证券之星消息，9月1日塑料板块较上一交易日下跌0.04%，美联新材领跌。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流出5.37亿元，游资资金净流入1.52亿元，散户资金净流入 3.84亿元。塑料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002263 | 大东南 | | 1.01亿 | 13.51% | -693.34万 | -0.92% | -9443.21万 | -12.59% | | 301196 唯科科技 | | | 6262.05万 | 9.03% | -1446.32万 | -2.09% | -4815.73万 | -6.94% | | 688203 海正生材 | | | 4336.52万 | 21.56% | -2698.59万 | ...

Core Viewpoint - The company is advancing the industrialization of Prussian blue sodium-ion battery cathode materials and is focused on accelerating the construction of demonstration projects to achieve mass production and sales as soon as possible [1] Group 1: Product Development - The company is currently pushing forward the industrialization of Prussian blue sodium-ion battery cathode materials [1] - The company is working diligently on the construction of demonstration projects to expedite mass production and sales [1] Group 2: Customer Base and Orders - The company's EX electronic materials have established a stable customer base [1] - New customer orders are being steadily progressed [1]

证券日报网讯 8月29日晚间，美联新材发布公告称，公司2025年第四次临时股东会于2025年8月29日召 开，审议通过了《关于为全资子公司提供担保的议案》。 （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：2025-064 广东美联新材料股份有限公司 2025 年第四次临时股东会决议公告 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。 特别提示 1、 本次股东会不存在否决议案的情形。 2、 本次股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 1、 召开时间： 现场会议时间：2025 年 8 月 29 日下午 14:00； 网络投票时间：2025 年 8 月 29 日。其中，通过深圳证券交易所交易系统进 行网络投票的具体时间为：2025 年 8 月 29 日 9:15-9:25、9:30-11:30、13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 8 月 29 日 9:15- 15:00 期间的任意时间； 2、 召开地点：汕头市金平区美联路 1 号，公司综合楼三楼会议室； 4、 召集人：公司董事会； 6、 本次会议的召集、召开符合《中华人民共和国公司法》、《上市公司股 东会规则》、《深圳证券交易所创业板股票上市规则》等有关法律、行政法规、部 门规章、规 ...

国浩律师（深圳）事务所 法律意见书 一、本次股东会的召集与召开程序 经本所律师核查，2025年8月13日，公司召开第五届董事会第六次会议，审议 通过《关于召开2025年第四次临时股东会的议案》，决定于2025年8月29日（星期 五）下午14:00召开本次股东会。 国浩律师（深圳）事务所 关于广东美联新材料股份有限公司 2025年第四次临时股东会法律意见书 致：广东美联新材料股份有限公司 国浩律师（深圳）事务所（以下简称"本所"）接受广东美联新材料股份有 限公司（以下简称"公司"）的委托，指派彭瑶律师、季俊宏律师（以下简称"本 所律师"）出席公司2025年第四次临时股东会（以下简称"本次股东会"或"本 次会议"），对本次股东会的合法性进行见证。本所律师根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《上市公司股东会规则》等法律、法规 和规范性文件以及《广东美联新材料股份有限公司章程》（以下简称"《公司章 程》"）的规定，就公司本次股东会的召集、召开程序、出席会议人员的资格、 召集人的资格、表决程序和表决结果等有关事宜出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东会的召集、召开程序、出席会议 ...

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]. Stock Performance - As of August 29, Meilian's stock price increased by 2.14%, reaching 13.82 CNY per share, with a trading volume of 176 million CNY and a turnover rate of 2.44%. The total market capitalization is 9.829 billion CNY [1]. - Year-to-date, Meilian's stock price has risen by 69.78%, with a 13.28% increase over the last five trading days, a 10.83% increase over the last 20 days, and a 34.70% increase over the last 60 days [1]. Financial Performance - For the period from January to June 2025, Meilian reported a revenue of 878 million CNY, reflecting a year-on-year growth of 3.10%. However, the net profit attributable to shareholders was -16.1925 million CNY, a decrease of 146.89% compared to the previous year [2]. Shareholder Information - As of August 20, the number of shareholders for Meilian increased to 23,100, up by 1.54% from the previous period. The average number of circulating shares per person decreased by 1.52% to 23,102 shares [2]. - Since its A-share listing, Meilian has distributed a total of 121 million CNY in dividends, with 35.5608 million CNY distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Meilian [3].

证券代码:300586 证券简称:美联新材 公告编号:2025-063 广东美联新材料股份有限公司 关于控股股东部分股份质押及解除质押的公告 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。 广东美联新材料股份有限公司（以下简称"公司"）于近日接到 公司控股股东黄伟汕先生通知，获悉其所持公司部分股份办理了质押 及解除质押手续，具体情况如下： 一、股东股份质押及解除质押的基本情况 | 股 | 是否为控股 | | 占其 | | 是否为 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 股东或第一 | 本次质押 | 所持 | 占公司 | 限售股 | 为补 | 质押 | 质押 | | 质押 | | | | | | 总股本 | （如是， | | | | 质权人 | | | 名 | 大股东及其 | 数量（股） | 股份 | 比例 | 注明限 | 充质 | 起始日 | 到期日 | | 用途 | | 称 | 一致行动人 | | 比例 | | | 押 ...

Core Viewpoint - Meilian New Materials (300586) reported a mixed financial performance for the first half of 2025, with revenue growth but significant losses in net profit and declining margins [1]. Financial Performance Summary - Total revenue for the first half of 2025 reached 878 million yuan, a year-on-year increase of 3.1% compared to 851 million yuan in 2024 [1]. - The net profit attributable to shareholders was -16.19 million yuan, a decline of 146.89% from a profit of 34.54 million yuan in the previous year [1]. - The gross margin decreased to 7.73%, down 54.11% from 16.84% in 2024, while the net margin turned negative at -3.12%, a drop of 155.54% [1]. - The company reported a significant increase in accounts receivable, which reached 286 million yuan, up 28.24% from 223 million yuan in 2024, representing 799.11% of the net profit [1]. Cash Flow and Debt Analysis - Operating cash flow per share fell to 0.0 yuan, a decrease of 97.81% from 0.14 yuan in the previous year, primarily due to reduced government subsidies received by a subsidiary [1][2]. - Financing cash flow net amount decreased by 102.84%, attributed to a decline in new bank loans [3]. - The company’s cash and cash equivalents saw a net decrease of 307.57%, linked to reduced government subsidies and lower new bank loans [3]. Business Model and Market Position - The company relies heavily on R&D for its business model, with a historical return on invested capital (ROIC) of 1.79% last year, indicating weak capital returns [4]. - Meilian New Materials has entered the M8-level semiconductor materials market through its subsidiary, Huihong Technology, which has developed EX materials [4][5]. - The company is currently the sole provider of EX electronic materials in China, maintaining a high patent barrier against competitors [8]. Product Development and Market Demand - The company plans to expand its production capacity of EX materials to 500 tons per year, adjusting based on market demand [8]. - The performance of EX materials is critical for large enterprises' computing centers, with expected cost savings in power and reduced cooling requirements [10]. - The company’s main products, including color masterbatches and triethyl cyanamide, have seen increased sales volumes, although the price drop in triethyl cyanamide negatively impacted overall performance [11]. Customer Engagement and Future Outlook - The company is currently sending samples to downstream customers, primarily CCL companies, with limited direct supply to PCB manufacturers [12]. - The pricing strategy for EX electronic materials is to maintain stability, with expectations for gradual market adoption as customers complete their testing phases [13].

Group 1: Company Overview and Market Position - Guangdong Meilian New Materials Co., Ltd. has entered the M8-level semiconductor materials market through the acquisition of Huihong Technology, which has been producing EX materials since 2023 [2][3]. - The company is currently the sole provider of EX electronic materials in China, benefiting from high patent barriers [3][4]. Group 2: Product Development and Supply Chain - The EX monomer has been in production for a longer time, with major Japanese and Taiwanese companies purchasing it for M8-level CCL production [3]. - EX resin was developed around the Spring Festival of 2025, with 2-3 clients currently in the engineering testing phase, and expected demand growth in Q4 2025 [3][4]. Group 3: Production Capacity and Future Plans - The company plans to expand its production capacity to 500 tons per year, with adjustments based on market demand and industry trends [3][4]. - The conversion rate from monomer to resin is approximately 50% [3]. Group 4: Competitive Advantages and Market Trends - The EX electronic materials are characterized by low dielectric loss (Df value of 0.0005-0.0006) and low dielectric constant (Dk value of approximately 2.54), making them attractive for large enterprises [4]. - The use of EX materials in CCL is expected to reduce power costs by 30% and lower construction and operational costs for computing centers [4]. Group 5: Financial Performance and Market Outlook - Despite a net profit loss in the first half of the year, the company saw growth in the production and sales of key products, with market share increasing [4]. - The price of key products, particularly trichloroisocyanuric acid, has stabilized after a significant drop, which could positively impact business in the second half of the year [4].

证券日报网讯美联新材（300586）8月27日在互动平台回答投资者提问时表示，公司将按相关规定披露 股东的减持进展情况，敬请关注后续相关公告。 ...