重要内容提示： 投资者可于 2025 年 09 月 05 日（星期五）至 09 月 11 日（星期四）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 8 月 22 日发布公司 2025 半年度报告，为便于广大投资者更全面深入地了解公 司 2025 半年度经营成果、财务状况，公司计划于 2025 年 09 月 12 日（星期五） 10:30-11:30 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以视频结合网络互动召开，公司将针对 2025 半年度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-059 麦加芯彩新材料科技(上海)股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-062 注：产量=自产成品量+外采成品量；销量=自产成品销量+外采成品销量 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 单位：元/吨 | 主要产品 | 2025年上半年 | 与2024年上半年均 | 季度均价 | | --- | --- | --- | --- | | | 平均售价 | 价同比变动比率（%） | 环比变动比率（%） | | 海洋装备行业涂料 | 15,851.29 | 4.42 | -4.88 | | 新能源行业涂料 | 29,888.25 | -6.84 | -8.60 | | 基础设施行业涂料 | 19,144.32 | 15.83 | -11.37 | 麦加芯彩新材料科技（上海）股份有限公司 2025 年半年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 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-20 | 宿迁联盛 | 603062 | 8.92 | 446 | 50 | 中信证券股份有限 公司总部(非营业 | 中国国际金融股份 | | | | | | | | | | 有限公司上海分公 | | | | | | | | | 场所) | 司 | | | 2025-08-20 | 宿迁联盛 | 603062 | 8.92 | 446 | 50 | 机构专用 | 中国国际金融股份 | | | | | | | | | | 有限公司上海分公 | | | | | | | | | | n | | 8月20日，宿迁联盛大宗交易成交100万股，成交额892万元，占当日总成交额的13.09%，成交价8.92元，较市场收盘价9.01元折价1%。 ...

Investment Rating - The report maintains an "Outperform" rating for the wind power sector [4] Core Insights - Gansu Province has officially issued a plan to promote the market-oriented reform of renewable energy pricing, allowing all renewable energy projects to enter the electricity market, with a mechanism price of 0.3078 yuan/kWh for existing projects [2][12] - The wind power sector has seen significant growth, with a 98.88% year-on-year increase in new installations in the first half of 2025, totaling 51.39 GW [3][28] - The average bidding price for offshore wind turbines has shown a downward trend, currently at 3266.17 yuan/kW [3][47] Industry Dynamics - Gansu's new pricing mechanism will apply to all renewable energy projects, with a total electricity scale of 154 billion kWh for existing projects [2][12] - In Liaoning Province, several offshore wind projects have made progress, including the approval of a 500 MW project [12] - The wind power equipment index has a TTM P/E ratio of 33.38 and a MRQ P/B ratio of 1.8 [16][21] Market Performance - The wind power equipment sector increased by 4.79% this week, outperforming the CSI 300 index by 2.42 percentage points [16][19] - Key stocks that led the market include Shuangyi Technology and Jinpan Technology, with increases of 41.17% and 20.73%, respectively [22][26] Macroeconomic Data - The GDP for the first half of 2025 was 66.05 trillion yuan, reflecting a year-on-year growth of 5.3% [24][27] - The total electricity consumption in the first half of 2025 was 48,418 billion kWh, a 3.7% increase year-on-year [24][27] Wind Power Installation Data - As of June 2025, the cumulative installed capacity of wind power reached approximately 572.6 million kW, a year-on-year increase of 22.7% [28][29] - The first half of 2025 saw 48.90 GW of new onshore wind installations and 2.49 GW of new offshore installations [28][35] Material Prices - The prices of raw materials such as scrap steel, copper, aluminum, and epoxy resin have increased, while the prices of medium-thick plates and rebar have decreased [37][38] Investment Recommendations - The report recommends key companies such as Goldwind Technology and Yunda Co. for their strong market positions and growth potential [7][56] - Companies in the tower and foundation segment, such as Daikin Heavy Industries and Taisheng Wind Power, are highlighted for their regional advantages and strong order acquisition capabilities [7][56]

证券日报网讯 8月19日晚间，麦加芯彩发布公告称，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。近日，公司开立了募集资金现金管理专用结算账户。 （文章来源：证券日报） ...

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]