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环球新材国际(06616) - 2025 - 中期业绩
2025-08-28 14:50
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。 環球新材國際控股有限公司(「本公司」,連同其附屬公司,「本集團」)董事(「董事」) 會(「董事會」)欣然宣佈本集團截至二零二五年六月三十日止六個月(「二零二五年上 半年」)的中期業績。以下載列本集團二零二五年上半年的未經審核簡明綜合中期業 績,連同截至二零二四年六月三十日止六個月(「二零二四年上半年」)的比較數字: 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) 截至二零二五年六月三十日止六個月 中期業績 董事會欣然宣佈本集團二零二五年上半年的中期業績,如下: 董事會已決定不宣派及派付二零二五年上半年的任何中期股息(二零二四年上半 年:無)。 – 1 – - 收益約為人民幣912.0百萬元,較二零二四年上半年的約人民幣 774.6百萬元 增加約17.7%。 - 毛利約 ...
环球新材国际(06616.HK)完成默克资产交割 全球化布局提速引领珠光材料新未来
Xin Lang Cai Jing· 2025-08-21 07:19
Core Insights - The acquisition of SUSONITY by Global New Materials International for €665 million marks the largest cross-border merger in China's pearlescent materials industry, signifying a breakthrough in the company's global high-end materials market strategy [1] - The merger aims to achieve deep synergy in technology, market, and product integration, propelling the surface performance materials industry into a higher quality development phase [1][2] - SUSONITY holds a leading position in the surface performance materials sector, particularly in pearlescent pigments and cosmetic active substances, with a mature global R&D-production-sales system [1][2] Company Strategy - Global New Materials International, as a leader in synthetic mica-based pearlescent materials, has a comprehensive industry chain capability, addressing the depletion of natural mica resources while excelling in cost control and environmental performance [2] - The integration of both companies will create a complete product system covering all fields, enhancing product value and customer reach in core sectors like automotive and cosmetics [2][3] Global Expansion - The merger will accelerate the company's globalization process, shifting its market focus from primarily China and South Korea to include deep penetration into the high-end markets of Europe and America [3] - Leveraging SUSONITY's established cross-border e-commerce channels and local service networks will significantly enhance the efficiency of reaching international customers, potentially leading to exponential growth in global market share and brand influence [3] Integration and Future Plans - The integration process has commenced, with a focus on retaining SUSONITY's core team and business structure to ensure a smooth transition [3] - An integration committee comprising executives from both companies will be established to create a detailed integration plan, fostering deep collaboration in technology development, manufacturing, and market channels [3] - The company's Asia-Pacific headquarters in Tonglu, Hangzhou, and a synthetic mica production base with an annual capacity of 100,000 tons are progressing, expected to be operational by the end of 2025, providing robust support for the integrated supply chain [3] Industry Impact - The completion of this acquisition is a significant milestone in the company's globalization strategy and is set to reshape the competitive landscape of global surface performance materials [4] - Through resource optimization and complementary advantages, the merger aims to offer innovative and high-performance material solutions to global customers, leading the industry to new heights [4]
环球新材国际(06616.HK)将于8月28日召开董事会会议以审批中期业绩
Ge Long Hui A P P· 2025-08-18 09:00
格隆汇8月18日丨环球新材国际(06616.HK)公布,公司将于2025年8月28日召开董事会会议,以(其中包 括)审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布,以及审议派发中期股息的建议 (如有)。 ...
环球新材国际(06616) - 董事会召开日期
2025-08-18 08:35
承董事會命 環球新材國際控股有限公司 執行董事兼聯席公司秘書 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,概不對因本公告全部或任何部份內容而產生或因倚賴該等內 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) 董事會召開日期 環球新材國際控股有限公司(「本公司」)董事(「董事」)會(「董事會」)謹此宣佈,本公 司將於二零二五年八月二十八日(星期四)舉行董事會會議,藉以(其中包括)批准刊 發本公司及其附屬公司截至二零二五年六月三十日止六個月之中期業績及刊發中期 業績公告,並考慮建議派發中期股息(如有)。 周方超 香港,二零二五年八月十八日 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、梁貴華先生及陳發動教授。 ...
环球新材国际(06616):CQV中期净利润56.92亿韩元,同比增长11.6%
智通财经网· 2025-08-14 13:02
环球新材国际(06616)发布公告,CQV Co., Ltd.(CQV,公司间接非全资附属公司)于截至2025年6月30日 止六个月取得总收益306.91亿韩元,同比增长0.02%;净利润56.92亿韩元,同比增长11.6%。 ...
环球新材国际:CQV中期净利润56.92亿韩元,同比增长11.6%
Zhi Tong Cai Jing· 2025-08-14 12:58
环球新材国际(06616)发布公告,CQV Co.,Ltd.(CQV,公司间接非全资附属公司)于截至2025年6月30日 止六个月取得总收益306.91亿韩元,同比增长0.02%;净利润56.92亿韩元,同比增长11.6%。 ...
环球新材国际(06616) - 一间附属公司的业绩
2025-08-14 12:43
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,概不對因本公告全部或任何部份內容而產生或因倚賴該等內 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) 一間附屬公司的業績 本公告乃由環球新材國際控股有限公司(「本公司」)董事(「董事」)會(「董事會」)根據 《證券及期貨條例》(香港法例第 571章)第XIVA部內幕消息條文(定義見香港聯合交 易所有限公司證券上市規則(「上市規則」))及上市規則第13.09及13.10條作出。 CQV Co., Ltd.(「CQV」)(本公司之間接非全資附屬公司),為一間在大韓民國 註冊成立的公司,其普通股在韓國證券交易商自動報價系統(「KOSDAQ」)上市 (KOSDAQ:101240)。於本公告日期,本公司持有CQV已發行股份的44.59%,為 單一最大股東。CQV已在韓國交易所網站公佈其截至二零二五年六月三十日止六個 月之未經審核 ...
55亿跨国并购圆满交割,跃升全球珠光材料龙头
Ge Long Hui· 2025-08-11 19:36
Core Viewpoint - The completion of a cross-border acquisition by Global New Materials International for €665 million marks a significant milestone in the pearl pigment industry, positioning the company among the global leaders and enhancing its international market presence [1][2]. Acquisition Details - The acquisition, finalized in July, involves the transfer of Surface Solutions business assets from Merck, including subsidiaries and production bases in Germany, Japan, and the United States, primarily serving the automotive, cosmetics, and industrial sectors [2][4]. - The transaction price of €665 million is approximately 3.4 times Global New Materials International's projected revenue of 1.649 billion yuan for 2024 [2]. - The acquired assets generated a revenue of €402 million in 2024, indicating a potential tripling of Global New Materials International's revenue post-acquisition [2][11]. Strategic Implications - The acquisition is likened to Geely's purchase of Volvo, showcasing a strategic move to capitalize on favorable market conditions and enhance competitive positioning in high-end markets [3][4]. - Global New Materials International aims to maintain the original management team and brand identity of the acquired business, fostering a collaborative environment to leverage existing strengths [4][8]. - The company anticipates achieving synergies that will strengthen its supply chain, reduce production costs, and enhance its global market reach [4][12]. Market Context - The global pearl materials market was valued at 23.5 billion yuan in 2023, with a compound annual growth rate (CAGR) of 14.1% from 2016 to 2023, projected to reach 44 billion yuan by 2030 [9]. - The automotive coatings market is expected to grow from $23.72 billion in 2023 to $57.27 billion by 2032, with a CAGR of 10.4% [11]. - The acquisition positions Global New Materials International to capitalize on the growing demand in the automotive coatings sector, particularly with the rise of electric vehicles [11][12]. Company Evolution - Founded in 2011, Global New Materials International has rapidly ascended from a local manufacturer to a significant player in the international market, completing multiple strategic acquisitions to enhance its capabilities [7][8]. - The company has established a comprehensive production capacity for synthetic mica and is expanding its operations to meet the growing demand for high-end materials [11].
50亿交易达成,环球新材国际(06616.HK)“拿下”默克核心资产
Xin Lang Cai Jing· 2025-08-11 08:29
Core Viewpoint - The acquisition of Merck Group's surface solutions business (SUSO) by China's leading synthetic mica company, Global New Materials International, marks a significant shift in the global new materials industry, indicating a transition from "market for technology" to "technology wins market" for Chinese enterprises [1][2][4]. Group 1: Company Backgrounds - Merck Group, one of the oldest chemical and pharmaceutical companies, has evolved into a global pharmaceutical giant with revenues of €17.4 billion in life sciences and healthcare in 2024 [2]. - Merck's semiconductor solutions business accounted for 69% of its electronic technology revenue in 2024, while SUSO's contribution declined to only 11%, leading to its divestment [2][3]. - Global New Materials International, established in 2011, has rapidly grown to become China's largest synthetic mica and pearlescent pigment manufacturer, achieving revenues of ¥1.649 billion in 2024, a 55% increase year-on-year [7][18]. Group 2: Strategic Acquisition - The acquisition price for SUSO was €665 million (approximately ¥5.187 billion), with a valuation of 11.08 times EBIT for the 2023 fiscal year, significantly lower than initial estimates [16]. - Global New Materials International's confidence in the acquisition stems from its proprietary core technologies and strong financial performance, with a compound annual growth rate of approximately 27% over the past five years [17][18]. - The integration of SUSO is expected to enhance Global New Materials' production capabilities and market reach, leveraging SUSO's established global sales network and brand reputation [12][20]. Group 3: Market Dynamics - The global demand for synthetic mica is increasing, driven by its applications in cosmetics and automotive coatings, as natural mica faces supply constraints and regulatory challenges [3][4][22]. - The collaboration between Global New Materials and SUSO is anticipated to create a comprehensive product matrix that covers high, medium, and low-end markets, reducing reliance on low-cost competition [21][23]. - The strategic partnership is expected to enhance both companies' operational efficiencies, reduce procurement costs, and improve profitability, particularly in high-value sectors like automotive and cosmetics [13][20]. Group 4: Future Outlook - The merger is projected to lead to the formation of a global new materials industry group, enhancing the competitive positioning of both companies in the international market [21][24]. - The integration of technologies and resources is expected to foster innovation and expand market opportunities, positioning Global New Materials as a leader in the synthetic mica and pearlescent pigment sectors [23][24]. - The successful execution of this acquisition could serve as a model for other Chinese enterprises seeking to expand globally through technology-driven strategies [24].
50亿,一笔全球化并购诞生
投资界· 2025-08-06 07:34
Core Viewpoint - The acquisition of Merck Group's surface solutions business (SUSONITY) by China's leading synthetic mica company, Global New Materials International, marks a significant shift in the global new materials industry, indicating a transition from "market for technology" to "technology wins market" for Chinese enterprises [2][3][6]. Group 1: Industry Dynamics - The acquisition highlights the contrasting fates of SUSONITY and Global New Materials, with the former struggling due to rising costs and declining market share, while the latter has rapidly expanded its revenue and market presence [6][10]. - The global new materials industry is witnessing a power shift, with Chinese "invisible champions" gaining ground against established European chemical giants like Merck [3][4]. - The synthetic mica market in China has been growing rapidly, with a compound annual growth rate (CAGR) exceeding 20% from 2016 to 2024, driven by demand from downstream industries such as coatings, plastics, inks, automotive, and cosmetics [9][12]. Group 2: Strategic Acquisition - Global New Materials International's acquisition of SUSONITY for €665 million (approximately ¥5.187 billion) is seen as a strategic move to enhance its competitive edge in high-end manufacturing [21][22]. - The acquisition is expected to create synergies between the two companies, leveraging Global New Materials' advanced synthetic mica technology and SUSONITY's established market presence and customer base [17][24]. - The integration of SUSONITY into Global New Materials' operations is anticipated to enhance production capabilities, reduce costs, and improve profitability, particularly in the high-value automotive and cosmetics sectors [18][19]. Group 3: Financial Performance - Global New Materials International has demonstrated strong financial growth, with a revenue CAGR of approximately 27% over the past five years, and a significant increase in revenue to ¥1.649 billion in 2024, representing a 55% year-on-year growth [23]. - The company's gross profit margin reached 53% in 2024, with net profit increasing by 33.4% to ¥242 million, indicating robust operational efficiency and market demand [23]. - The successful integration of the Korean company CQV has further bolstered Global New Materials' financial performance, contributing to its optimistic outlook for the SUSONITY acquisition [23][25]. Group 4: Future Outlook - The merger is expected to create a more collaborative global materials group, enhancing supply chain efficiency and expanding product offerings across various market segments [27][30]. - The strategic focus on synthetic mica aligns with national policies promoting advanced materials, positioning Global New Materials and its subsidiaries for significant growth in emerging markets [7][29]. - The integration of technologies and market channels is likely to establish Global New Materials as a leading player in the global synthetic mica and pearlescent pigment market, reshaping perceptions of Chinese manufacturing on the world stage [30].