每经头条（nbdtoutiao）——雷军挥泪"斩"王腾，小米爱将泄密"失街亭"，大厂正风肃纪"拼牙口" （记者 胡玲） 每经AI快讯，麦加芯彩（SH 603062，收盘价：53.88元）9月9日晚间发布公告称，截至本公告披露日， 公司及子公司对外担保余额为7亿元，占公司2024年年末经审计的净资产约20.6亿元的33.97%；公司已 对子公司提供的担保余额为人民币7亿元，占公司2024年年末经审计的净资产约20.6亿元的33.97%；无 逾期对外担保，也无涉及诉讼的对外担保。 2024年1至12月份，麦加芯彩的营业收入构成为：涂料行业占比99.91%，其他业务占比0.09%。 截至发稿，麦加芯彩市值为58亿元。 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-067 麦加芯彩新材料科技（上海）股份有限公司 关于为子公司提供担保的公告 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。 重要内容提示： （二）担保额度变化情况 1 被担保人名称及是否为上市公司关联人：麦加涂料（南通）有限公司， 为麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"）全资子公司。 本次担保金额及已实际为其提供的担保余额：本次担保金额为人民币 2 亿元，截至本公告披露日，已实际为其提供的担保余额为人民币 7 亿元（含本次 担保金额）。 本次担保是否有反担保：不存在反担保。 对外担保逾期的累计数量：截止本公告披露日，公司无逾期担保。 一、担保情况概述 （一）担保基本情况 麦加涂料（南通）有限公司（以下简称"南通麦加"）为公司全资子公司， 亦是本公司目前最主要的生产基地。随着生产规模的扩大，存在资金或开立票据 等融资需求。基于此，南通麦加向兴业银行股份有限公司南通分行（以下简称"兴 业银行"）提出年度授信需求。 2025 年 09 月 09 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，麦加芯彩发布公告称，公司2025年第三次临时股东会于2025年9月8日召 开，审议通过了《2025年半年度利润分配方案》等议案。 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-066 麦加芯彩新材料科技（上海）股份有限公司 2025年第三次临时股东会决议公告 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。 (二)股东会召开的地点：上海市嘉定区马陆镇思诚路 1515 号 1 号楼 2 层大会议 室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 9 月 8 日 | 1、出席会议的股东和代理人人数 | 121 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 79,109,331 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 74.6930 | 注:公司有表决权股份总数为 105,912,660 股，即总股本 108,000,000 股扣除截至股权登记 日公司回购专户回购的股份数 2,087,340 股。 (四)表决方式是否 ...

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 年第三次临时股东会的 法律意见书 二〇二五年九月 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 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 年第三次临时股东会的 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"）作为麦加芯彩新材料科技（上 海）股份有限公司（以下简称"公司"）的常年法律顾问，受公司委托，指派律 师出席公司 2025 年第 ...

Core Viewpoint - Yatu High-tech Materials Co., Ltd. is preparing for its IPO on the Beijing Stock Exchange, which could significantly advance its listing process despite market skepticism regarding its suitability for this exchange [1][2]. Group 1: Company Overview - Yatu High-tech is a high-tech enterprise specializing in the R&D, production, and sales of high-performance industrial coatings, primarily used in automotive repair and other industrial sectors [1]. - The company has over 30 years of experience in the coatings industry and is a leading player in the domestic automotive repair coatings market [1]. Group 2: Financial Performance - The audited revenue for 2023 and 2024 is projected to be approximately 635.03 million yuan and 742.14 million yuan, respectively, with net profits of about 115.94 million yuan and 144.57 million yuan [2]. - The weighted average return on net assets for the last two years is reported at 23.08% and 23.25%, significantly exceeding the minimum requirement of 8% for the IPO [2]. Group 3: Market Positioning and IPO Concerns - There are concerns regarding the appropriateness of Yatu High-tech's choice to list on the Beijing Stock Exchange, as it does not fit the profile of smaller, innovative enterprises that the exchange aims to serve [3]. - The company’s decision to pursue an IPO while simultaneously distributing cash dividends raises questions about the necessity of raising additional funds, given its strong financial position with a low debt ratio of 21.96% and substantial cash reserves [4][5]. Group 4: Revenue and Profitability Analysis - Yatu High-tech has shown steady growth in both revenue and net profit over the past three years, with revenue increasing from approximately 557 million yuan to 742 million yuan and net profit rising from about 78.26 million yuan to 148.61 million yuan [7]. - The company's gross margin has improved significantly, reaching 44.01% in 2024, which is higher than the average of comparable companies [8]. Group 5: Customer Base and Sales Distribution - The company has a diversified customer base, with the largest customer accounting for only 3.35% of total sales, indicating low customer concentration risk [9]. - Yatu High-tech's sales are predominantly from exports, with foreign sales exceeding domestic sales in recent years, highlighting its strong international market presence [11][12].

Core Insights - The paint industry is experiencing a significant adjustment characterized by overall slowdown and increasing differentiation among companies, with market demand weakening and overcapacity leading to supply-demand imbalances [1][5] Revenue Performance - 29 companies reported year-on-year revenue growth, with the highest increase at 48.77%, while 18 companies saw declines, with the largest drop at 74.18% [3] - Notable companies like Sanke Tree, BASF Shanghai, and Aiside China maintained stable growth, with Sanke Tree's revenue increasing by 8.43% despite a decline in engineering business [4][3] - Companies such as Jia Baoli and Mai Jia Xin Cai showed strong revenue growth, significantly outperforming the market average [3] Profitability Analysis - 25 companies achieved year-on-year net profit growth, with the highest increase at 931.25%, while 23 companies reported declines, with the largest drop at 409.98% [3] - Seven companies reported losses, with the highest loss amounting to 191.6 million yuan [3] - Companies like Sanke Tree, Jia Baoli, and Mai Jia Xin Cai demonstrated strong resilience and risk management, maintaining growth in both revenue and profit [3] Market Challenges - The architectural paint market faces severe challenges, with Nippon Paint's architectural paint sales revenue declining by 14.3% year-on-year [4] - Companies reliant on real estate, such as Yashi Chuangneng, experienced significant revenue drops, with a 74.18% decline and a net loss of 196 million yuan [4] - The industrial paint sector showed more stability, with several companies achieving both revenue and profit growth, although some experienced profit declines despite revenue increases [4] Company-Specific Performance - Sanke Tree reported revenue of 5.816 billion yuan with a 0.97% increase and a net profit growth of 107.53% [6] - BASF Shanghai's revenue was 2.298 billion yuan, with a 3.10% increase, but a net profit decline of 17.38% [6] - Aiside China's revenue reached 2.052 billion yuan, reflecting a 9.03% increase [6] - Jia Baoli achieved a revenue of 1.825 billion yuan, with a significant growth of 38.66% [6] - Mai Jia Xin Cai reported revenue of 0.8878 billion yuan, with a 17.09% increase and a net profit growth of 48.83% [6]

证券代码：603062 证券简称：麦加芯彩 麦加芯彩新材料科技（上海）股份有限公司 2025 年第三次临时股东会 会议资料 2025 年 9 月 目录 | 2025 | 年第三次临时股东会会议须知 3 | | --- | --- | | 2025 | 年第三次临时股东会会议议程 5 | | 议案一 | 《关于调整使用暂时闲置自有资金购买理财产品类型、额度及投资期限 | | 的议案》 | 6 | | 议案二 | 《关于变更部分募投项目实施方式并调整内部投资结构的议案》 ... 8 | | 议案三 | 《2025 年半年度利润分配方案》 9 | 2 麦加芯彩新材料科技（上海）股份有限公司 各位股东及股东代表： 为了维护广大投资者的合法权益，确保麦加芯彩新材料科技（上海）股份有 限公司（以下简称"公司"）2025 年第三次临时股东会顺利召开，根据《公司 法》《公司章程》及公司《股东会议事规则》等有关规定，制定本须知，请出席 股东会的全体人员自觉遵守。 3 1、 本次股东会设会务组，由公司董事会秘书和公司证券及法务部负责会议 的程序安排和会务工作。 2、 请出席会议的股东或股东代理人（以下统称"股东"）务必携带相关证 ...

Group 1 - The core transaction of Yuejian Intelligent involved 1.5964 million shares traded at a price of 13.66 yuan, totaling 21.8068 million yuan, which accounted for 37.88% of the total trading volume on that day [1][2] - The transaction price represented a discount of 9.18% compared to the market closing price of 15.04 yuan [1][2]

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-065 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。 麦加芯彩新材料科技（上海）股份有限公司董事会 2025年8月30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 浙商银行上海 嘉定支行 结 构 性 存 款 2025/8/1 2,000 28 2,000 2.8 浙商银行上海 嘉定支行 结 构 性 存 款 2025/8/1 2,000 28 2,000 2.8 麦加芯彩 ...