新瀚新材拟现金收购海瑞特51%股权 加码特种工程塑料布局

Core Viewpoint - The company Xinhan New Materials (301076) plans to acquire 51% of the equity of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PAEK specialty engineering plastics sector [1][3]. Company Summary - Hai Rui Te was established in July 2013 with a registered capital of 68 million yuan, focusing on the synthesis and modification of PEEK and PAEK specialty resins, with an industrial production capacity exceeding 200 tons per year [2]. - The company is currently operating at a loss, with projected revenues of 4.7835 million yuan and a net loss of 10.7952 million yuan for 2024, improving to revenues of 7.5756 million yuan and a reduced net loss of 5.1886 million yuan for the first eight months of 2025 [3]. - Post-acquisition, Xinhan New Materials will hold 51% of Hai Rui Te, significantly altering the ownership structure and reducing the original major shareholder's stake from 62.2493% to 32.5303% [3]. Industry Summary - The global PEEK materials market is projected to grow from approximately 589 million USD in 2024 to 934 million USD by 2031, with a compound annual growth rate (CAGR) of 7.0% from 2025 to 2031, and an even higher growth rate of 19.5% expected in the Chinese market from 2023 to 2028 [4]. - Domestic companies are rapidly expanding capacity and innovating technology, with notable investments such as Guo En Co., Ltd. planning to invest 960 million yuan to build a full industrial chain platform for PEEK materials [5]. - The industry faces challenges such as high costs and monopolistic practices by foreign giants, necessitating domestic companies to optimize processes and enhance brand and technical services to reduce reliance on imports [5].