Core Viewpoint - The acquisition of SUSONITY by Global New Materials International Holdings Limited marks the largest cross-border merger in the pearl material industry in China, valued at €665 million (approximately ¥5.187 billion or HK$5.586 billion) [1] Group 1: Acquisition Details - The acquisition was completed on July 31, with the delivery ceremony held in Frankfurt, Germany, and SUSONITY will operate as a subsidiary under an independent brand [1] - This strategic acquisition is a significant step in the company's globalization strategy, positioning it at the center of the global surface performance materials competition [1][4] Group 2: Market Position and Synergies - Global New Materials International is a leading player in the global synthetic mica-based pearl material market, while SUSONITY has established expertise in surface solutions for coatings, cosmetics, and industrial applications [2][3] - The integration of SUSONITY is expected to enhance the company's market position and customer-centric strategies, particularly in high-end markets such as automotive coatings and cosmetics [3][4] Group 3: Global Expansion and Operational Efficiency - The acquisition will expand the company's geographic coverage and sales channels, particularly in the automotive and cosmetics sectors, enhancing its competitive edge [4] - New production facilities in Germany, Japan, and the United States will contribute to the company's operational efficiency and supply chain strengthening [4] - The company aims to leverage SUSONITY's established sales network and customer resources in Europe, America, and Asia to drive sales growth [4] Group 4: Future Outlook and Strategic Goals - The company plans to enrich its product matrix and deepen key technology areas while expanding its global high-end customer market [5] - Recent acquisitions, such as the 42.45% stake in South Korea's CQV, have shown positive financial results, indicating a successful strategy for growth and collaboration [5]

Core Viewpoint - The completion of the acquisition of Merck's Surface Solutions business marks a significant milestone for Global New Materials International, establishing its presence in the global surface performance materials sector and enhancing the globalization strategy of Chinese new materials companies [1][2]. Group 1: Acquisition Details - The acquisition was finalized on July 31, 2025, with a transaction value of €665 million, encompassing subsidiaries and production bases in Germany, Japan, and the United States [1]. - The acquired business will be rebranded as SUSONITY and will continue to operate independently, serving a global customer base [1]. - This acquisition is the largest cross-border merger in China's pearlescent materials industry to date [1]. Group 2: Strategic Importance - The acquisition is seen as a strategic necessity amid the restructuring of the global pearlescent materials market, with a shift towards high purity, weather resistance, and green safety [2]. - The integration of Merck's Surface Solutions business allows Global New Materials International to gain access to a comprehensive patent portfolio, stable high-end customer resources, and a mature R&D and application collaboration platform [1][2]. Group 3: Financial and Operational Support - Financial data indicates that Global New Materials International's revenue is projected to grow by 55% year-on-year in 2024, with a gross margin maintained above 50% [2]. - The previous acquisition of Korean CQV has resulted in a doubling of profits, providing a reference for business synergy post-integration [2]. Group 4: Future Outlook - The company aims to merge global sales networks, optimize cost structures, and enhance brand matrices, facilitating a transition from "Asian manufacturing" to "global operations" [2]. - The acquisition reflects the rising status of Chinese new materials companies within the global supply chain, with expectations of stronger global competitiveness in surface materials through deepened technological collaboration and capacity integration [2][3].

Core Viewpoint - The acquisition of SUSONITY by Global New Materials International is a strategic move to enhance its position in the global surface performance solutions market, with a transaction value of €665 million (approximately ¥5.187 billion) [1] Group 1: Acquisition Details - The acquisition includes SUSONITY's production bases and global sales network in Germany, Japan, and the United States [1] - The deal is expected to reshape the competitive landscape of the industry and propel Global New Materials International towards becoming a leader in surface performance solutions [1] Group 2: Strategic Benefits - The product portfolio, supply chain, and regional coverage of Global New Materials International and SUSONITY are highly complementary, which will significantly expand the company's global business reach [2] - SUSONITY holds a 22% global market share in high-end surface solutions, particularly in the automotive and cosmetics sectors, enhancing Global New Materials International's market influence [2] - The acquisition will facilitate access to SUSONITY's established sales network and premium customer resources in Europe, America, and major Asian countries [2] Group 3: Financial Performance and Growth - Global New Materials International has shown strong financial performance, with a projected revenue growth of 55% and a net profit increase of over 33% in 2024, maintaining a gross margin above 50% [3] - The company is also expanding its production capacity, with a new project for 30,000 tons of pearl materials set to launch in February 2024, and a new synthetic mica production base expected to be operational by the end of 2025 [3] Group 4: Future Outlook - The acquisition is seen as a step towards creating a leading enterprise in pearl pigments that combines German precision manufacturing with Chinese innovation [4] - The core team of SUSONITY will remain intact, and existing operations in Germany, the United States, and Japan will continue [4]

Core Viewpoint - The acquisition of Merck KGaA's Global Surface Solutions business by Global New Materials International Holdings Limited marks a significant milestone in the company's globalization strategy, positioning it as a leading platform enterprise in new materials technology [1]. Summary by Relevant Sections Acquisition Details - The acquisition includes all technical patents, advanced R&D capabilities, global production bases, a diversified product matrix, and a mature customer network and market channels [1]. - The acquired business is renowned for its excellence in surface material innovation, particularly in high-performance materials, cosmetics, and industrial applications [1]. Strategic Implications - The acquisition allows the company to expand its geographic coverage and sales channels, enhancing its competitiveness in key global markets, especially in the automotive and cosmetics sectors [1]. - The integration of Merck's global surface solutions business is expected to create three dimensions of strategic synergy: 1. Merging Merck's top-tier R&D resources with the company's efficient industrialization capabilities to create new environmentally friendly and functional high-end surface materials [1]. 2. Combining Merck's presence in high-end markets in Europe and North America with the company's strengths in emerging markets to build a global customer system [1]. 3. Establishing a global supply chain network supported by technology in Europe and efficiency in the Asia-Pacific region, aiding in cost reduction and efficiency improvement [1]. Future Positioning - Post-acquisition, the company will transform into a technology industry group centered on surface functional materials, extending its reach into high-performance materials, cosmetics, and industrial applications [1].

Core Viewpoint - The completion of a €665 million acquisition by Global New Materials International marks the largest cross-border merger in China's pearlescent materials industry, reflecting a shift from being a technology follower to a global rule-maker in the cosmetics and industrial pigments sector [2][4]. Company Overview - Global New Materials International is a leader in the global surface performance materials sector, uniquely covering the entire industry chain from raw materials to high-end pearlescent materials, holding the largest market share in synthetic mica [3]. - The acquired company, SUSONITY, specializes in surface solutions for coatings, cosmetics, and industrial applications, holding a significant position in the high-quality market, particularly in the automotive and cosmetics sectors [3]. Strategic Development - The acquisition of SUSONITY is a significant milestone in Global New Materials International's external development strategy, enhancing its global operational system and transitioning from "Asian manufacturing" to "global operations" [4]. - The integration of production bases in Germany, Japan, and the United States is expected to strengthen the company's strategic depth and cyclical resilience [4]. Financial Impact - Following the acquisition, Global New Materials International anticipates long-term revenue and profit growth, reinforcing its global leadership position in the pearlescent pigment market [4]. - In 2024, the company expects a revenue growth of 55% with a gross margin maintained above 50% [3].

截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 環球新材國際控股有限公司 呈交日期: 2025年8月1日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06616 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 80,000,000,000 | HKD | | 0.1 | HKD | | 8,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 80,000,000,000 | HKD | | 0.1 | HKD | | 8,000,000,000 | 本月 ...

环球新材国际拥有约2000 名员工，其主要生产基地分布在中国、韩国、德国、日本和美国。公司旗下 拥有 Chesir、CQV 和 Susonity 等品牌，提供全方位的解决方案。此外，GNMI 拥有一系列基于天然云 母、合成云母、玻璃鳞片、氧化硅、氧化铝和铝的珠光颜料产品以及合成云母产品，为高性能材料、化 妆品、汽车和工业应用提供解决方案。 默克是一家领先的科技公司，业务涉及生命科学、医疗保健和电子产品领域，拥有约63000 名员工。 2024 年，默克在总计 65 个国家/地区的销售额达 212 亿欧元。（闫妍） 环球新材国际董事长苏尔田表示："此次策略收购的完成是我们全球扩张的重要里程碑，彰显了我们从 领先的颜料制造商向综合表面解决方案提供商的转型。凭借我们不断扩展的国际影响力和产品组合，我 们有望巩固在整个产业价值链中的领导地位。" 据悉，约有 1100 名员工（其中 600 多名驻德国员工）已转至环球新材国际。根据与默克达成的协议， GNMI 保证了格恩斯海姆工厂的未来发展以及其驻德国员工的就业，直至 2032 年。此外，默克与 GNMI 还签署了一系列供应和服务协议，以确保业务的无缝过渡。 据介绍，环 ...

Group 1 - The acquisition of Merck KGaA's Global Surface Solutions business marks a significant milestone for the company, establishing it as a leading global platform in new materials technology [1][2] - The core assets acquired include all technical patents, advanced R&D capabilities, global production bases, a diversified product matrix, and a mature customer network [1][2] - The acquisition is expected to enhance the company's market penetration, particularly in the automotive and cosmetics sectors, by integrating high-performance materials and industrial applications [1][2] Group 2 - In 2024, Merck's surface solutions business generated revenue of €402 million (approximately RMB 3.306 billion), while the company reported revenue of RMB 16.49 billion [2] - Following the acquisition, the company will become a technology industry group centered on surface functional materials, extending into high-performance materials, cosmetics, and industrial applications [2][3] - The company is recognized as a leading supplier of pearlescent pigments and high-end surface performance materials, with a focus on technological innovation [3]

Core Insights - The acquisition of Merck's Surface Solutions business by Global New Materials International for €665 million marks a significant consolidation in the global pearlescent materials market [1][2] - The integration aims to enhance Global New Materials' product matrix and strengthen its technological capabilities while expanding its global high-end customer base [1][2] Company Overview - Global New Materials International now holds 100% ownership of Merck's Surface Solutions, which has been rebranded as SUSONITY [1] - SUSONITY is the market leader in natural mica-based pearlescent pigments, while Global New Materials is the leader in synthetic mica-based pigments [2] Market Strategy - Post-acquisition, Global New Materials will integrate SUSONITY's international sales channels to expand its global market presence, particularly in automotive coatings and cosmetics [2] - The acquisition is expected to enhance brand premium and pricing power due to SUSONITY's leadership in global pearlescent pigments [2] Operational Integration - SUSONITY will continue to operate as an independent brand, maintaining its core team and existing business structures in Germany, the U.S., and Japan [2] - The production facilities in Germany, Japan, and Georgia, USA, will remain operational and serve as regional hubs, retaining all 1,200 employees [2] Industry Context - The pearlescent materials market is undergoing a restructuring phase, with increasing demand for high-purity, weather-resistant, and environmentally safe applications [3] - The domestic breakthroughs in core raw materials like synthetic mica enable Chinese companies to challenge traditional international giants in the high-end materials sector [3]

7月31日晚间，环球新材国际(06616)发布公告，宣布此次收购德国默克集团全球表面解决方案业务已正 式完成交割。收购完成后，公司除了在中、韩原有的生产基地，还将拥有默克在德、日、美等地的生产 基地及全球销售网络。 环球新材国际表示，此次收购将进一步扩大公司业务地域覆盖及销售渠道。高度互补的业务整合也将加 快公司对全球重点优质市场的渗透，公司将进一步丰富产品组合，提升主营业务竞争力，特别是在汽车 及化妆品领域。同时将强化全球供应链，实现降本增效，提升营运效率。 ...