Core Viewpoint - Southbound funds have significantly increased their holdings in Universal New Materials International (06616.HK), indicating strong investor interest and confidence in the company [1]. Group 1: Shareholding Changes - On October 22, southbound funds increased their holdings by 15.262 million shares, representing a 5.08% change [2]. - Over the past five trading days, there have been five days of net increases, totaling 20.295 million shares [1]. - In the last 20 trading days, there were 13 days of net increases, amounting to 28.427 million shares [1]. Group 2: Current Shareholding Status - As of now, southbound funds hold a total of 316 million shares of Universal New Materials International, which accounts for 25.48% of the company's total issued ordinary shares [1]. Group 3: Company Overview - Universal New Materials International Holdings Limited primarily engages in the production and sales of pearlescent pigment products and mica-related functional products [2]. - The company's product range includes natural mica-based, synthetic mica-based, glass flake-based, silica-based, alumina-based, and aluminum-based pearlescent pigments [2]. - The company operates in both domestic and international markets [2].

Group 1 - The stock of Global New Materials International (06616.HK) rose over 6% in the afternoon trading session on October 13, 2023 [1] - As of the report, the stock price increased by 4.81%, reaching 4.79 HKD [1] - The trading volume amounted to 98.22 million HKD [1]

国金证券发布研报称，经测算珠光颜料双龙头（环球+坤彩）国内市占率合计超30%。该行表示，看好 公司出海并购德国默克表面材料业务/CQV，培育全球珠光颜料龙头；产能投放+产品结构优化，量价齐 升进行时；珠光颜料行业化妆品+汽车等新消费市场前景可观，合成云母替代天然云母是明确趋势。 消息面上，环球新材国际公告，于2025年7月至10月期间，公司合共购买公司非全资附属公司112.18万 股股份。持股增加后，公司持有CQV股份比例由42.45%上升至50.75%通过此次持股增加，公司旨在加 强对海外核心资产的控制力，提升全球业务的协同效益，并强化治理稳定性。 智通财经APP获悉，环球新材国际(06616)午后涨超6%，截至发稿，涨4.81%，报4.79港元，成交额 9822.33万港元。 ...

环球新材国际(06616)午后涨超6%，截至发稿，涨4.81%，报4.79港元，成交额9822.33万港元。 国金证券发布研报称，经测算珠光颜料双龙头(环球+坤彩)国内市占率合计超30%。该行表示，看好公 司出海并购德国默克表面材料业务/CQV，培育全球珠光颜料龙头；产能投放+产品结构优化，量价齐升 进行时；珠光颜料行业化妆品+汽车等新消费市场前景可观，合成云母替代天然云母是明确趋势。 消息面上，环球新材国际公告，于2025年7月至10月期间，公司合共购买公司非全资附属公司112.18万 股股份。持股增加后，公司持有CQV股份比例由42.45%上升至50.75%通过此次持股增加，公司旨在加 强对海外核心资产的控制力，提升全球业务的协同效益，并强化治理稳定性。 ...

Major Events - Yuan Da Zhu Gong (02163) plans to apply for bankruptcy reorganization at Changsha Intermediate People's Court [1] - Yi Li Holdings (00076) subsidiary intends to issue blockchain vouchers V76, redeemable for bulk commodities on the platform [1] - Peijia Medical-B (09996): National Medical Products Administration accepts registration application for GeminiOne® transcatheter edge-to-edge repair system [1] - Paggen Biopharmaceutical-B (02565) proposes to grant exclusive license for VISEPEGENATIDE (PB-119) in the Middle East and Africa [1] - Beijing Enterprises Environment Group (00154) bids for Hong Kong I·PARK 2 project [1] - Fangda Holdings (01521) plans to acquire Shanghai Guanhua Medical Technology Co., Ltd. for 270 million yuan to enhance global laboratory service capabilities [1] - Lianzhong (06899) focuses on female user value, driving new entertainment through content [1] - Global New Materials International (06616) increases stake in CQV to 50.75%, strengthening global business collaboration [1] - Qianxin Biotechnology-B (02509): Qianxin's industrialization base successfully passes EU QP audit [1] - China Energy Construction (03996) subsidiary signs three new energy general contracting agreements, totaling approximately 19.554 billion yuan [1] - Yongyi International (01218) plans to sell all issued shares of Zhuoyi to Gaoshan (00616) [1] - Bohai Bank (09668) plans to list high capital-occupying debt assets for sale, with an initial pricing of no less than 48.883 billion yuan [1] - Chuangsheng Holdings (02680) plans to receive a premium of about 6% for full acquisition offer, resuming trading on October 13 [1] - Kelun-Botai Biopharmaceutical (06990): Core product TROP2ADC, Lukan-Satuzi (SAC-TMT) approved by National Medical Products Administration for third indication, treating EGFR mutation non-small cell lung cancer after EGFR-TKI progression [1] Operating Performance - Zhaojin Mining (01818) reports net profit of approximately 2.117 billion yuan for the first three quarters, a year-on-year increase of 140.43% [2] - Sunny Optical Technology (02382): September mobile phone camera module shipments reach 48.524 million units, a month-on-month increase of 15.3% and a year-on-year increase of 32% [2] - Yuexiu Property (00123) reports cumulative contract sales of approximately 79.812 billion yuan for the first nine months, a year-on-year increase of about 2.8% [2] - Qiu Tai Technology (01478) reports September camera module sales of 46.654 million units, a month-on-month decrease of 7.6% but a year-on-year increase of 45.1% [2]

中证报中证网讯(龚梦泽熊永红)10月10日，环球新材国际子公司韩国CQV发布公告称，环球新材国际及 其全资附属公司至星对CQV再次增持，9月底至10月初期间，通过持续增持，环球新材国际及其全资附 属公司至星总买股数达77.91万股。自2023年环球新材国际收购CQV的42.45%股份以来，已多次进行增 持，截至公告发布，环球新材国际对CQV的总持股比例提升至50.75%，实现绝对控股。 公开资料显示，CQV是韩国最大的珠光颜料制造商，其生产的珠光颜料产品逾990种，销售网络遍布全 球150多个国家和地区。尤其在高端市场，CQV掌握了汽车级、化妆品级等高端珠光材料的核心生产工 艺和生产技术。凭借技术壁垒，CQV在韩系汽车供应链市场享有较强竞争地位。 环球新材国际方面，近5年营收复合增长率达30.2%。2025年上半年，公司实现营收9.12亿元，同比增长 17.7%；扣非净利润2.60亿元，同比增长54.4%。在市场拓展方面，环球新材国际支持CQV在中国市场 的发展，目前CQV已接触中国头部汽车制造商以及新能源造车新势力，产品已陆续进入中国汽车制造 商的供应链。此外，CQV高端产品的导入后，环球新材国际产品均价也 ...

格隆汇10月10日丨环球新材国际(06616.HK)公告，于2025年7月至2025年10月期间，公司合共购买公司 非全资附属公司CQVCo.,Ltd1,121,781股股份。于持股增加前，公司合共持有CQV4,390,006股股份，占 当时CQV已发行股份总数约42.45%。持股增加后，公司合共持有CQV5,511,787股股份，占CQV已发行 股份总数约50.75%。 透过是次持股增加，公司旨在加强对海外核心资产的控制力，提升全球业务的协同效益，并强化治理稳 定性。作为集团并购整合策略的重要组成部分，CQV拥有成熟的技术体系、优质的客户资源及稳定的 盈利能力，为集团"材料＋创新＋全场景"海外扩张策略的重要支点。具体而言，公司预期将： 1.巩固对CQV的控制权，优化全球资源配置，从而提升集团的整体战略执行能力；2.强化全球业务协 同，特别是在市场、产品及技术整合等方面，进一步促进CQV、Chesir及Susonity间的深度融合，从而 充分释放协同效益；3.稳定市场预期，增强投资者对集团国际化战略的信心，从而提升企业估值与品牌 影响力；4.为未来可能的产业整合、资本运作及战略拓展奠定基础，从而确保集团于全球 ...

Core Viewpoint - The company aims to strengthen its control over overseas core assets and enhance global business synergies through the acquisition of additional shares in its non-wholly owned subsidiary, CQV Co., Ltd, increasing its stake from approximately 42.45% to 50.75% [1] Group 1 - The company plans to consolidate its control over CQV, optimizing global resource allocation to enhance overall strategic execution capabilities [1] - The acquisition is expected to strengthen global business collaboration, particularly in market, product, and technology integration, promoting deeper integration among CQV, Chesir, and Susonity to fully realize synergies [1] - The move aims to stabilize market expectations and boost investor confidence in the company's international strategy, thereby enhancing corporate valuation and brand influence [1] - The acquisition lays the groundwork for potential future industrial integration, capital operations, and strategic expansion, ensuring the company's sustained competitiveness in the global market [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴該等內容 而引致的任何損失承擔任何責任。 GLOBAL NEW MATERIAL INTERNATIONAL HOLDINGS LIMITED 環球新材國際控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：06616） 自願公告 本公司附屬公司持股比例增加 苏尔田 香港，二零二五年十月十日 於本公告日期，董事會包括執行董事苏尔田先生（主席兼行政總裁）、金增勤先生、周方超先生、白 植煥先生、曾珠女士及林光水先生；非執行董事胡永祥先生；及獨立非執行董事許之豐先生、韓高 榮教授、梁貴華先生及陳发动教授。 本公司欣然宣佈，於二零二五年七月至二零二五年十月期間，本公司合共購買本公 司之非全資附屬公司CQV Co., Ltd（「CQV」）1,121,781股股份（「持股增加」）。於持 股增加前，本公司合共持有CQV 4,390,006股股份，佔當時CQV已發行股份總數約 42.45%。持股增加後，本公司合共持有CQV 5,511,787股股份，佔C ...

来源：市场资讯 （来源：国金证券研究所） 作者：李阳、赵铭 ①2023年1月，公司以5亿元价格收购韩国最大珠光颜料制造商CQV 42.45%的股份，2024年CQV营收 2.97亿元、同比+18%，净利润0.46亿元、同比+170%。②2025年7月，公司完成收购默克全球表面解决 方案业务，天然云母采购是困扰默克表面解决方案业务最核心的问题，公司有望在供应链为默克赋能。 产能投放+产品结构优化，量价齐升可期 公司国内经营主体七色产能规划，目前珠光颜料产能3.3万吨，远期规划为珠光颜料产能4.8万吨，CQV 韩国基地合计产能0.26万吨。产能投放支撑销量增长。桐庐工厂合成云母产能10万吨计划于25H2竣工投 产，期待广西二期扩产+收购CQV/默克为合成云母提供产能消化渠道，以及当前国内合成云母基成本仍 高于天然云母基，期待扩产降本后、带来成本的奇点时刻。 风险提示 跨国收购风险；跨国业务协同不及预期；产品结构升级不及预期；宏观经济波动。 目录 摘要 珠光颜料行业：化妆品+汽车等新消费市场前景可观 根据公司公告，我们测算珠光颜料双龙头（环球+坤彩）国内市占率合计超30%，高端消费级化妆品+汽 车领域（均为新消费， ...