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 ...

Group 1 - The core point of the article is that a subsidiary of CRRC Zhuzhou has been identified as a customer for wind power coating products from Meijia Xincai, applicable in both offshore and onshore wind energy sectors [1][2] Group 2 - Investors inquired about the relationship between CRRC Zhuzhou's subsidiary and Meijia Xincai regarding offshore wind power [1] - Meijia Xincai confirmed that CRRC Zhuzhou's subsidiary, Times New Material, is a customer for their wind power coating products [1]

（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 ...