Group 1: Financial Performance and Market Position - The price of titanium dioxide has decreased while raw material costs, particularly sulfur, have increased significantly [2][3] - The gross profit margin for Meilian is only 11%, compared to over 20% for competitors Ningbo Color Masterbatch and Baolidi, indicating weaker profitability [2][3] - The company aims to enhance product competitiveness through the completion of the Dazhou project, which is expected to start trial production in September 2026 [3] Group 2: Project Developments and Strategic Partnerships - The Dazhou project benefits from local natural gas and sulfur resources, providing a cost advantage in titanium dioxide production [3] - The company has established a partnership with Starry Sodium Electric for a 10 billion yuan collaboration, focusing on sodium-ion battery projects [3][5] - The EX electronic materials have passed HBM stacking packaging verification, with applications primarily in overseas supply chains [4][6] Group 3: Production Capacity and Future Plans - The production capacity for EX electronic materials is currently 200 tons, with plans for expansion based on PCB industry developments [6][7] - The company is actively pursuing cost reduction and efficiency improvement strategies to enhance sales revenue in the second half of the year [6] - The new energy and polymer materials project in Xuanhan County is still under construction and has not yet generated trial production revenue [6][7] Group 4: Product Applications and Market Potential - The EX electronic materials are crucial for high-speed data transmission and are being applied in AI servers, communication fields, and semiconductor packaging [6] - The company’s Prussian blue cathode materials are progressing well, with plans for mass production and sales in the near future [6][7] - The EX materials have been successfully applied in NVIDIA's supply chain for AI servers [6][7]

Company Overview - Meilian New Materials Co., Ltd. is located in Shantou, Guangdong Province, established on June 20, 2000, and listed on January 4, 2017. The company specializes in the research, production, sales, and technical services of polymer composite coloring materials, providing integrated plastic coloring solutions to customers [1]. Financial Performance - As of September 10, 2025, Meilian New Materials reported a revenue of 878 million yuan for the first half of 2025, representing a year-on-year increase of 3.10%. However, the net profit attributable to shareholders was -16.19 million yuan, a significant decrease of 146.89% compared to the previous year [2]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing, with 35.56 million yuan distributed over the past three years [3]. Stock Performance - On September 19, Meilian New Materials' stock price decreased by 2.00%, trading at 10.77 yuan per share, with a total market capitalization of 7.66 billion yuan. The stock has increased by 32.31% year-to-date, but has seen a decline of 1.46% over the last five trading days and 11.72% over the last 20 days [1]. - The company had 25,400 shareholders as of September 10, 2025, an increase of 7.51% from the previous period, while the average number of circulating shares per person decreased by 6.99% to 21,014 shares [2]. Business Segments - The main revenue sources for Meilian New Materials include color masterbatches (38.70%), melamine (33.23%), other (17.88%), battery separators (6.55%), and high-performance colorants (3.63%) [1]. Shareholder Structure - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Meilian New Materials [3]. Market Position - Meilian New Materials is classified under the Shenwan industry as basic chemicals - plastics - modified plastics, and is associated with concepts such as small-cap, low-altitude economy, specialized and innovative, melt-blown fabric, and margin financing [1].

股东张盛业保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：300586 证券简称：美联新材 公告编号：2025-069 广东美联新材料股份有限公司 关于股东股份减持计划期满暨实施情况的公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 广东美联新材料股份有限公司（以下简称"公司"）于 2025 年 5 月 27 日披 露了《关于持股 5%以上股东减持计划的预披露公告》（公告编号：2025-045），公 司股东张盛业先生计划自减持计划披露之日起 15 个交易日后的 3 个月内（2025 年 6 月 18 日-2025 年 9 月 17 日）通过集中竞价方式减持股份不超过公司总股本 1%，即不超过 7,112,166 股，通过大宗交易方式减持股份不超过公司总股本的 2%， 即 不 超 过 14,224,332 股 。 具 体 内 容 详 见 公 司 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的相关公告。 近日，公司收到张盛业先生出具的《关于股份减持计划实施情况的告知函》， 截至 2025 年 9 月 17 ...

广东美联新材料股份有限公司 简式权益变动报告书 上市公司名称：广东美联新材料股份有限公司 上市地点：深圳证券交易所 股票简称：美联新材 股票代码：300586 信息披露义务人：张盛业 住所：广东省汕头市龙湖区珠池街道****** 通讯地址：广东省汕头市美联路 1 号 股份变动性质：股份被动增持、减持及被动稀释导致持股比例变化 签署日期：2025 年 9 月 17 日 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公 司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）及其他相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购办法》的规定，本报告书已全面披露信息披露义务 人在广东美联新材料股份有限公司拥有权益的股份变动情况； 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没有 通过任何其他方式增加或减少其在广东美联新材料股份有限公司中拥有权益的股份。 四、本次权益变动是根据本报告书 ...

广东美联新材料股份有限公司 证券代码：300586 证券简称：美联新材 公告编号：2025-068 3、本次权益变动不触及要约收购，不会导致公司控股股东及实际控制人发 生变化，不会对公司治理结构及持续经营产生重大影响。 广东美联新材料股份有限公司（以下简称"公司"或"美联新材"）于近日 收到原持股 5%以上股东张盛业先生（以下简称"信息披露义务人"）出具的《简 式权益变动报告书》，本次权益变动系因公司实施权益分派、资本公积金转增股 本、可转债转股、向特定对象发行股票和减持股份导致信息披露义务人持股数量 增加或持股比例减少，使其持股比例由原来的 12.04%降低至 4.999995%，并触及 1%的整倍数。现将本次权益变动的具体内容公告如下： 1 / 4 关于持股 5%以上股东持股比例降至 5%以下暨披露简式权益变动 报告书的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 1、本次权益变动属于： （1）因公司实施权益分派和资本公积金转增股本导致原持股 5%以上股东张 盛业先生持股数量增加； （2）因自身资金需求、年龄及身体原因减持股份、公 ...

Group 1 - The company successfully developed anthracene resin, which can be applied to M9 grade high-end copper-clad laminates [2] - The company's subsidiary, Huihong Technology, produces both anthracene monomer and anthracene resin [2] - The interaction took place on an investor communication platform, indicating investor interest in the company's product applications [2]

Group 1 - The core point of the article is that Meilian New Materials (300586.SZ) has received bulk orders for EX electronic materials from well-known Taiwanese companies [1] Group 2 - The interaction took place on an investor communication platform, indicating active engagement with investors [1]

Group 1 - The core viewpoint of the article is that Meilian New Materials (300586.SZ) has confirmed that its subsidiary, Huihong Technology, produces both anthracene monomer and anthracene resin, which can be applied in M9 grade high-end copper-clad laminates [1]

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：请问：一、公司200吨产能属于中试线吗、良率如何？ 二、苊烯单体的合成工艺控制纯度多少，能确保产品稳定性吗？ 美联新材（300586.SZ）9月17日在投资者互动平台表示，您好！ 1、公司控股孙公司辉虹科技投产的EX 电子材料已进入工业化生产阶段。由于EX电子材料中间产品不合格可继续精制，因此不存在良品率的 概念，入库产品的合格率均为100%。 2、EX电子材料产品质量标准是按化学品检测，HPLC纯度 ≥97%，并能确保产品质量的稳定性和一致性。 感谢您的关注！ ...

人民财讯9月17日电，美联新材（300586）9月17日在互动平台表示，截至目前，公司正在配合下游客户 积极推进普鲁士蓝钠离子动力电池示范应用项目，争取尽快实现批量化销售。普鲁士蓝正极材料具有能 量密度高、循环性能好、高低温适应性优异、安全性高、环保等优点，随着普鲁士蓝钠离子电池产业链 的打通，未来钠离子电池有望大规模应用于大型储能、直流屏电源、动力电池等场景，市场潜力巨大。 结合公司对钠离子电池全产业链布局的先发优势，该项目有望成为公司新的利润增长点。 ...