（文章来源：每日经济新闻） 麦加芯彩（603062.SH）8月13日在投资者互动平台表示，公司光伏涂层产线建设7月完成，目前处于验 收阶段。公司光伏涂层产品可以用于海上光伏。 每经AI快讯，有投资者在投资者互动平台提问：公司光伏镀膜相关产品适用于海上光伏吗？竞争力如 何？ ...

Group 1 - The company, Meijia Xincai (603062.SH), has a wide application range for its industrial coatings, including steel structures and bridges [1] - There is a growing interest in the company's steel structure-related products due to national plans for major engineering projects, which may include applications in infrastructure such as water conservancy and bridges [3]

格隆汇8月13日丨麦加芯彩(603062.SH)在投资者互动平台表示，公司光伏涂层产线建设7月完成，目前 处于验收阶段。公司光伏涂层产品可以用于海上光伏。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司所在中证4级行业很多同行都已在ESG报告中披 露关于塑料化学品的管理，贵司产品与服务中是否涉及塑料化学品的使用或替代？如果是，为何未见在 年报和ESG报告中披露塑料化学品管理相关信息，后续是否有计划在年报及ESG报告中披露具体的塑料 化学品管理风险与机遇？ （文章来源：每日经济新闻） 麦加芯彩（603062.SH）8月13日在投资者互动平台表示，公司长期关注并切实推进ESG工作，最近公司 还聘请了全球权威机构英国标准协会对公司ESG报告进行独立审核。 ...

作者：公告君 本文源自：金融界 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：贵公司所在中证4级行业很多同行都已在 ESG报告中披露关于塑料化学品的管理，贵司产品与服务中是否涉及塑料化学品的使用或替代？如果 是，为何未见在年报和ESG报告中披露塑料化学品管理相关信息，后续是否有计划在年报及ESG报告中 披露具体的塑料化学品管理风险与机遇？ 公司回答表示：尊敬的投资者您好：公司长期关注并切实推进ESG工作，最近公司还聘请了全球权威机 构英国标准协会对公司ESG报告进行独立审核。谢谢您对麦加芯彩的关注。 ...

特此公告。 麦加芯彩新材料科技（上海）股份有限公司董事会 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-053 2025年8月14日 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赎回的公告 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。 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》。公司监事会和保荐机构瑞银证券有限责任公司（以下简 称"保荐机构"）对上述事项发表了明确的同意意见。 在确保募集资金项目按计划实施的前提下，公司及子公司拟使用额度不 超过人民币8.8亿元（含本数）的闲置募集资金进行现金管理，采取长短期结 合的方式，购买符合《上市公司募集资金监管规则（2025年修订）》第十一条 规定的结构性存款、大额存单等安全性高、流动性好的保本型产品。使用期限 自公司本次董事会审议通过之日起12个月 ...

Summary of the Conference Call for Maijia New Materials Company Overview - Maijia New Materials is a leading player in the industrial coatings sector, focusing on container coatings and wind turbine blade coatings [2][3][4] - The company has a market share of approximately 25% in the container coatings market, establishing a duopoly [2][4] - It has maintained the largest global market share in the wind turbine blade sector for several consecutive years [2][4] Core Insights and Arguments - The valuation of Maijia New Materials has increased to a range of 20-25 times earnings after entering the ship coatings market, indicating market recognition of its growth potential [2][3] - The company's revenue fluctuates between 1 billion to 2 billion RMB, with a projected 26% year-on-year growth in 2024, reaching over 2 billion RMB [2][3] - Despite a downturn in the container industry in 2025, the wind energy sector is expected to perform well, with projected revenues between 200 million to 250 million RMB [3][16] - The company plans to double its production capacity from 120,000 tons to 240,000 tons by 2026-2027, aiming for revenues of 2.5 billion to 3 billion RMB and profits of 500 million to 600 million RMB [3][6][7] Future Development Strategy - Maijia New Materials has adopted a "1+3+n" strategy, focusing on industrial coatings and three main sectors: new energy (wind turbine blades and towers), ocean transportation (ship and container coatings), and large infrastructure [5] - The company is also expanding into new segments, including offshore tower coatings and photovoltaic materials, leveraging acquired technologies and patents [5][6] Market Dynamics - The ship coatings market is estimated to be worth 30 billion to 40 billion RMB, with significant opportunities for new suppliers due to high repair needs in long-term marine operations [8][17] - The container coatings market is facing challenges, with a projected 30% decline in sales in 2025, but overall demand is expected to stabilize above 3 million TEU due to replacement and new ship demands [10][14] - The wind energy sector's coating costs are low but critical for equipment performance, with stable gross margins around 37%-38% [15][16] Competitive Advantages - Maijia New Materials has a leading return on equity (ROE) and high operational efficiency, particularly in the container business [11][12] - The company has established strong relationships with major clients and continues to innovate in environmentally friendly products, enhancing its competitive edge [12] Revenue and Growth Projections - The company anticipates nearly 100 million RMB in new business revenue in 2025, primarily from overseas blade and photovoltaic coatings [6][18] - By 2026, new business revenues are expected to reach 150 million to 200 million RMB, with ongoing expansion into the tower coatings market [6][18] - Overall, the company aims for revenues to reach 2 billion RMB by 2027, with a target market capitalization exceeding 10 billion RMB [18]

Group 1 - The core business of Meijia Xincai is primarily in the coatings industry, which accounts for 99.91% of its revenue for the year 2024 [1] - Other business segments contribute a minimal 0.09% to the overall revenue [1] Group 2 - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 500 million, representing 24.27% of the audited net assets of approximately RMB 2.06 billion for the year 2024 [3] - The company has no overdue external guarantees and none of the guarantees are involved in any litigation [3]

风险提示：投资有风险，入市需谨慎。 来源：金融界 最新公告显示，麦加芯彩为全资子公司麦加涂料（南通）有限公司提供了1.4亿元人民币的最高额连带 责任保证担保。该笔担保期限为2025年8月7日至2028年7月3日，主要用于满足子公司生产规模扩大带来 的资金需求。此次担保后，公司对南通麦加的担保余额达到5亿元人民币。 8月7日主力资金净流入248.01万元，占流通市值的0.13%。近五个交易日主力资金累计净流出910.20万 元，占流通市值的0.48%。 麦加芯彩8月7日报收49.61元，较前一交易日上涨1.24%。当日成交量为14198手，成交金额达0.7亿元， 换手率为3.75%。 该公司属于化学原料板块，主营业务为涂料及相关产品的研发、生产和销售。麦加芯彩是上海地区的专 精特新企业，产品应用于海工装备等领域。 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-052 麦加芯彩新材料科技（上海）股份有限公司 关于为子公司提供担保的公告 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。 重要内容提示： 被担保人名称及是否为上市公司关联人：麦加涂料（南通）有限公司， 为麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）全资子公司。 本次担保金额及已实际为其提供的担保余额：本次担保金额为人民币 1.4 亿元，截至本公告披露日，已实际为其提供的担保余额为人民币 5 亿元（含 本次担保金额）。 本次担保是否有反担保：不存在反担保。 对外担保逾期的累计数量：截止本公告披露日，公司无逾期担保。 一、担保情况概述 （一）担保基本情况 麦加涂料（南通）有限公司（以下简称"南通麦加"）为公司全资子公司， 亦是本公司目前最主要的生产基地。随着生产规模的扩大，存在资金或开立票据 等融资需求。基于此，南通麦加向南京银行股份有限公司南通分行（以下简称"南 京银行"）提出年度授信需求。 单位：亿元 | 被担保人 | 年度预计担 | 本次担保 ...