Group 1 - The core point of the article is that Global New Materials International (06616) has increased its stake in its non-wholly-owned subsidiary CQV from 42.45% to 50.75% by purchasing 1.1218 million shares between July and October 2025, aiming to enhance control over overseas core assets and improve global business synergy and governance stability [1][1][1] - Following the announcement, the company's stock price rose over 6%, with a current increase of 4.81%, trading at HKD 4.79 and a transaction volume of HKD 98.223 million [1][1][1] Group 2 - Guojin Securities reported that the combined market share of the two leading companies in the pearlescent pigment sector (Global New Materials and Kuncai) exceeds 30% [1][1][1] - The report expresses optimism about the company's overseas acquisition of Merck's surface materials business/CQV, aiming to cultivate a global leader in pearlescent pigments [1][1][1] - The industry outlook is positive, with expectations for capacity expansion and product structure optimization leading to simultaneous volume and price increases, as well as a clear trend of synthetic mica replacing natural mica in the cosmetics and automotive sectors [1][1][1]
港股异动 | 环球新材国际(06616)午后涨超6% 公司近期持续增持CQV股份 持股比例已超50%