公司最新毛利率为23.50%，较去年同期毛利率增加3.88个百分点。最新ROE为5.35%，较去年同期ROE增加1.68个百分点。 2025年8月22日，麦加芯彩(603062.SH)发布2025年中报。 公司营业总收入为8.88亿元，较去年同报告期营业总收入增加1.30亿元，实现2年连续上涨，同比较去年同期上涨17.09%。归母净利润为1.10亿元，较去年同 报告期归母净利润增加3611.99万元，同比较去年同期上涨48.83%。经营活动现金净流入为1.80亿元，较去年同报告期经营活动现金净流入增加2.28亿元，实 现2年连续上涨。 公司最新资产负债率为31.93%，较上季度资产负债率减少2.13个百分点。 公司摊薄每股收益为1.04元，较去年同报告期摊薄每股收益增加0.35元，同比较去年同期上涨50.72%。 公司最新总资产周转率为0.28次，较去年同期总资产周转率持平，同比较去年同期上涨0.43%。最新存货周转率为4.04次，较去年同期存货周转率增加0.65 次，实现2年连续上涨，同比较去年同期上涨19.13%。 公司股东户数为1.03万户，前十大股东持股数量为8318.48万股，占总股本比例为77.0 ...

Group 1 - The board of directors of Megachip New Materials Technology (Shanghai) Co., Ltd. held its 16th meeting on August 20, 2025, with all 9 directors present [1][2] - The board approved several proposals, including adjustments to the use of temporarily idle funds for purchasing financial management products, increasing the limit from RMB 600 million to RMB 1.05 billion [2][3] - The company plans to distribute a cash dividend of RMB 0.68 per share (including tax) to all shareholders, excluding treasury stock [3][4] Group 2 - The board's decisions will be submitted for approval at the company's third extraordinary general meeting of shareholders in 2025 [2][3] - The company will change the implementation method of the "Marketing and Service Network Construction Project" without altering the total amount of raised funds [3] - A special verification opinion was issued by UBS Securities Co., Ltd. regarding the changes in the investment structure [3]

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-060 二、公司履行的决策程序 公司于 2025 年 8 月 20 日召开第二届董事会第十六次会议，全体董事审议并一 致通过《2025 年半年度利润分配方案》，本方案符合公司章程规定的利润分配政 策和公司已披露的股东分红回报规划，亦符合公司披露的《关于"提质增效重回报" 行动方案的公告》。 董事会认为该方案考虑到公司经营状况、业绩趋势、资本支出及股东回报的持 续性和稳定性等因素，兼顾股东回报及公司可持续发展，同意将该利润分配方案提 交公司股东会审议。 麦加芯彩新材料科技（上海）股份有限公司 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： ? 每股分配比例：每股派发现金红利 0.68 元（含税）。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数（不含 公司回购专户库存股），具体日期将在权益分派实施公告中明确。在实施权益 分派的股权登记日前公司总股本发生变动的，或可参与分配股本发生变动的， 拟维持每股分配金额不变，相应调整分配总额，并将 ...

Core Viewpoint - The report highlights the financial performance and strategic positioning of Mega P&C Advanced Materials (Shanghai) Co., Ltd. in the coatings industry, emphasizing its growth in revenue and net profit, particularly in the renewable energy sector, while also outlining the competitive landscape and market trends in the coatings industry [1][3][4]. Financial Performance - The company reported a total revenue of CNY 887.75 million for the first half of 2025, representing a 17.09% increase compared to CNY 758.17 million in the same period last year [3]. - The total profit reached CNY 134.16 million, a significant increase of 60.01% from CNY 83.85 million year-on-year [3]. - The net profit attributable to shareholders was CNY 110.09 million, up 48.83% from CNY 73.97 million in the previous year [3]. - The company plans to distribute a cash dividend of CNY 0.68 per share, amounting to a total of CNY 72.02 million, which constitutes 65.42% of the net profit for the reporting period [1]. Industry Overview - The global coatings market is projected to reach USD 202 billion in 2024, with a growth rate of 2.5% compared to 2023 [4][5]. - The coatings industry in China is characterized by low market concentration, with the top 10 companies holding less than 22% of the market share [5][6]. - The demand for industrial coatings is expected to grow steadily, driven by sectors such as automotive, marine, and renewable energy [7][8]. Strategic Positioning - The company has established itself as a leading supplier of container coatings and protective coatings for wind power, with plans to expand into other sectors such as photovoltaic and marine applications [4][9]. - The company categorizes its products into three main segments: marine equipment coatings, renewable energy coatings, and infrastructure coatings [4][9]. - The company aims to replicate its success in the container and wind power sectors across other applications, positioning itself as a competitive platform in the industrial coatings market [4][9]. Market Trends - The coatings industry is experiencing a shift towards environmentally friendly products, with increasing regulations on VOCs and harmful substances [10][11]. - The demand for high-performance coatings is rising, particularly in the wind energy sector, where there is a need for durable and corrosion-resistant materials [12][13]. - The company is focusing on developing low-VOC and water-based coatings to meet regulatory requirements and market demands for sustainable products [14][15].

| 麦加芯彩新材料科技（上海）股份有限公司2025 | 年半年度报告摘要 | | | | | | --- | --- | --- | --- | --- | --- | | 公司代码：603062 | 公司简称：麦加芯彩 | | | | | | 麦加芯彩新材料科技（上海）股份有限公司 | | | | | | | 麦加芯彩新材料科技（上海）股份有限公司2025 | 年半年度报告摘要 | | | | | | 第一节 重要提示 | | | | | | | 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | 公司拟向全体股东（不含公司回购专户库存股）每股派发现金红利 | 0.68 | 元（含税），不送股，不 | | | | | 进行资本公积金转增股本。截至 2025 年 8 月 20 日，公司总股本 | 108,000,000 | | 股，扣除公司回购专 | | | | 2,087,340 105,912,660 用证券账户 股后，本次参与分配的股份数量为 | | 股。 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-061 麦加芯彩新材料科技（上海）股份有限公司 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。 ? 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、 召开会议的基本情况 (一)股东会类型和届次 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 8 日 14 点 30 分 召开地点：上海市嘉定区马陆镇思诚路 1515 号 1 号楼 2 层大会议室 (五)网络投票的系统、起止日期和投票时间。 至2025 年 9 月 8 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程 ...

Group 1 - The company Megachip (SH 603062) held its 16th meeting of the second board on August 20, 2025, in Shanghai, where it reviewed the special report on the use of raised funds for the first half of 2025 [1] - For the year 2024, Megachip's revenue composition was 99.91% from the coating industry and 0.09% from other businesses [1] - As of the report, Megachip's market capitalization was 6.2 billion yuan [1]

Core Viewpoint - The company, Meijia Chip Color, reported significant growth in its half-year performance for 2025, indicating a strong financial position and operational efficiency [2]. Financial Performance - The company's revenue for the first half of 2025 is approximately 888 million yuan, representing a year-on-year increase of 17.09% [2]. - The net profit attributable to shareholders of the listed company is around 110 million yuan, showing a year-on-year increase of 48.83% [2]. - Basic earnings per share are reported at 1.04 yuan, which is a year-on-year increase of 50.72% [2].

Growth - Teva Pharmaceutical reported a net profit of 38.01 million yuan in the first half of the year, a year-on-year increase of 1313.23% [1] - Qianfang Technology achieved a net profit of 170 million yuan, up 1287.12% year-on-year [1] - Tianyu Digital Science and Technology recorded a net profit of 23.62 million yuan, reflecting a 453.67% increase [1] - Suzhou Gude reported a net profit of 43.70 million yuan, up 310.28% year-on-year [1] - Sainuo Medical achieved a net profit of 13.84 million yuan, an increase of 296.54% [1] - Runfeng Co., Ltd. reported a net profit of 556 million yuan, up 205.62% year-on-year [1] - Guodian Nanzi achieved a net profit of 159 million yuan, reflecting a 197.03% increase [1] - Ruijie Networks reported a net profit of 452 million yuan, up 194% year-on-year [1] - Zhongjing Technology achieved a net profit of 25.74 million yuan, an increase of 144.05% [1] - China National Materials Technology reported a net profit of 999 million yuan, up 114.92% year-on-year [1] - Lante Optics achieved a net profit of 103 million yuan, reflecting a 110.27% increase [1] - Yidao Information reported a net profit of 11.41 million yuan, up 96.02% year-on-year [1] - Qianzhao Optoelectronics achieved a net profit of 69.23 million yuan, an increase of 88.04% [1] - Ruile New Materials reported a net profit of 166 million yuan, up 74.22% year-on-year [1] - Lvtian Machinery achieved a net profit of 140 million yuan, reflecting a 64.36% increase [1] - Mega Chip Color reported a net profit of 110 million yuan, up 48.83% year-on-year [1] - Jiaojian Co., Ltd. achieved a net profit of 113 million yuan, an increase of 48.66% [1] - Huhua Electronics reported a net profit of 1.683 billion yuan, up 47.50% year-on-year [1] - Sany Heavy Industry achieved a net profit of 5.216 billion yuan, reflecting a 46% increase [1] - Goodix Technology reported a net profit of 431 million yuan, up 35.74% year-on-year [1] - Allwinner Technology achieved a net profit of 161 million yuan, an increase of 35.36% [1] - Bichu Electronics reported a net profit of 640 million yuan, up 30.32% year-on-year [1] - Ganneng Co., Ltd. achieved a net profit of 438 million yuan, reflecting a 29.39% increase [1] - Weigao Medical reported a net profit of 492 million yuan, up 28.07% year-on-year [1] - GoerTek achieved a net profit of 1.417 billion yuan, reflecting a 15.65% increase [1] - Huason Pharmaceutical reported a net profit of 53.95 million yuan, up 14.27% year-on-year [1] - Gaoxin Development achieved a net profit of 66.92 million yuan, an increase of 14.06% [1] - Shanghai Jahwa reported a net profit of 266 million yuan, up 11.66% year-on-year [1] Stable Growth - Hangcha Group reported a net profit of 1.121 billion yuan, reflecting an increase of 11.38% year-on-year [2] - Dong'e Ejiao achieved a net profit of 818 million yuan, up 10.74% [2] - Beikong Technology reported a net profit of 54.31 million yuan, an increase of 10.59% [2] - Hongxin Electronics achieved a net profit of 53.99 million yuan, up 9.85% year-on-year [2] - Huace Testing reported a net profit of 467 million yuan, reflecting a 7.03% increase [2] - Samsung Medical achieved a net profit of 1.230 billion yuan, up 6.93% year-on-year [2] - Jiangzhong Pharmaceutical reported a net profit of 522 million yuan, reflecting a 5.80% increase [2] - Hualing Cable achieved a net profit of 63.64 million yuan, up 4.74% year-on-year [2] - Kuaijishan reported a net profit of 93.88 million yuan, reflecting a 3.41% increase [2] - Laishen Tongling achieved a net profit of 60.61 million yuan, turning from loss to profit [2] - Yunnan Geology reported a net profit of 22.15 million yuan, turning from loss to profit [2] - Shandong Steel achieved a net profit of 1.253 million yuan, turning from loss to profit [2] Decline and Loss - Zhongtian Rocket reported a net profit of 394,460 yuan, a year-on-year decrease of 80.74% [2] - Liuhua Co., Ltd. achieved a net profit of 344,280 yuan, down 78.01% year-on-year [2] - Qiaqia Food reported a net profit of 886.42 million yuan, a decrease of 73.68% [2] - Hangjin Technology achieved a net profit of 1.372 million yuan, down 58.38% year-on-year [2] - Taiping Bird reported a net profit of 7.771 million yuan, a decrease of 54.61% [2] - Canadian Solar reported a net profit of 731 million yuan, down 41.01% year-on-year [2] - Sinopec achieved a net profit of 21.483 billion yuan, a decrease of 39.8% [2] - Fulejia reported a net profit of 230 million yuan, down 32.54% year-on-year [2] - Palin Bio reported a net profit of 236 million yuan, down 27.89% [2] - Yiwei Lithium Energy achieved a net profit of 1.605 billion yuan, down 24.9% year-on-year [2] - Jinguang Electric reported a net profit of 42.34 million yuan, down 17.16% [2] - Hexing Co., Ltd. achieved a net profit of 107 million yuan, down 16.98% year-on-year [2] - Electric Investment Production and Financing reported a net profit of 459 million yuan, down 13.41% [2] - Tiantan Biological achieved a net profit of 633 million yuan, down 12.88% year-on-year [2] - Huali Group reported a net profit of 1.671 billion yuan, down 11.06% [2] - Zhongyou Engineering achieved a net profit of 470 million yuan, down 10.87% year-on-year [2] Further Losses - Chongda Technology reported a net profit of 222 million yuan, down 6.19% year-on-year [3] - Xinhua Department Store achieved a net profit of 86.01 million yuan, down 2.52% [3] - Zhuosheng Micro reported a net loss of 147 million yuan, turning from profit to loss [3] - Penghui Energy reported a net loss of 88.23 million yuan, turning from profit to loss [3] - Yipin Hong reported a net loss of 73.54 million yuan, turning from profit to loss [3] - Zhongbing Hongjian reported a net loss of 40.71 million yuan, turning from profit to loss [3] - Sanwei Xinan reported a net loss of 29.39 million yuan, turning from profit to loss [3] - Anyuan Coal reported a net loss of 290 million yuan [3] - Keda Xunfei reported a net loss of 239 million yuan [3] - Jishi Media reported a net loss of 23.2 million yuan [3] - Nanjing Chemical Fiber reported a net loss of 88.93 million yuan [3] - Guangsheng Tang reported a net loss of 66.69 million yuan [3] - Chutian Long reported a net loss of 39.77 million yuan [3]

格隆汇8月21日丨麦加芯彩(603062.SH)公布2025年半年度报告，报告期实现营业收入8.88亿元，同比增 长17.09%；归属于上市公司股东的净利润1.1亿元，同比增长48.83%；归属于上市公司股东的扣除非经 常性损益的净利润9509.46万元，同比增长56.38%；基本每股收益1.04元。公司拟向全体股东（不含公 司回购专户库存股）每股派发现金红利0.68元（含税）。 ...