Core Viewpoint - Global New Materials International (06616) is experiencing a significant stock price increase, attributed to its plans for bond redemption and strategic acquisitions in the market [1] Group 1: Stock Performance - The stock of Global New Materials International rose nearly 9%, with a current increase of 8.49%, trading at HKD 6.52 and a transaction volume of HKD 181 million [1] Group 2: Corporate Actions - The company plans to redeem USD 40 million of convertible bonds that are due on November 8 [1] - From July to October, the company purchased a total of 1.1218 million shares of its non-wholly owned subsidiary CQV, increasing its total holdings to 5.5118 million shares, representing approximately 50.75% of CQV's total issued shares [1] Group 3: Production Capacity and Future Plans - According to Guojin Securities, the domestic operating entity of Global New Materials has a current production capacity of 33,000 tons for pearlescent pigments, with a long-term plan to increase this capacity to 48,000 tons [1] - The CQV facility in South Korea has a combined production capacity of 2,600 tons [1] - The Tonglu factory's synthetic mica production capacity of 100,000 tons is expected to be completed and operational in the second half of 2025 [1] - The company anticipates that the expansion in Guangxi and the acquisition of CQV/Merck will provide channels for capacity digestion in synthetic mica, while the current domestic synthetic mica base cost remains higher than that of natural mica, indicating potential for cost reduction and efficiency improvements in the future [1]
环球新材国际午后涨近9% 公司近期增持CQV股份 产能投放支撑销量增长