Core Viewpoint - The company is focusing on building a global sales system and service team for its ship coatings, with production capabilities expected to meet demand over the next three years [1] Group 1 - The company has obtained certifications from three entities for its ship coatings [1] - The Zhuhai production base was completed and began production at the end of June this year [1] - Capacity enhancement in Nantong is also underway, allowing for flexible production arrangements based on order distribution [1]

特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）于 2025 年 10 月 22 日召开第二届董事会第十八次会议，审议通过了《关于使用部分闲置募 集资金进行现金管理及以协定存款方式存放募集资金余额的议案》，同意公司及 子公司在确保募集资金项目实施的前提下，采取长短期结合的方式，使用总额不 超过人民币 6.8 亿元（含本数）的部分暂时闲置募集资金进行现金管理，使用期 限自公司董事会审议通过之日起 12 个月内有效，在上述额度和期限内，资金可循 环滚动使用。同时同意公司将部分闲置募集资金存款余额以协定存款方式存放。 期限自公司董事会审议通过之日起不超过 12 个月。公司保荐机构已对此议案发表 了同意意见。具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn） 的《关于使用部分闲置募集资金进行现金管理及以协定存款方式存放募集资金余 额的公告》（公告编号：2025-088）和相关文件。 近日，公司开立了募集资金现金管理专用结算账户，具体如下： | ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Views - The company reported a revenue of 1.35 billion yuan for the first three quarters of 2025, a year-on-year decrease of 3%, while the net profit attributable to shareholders was 165 million yuan, an increase of 18% [2][4]. - In Q3 2025, the revenue was 460 million yuan, down 28% year-on-year and down 1% quarter-on-quarter, with a net profit of 55 million yuan, down 16% year-on-year and down 8% quarter-on-quarter [2][4]. - The wind power coating segment continues to grow, while the container coating segment shows limited decline [7]. Summary by Sections Revenue and Profitability - The company achieved a gross margin of approximately 23.8% in the first three quarters, an increase of 3.3 percentage points year-on-year, primarily due to the higher proportion of high-margin wind power business [7]. - The net profit margin for the first three quarters was approximately 12.3%, up 2.2 percentage points year-on-year [7]. Wind Power Coatings - Revenue from wind power coatings reached approximately 480 million yuan in the first three quarters, a year-on-year increase of 80%, with sales volume of about 16,000 tons, up 86% year-on-year [7]. - The average price for Q3 was approximately 30,000 yuan per ton, down 3% year-on-year, but showed some recovery compared to Q2 [7]. Container Coatings - Revenue from container coatings was approximately 860 million yuan in the first three quarters, a year-on-year decline of 22%, with sales volume of about 56,000 tons, also down 22% year-on-year [7]. - The average price for container coatings in Q3 was approximately 14,300 yuan per ton, showing a significant downward trend due to decreased demand [7]. Strategic Developments - The company is establishing an industrial coatings platform, with initial focus on ship coatings, having received various certifications from classification societies [7]. - The global ship coatings market is estimated at 30 billion yuan, with significant profit potential compared to the current markets for container and wind blade coatings [7]. Financial Projections - The company is projected to achieve net profits of approximately 230 million yuan and 280 million yuan for 2025 and 2026, respectively, corresponding to valuations of 24 and 20 times earnings [7].

近日，公司开立了募集资金现金管理专用结算账户，具体如下： | 账户名称 | 开户机构 | 账户 | | --- | --- | --- | | 麦加芯彩新材料科技 | 上海浦东发展银行股份 | 98430078801300003164 | | （上海）股份有限公司 | 有限公司嘉定支行 | | | 麦加芯彩新材料科技 | 上海浦东发展银行股份 | 98430078801100003165 | | （上海）股份有限公司 | 有限公司嘉定支行 | | | 麦加芯彩新材料科技 | 上海浦东发展银行股份 | 98430078801000003166 | | （上海）股份有限公司 | 有限公司嘉定支行 | | 根据《上市公司募集资金监管规则（2025 年修订）》等相关规定，公司将 在现金管理产品到期且无下一步使用或购买计划时及时注销该结算账户，现金管 理专用结算账户将专用于闲置募集资金现金管理投资产品的结算，不会存放非募 集资金或用作其他用途。 特此公告。 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-095 麦加芯彩新材料科技（上海）股份有限公司 关于开立募集资金现金管理专用结算账户的公告 本公司董 ...

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 邓贞）近日，第三届长三角高价值专利运营大赛生物医药（大健康）赛道决赛路演暨紫琅 药谷产业对接会在南通国际会议中心成功举办。来自政、产、学、研、投各领域的约140名代表齐聚紫琅湖畔，围绕生 物医药知识产权运营与产业创新展开深度交流。 南通市副市长李玲在致辞中表示，南通正全力打造生物医药战略性新兴产业，积极构建"上海研发、南通转化"的协同 创新模式，推动上海研发实力与南通产业优势深度融合，以紫琅药谷等载体为依托，完善"研发—转化—制造—服 务"一体化生态。 上海交易集团总裁管小军表示，将以国家知识产权运营（上海）国际服务平台南通中心为枢纽，精准对接长三角生物 医药专利资源与南通产业要素，推动建设特色产业集群，深化专利金融服务，助力企业加速成长。 全国政协常委周汉民在题为《人工智能时代生物医药产业的创新发展与价值跃升》的主旨报告中表示，AI与生物医药 的深度融合正推动行业从"工具辅助"迈向"范式革命"，未来将形成以AI为驱动、以患者为中心的智能健康新体系。 路演环节中，来自全国的23项高价值专利项目同台竞技，覆盖基因技术、AI辅助诊疗、高端医疗器械、创新药物等 ...

Core Viewpoint - The company is making steady progress in expanding its anti-reflective photovoltaic glass coating market, with various clients at different stages of the approval process [2] Group 1: Market Expansion - The market expansion for the company's anti-reflective photovoltaic glass coating is proceeding as planned, with progress dependent on individual clients' internal processes and timelines [2] - Some clients have completed sample testing, while others are awaiting internal supplier approval processes [2] - A portion of clients has begun small-scale continuous shipments [2] Group 2: International Market Development - The company is also actively exploring overseas markets for its products [2] - The market expansion for the company's photovoltaic composite frame coating is ongoing, with different clients at various stages of development [2]

Core Viewpoint - The company is diversifying its revenue and profit sources through its marine equipment segment and renewable energy products, particularly focusing on photovoltaic coatings [1] Group 1: Marine Equipment Segment - The marine equipment segment includes container coatings, ship coatings, offshore platform coatings, and port equipment coatings, each at different stages of business development [1] Group 2: Renewable Energy Segment - Photovoltaic coatings are a key product in the company's renewable energy segment, enhancing its layout in the new energy coatings market and supporting sustained growth in this area [1]

Investment Rating - The report maintains an investment rating of "Outperform" for the new materials sector [1]. Core Insights - The release of the "Beijing Wind Energy Declaration 2.0" highlights new development opportunities in the wind power materials sector, aiming for significant growth in installed capacity by 2030 and beyond [6]. - The new materials index increased by 2.81%, underperforming compared to the ChiNext index, which rose by 5.24% [3][14]. - The report emphasizes the importance of quality and efficiency over mere scale expansion in the wind power industry, suggesting improved profitability for the sector [6]. Market Performance Summary - The new materials sector saw a weekly increase, with the new materials index rising by 2.81% [3]. - Over the past five trading days, various sub-sectors showed mixed performance: synthetic biology index down by 0.96%, semiconductor materials down by 1.78%, electronic chemicals up by 1.80%, biodegradable plastics up by 1.19%, industrial gases down by 1.45%, and battery chemicals down by 1.53% [3][18]. - The report notes that the overall market performance for the new materials sector is improving, with a focus on specific companies like "Times New Materials" and "Maijia Xincai" for potential investment opportunities [6].

Summary of Key Points from Conference Call Records Industry Overview Green Low-Carbon Industry - The green low-carbon industry is expected to grow significantly over the next five years due to policy support and market demand. The implementation of debt clearance policies will improve the financial conditions of environmental companies, while state-owned asset management reforms will enhance economic efficiency, creating investment opportunities for environmental enterprises [1][3]. Power Industry - The development trend in the power industry is focused on clean energy, with wind and solar power as key areas. The construction of new power systems and the absorption of green electricity are critical. The demand for green fuels, such as bio-jet fuel, is substantial, driven by EU mandates for blending ratios, which will promote market growth [1][6]. Building Materials Sector - Leading companies in the building materials sector are achieving growth through shifts in downstream demand, product structure adjustments, and supply-side changes. For instance, Huaxin Cement has seen both volume and price increases in overseas markets, with a net profit margin significantly higher than domestic levels [1][8]. Fiberglass Industry - China Jushi, a leader in the fiberglass industry, has achieved revenue and performance growth through product structure adjustments and growth in its electronics division, benefiting from increased demand for copper-clad laminates and PCBs [1][13]. Consumer Building Materials - Sankeshu has improved profitability and cash flow through channel reforms. In the industrial coatings sector, Meijia Xincai has benefited from growth in wind power coatings and is expanding into ship coatings and overseas markets, indicating potential future growth [1][14][15]. Silver Dragon Co. - Silver Dragon Co. is experiencing high growth due to demand for high-strength products and R&D investments, with expectations for continued performance growth in the coming years [1][16]. Real Estate Market Insights Market Recovery - The real estate market is showing signs of a moderate structural recovery, with improvements in sales, construction starts, and completions in September. Attention is recommended on leading national developers like China Merchants Shekou and Poly Group, as well as park-type real estate developers, which are showing early-cycle recovery signs [2][17][21]. Investment Opportunities - In the current market environment, there are multiple investment opportunities for environmental companies, including the improvement of balance sheets due to debt clearance policies and accelerated asset securitization processes. High-dividend utility assets remain attractive in a liquid market [4]. Future Trends - The future of the real estate market is influenced by various factors, including the recovery of demand post-Golden Week, with significant improvements in sales, construction starts, and completions observed in September. The overall sales situation for the fourth quarter is expected to exceed expectations [20]. Recommendations - For the fourth quarter, it is advisable to focus on leading national developers, especially state-owned enterprises, which have shown early-cycle recovery signs after the last market adjustment. Additionally, attention should be given to park-type real estate developers that have performed well during previous uptrends [21].

法律意见书 北京市中伦律师事务所 关于麦加芯彩新材料科技（上海）股份有限公司 2025 年限制性股票激励计划首次授予相关事项的 法律意见书 二〇二五年十月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦律师事务所 关于麦加芯彩新材料科技（上海）股份有限公司 2025 年限制性股票激励计划首次授予相关事项的 法律意见书 致：麦加芯彩新材料科技（上海）股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受麦加芯彩新材料科技（上 海）股份有限公司（以下简称"公司"）的委托，就公司 2025 ...