产后，将为公司全球供应链提供稳定的高品质合成云母核心基材，有效解 决其天然云母采购成本高、ESG采购溢价等痛点，从原材料端强化自主供给能力，优化成本结构、提升 供应链韧性。 ...

据了解，当前，高端合成云母需求缺口凸显已成为行业明确趋势，合成替代天然云母更形成行业共识。 公开信息显示，全球超七成天然云母供应依赖印度，且高品位资源已日渐枯竭；叠加天然云母开采存在 的ESG相关问题，不断抬升国际企业的采购与审查成本，供应链集中度高、稳定性不足的短板愈发突 出。 智通财经APP获悉，环球新材国际(06616)尾盘涨超6%，截至发稿，涨6.34%，报7.88港元，成交额 2435.19万港元。 消息面上，近日，据证券时报报道，环球新材国际在浙江省桐庐县年产10万吨人工合成云母项目日前举 行点火通线仪式，标志着这一围绕关键基础新材料展开的产能布局正式进入生产运行准备阶段。环球新 材国际方面表示，桐庐项目投产后，将为公司全球供应链提供稳定的高品质合成云母核心基材，有效解 决其天然云母采购成本高、ESG采购溢价等痛点，从原材料端强化自主供给能力，优化成本结构、提升 供应链韧性。 ...

Group 1 - The core viewpoint of the news is the successful ignition of the 10,000-ton artificial synthetic mica project by Global New Materials International, marking a significant transition from construction to trial production, which accelerates the development of the new materials industry in Tonglu [1][2] - The synthetic mica is a critical material for high-end manufacturing, widely used in sectors such as new energy vehicles, high-end cosmetics, photovoltaic panels, and functional coatings [1] - The project fills a gap in the regional high-end synthetic mica industry, ensuring the self-sufficiency of key raw materials and contributing to the safety of China's new materials industry chain [1][3] Group 2 - The project, with a total investment of 10.3 billion yuan, was efficiently advanced from signing in November 2023 to ignition in March 2024, showcasing the "Tonglu speed" supported by strong government-enterprise collaboration [2] - The rapid progress of the project is attributed to the robust industrial foundation and development momentum in Tonglu, with a projected GDP growth of 5.7% in 2025, ranking third in the city [2] - The project is expected to generate an output value of approximately 500 million yuan in 2026, with an annual output value anticipated to exceed 4 billion yuan upon full production [3]

Core Viewpoint - After resuming trading, Global New Material International (06616.HK) opened over 6% higher and is currently up 6.76%, trading at HKD 10.11 with a transaction volume of HKD 1.2132 million [1] Company Summary - Global New Material International's stock price increased by 6.76% after resuming trading [1] - The current trading price is HKD 10.11, reflecting a strong market response [1] - The trading volume reached HKD 1.2132 million, indicating active investor interest [1]

Core Viewpoint - Global New Materials International (06616) experienced a significant stock price increase of over 6% after resuming trading, reaching HKD 10.11 with a trading volume of HKD 1.2132 million [1] Group 1: Company Announcement - On February 11, Global New Materials International announced that a share transfer agreement has been established, where Junheng Limited Partnership conditionally agrees to purchase shares from the sellers (Hangzhou Jinhui and Mr. Shao) [1] - Junheng Limited Partnership was formed for the acquisition, with Shenzhen Qise (a wholly-owned subsidiary of the company) acting as the general partner and Hongzun Limited Partnership as the limited partner [1] - The initial capital contribution to Junheng Limited Partnership is RMB 700 million, with Shenzhen Qise contributing 40% and Hongzun Limited Partnership contributing 60% [1] Group 2: Share Details - The shares for sale are from Zhejiang Jihua (603980.SH), totaling 202 million shares, which represents 29.89% of the total issued share capital of Zhejiang Jihua [1] - Hangzhou Jinhui will conditionally sell 196 million shares, while Mr. Shao will conditionally sell 6.3087 million shares [1] - The purchase price for the shares is set at RMB 1.4945 billion [1]

Core Viewpoint - Global New Materials International (06616.HK) will resume trading on February 12, 2026, at 9:00 AM [1] Group 1: Stock Ratings - The majority of investment banks have a buy rating for the stock, with 4 firms issuing buy ratings in the last 90 days [1] - The average target price over the last 90 days is HKD 15.86 [1] - Jinyufu Securities Co., Ltd. has recently issued a buy rating with a target price of HKD 15.86 [1] Group 2: Market Position - Global New Materials International has a market capitalization of HKD 11.823 billion and ranks 4th in the chemical products industry [1]

Group 1 - The core announcement is that Global New Material International (stock code: 06616) will resume trading of its shares on February 12, 2026, at 9:00 AM [1]

Group 1 - The core point of the article is that Global New Material International (06616.HK) announced that its shares will resume trading today, February 12, 2026, at 9:00 AM [1]

Core Viewpoint - The company has entered into a share transfer agreement for the acquisition of a significant stake in Zhejiang Jihua, which is expected to enhance its market presence in the coatings and chemicals industry [1][3]. Group 1: Acquisition Details - Junheng Limited Partnership has conditionally agreed to purchase shares from Hangzhou Jinhui and Mr. Shao, involving a total of 202 million shares, representing 29.89% of Zhejiang Jihua's issued share capital [1]. - The purchase price for the shares is set at RMB 1.4945 billion [1]. - The partnership structure involves Shenzhen Qise as the general partner contributing 40% and Hongzun Limited Partnership as the limited partner contributing 60% of the total capital of RMB 700 million [1][2]. Group 2: Risk Management and Financing - The establishment of Junheng Limited Partnership allows for risk isolation, ensuring that the assets and liabilities are independent from the company and its affiliates, thus protecting the company's financial stability and shareholder interests [2]. - The partnership can serve as an independent financing platform, potentially lowering financing costs compared to direct financing by the company [3]. - The acquisition is based on the confidence in Zhejiang Jihua's intrinsic value and future prospects, which is expected to positively impact the company's market share and valuation in both A-share and global markets [3].

Core Viewpoint - The company has entered into a share transfer agreement for the acquisition of shares in Zhejiang Jihua, which will enhance its market presence in the coatings and chemicals industry and positively impact its market capitalization in both A-share and global markets [1][3]. Group 1: Acquisition Details - Junheng Limited Partnership has conditionally agreed to purchase shares from Hangzhou Jinhui and Mr. Shao, with a total purchase price of RMB 1.4945 billion [1]. - The shares being sold amount to 202 million shares, representing 29.89% of Zhejiang Jihua's issued share capital, with Hangzhou Jinhui selling 196 million shares and Mr. Shao selling 6.3087 million shares [1]. Group 2: Partnership Structure - Junheng Limited Partnership was established with Shenzhen Qise as the general partner (40% contribution) and Hongzun Limited Partnership as the limited partner (60% contribution), with a total capital contribution of RMB 700 million [1][2]. - The partnership structure allows for risk sharing among partners, reducing the financial burden on the company as the sole investor in the acquisition [2]. Group 3: Risk Isolation and Financing - The establishment of Junheng Limited Partnership serves to isolate risks associated with specific assets, ensuring that the liabilities do not affect the company or its affiliates [2]. - Junheng Limited Partnership can act as an independent financing platform, potentially lowering financing costs compared to direct financing by the company [3]. Group 4: Market Impact - The acquisition is based on the confidence in Zhejiang Jihua's intrinsic value and future prospects, aiming to gain control over the company and expand market share in the coatings and chemicals sector [3]. - The company has applied to the Stock Exchange for the resumption of trading of its shares starting from February 12, 2026 [4].