分红方面，美联新材A股上市后累计派现1.21亿元。近三年，累计派现3556.08万元。 美联新材今年以来股价涨38.94%，近5个交易日涨2.54%，近20日跌13.73%，近60日涨18.18%。 机构持仓方面，截止2025年6月30日，美联新材十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 资料显示，广东美联新材料股份有限公司位于广东省汕头市美联路1号，成立日期2000年6月20日，上市 日期2017年1月4日，公司主营业务涉及从事高分子复合着色材料的研发、生产、销售和技术服务,为客 户提供塑料着色一体化解决方案。主营业务收入构成为：色母粒38.70%，三聚氯氰33.23%，其他(补 充)17.88%，电池隔膜6.55%，高性能颜染料3.63%。 责任编辑：小浪快报 9月9日，美联新材盘中上涨2.08%，截至09:43，报11.31元/股，成交1.14亿元，换手率1.88%，总市值 80.44亿元。 美联新材所属申万行业为：基础化工-塑料-改性塑料。所属概念板块包括：熔喷布、小盘、低空经济、 专精特新、新材料等。 资金流向方面，主力资金净流入428.27万元，特大单买入867.37万元，占比 ...

Core Viewpoint - The company, Meilian New Materials, announced a share reduction plan by its director and senior management, Duan Wenyong, due to personal financial needs, involving a maximum reduction of 979,500 shares, which is 0.14% of the total share capital [1][2]. Group 1: Share Reduction Plan - Duan Wenyong holds 3,918,100 shares, accounting for 0.55% of the company's total share capital, and plans to reduce his holdings within three months after a 15-trading-day period from the announcement date [1][2]. - The reduction will be executed through centralized bidding, with the price range determined by market conditions at the time of the sale [2]. Group 2: Compliance and Commitments - Duan Wenyong has previously made several commitments regarding share transfers, including a promise not to transfer shares within 12 months of the company's initial public offering, which he has adhered to as of the announcement date [3].

格隆汇9月8日丨美联新材(300586.SZ)公布，持有公司股份3,918,070股(占公司总股本的0.55%)的董事、 高级管理人员段文勇先生计划自公告披露之日起15个交易日后的3个月内通过集中竞价方式减持公司股 份不超过979,517股，占公司总股本比例0.14%。 ...

美联新材9月8日晚间公告，公司董事、高级管理人员段文勇计划自本公告披露之日起15个交易日后的3 个月内（2025年9月30日-2025年12月29日），通过集中竞价方式减持公司股份不超过97.95万股，占公 司总股本比例0.14%。减持价格将根据减持时市场价格确定，减持原因为个人资金需求。本次减持计划 实施具有不确定性。 ...

美联新材公告，董事、副总裁、董事会秘书段文勇持股391.81万股，占0.55%，计划自公告披露之日起 15个交易日后的2025年9月30日至2025年12月29日，通过集中竞价方式减持不超97.95万股，占0.14%， 股份来源为首次公开发行前取得。 ...

证券代码：300586 证券简称：美联新材 公告编号：2025-066 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的预披露公告 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。 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。 1、股东名称：段文勇； 2、股东持股情况：截至本公告披露之日持有公司股份 3,918,070 股（占公 司总股本比例 0.55%）。 二、本次减持计划的主要内容 （一）本次减持股份的具体安排 特别提示： 持有广东美联新材料股份有限公司（以下简称"公司"）股份 3,918,070 股 （占公司总股本的 0.55%）的董事、高级管理人员段文勇先生计划自本公告披露 之日起 15 个交易日后的 3 个月内通过集中竞价方式减持本公司股份不超过 979,517 股，占本公司总股本比例 0.14%。 公司于近日收到董事、副总裁、董事会秘书段文勇先生出具的《股份减持计 划告知函》，现将有关情况公告如下： 一、股东基本情况 1、减持原因：个人资金需求； 2、股本来源：公司首次公开发行前发行的股份； 3、 ...

美联新材在互动平台表示，公司控股子公司安徽美芯电池湿法隔膜已于2022年投产，除了传统的湿法隔 膜外，我们还批量交付了应用在半固态电池领域的凝胶隔膜。 ...

证券日报网讯 9月5日晚间，美联新材发布公告称，公司控股股东黄伟汕先生在国金证券股份有限公司 办理了股票解除质押业务，本次解除质押股份数量为10，800，000股，占其所持股份比例4.67%，占公 司总股本比例1.52%。 （文章来源：证券日报） ...

证券代码:300586 证券简称:美联新材 公告编号:2025-065 广东美联新材料股份有限公司 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股 东 | 持股数量 | 持股 | 本次变动前 | 本次变动后 | 占其 所持 | 占公司 | 已质押股份 | 占已 | 未质押股份 | 占未 | | 名 | （股） | 比例 | 质押股份数量 | 质押股份数量 | 股份 | 总股本 | 限售和冻 | 质押 | 限售和冻结 | 质押 | | 称 | | | （股） | （股） | 比例 | 比例 | 结、标记数 | 股份 | 数量（股） | 股份 | | | | | | | | | 量（股） | 比例 | | 比例 | | 黄 伟 | 231,439,00 | 32.541 | 89,110,000 | 78,310,000 | 33.84 | 11.01 | 0 | 0.00% | 0 | 0.00% | | 汕 | 0 | % | | | ...

Summary of the Conference Call for Meilian New Materials Company Overview - **Company**: Meilian New Materials - **Industry**: Specialty Chemicals and Materials Key Points and Arguments Financial Performance and Projections - Meilian New Materials expects to achieve a net profit of over 100 million yuan in 2025, with approximately 9 million yuan in ES sales in the first half of the year, and projected sales growth in the second half, potentially reaching 60 to 100 tons by year-end [2][34] - In 2026, prior to the launch of the Songwu project, the company anticipates a net profit of 150 to 200 million yuan, with ES market capacity expected to exceed 1,000 tons [2][34] - By 2027, the company projects that the Dazhou project will generate 5 billion yuan in revenue and 800 million yuan in net profit, positioning Meilian as the largest white masterbatch producer globally [2][6][35] Production Capacity and Cost Reduction - The Dazhou project is expected to significantly reduce production costs by 2,000 yuan per ton, with self-produced titanium dioxide saving 1,500 yuan per ton and local natural gas saving approximately 1 yuan per cubic meter [2][8] - The company plans to expand sodium-ion battery cathode material production from 1,000 tons to 4,500 tons, anticipating a market explosion post-2027, primarily for energy storage and commercial vehicle batteries [2][15] Market Position and Competitive Advantage - Meilian New Materials is currently the largest masterbatch producer in Asia, with annual revenue of 1 billion yuan and a net profit of 50 million yuan [5] - The company has a strong competitive edge in the EX materials sector, with a net profit margin exceeding 30% and a strategic partnership with a leading Japanese company for copper-clad laminate production [5][20] - The company is positioned as a unique player in the sodium-ion battery market, with no significant competitors in the Prussian blue technology route, which has high barriers to entry due to licensing requirements for cyanide production [19][25] Investment and Expansion Plans - Total investment for the company is 3 billion yuan, with over 2 billion yuan sourced from bank loans, which have all been approved [10] - The Dazhou project is planned in phases, with the first phase targeting 300,000 tons to be completed within two to three years, followed by further expansions to reach a total capacity of 800,000 to 900,000 tons [11] Customer Development and Market Demand - Approximately 50% of the masterbatch business is export-oriented, with plans to increase exports due to high global demand and a fragmented market [13] - The company is actively developing relationships with Japanese clients, who are key industry standard setters, and is also exploring opportunities with other major players in Taiwan and mainland China [22] Challenges and Strategic Responses - The company acknowledges the need for significant funding to support business expansion but aims to alleviate financial pressure through price increases, capacity expansion, and cost optimization [9] - Despite facing a loss in the first half of the year due to a drop in the price of cyanuric chloride, the company is optimistic about achieving its annual revenue and profit targets as prices recover [4] Future Outlook - By 2027, the company expects to produce approximately 4,000 tons of cathode materials quarterly, with revenue from these materials projected at around 200 million yuan and profits of about 50 million yuan [16] - The overall revenue from core and new industries is expected to reach a 1:1 ratio, with new industries contributing more significantly to profits, potentially achieving a 2:1 or 3:2 ratio [35] Additional Important Insights - The company has a comprehensive R&D team with expertise in the Prussian blue technology for sodium-ion batteries, which is crucial for maintaining its competitive edge [18] - Meilian's strategic focus on cost control and technological innovation across its product lines positions it well for future growth in the specialty chemicals market [17][26]