证券代码：603062 证券简称：麦加芯彩 公告编号：2025-054 麦加芯彩新材料科技（上海）股份有限公司 关于开立募集资金现金管理专用结算账户的公告 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"）于 2024 年 10 月 25 日召开第二届董事会第八次会议、第二届监事会第七次会议，审议通过 了《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 额的议案》，同意公司及子公司在确保募集资金项目实施的前提下，采取长短期 结合的方式，使用总额不超过人民币 8.8 亿元（含本数）的部分暂时闲置募集资 金进行现金管理，使用期限自公司董事会审议通过之日起 12 个月内有效，在上述 额度和期限内，资金可循环滚动使用。公司监事会、保荐机构已分别对此议案发 表了同意意见。具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn） 的《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》（公告编号：2024-065）和相关文 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量( *) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-19 | 宿迁联盛 | 603062 | 8.9 | 445 50 | | 中信证券股份有限 | 中国国际金融股份 | | | | | | | | | 公司总部(非营业 | 有限公司上海分公 | | | | | | | | | 场所) | 글 | | | 2025-08-19 | 宿迁联盛 | 603062 | 8.9 | 445 20 | | 机构专用 | 中国国际金融股份 | | | | | | | | | | 有限公司上海分公 | | | | | | | | | | I | | 8月19日，宿迁联盛大宗交易成交100万股，成交额890万元，占当日总成交额的16.2%，成交价8.9元，较市场收盘价8.99元折价1%。 ...

天眼查商业履历信息显示，麦加芯彩新材料科技(上海)股份有限公司，成立于2002年，位于上海市，是 一家以从事化学原料和化学制品制造业为主的企业。企业注册资本10800万人民币，实缴资本10800万人 民币。公司法定代表人为WONG YIN YEE。 通过天眼查大数据分析，麦加芯彩新材料科技(上海)股份有限公司共对外投资了3家企业，参与招投标 项目96次，知识产权方面有商标信息32条，专利信息129条，此外企业还拥有行政许可47个。 来源：金融界 资金流向方面，今日主力资金净流入1359.21万元，占比成交额7.9%。其中，超大单净流出765.27万 元、占成交额4.45%，大单净流入2124.48万元、占成交额12.35%，中单净流出流出372.83万元、占成交 额2.17%，小单净流出986.38万元、占成交额5.73%。 麦加芯彩最新一期业绩显示，截至2025一季报，公司营业总收入4.24亿元、同比增长40.50%，归属净利 润5013.67万元，同比增长77.35%，扣非净利润4643.04万元，同比增长104.93%，流动比率2.618、速动 比率2.455、资产负债率34.05%。 金融界消息 截至 ...

8月18日，宿迁联盛大宗交易成交50万股，成交额444万元，占当日总成交额的6.43%，成交价8.88元，较市场收盘价8.97元折价1%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量( *) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-18 | 宿迁联盛 | ୧୦30୧2 | 8.88 | 222 રે | | 中信证券股份有限 | 中国国际金融股份 | | | | | | | | | 公司总部(非营业 | 有限公司上海分公 | | | | | | | | | 场所) | 리 | | | 2025-08-18 | 宿迁联盛 | 603062 | 8.88 | 222 25 | | 机构专用 | 中国国际金融股份 | | | | | | | | | | 有限公司上海分公 | | | | | | | | | | n | | ...

Investment Rating - The industry rating is "Recommended" [4] Core Views - The report highlights a significant increase in fixed asset investment in water and electricity sectors, with a focus on regional infrastructure [1][3] - The cement market remains stable, while glass prices are experiencing fluctuations due to competitive dynamics [2] - The real estate market shows a decline in transaction volumes for both new and second-hand homes [3][21] - The report emphasizes the ongoing demand for construction materials driven by major national projects and infrastructure investments [7][8] Summary by Sections Investment Recommendations - Recommended stocks include strong performers like "Three Trees" and high-dividend stocks such as "Weixing New Materials" and "Rabbit Baby" [1] - Cement leaders like "Huaxin Cement" and "Conch Cement" are recommended due to their cost and scale advantages [7] - The report suggests focusing on companies benefiting from major engineering projects, such as "China Power Construction" and "China Energy Construction" [8] Market Trends - The national cement price is reported at 340.33 CNY/ton, showing stability despite low demand [2] - The average price of float glass has decreased to 1235.66 CNY/ton, reflecting a 3.08% decline from the previous week [2][73] - The report notes a 1.6% year-on-year increase in fixed asset investment, with infrastructure investment growing by 3.2% [3][6] Real Estate Market - New home transaction volume in 30 major cities decreased by 12% year-on-year, with a significant 44.7% drop from the previous week [3][21] - Second-hand home transactions in 15 monitored cities showed a slight decline of 1.7% year-on-year [3][21] Sector Performance - The report indicates a robust performance in the industrial sector, with a 9.0% year-on-year increase in industrial investment [6] - The water and electricity sectors are highlighted for their strong investment growth, with electricity supply investment up by 21.5% [6]

天眼查商业履历信息显示，麦加芯彩新材料科技(上海)股份有限公司，成立于2002年，位于上海市，是 一家以从事化学原料和化学制品制造业为主的企业。企业注册资本10800万人民币，实缴资本10800万人 民币。公司法定代表人为WONG YIN YEE。 通过天眼查大数据分析，麦加芯彩新材料科技(上海)股份有限公司共对外投资了3家企业，参与招投标 项目96次，知识产权方面有商标信息32条，专利信息129条，此外企业还拥有行政许可47个。 来源：金融界 资金流向方面，今日主力资金净流入1046.48万元，占比成交额8.7%。其中，超大单净流出455.38万 元、占成交额3.79%，大单净流入1501.87万元、占成交额12.49%，中单净流出流出336.12万元、占成交 额2.8%，小单净流出710.37万元、占成交额5.91%。 麦加芯彩最新一期业绩显示，截至2025一季报，公司营业总收入4.24亿元、同比增长40.50%，归属净利 润5013.67万元，同比增长77.35%，扣非净利润4643.04万元，同比增长104.93%，流动比率2.618、速动 比率2.455、资产负债率34.05%。 金融界消息 截至2 ...

Group 1 - The company, Meijia Xincai, announced that it subscribed to a structured deposit from China Merchants Bank, Shanghai Branch, with an investment amount of 30 million yuan [1] - The structured deposit had a term of 61 days and was redeemed as of the announcement date [1] - The total redemption amount was 30 million yuan, with a financial return of 90,200 yuan [1]

Investment Rating - The report indicates a positive investment outlook for the industrial coatings sector, highlighting significant growth potential and opportunities for domestic replacements in the Chinese market [2]. Core Insights - Industrial coatings are specialized materials used to protect and enhance the performance of various industrial products, characterized by high technical barriers and challenging testing and certification processes. They account for approximately 60% of the overall coatings market, with a market space of around $110 billion, making it fertile ground for the emergence of global companies [2][5]. - The global industrial coatings market is highly concentrated, but the Chinese market remains fragmented, dominated by foreign enterprises, indicating substantial room for domestic replacements. Domestic companies are accelerating their advancements, with leaders like Maijia Xincai entering new segments such as marine coatings and automotive coatings [2][8]. Summary by Sections Demand: Broad Applications and Emerging Segments - Industrial coatings have a wide range of applications, with significant segments including automotive coatings (28% market share) and protective and marine coatings (20% market share). The Asia-Pacific region holds the largest share of the industrial coatings market, close to 50% [6]. - The global coatings market is projected to reach approximately $188.8 billion by 2024, with industrial coatings accounting for about 60%, translating to a market space exceeding $110 billion. Emerging high-demand segments include wind power coatings, 3C coatings, aerospace coatings, and coatings for new energy vehicles [6]. Supply: Dominated by High-End Overseas Brands with Room for Domestic Replacements - The global industrial coatings supply landscape is stable, with the top four companies (CR4) accounting for about 30% of the market. The leading company, PPG, has over $10 billion in industrial coatings revenue, while the top four companies exceed $5 billion each [7]. - The Chinese industrial coatings market is still in a non-mature phase, with a CR10 of approximately 13%. Major foreign brands dominate, while local brands hold only two positions. The report notes that there is significant potential for improvement in the technical capabilities of Chinese industrial coatings [7][8]. Domestic Companies Accelerating Progress - Domestic companies are making significant strides in automotive and protective marine coatings, with notable leaders emerging in various segments. Maijia Xincai is a champion in wind power blade coatings and container coatings, while Songji Co., Ltd. maintains a strong position in the 3C sector and is gradually entering the automotive coatings market [8].

金融界8月13日消息，有投资者在互动平台向麦加芯彩提问：2025海上风电大会预测海上风电到2027年 将增至2024年的三倍，即从8GW增加到24GW。到2034年，预计将达到55GW,预计到2029年复合年均增 长率为28%。公司的风电业务还大有可为，希望公司加快研发投入，推进海工认证，抓住海上风电未来 这波建设浪潮。 公司回答表示：尊敬的投资者您好：谢谢您对麦加芯彩的建议，向海外、向海上是公司既定战略，公司 定当加大力度。 本文源自：金融界 作者：公告君 ...

麦加芯彩（603062.SH）8月13日在投资者互动平台表示，中车旗下时代新材为公司风电涂料产品客 户，海上和陆上均有应用。 每经AI快讯，有投资者在投资者互动平台提问：中车株洲旗下相关企业是否是公司海上风电客户？ （记者 谭玉涵） ...