Core Viewpoint - 麦加芯彩's Q3 2025 financial report shows a decline in revenue but an increase in net profit, indicating a mixed performance with potential for growth in profitability despite revenue challenges [1][2]. Financial Performance - Revenue for the first three quarters of 2025 was 1.349 billion yuan, a year-on-year decrease of 3.27% [1]. - Net profit attributable to shareholders was 165 million yuan, a year-on-year increase of 18.13% [1]. - The basic earnings per share (EPS) was 1.56 yuan [1]. - Gross margin for the first three quarters was 23.82%, up 3.31 percentage points year-on-year [2]. - Net margin was 12.26%, an increase of 2.22 percentage points compared to the same period last year [2]. Quarterly Insights - In Q3 2025, the gross margin was 24.44%, up 2.86 percentage points year-on-year and 1.18 percentage points quarter-on-quarter [2]. - The net margin for Q3 was 12.00%, an increase of 1.62 percentage points year-on-year but a decrease of 0.94 percentage points from the previous quarter [2]. Expense Analysis - Total operating expenses for Q3 were 146 million yuan, an increase of 35.36 million yuan year-on-year [2]. - The expense ratio was 10.85%, up 2.89 percentage points year-on-year [2]. - Sales expenses increased by 76.73%, while management expenses rose by 28.55% [2]. - R&D expenses decreased by 21.64%, and financial expenses increased by 99.06% year-on-year [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 9,822, a decrease of 520 (5.03%) from the end of the previous half [2]. - The average market value per shareholder increased from 459,200 yuan to 607,700 yuan, a growth of 32.35% [2]. Company Overview - 麦加芯彩, established on May 23, 2002, is located in Shanghai and specializes in the R&D, production, and sales of high-performance coatings [3]. - The main revenue sources are marine equipment coatings (68.09%) and new energy coatings (31.55%) [3]. - The company operates within the basic chemical industry, specifically in coatings and inks, and is involved in sectors such as wind energy and marine equipment [3].

Core Viewpoint - The company, 麦加芯彩, reported its third-quarter financial results, showing a decline in revenue but an increase in net profit compared to the previous year [1]. Financial Performance - The company's total operating revenue for the first three quarters was 1,348,709,920.73 yuan, representing a year-on-year decrease of 3.27% [1]. - The net profit attributable to shareholders of the listed company was 165,396,797.32 yuan, which reflects a year-on-year increase of 18.13% [1]. Shareholder Information - Among the top ten circulating shareholders, new entrants include China Construction Bank's various mutual funds and an individual named 李清华 [1].

瑞银证券有限责任公司 关于麦加芯彩新材料科技（上海）股份有限公司 部分募集资金投资项目延期或重新论证继续实施 的核查意见 瑞银证券有限责任公司（以下简称"瑞银证券"或"保荐机构"）作为麦加 芯彩新材料科技（上海）股份有限公司（以下简称"麦加芯彩"或"公司"）首 次公开发行股票并在上海证券交易所主板上市的保荐机构和持续督导机构，根据 《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上市公司 募集资金监管规则》《上海证券交易所上市公司自律监管指引第 11 号—持续督导》 《上海证券交易所上市公司自律监管指引第 1 号—规范运作》等法律法规和规范 性文件的要求，对麦加芯彩部分募集资金投资项目延期或重新论证继续实施的事 项进行了审慎核查，并出具核查意见如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会 2023 年 6 月 19 日审核同意，并经中国证 券监督管理委员会 2023 年 8 月 2 日《关于同意麦加芯彩新材料科技（上海）股 份有限公司首次公开发行股票注册的批复》(证监许可[2023]1706 号)核准，公司 本次公开发行人民币普通股 27,000,000 股，发行价格为人民币 ...

瑞银证券有限责任公司 关于麦加芯彩新材料科技（上海）股份有限公司 使用部分闲置募集资金进行现金管理 及以协定存款方式存放募集资金余额的核查意见 瑞银证券有限责任公司（以下简称"瑞银证券"或"保荐机构"）作为麦加 芯彩新材料科技（上海）股份有限公司（以下简称"麦加芯彩"或"公司"）首 次公开发行股票并在上海证券交易所主板上市的保荐机构和持续督导机构，根据 《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证券交 易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号—规范运作》 等法律法规和规范性文件的要求，对麦加芯彩使用部分闲置募集资金进行现金管 理及以协定存款方式存放募集资金余额的核查意见情况进行了审慎核查，并出具 核查意见如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会 2023 年 6 月 19 日审核同意，并经中国证 券监督管理委员会 2023 年 8 月 2 日《关于同意麦加芯彩新材料科技（上海）股 份有限公司首次公开发行股票注册的批复》(证监许可[2023]1706 号)核准，公司 本次公开发行人民币普通股 27,000,000 股，发行价格为人民币 58.0 ...

麦加芯彩新材料科技（上海）股份有限公司 关于部分募集资金投资项目延期 或重新论证继续实施的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承 担法律责任。 一、募集资金的基本情况 经上海证券交易所上市审核委员会2023年6月19日审核同意，并经中国证券 监督管理委员会2023年8月2日《关于同意麦加芯彩新材料科技（上海）股份有限 公司首次公开发行股票注册的批复》(证监许可[2023]1706号)核准，本公司本次 公开发行人民币普通股27,000,000股，发行价格为人民币58.08元/股。募集资金 总额为人民币1,568,160,000.00元，扣减保荐及承销费（不含增值税）人民币 109,089,509.43元，以及其他发行费用（不含增值税）人民币25,302,301.16元 后，募集资金净额为人民币1,433,768,189.41元，实际到账的募集资金金额为人 民币1,453,525,120.00元。本次公开发行新增注册资本实收情况业经安永华明会 计师事务所（特殊普通合伙）以安永华明（2023）验字第61763891_B01号验 ...

麦加芯彩新材料科技(上海)股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 10 月 29 日（星期三）至 11 月 04 日 （星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@megacoatings.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 麦加芯彩新材料科技(上海)股份有限公司（以下简称"公司"）已于 2025 年 10 月 24 日发布公司 2025 第三季度报告，为便于广大投资者更全面深入地了 解公司 2025 第三季度经营成果、财务状况，公司计划于 2025 年 11 月 05 日（星 期三）11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进 行交流。 一、说明会类型 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-092 会议召开时间：2025 年 11 月 05 日 （星期三） 11:00-12 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-091 麦加芯彩新材料科技（上海）股份有限公司 2025 年前三季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"或"本公 司"）根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号—— 行业信息披露》有关规定，将公司2025年前三季度主要经营数据披露如下： 单位：元/吨 一、主要产品产量、销售及收入实现情况 单位：吨、元 | 主要产品 | 2025年前三季度 | 2025年前三季度 | 2025年前三季度 | | --- | --- | --- | --- | | | 产量 | 销量 | 销售金额 | | 海洋装备行业涂料 | | 56,103.52 | 861,786,931.57 | | 新能源行业涂料 | 73,717.48 | 16,043.43 | 481,932,271.85 | | 基础设施行业涂料 | | 206.95 | 3,831,670.99 | 注：产量 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-088 麦加芯彩新材料科技（上海）股份有限公司 关于使用部分闲置募集资金进行现金管理 及以协定存款方式存放募集资金余额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 公司已将上述募集资金全部存放于募集资金专户管理，并与保荐机构、存放 募集资金的商业银行签署了募集资金监管协议，开设了募集资金专项账户，对募 集资金实行了专户存储。 公开发行募集资金计划投资项目如下： | 单位：万元 | | --- | | 序号 | 项目名称 | 投资总额 | 募集资金投资额 | | --- | --- | --- | --- | | 1 | 新建年产七万吨高性能涂料项目 | 43,000.00 | 37,498.62 | | 2 | 麦加芯彩嘉定总部和研发中心项目 | 15,000.00 | 15,000.00 | | 3 | 智能仓储建设项目 | 5,553.47 | 5,553.47 | | 4 | 营销及服务网络建设项目 | 4,205.51 | 4,205.51 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-090 麦加芯彩新材料科技（上海）股份有限公司 第二届董事会第十八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 麦加芯彩新材料科技（上海）股份有限公司第二届董事会第十八次会议于 2025 年 10 月 22 日 15:30 在上海市嘉定区马陆镇思诚路 1515 号 1 号楼 2 层大会议室召 开。本次会议召开的时间、地点和审议事项已于 2025 年 10 月 13 日以书面方式通 知了全体董事。本次会议应出席的董事 9 名，实际出席会议的董事 9 名（其中：通 讯方式出席董事 9 人）。本次会议由董事长 WONG YIN YEE（黄雁夷）女士召集并主 持，部分高级管理人员列席。本次会议采用通讯表决方式。会议的召集、召开和表 决程序符合有关法律法规和《公司章程》的规定。经各位董事认真审议，会议形成 了如下决议： 二、董事会会议审议情况 经与会董事投票表决，审议通过了如下议案： 1.审议通过《公司 2025 年第三季度报告 ...

Financial Performance - The company's operating revenue for the third quarter was ¥460,955,773.69, a decrease of 27.54% compared to the same period last year[4]. - The total profit for the year-to-date period increased by 23.47% to ¥199,727,381.61, driven by significant revenue growth in the new energy sector[4]. - The net profit attributable to shareholders for the third quarter was ¥55,309,214.95, reflecting a decline of 16.26% year-on-year[4]. - The basic earnings per share for the year-to-date period was ¥1.56, an increase of 20.00% compared to the previous year[5]. - Total operating revenue for the first three quarters of 2025 was CNY 1,348,709,920.73, a decrease of 3.3% compared to CNY 1,394,316,782.10 in the same period of 2024[22]. - Net profit for the first three quarters of 2025 reached CNY 165,396,797.32, an increase of 18.1% from CNY 140,015,770.98 in the same period of 2024[23]. - Basic and diluted earnings per share for the first three quarters of 2025 were CNY 1.56, compared to CNY 1.30 in 2024, representing a growth of 20%[24]. Cash Flow - The net cash flow from operating activities for the third quarter was negative at -¥62,572,963.68, indicating a significant cash outflow[5]. - Cash inflow from operating activities for the first three quarters of 2025 was CNY 1,719,493,277.49, significantly higher than CNY 953,109,412.97 in 2024, indicating a growth of 80.6%[26]. - The net cash flow from operating activities was $117.54 million, a significant improvement from a negative cash flow of $148.86 million in the previous period[27]. - Total cash outflow from operating activities reached $1.60 billion, compared to $1.10 billion in the prior year, indicating increased operational expenses[27]. Assets and Liabilities - The company's total assets at the end of the reporting period were ¥2,962,275,831.37, a decrease of 11.84% from the end of the previous year[5]. - As of September 30, 2025, total current assets amounted to approximately CNY 2.55 billion, a decrease from CNY 3.02 billion as of December 31, 2024[18][19]. - The company’s total assets as of September 30, 2025, were approximately CNY 2.96 billion, down from CNY 3.36 billion at the end of 2024[19]. - Total liabilities decreased to CNY 920,681,288.30 in 2025 from CNY 1,299,882,721.15 in 2024, a reduction of 29.2%[21]. - Total equity attributable to shareholders was CNY 2,041,594,543.07, slightly down from CNY 2,060,341,743.62 in 2024[21]. Investment Activities - Cash inflow from investment activities totaled $2.98 billion, compared to $2.11 billion in the prior year, indicating a strong increase in investment recovery[27]. - The net cash flow from investment activities was negative at $421.12 million, a decline from a positive cash flow of $159.87 million previously[27]. - The cash outflow for investment activities was $3.40 billion, significantly higher than $1.95 billion in the prior year, reflecting aggressive investment strategies[27]. - The company reported a total cash inflow from investment activities of $2.98 billion, highlighting successful investment recovery efforts[27]. Shareholder Information - The company had a total of 9,822 common shareholders at the end of the reporting period[11]. - The company approved a restricted stock incentive plan for 2025, granting 1,000,000 shares, representing 0.93% of the total share capital as of the announcement date[15]. - The company repurchased 2,087,340 shares, accounting for 1.93% of the total share capital[16]. Research and Development - Research and development expenses for the first three quarters of 2025 were CNY 31,931,220.84, a decrease of 21.7% from CNY 40,749,053.30 in 2024[22]. Other Financial Metrics - The weighted average return on equity decreased to 2.69%, down 0.55 percentage points from the previous year[5]. - The company reported non-recurring gains of ¥7,472,677.11 for the year-to-date period, with government subsidies contributing significantly[8]. - The decline in operating revenue was primarily attributed to reduced income from the marine equipment coatings sector[10]. - The company experienced a credit impairment loss of CNY 10,135,552.56 in 2025, compared to a gain of CNY 34,446,603.83 in 2024, indicating a significant shift in financial performance[23]. - The company reported a significant increase in sales expenses, which rose to CNY 72,407,008.08 in 2025 from CNY 40,970,231.03 in 2024, an increase of 76.5%[22].