格隆汇11月18日丨美联新材(300586.SZ)公布,公司于近日收到段文勇先生出具的《关于股份减持计划实 施完毕的告知函》，自2025年11月13日至2025年11月17日通过集中竞价交易方式累计减持公司股份 97.95万股，占公司总股本的0.1377%。截至2025年11月17日，其股份减持计划已经完成。 ...

证券代码：300586 证券简称：美联新材 公告编号：2025-075 广东美联新材料股份有限公司 关于董事、高级管理人员股份减持计划实施完毕的公告 本公司董事、高级管理人员段文勇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。 格区间为 11.10 元/股-11.40 元/股。 2.股东本次减持前后持股情况 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 9 月 9 日在 巨潮资讯网（http://www.cninfo.com.cn）披露了《关于董事、高级管理人员股 份减持计划的预披露公告》（公告编号：2025-066），公司董事、副总裁、董事 会秘书段文勇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 9 月 30 日—2025 年 12 月 29 日），以集中竞价方式减持公司股份不超过 979,517 股，占本公司总股本比例 0.14%。 公司于近日收到段文勇先生出具的《关于股份减持计划实施完毕的告知函》， 截至 2025 年 11 月 17 日，其股份减持 ...

Group 1 - The company reported an increase in sales of color masterbatch products compared to the same period last year, indicating a positive trend in demand [1] - The price of trichloroisocyanuric acid has been gradually recovering as the fourth quarter sales peak approaches [1] - The company’s EX electronic materials are performing well in terms of production and sales, with new capacity being planned in line with the development of the PCB industry [1] Group 2 - The sales volume of the company's subsidiary, Anhui Meixin, for battery separators saw a year-on-year increase in October [1]

Group 1 - The core viewpoint of the news is that Meilian New Materials has shown a positive stock performance with a year-to-date increase of 39.56% and a recent net inflow of funds, indicating investor interest [1] - As of November 17, the stock price reached 11.36 yuan per share, with a total market capitalization of 8.079 billion yuan [1] - The company specializes in the research, production, and sales of polymer composite coloring materials, with its main revenue sources being color masterbatches (38.70%), melamine (33.23%), and battery separators (6.55%) [1] Group 2 - As of October 20, the number of shareholders decreased by 0.51% to 24,200, while the average circulating shares per person increased by 0.51% to 22,107 shares [2] - For the period from January to September 2025, the company reported a revenue of 1.247 billion yuan, a year-on-year decrease of 1.69%, and a net profit loss of 37.2037 million yuan, a decline of 201.86% [2] Group 3 - Since its A-share listing, the company has distributed a total of 121 million yuan in dividends, with 35.5608 million yuan paid out in the last three years [3]

Core Viewpoint - The report by Zhiyan Consulting highlights the growth and market dynamics of the rubber and plastic products industry in China, indicating a positive trend in the number of enterprises and overall market potential from 2026 to 2032 [1] Industry Summary - As of January to September 2025, the number of enterprises in the rubber and plastic products industry reached 28,347, an increase of 1,457 compared to the same period last year, representing a year-on-year growth of 5.42% [1] - The rubber and plastic products industry accounts for 5.43% of the total industrial enterprises in China [1] - The report provides a comprehensive analysis and investment scale forecast for the rubber and plastic products industry, emphasizing the sector's growth potential and investment opportunities [1] Company Summary - The report mentions several listed companies in the rubber and plastic products sector, including Xinlun New Materials (002341), Shenjian Co., Ltd. (002361), and others, indicating a diverse range of players in the market [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing tailored consulting services to support investment decisions [1]

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 - For the period from January to September 2025, Meilian New Materials reported operating revenue of 1.247 billion yuan, a year-on-year decrease of 1.69%. The net profit attributable to the parent company was -37.2037 million yuan, a year-on-year decrease of 201.86% [2]. - The company has cumulatively distributed 121 million yuan in dividends since its A-share listing, with 35.5608 million yuan distributed over the past three years [3]. Stock Performance - As of November 13, Meilian New Materials' stock price increased by 2.01%, reaching 11.16 yuan per share, with a total market capitalization of 7.937 billion yuan. The stock has risen 37.10% year-to-date, with a 1.64% increase over the last five trading days and a 12.61% increase over the last 20 days, while it has decreased by 17.64% over the last 60 days [1]. - The number of shareholders as of October 20 was 24,200, a decrease of 0.51% from the previous period, with an average of 22,107 circulating shares per person, an increase of 0.51% [2]. Business Segments - The main business revenue composition includes: color masterbatch (38.70%), melamine (33.23%), other (17.88%), battery separators (6.55%), and high-performance colorants (3.63%) [1]. - The company operates within the Shenwan industry classification of basic chemicals - plastics - modified plastics, and is involved in several concept sectors including sodium batteries, solid-state batteries, PCB concepts, margin financing, and specialized innovation [1].

Group 1 - The core viewpoint of the news is that Meilian New Materials has shown a positive stock performance with a 37.84% increase year-to-date, despite a recent decline over the past 60 days [1] - As of November 7, the stock price reached 11.22 CNY per share, with a market capitalization of 7.98 billion CNY and a trading volume of 1.30 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 7.27 million CNY, with significant buying activity from large orders [1] Group 2 - For the period from January to September 2025, Meilian New Materials reported a revenue of 1.247 billion CNY, reflecting a year-on-year decrease of 1.69%, and a net profit attributable to shareholders of -37.20 million CNY, a decline of 201.86% [2] - The company has distributed a total of 121 million CNY in dividends since its A-share listing, with 35.56 million CNY distributed over the past three years [3] - The main business revenue composition includes color masterbatches (38.70%), melamine (33.23%), and battery separators (6.55%) [1]

Core Viewpoint - The company, Meilian New Materials, has highlighted the advanced performance characteristics of its subsidiary Huihong Technology's EX electronic materials, which are gaining traction in the market due to their efficiency and low energy consumption [1] Group 1: Product Performance - The EX electronic materials produced by Huihong Technology exhibit high transmission rates, fast transmission speeds, and lower signal loss [1] - At 15GHz, the dielectric constant (Dk) of the EX materials is reported to be 2.54, while the dielectric loss (Df) is 0.0006, indicating that the performance metrics are at an internationally leading level [1] Group 2: Energy Efficiency - The use of EX materials in the production of copper-clad laminates for computing devices has resulted in approximately a 30% reduction in energy consumption year-on-year [1] Group 3: Market Demand - The customer base for EX electronic materials is expanding both domestically and internationally, with applications in various fields, leading to a gradual increase in market demand [1]

Group 1 - The company Meilian New Materials (SZ 300586) announced that as of now, the total amount of external guarantees provided by the company and its subsidiaries is approximately 4.135 billion yuan, with an actual balance of about 460 million yuan, which accounts for 24.05% of the company's audited net assets for 2024 [1] - After providing guarantees, the total amount of external guarantees will rise to approximately 4.14 billion yuan, which represents 216.52% of the company's audited net assets for 2024 and 113.89% of the company's audited total assets for 2024 [1] - The total balance of guarantees provided to entities outside the consolidated financial statements is 38.9447 million yuan, accounting for 2.04% of the company's audited net assets for 2024 [1] Group 2 - For the first half of 2025, the revenue composition of Meilian New Materials is as follows: fine chemicals account for 54.69%, rubber and plastic products account for 38.78%, and battery separators account for 6.53% [1] - The current market capitalization of Meilian New Materials is 7.8 billion yuan [2]

关于控股子公司为其全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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：2025-074 广东美联新材料股份有限公司 特别提示： 本次提供担保后，公司及其控股子公司提供担保总额超过最近一期经审计净 资产 100%，敬请投资者关注担保风险。 一、担保情况概述 广东美联新材料股份有限公司（以下简称"公司"）控股子公司辽宁美彩新 材料有限公司（以下简称"美彩新材"）拟为其全资子公司鞍山辉虹颜料科技有 限公司（以下简称"辉虹科技"）向招商银行股份有限公司鞍山分行（以下简称 "招商银行"）申请的 1,000 万元（含等值的其他币种）综合授信额度提供连带 责任保证担保，前述授信期限为 12 个月。 根据《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》的相关规定，本次担保事项属于公司控股子公司为公司合并报表范围内 的法人提供担保，担保人美彩新材已履行了内部审批程序，无需提交公司董事会、 股东会审议。 二、被担保人基本情况 （一）被担保人基本信息 1 / 3 成立日期：201 ...