（记者 曾健辉） 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 每经AI快讯，美瑞新材发布公告称，2025年12月2日16:00-17:00，美瑞新材接受国联民生证券等投资者 调研，公司董事会秘书兼财务总监都英涛，证券事务代表王越参与接待，并回答了投资者提出的问题。 ...

Group 1: Market Position and Product Development - The company is focusing on mainstream industries such as coatings, automotive paint, wood coatings, and industrial paints for HDI-related products [2] - Emerging applications in polyurethane new materials are a key area of focus, with ongoing technical innovations in specialty isocyanates [2] - The company has 8,000 tons of production capacity for foamed TPU, with a projected annual capacity of 10,000 tons for a new project under construction [3] Group 2: Customer Validation and Market Dynamics - The validation period for specialty isocyanates varies by application and customer type, with high-end automotive paint taking about 6 months, while industrial and wood coatings have shorter validation times [2] - Larger clients and foreign manufacturers typically have longer supplier onboarding processes compared to smaller domestic companies [2] Group 3: Competitive Advantage and Financial Outlook - The company's core competitiveness lies in the ability to provide differentiated products at low costs, leveraging its supply chain advantages [4] - The fourth-quarter performance is influenced by market demand, raw material prices, and operational factors, with specific results to be detailed in the annual report [5]

Group 1 - On December 1, a total of 17 companies were investigated by institutions, with 13 companies being surveyed by funds, indicating strong interest in these firms [1] - Tianhua New Energy was the most popular, with 40 funds participating in its survey, followed by Yian Technology and Huadian Technology with 14 and 4 funds respectively [1] - Among the surveyed companies, there were 3 from the Shenzhen Main Board, 9 from the ChiNext Board, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed A-shares included 1 company with a market cap over 50 billion yuan and 7 companies with a market cap below 10 billion yuan, such as Huawu Co., Weili Transmission, and Yuehai Feed [1] - In terms of market performance, 11 out of the surveyed stocks increased in the last 5 days, with Tongyu Communication, Henghui Security, and Jiayuan Technology showing the highest gains of 43.97%, 25.35%, and 22.20% respectively [1] - Among the surveyed stocks, 6 experienced net capital inflows in the last 5 days, with Hunan Yuneng receiving the most at 449 million yuan, followed by Tongyu Communication and Tianhua New Energy with net inflows of 437 million yuan and 341 million yuan respectively [1]

南财智讯12月1日电，美瑞新材在投资者关系活动中表示，公司当前TPU年产能为19万吨，其中发泡型 TPU产能为8000吨；2025年3月通过定增募投建设的年产1万吨发泡型TPU项目正在推进中，预计于2026 年建设完成，届时将进一步扩大公司在高附加值产品领域的供应能力。 ...

Group 1: Company Operations - The company has begun using products from its Henan subsidiary, specifically isocyanate products, to reduce reliance on external suppliers and control supply chain risks [2] - The company has completed its capital increase in the Henan subsidiary, resulting in an ownership stake of approximately 70% [3] Group 2: Product Development and Capacity - The annual production capacity for TPU is 190,000 tons, with 90,000 tons from the Octagonal plant and 100,000 tons from the Dajijia plant; the production capacity for foamed TPU is 8,000 tons [5] - A project to increase production capacity by 10,000 tons of foamed TPU is currently under construction, expected to be completed by 2026 [6] Group 3: Product Validation - The validation cycle for special isocyanates varies by application field and customer type; for example, high-end automotive paint has a validation period of about 6 months, while industrial and wood coatings have shorter cycles [4]

Core Insights - On November 24, a total of 17 companies were investigated by institutions, with 10 companies being surveyed by funds, indicating a strong interest in specific stocks [1] - Among the surveyed companies, 6 attracted more than 5 funds, with Crystal Morning Technology being the most popular, receiving attention from 35 funds [1] - The total market capitalization of the surveyed A-shares includes 1 company with a market cap over 500 billion yuan, and 6 companies with market caps below 100 billion yuan [1] Company Summaries - **Crystal Morning Technology (688099)**: Received the highest interest with 35 funds participating in the survey, latest closing price at 92.72 yuan, and a 5-day price increase of 15.68% [1] - **Weili Transmission (300904)**: Attracted 19 funds, latest closing price at 69.20 yuan, with a 5-day price decrease of 2.40% [1] - **Haiyou New Materials (688680)**: Surveyed by 8 funds, latest closing price at 39.17 yuan, experiencing a significant 5-day price drop of 14.83% [1] - **Sanyuan Bio (301206)**: Engaged 7 funds, latest closing price at 27.32 yuan, with a 5-day decline of 5.07% [1] - **Dayilong (002209)**: Also received attention from 7 funds, latest closing price at 14.39 yuan, with a 5-day decrease of 5.95% [1] - **Yongdong Shares (002753)**: Participated by 5 funds, latest closing price at 8.01 yuan, with a slight increase of 3.35% over 5 days [1] - **Hengyi Petrochemical (000703)**: Surveyed by 3 funds, latest closing price at 6.96 yuan, with a 5-day decline of 7.94% [1] - **Weichai Power (000338)**: Engaged 2 funds, latest closing price at 16.60 yuan, with a 5-day decrease of 6.21% [1] - **Zhongsheng Pharmaceutical (002317)**: Attracted 1 fund, latest closing price at 24.08 yuan, with a 5-day decline of 9.20% [1] - **Meirui New Materials (300848)**: Also surveyed by 1 fund, latest closing price at 14.89 yuan, with a 5-day drop of 10.52% [1]

美瑞新材料股份有限公司 投资者关系活动记录表 编号：2025-020 投资者关系活 动类别 特定对象调研 □分析师会议 媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □ 其他： 参与单位名称 及人员姓名 国投证券：王华炳 博时基金：许少波 时间 2025 年 11 月 24 日 10:00-11:00 地点 公司办公楼会议室 上市公司接待 人员姓名 董事会秘书兼财务总监：都英涛 证券事务代表：王越 投资者关系活 动主要内容介 绍 1、美瑞科技的特种异氰酸酯 HDI 主要应用哪些市场? 答：您好！一方面，公司将进入 HDI 现有市场的主流行业，如涂料、 汽车漆、木器漆以及工业漆等传统领域。另一方面，聚氨酯新材料作为 HDI 具有潜力的新兴应用方向，也是我们关注的重点。目前，公司在不断探索 持续进行将特种异氰酸酯应用于聚氨酯新材料的技术创新，并将其视为未 来发展的关键市场之一。 2、介绍一下公司的 PPDI 产品及应用场景？ 答：PPDI 分子结构对称，由其制成的弹性体物理机械性能优异、回弹 性出色，在高温条件下压缩永久变形低。此外，PPDI 在耐磨性、抗疲劳性、 耐湿热性和耐溶剂性方 ...

Product Overview - The company specializes in polyurethane new materials (TPU, PUR, PUD, PBS) and functional chemical raw materials (special isocyanates, special amines) [2] - Products are widely used in various sectors including consumer electronics, automotive manufacturing, high-end equipment, green energy, and industrial coatings [2] Market Applications - Special isocyanate HDI is targeted at traditional markets such as coatings, automotive paint, and industrial paint, while also exploring emerging applications in polyurethane new materials [3] - The company's special amine products include PNA, PPDA, and CHDA, which are essential for dye and pigment synthesis, as well as for producing aramid and polyimide materials [4] Product Synergy - The newly developed foamed TPU is aimed at the footwear market, particularly for sports shoe midsoles, leveraging HDI as a core raw material, enhancing competitive advantage through synergy with the Henan project [5] Future Investment Plans - Future investment plans will consider strategic planning, market conditions, industry trends, and actual funding needs, with timely information disclosure as required [6]

Core Viewpoint - Meirui New Materials (300848.SZ) has indicated that its thermoplastic polyurethane elastomer (TPU) products can be utilized in the production of 3D printing materials, showcasing various performance advantages [1] Group 1: Product Characteristics - The TPU materials produced by the company exhibit excellent mechanical properties, high elasticity, durability, wear resistance, and tear resistance [1] - These materials are applicable in multiple fields, including models, toys, shoe materials, components, and crafts [1] Group 2: Business Segment - Currently, the business volume related to 3D printing materials represents a relatively small proportion of the company's overall operations [1]

Core Viewpoint - The company Meirui New Materials (300848.SZ) has indicated that its thermoplastic polyurethane elastomer (TPU) products can be utilized in the production of 3D printing materials, showcasing various performance advantages [1] Group 1: Product Characteristics - The TPU materials produced by the company exhibit good mechanical properties, high elasticity, durability, wear resistance, and tear resistance [1] - These materials are applicable in multiple fields, including models, toys, shoe materials, components, and crafts [1] Group 2: Business Segment - Currently, the business volume related to 3D printing materials represents a relatively small proportion of the company's overall operations [1]