本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 根据麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）2025 年第四次临时股东会对董事会的授权，公司于 2025 年 10 月 24 日召开第二届董 事会第十九次会议，审议通过了《关于向 2025 年限制性股票激励计划激励对象 首次授予限制性股票的议案》，公司董事会认为公司 2025 年限制性股票激励计 划规定的首次授予条件已经成就，同意确定 2025 年 10 月 24 日为首次授予日， 并同意向符合条件的 42 名首次授予激励对象以每股 30 元的价格授予 81.33 万股 限制性股票。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《关于向 2025 年限制性股票激励计划激励对象首次授予限制性股票的公告》 （公告编号：2025-094）。 截至目前本次激励计划的首次激励对象已完成缴款，本次实际共 42 名激励 对象缴款认购限制性股票 81.33 万股，认购价格为 30.00 元/股。截至 2025 年 11 月 11 日，公司已收到 42 名股权激励对象认缴股款人民币 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Views - The chemical industry is expected to benefit from the ongoing "anti-involution" measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift is anticipated to enhance cash flow and dividend yields for companies in the sector, transforming them from cash-consuming entities to cash-generating ones [7][27] - The report highlights the potential for domestic substitutes for Japanese semiconductor materials due to rising tensions in Sino-Japanese relations, which could accelerate the domestic market's growth in this area [6] Summary by Sections Recent Trends - The chemical industry has shown a relative performance increase of 16.1% over the past 12 months, outperforming the CSI 300 index, which increased by 11.6% [4] Key Price Movements - DMC (Dimethyl Carbonate) prices rose to 4400 CNY/ton, up 14.29% week-on-week, driven by strong demand from the electrolyte sector [14] - Lithium battery electrolyte prices increased to 27000 CNY/ton, up 8.00% week-on-week, although profit margins for manufacturers are under pressure due to rising raw material costs [14] - Diammonium phosphate prices in East China reached 3850 CNY/ton, up 5.48% week-on-week, amid rising production costs [14] Investment Opportunities - The report identifies four key opportunities in the chemical sector: 1. Low-cost expansion, focusing on companies like Wanhua Chemical and Hualu Hengsheng [9] 2. Improved industry conditions, particularly in chromium salts and phosphate rock [10] 3. New materials with high growth potential, such as electronic chemicals and aerospace materials [11] 4. High dividend yields from state-owned enterprises in the chemical sector, including China Petroleum and China National Chemical [11] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for several firms in the chemical sector, with many rated as "Buy" [28]

Company Overview - Megachip Color (SH 603062) announced its second board meeting on November 21, 2025, in Shanghai, where it reviewed the proposal to adjust the internal investment structure of certain fundraising projects [1] - As of the report, Megachip Color has a market capitalization of 4.7 billion yuan [1] Revenue Composition - For the year 2024, Megachip Color's revenue composition is as follows: the paint industry accounts for 99.91%, while other businesses contribute 0.09% [1]

Group 1 - The company has achieved bulk shipments of onshore towers [2] - The offshore wind power coatings are at the forefront of the market, with the offshore blade coatings being recognized [2] - The offshore tower coatings have passed certification from a domestic authority and are currently undergoing NORSOK M501 certification testing [2]

瑞银证券有限责任公司 调整部分募投项目内部投资结构 的核查意见 瑞银证券有限责任公司（以下简称"瑞银证券"或"保荐机构"）作为麦加 芯彩新材料科技（上海）股份有限公司（以下简称"麦加芯彩"或"公司"）首 次公开发行股票并在上海证券交易所主板上市的保荐机构和持续督导机构，根据 《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上市公司 募集资金监管规则》《上海证券交易所上市公司自律监管指引第 11 号—持续督导》 《上海证券交易所上市公司自律监管指引第 1 号—规范运作》等法律法规和规范 性文件的要求，对麦加芯彩调整部分募投项目内部投资结构的事项进行了审慎核 查，并出具核查意见如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会 2023 年 6 月 19 日审核同意，并经中国证 券监督管理委员会 2023 年 8 月 2 日《关于同意麦加芯彩新材料科技（上海）股 份有限公司首次公开发行股票注册的批复》(证监许可[2023]1706 号)核准，公司 本次公开发行人民币普通股 27,000,000 股，发行价格为人民币 58.08 元/股。募集 资金总额为人民币 1,568,160,000. ...

麦加芯彩新材料科技（上海）股份有限公司 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-097 关于调整部分募投项目内部投资结构的公告 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： 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"或"麦 加芯彩"）在不改变募投项目及募集资金投入总额的情况下，调整"智能仓储建 设项目"内部投资结构。 公司于2025年11月21日召开第二届董事会第二十次会议，审议通过了公司 《关于调整部分募投项目内部投资结构的议案》，现将具体事项公告如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会2023年6月19日审核同意，并经中国证券 监督管理委员会2023年8月2日《关于同意麦加芯彩新材料科技（上海）股份有限 公司首次公开发行股票注册的批复》(证监许可[2023]1706号)核准，本公司本次 公开发行人民币普通股27,000,000股，发行价格为人民币58.08元/股。募集资金 总额为人民币1,568,160,000.00元，扣减保荐及承销费（不含增 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-098 麦加芯彩新材料科技（上海）股份有限公司 第二届董事会第二十次会议决议公告 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。 一、董事会会议召开情况 三、备查文件 1、第二届董事会第二十次会议决议。 麦加芯彩新材料科技（上海）股份有限公司 经董事会审议，同意在不改变募投项目及募集资金投入总额的情况下，调整"智 能仓储建设项目"内部投资结构。并授权管理层根据募投项目进展情况，在满足项目 使用功能的前提下，在项目投资总额内对项目建筑工程费、设备购置费投入及其他 费用等明细进行合理调整，最终投资支出明细以实际情况为准。 表决结果：9 票同意，0 票反对，0 票弃权。 瑞银证券有限责任公司出具了专项核查意见。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《关于调整部分募投项目内部投资结构的公 告》（公告编号：2025-097）和相关文件。 特此公告。 麦加芯彩新材料科技（上海）股份有限公司第二届董事会第二十次会议于 2025 年 11 ...

Core Viewpoint - The company announced an adjustment to the internal investment structure of its "Intelligent Warehousing Construction Project" during a board meeting scheduled for November 21, 2025, with a total investment of 55.5347 million yuan [1] Group 1 - The implementation entity for the project is Nantong Mega [1] - The total engineering cost remains unchanged, while the equipment procurement cost is reduced by 27.9448 million yuan and added to the construction engineering cost [1] - The adjustment is necessitated by capacity expansion at Nantong Mega, leading to tight warehousing space and the need to increase warehouse floors [1] Group 2 - The adjustment does not alter the total amount of funds raised or the investment in the project, aligning with regulations and the company's interests [1]

Group 1 - The core point of the article is that Meijia Chip Color (603062.SH) has commenced construction on its Nantong storage project [1] Group 2 - The Nantong storage project is currently under construction, indicating progress in the company's operational activities [1]

格隆汇11月21日丨麦加芯彩(603062.SH)在投资者互动平台表示，南通仓储项目现在已动工。 ...