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、准确性和完整性依法承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）于 2024年10月25日召开第二届董事会第八次会议、第二届监事会第七次会议，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》。公司监事会和保荐机构瑞银证券有限责任公司（以下简 称"保荐机构"）对上述事项发表了明确的同意意见。 在确保募集资金项目按计划实施的前提下，公司及子公司拟使用额度不 超过人民币8.8亿元（含本数）的闲置募集资金进行现金管理，采取长短期结 合的方式，购买符合《上市公司募集资金监管规则（2025年修订）》第十一条 规定的结构性存款、大额存单等安全性高、流动性好的保本型产品。使用期限 自公司本次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。产品期限不得长于内部决策授权使用期限，且不得长于12个 月。 单位：万元 | 产品 | 受托人 | 产品金 额（万 | 起息日 | 到期日 | 年化收 益率（ | 赎回金额 | 实际收益 | ...

麦加芯彩新材料科技（上海）股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 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、准确性和完整性依法承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）于 2024年10月25日召开第二届董事会第八次会议、第二届监事会第七次会议，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》。公司监事会和保荐机构瑞银证券有限责任公司（以下简 称"保荐机构"）对上述事项发表了明确的同意意见。 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-086 麦加芯彩新材料科技（上海）股份有限公司董事会 2025年10月22日 单位：万元 受托方名称 产品 类型 起始日 认购金额 产品期限 （天） 赎回情况 本金 金额 收益 金额 兴业银行南通 分行营业部 结 构 性 存 款 2025/8/4 4,000 78 4,000 14.7 在确保募集资金项目按计划实施的前提下，公司及子公司拟使用额度不 超过人民币8.8亿元（含本数）的闲置募集资金进行现金管 ...

Group 1: Policy Research - The "14th Five-Year Plan" period is a critical phase for China to achieve its 2035 vision, focusing on high-quality development driven by new productive forces through technological innovation and industrial upgrades [2][4] - The core development line during the "15th Five-Year Plan" period emphasizes high-quality development driven by new productive forces, with a focus on advanced fields such as artificial intelligence, quantum technology, and low-altitude economy [4][5] - The report outlines a strategic goal system for the "15th Five-Year Plan," aiming for an average annual economic growth of approximately 4.73% to double the economy or per capita income by 2035 [5][6] Group 2: Overseas Technology Research - OpenAI has signed a 10GW computing power order with Broadcom, focusing on building foundational hardware capabilities [7][8] - OpenAI plans to deploy a total of 26GW of computing power through partnerships with NVIDIA and AMD, indicating a significant investment in AI accelerator technology [8][9] - OpenAI is exploring new business models, including integrating shopping features into ChatGPT and launching consumer hardware products, aiming to support a $1 trillion capital investment over five years [9][10] Group 3: Industry Insights - TSMC has reported stronger-than-expected AI demand, with Q4 revenue guidance exceeding market expectations, indicating a positive outlook for the AI sector [10] - The semiconductor market is experiencing significant price increases, with DRAM prices rising by 91% since early September and 510% since March 2025, benefiting semiconductor material demand [19] - The steel industry is witnessing a recovery in demand post-holiday, with inventory levels decreasing, suggesting a potential stabilization in the market [31][34]

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-085 麦加芯彩新材料科技（上海）股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 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、准确性和完整性依法承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司董事会 2025年10月21日 在确保募集资金项目按计划实施的前提下，公司及子公司拟使用额度不 超过人民币8.8亿元（含本数）的闲置募集资金进行现金管理，采取长短期结 合的方式，购买符合《上市公司募集资金监管规则（2025年修订）》第十一条 规定的结构性存款、大额存单等安全性高、流动性好的保本型产品。使用期限 自公司本次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。产品期限不得长于内部决策授权使用期限，且不得长于12个 月。 截至本公告披露日，公司使用部分闲置募集资金购买的保本型产品已赎 回，募集资金本金及理财收益已归还至募集资金账户，具体情况如下： 单位：万元 受托方名称 产品 类型 起始日 认购金额 产品期限 （天） 赎回情况 本金金 额 收益金 ...

麦加芯彩新材料科技（上海）股份有限公司董事会 2025年10月18日 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）于 2024年10月25日召开第二届董事会第八次会议、第二届监事会第七次会议，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》。公司监事会和保荐机构瑞银证券有限责任公司（以下简 称"保荐机构"）对上述事项发表了明确的同意意见。 在确保募集资金项目按计划实施的前提下，公司及子公司拟使用额度不 超过人民币8.8亿元（含本数）的闲置募集资金进行现金管理，采取长短期结 合的方式，购买符合《上市公司募集资金监管规则（2025年修订）》第十一条 规定的结构性存款、大额存单等安全性高、流动性好的保本型产品。使用期限 自公司本次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。产品期限不得长于内部决策授权使用期限，且不得长于12个 月。 截至本公告披露日，公司使用部分闲置募集资金购买的保本型产品已赎 回，募集资金本金及理财收益已归还至募集资金账户，具体情况如下： 特此公告。 证券代码：603062 证券简称：麦加芯彩 公告编号： ...

Semiconductor - Hanzhong Precision Machinery's refrigeration compressor products are supplied to Schneider, with some used in data center operations [1] - Sanjia Technology provides semiconductor integrated circuit packaging equipment and molds to Tongfu Microelectronics [1] - Jingsheng Electromechanical's subsidiary, Jinghong Precision, supplies precision components for semiconductors to New Kailai [1] PCB - Mankun Technology has achieved mass delivery of power supply products in specifications of 3300W, 4200W, and 5500W [1] Other - Xingchen Technology's products are currently applied in various smart payment device terminals [2] - Meijia Xincai has begun small-scale shipments of anti-reflective coatings for photovoltaic glass [2] - Guangxi Media indirectly holds a small stake in Muxi Integrated Circuit [2] - Jinlongyu's overseas revenue is minimal, projected to be approximately 2.77% in 2024 [2] - Rongke Technology's rumors regarding Huatai United Securities' filing for a major asset restructuring project are untrue [2] - Wuchan Zhongda's subsidiary is collaborating with Yushu Technology and other units on agricultural machinery research and development [2]

Core Viewpoint - The favorable policies for the photovoltaic industry are expected to help eliminate excessive competition and support long-term healthy development, benefiting the entire industry chain, including the company's photovoltaic glass anti-reflective coatings and photovoltaic frame coatings business [1] Industry Summary - The photovoltaic industry is poised for growth due to supportive policies that promote sustainable development and reduce competition [1] - The entire industry chain is expected to benefit from these policies, indicating a positive outlook for related businesses [1] Company Summary - The company is developing its energy storage coatings business, which has already established product technology and a continuous supply of customers [1] - The company is actively expanding its customer base and is closely monitoring industry dynamics to seize market opportunities for proactive deployment [1]

Group 1 - The core viewpoint of the article is that 麦加芯彩 (Megachip) is currently focusing its power industry coatings primarily on transformers [1] Group 2 - The company responded to investor inquiries on October 16 regarding its applications in the power industry [1]

Core Viewpoint - The company, Meijia Xincai, has indicated that its anti-reflective coating for photovoltaic glass is currently being shipped in small quantities, and customer development is ongoing [1] Group 1 - The company is actively shipping its anti-reflective coating for photovoltaic glass [1] - Customer development efforts are in progress, indicating potential growth opportunities in the market [1]

Core Viewpoint - Mingyang Smart Energy plans to invest over 10 billion in constructing an offshore wind base in the UK, indicating a strategic expansion into the European market [1] Group 1: Company Information - Mingyang Smart Energy is a significant customer for Meiga Xincai's wind power coatings [1] - Meiga Xincai aims to actively pursue market opportunities as its downstream customers expand into overseas markets [1]