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： 担保对象及基本情况： | 被担保人名称 | 本次担保金 | 实际为其提供的担 | 是否在前 | 本次担保是否 | | --- | --- | --- | --- | --- | | | 额 | 保余额（不含本次 | 期预计额 | 有反担保 | | | | 担保金额） | 度内 | | | 麦加涂料（南 | 19,200 万元 | 62,000 万元 | 是 | 否 | | 通）有限公司 | | | | | 累计担保情况： | 对外担保逾期的累计金额（万元） 无 | | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 216,000 万元 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 104.84% | | 特别风险提示（如有请勾选） | ☑担保金额（含本次）超过上市公司最近一期 | | | 经审计净资产 50% | | | ☑对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资 ...

南财智讯12月29日电，麦加芯彩公告，公司于2025年12月29日与中国工商银行股份有限公司南通经济技 术开发区支行签署《最高额保证合同》，为全资子公司麦加涂料（南通）有限公司提供连带责任保证， 担保最高本金限额为1.92亿元，担保期限自2025年12月29日起至2026年12月29日止。本次担保事项已经 公司第二届董事会第十三次会议、第二届监事会第十次会议及2024年年度股东大会审议通过，属于前期 预计担保额度范围内。截至公告日，公司对子公司提供的担保余额为8.42亿元，占公司2024年末经审计 净资产的40.87%。被担保人资信状况良好，公司对其经营风险可控，担保具有必要性和合理性。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 瑞银证券有限责任公司（以下简称"瑞银证券"或"保荐机构"）作为麦加芯彩新材料科技（上海）股份有 限公司（以下简称"麦加芯彩"或"公司"）首次公开发行股票并在上海证券交易所主板上市的保荐机构和 持续督导机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上海证券 交易所上市公司自律监管指引第11号——持续督导》等法律法规和规范性文件的相关规定，对公司2024 年12月24日至本次现场检查期间（以下简称"本持续督导期内"）的规范运作情况进行了现场检查，现就 现场检查的有关情况报告如下： 一、本次现场检查的基本情况 （一）保荐机构 瑞银证券有限责任公司 公司治理和内部控制情况、信息披露情况、独立性以及与控股股东、实际控制人及其他关联方资金往来 情况、募集资金使用情况、关联交易、对外担保、重大对外投资情况、经营情况等。 （六）现场检查手段 现场检查人员通过查阅公司相关的制度文件与三会文件，查阅公司的公告文件，查阅募集资金台账、抽 取募集资金使用凭证、查阅闲置募集资金购买理财的协议，现场查看上市公司主要经营场所，与公司高 管及有关人员进行访谈等方式 ...

Core Viewpoint - The paint industry is experiencing a dual scenario of aggressive investment expansion alongside cost-cutting measures to survive the market downturn, presenting both challenges and opportunities for adaptable companies [2][21]. Industry Overview - The paint market is entering a deep adjustment phase, yet many leading companies are not slowing their expansion efforts; instead, they are investing in production facilities and capacity upgrades to ensure long-term growth [4][23]. - A significant influx of new entrants and capital into the paint industry is evident, indicating a stark differentiation within the sector [2][21]. Investment Trends - It is estimated that by 2025, the total investment in the paint industry will exceed 47 billion yuan, with over 11 million tons of new paint capacity being added [4][23]. - Major companies such as San Ke Shu, Mai Jia Xin Cai, and others are actively expanding their production capabilities, with investments in new facilities and capacity upgrades [6][25]. Company-Specific Developments - San Ke Shu is investing 780 million yuan in a comprehensive industrial park project, which will produce various types of industrial and automotive paints, expected to generate an annual output value of approximately 3.5 billion yuan [6][25]. - Mai Jia Xin Cai has opened a new production base in Zhuhai with a planned annual output of 70,000 tons of high-performance coatings, primarily targeting the South China and Southeast Asia markets [6][25]. - Other companies like Xinheng and Nippon Paint are also expanding their production lines significantly, with Nippon Paint investing in multiple facilities to increase its capacity for water-based and industrial coatings [8][27]. Market Dynamics - The current market downturn is seen as a necessary phase for the paint industry, leading to a reshuffling of market players and a rise in competitive barriers, favoring stronger companies [14][34]. - The industry is undergoing a significant transformation, with a focus on high-end products such as automotive, marine, and renewable energy coatings, which are rapidly expanding in capacity [10][32]. Future Outlook - The ongoing market challenges are expected to lead to a "big adjustment" and "cleaning" of the industry, resulting in a landscape dominated by strong brands like Nippon Paint, San Ke Shu, and others [36][38]. - Companies that adapt to market changes and focus on innovation, supply chain management, and brand building are likely to thrive during this period [37][38].

瑞银证券有限责任公司 关于麦加芯彩新材料科技（上海）股份有限公司 2025 年度持续督导工作现场检查报告 瑞银证券有限责任公司（以下简称"瑞银证券"或"保荐机构"）作为麦加 芯彩新材料科技（上海）股份有限公司（以下简称"麦加芯彩"或"公司"）首 次公开发行股票并在上海证券交易所主板上市的保荐机构和持续督导机构，根据 《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》《上海证券 交易所上市公司自律监管指引第 11 号——持续督导》等法律法规和规范性文件 的相关规定，对公司 2024 年 12 月 24 日至本次现场检查期间（以下简称"本持 续督导期内"）的规范运作情况进行了现场检查，现就现场检查的有关情况报告 如下： 一、本次现场检查的基本情况 （一）保荐机构 瑞银证券有限责任公司 （二）保荐代表人 宫乾、顾承宗 （三）现场检查时间 2025 年 12 月 19 日 （四）现场检查人员 宫乾、顾承宗 （五）现场检查内容 公司治理和内部控制情况、信息披露情况、独立性以及与控股股东、实际控 制人及其他关联方资金往来情况、募集资金使用情况、关联交易、对外担保、重 大对外投资情况、经营情况等。 1 （六）现 ...

Core Insights - The Chinese ship coating market is estimated to be valued at approximately 11.5 billion yuan in 2024, with foreign brands holding a dominant market share of 85.32% [2] - The top seven companies in the market are all foreign brands, including Jotun, AkzoNobel, Hempel, Nippon Paint, Zhongtu Chemical, PPG, and King Paint [2] - The global ship coating market is around 40 billion yuan, with the main competitors also being the aforementioned foreign brands [2]

证券日报网讯 12月24日，麦加芯彩在互动平台回答投资者提问时表示，公司光伏涂层涂料业务的拓 展，不同客户处在不同阶段，部分产品有小批量出货，部分客户在测试验证阶段。此外，公司继续优化 光伏相关产品，依托欧洲与中国研发团队的高效协同，配合本土化生产优势公司光伏涂层产品将更具竞 争力，为市场拓展奠定了坚实基础。 （文章来源：证券日报） ...

每经AI快讯，有投资者在投资者互动平台提问：公司目前光伏相关业务进展如何？相关产品测试、验 证是否顺利？ 麦加芯彩（603062.SH）12月24日在投资者互动平台表示，公司光伏涂层涂料业务的拓展，不同客户处 在不同阶段，部分产品有小批量出货，部分客户在测试验证阶段。此外，公司继续优化光伏相关产品， 依托欧洲与中国研发团队的高效协同，配合本土化生产优势公司光伏涂层产品将更具竞争力，为市场拓 展奠定了坚实基础。 （文章来源：每日经济新闻） ...

麦加芯彩（603062.SH）12月24日在投资者互动平台表示，公司的南通生产基地为江苏省绿色工厂，符 合工信部绿色采购政策支持范畴，政策鼓励绿色工厂融入绿色供应链、争取专项政策支持及获取绿色金 融服务，公司将以此为契机，持续推进节能降碳技术升级，推动企业可持续发展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司工厂是绿色工厂吗？ ...

Investment Rating - The report highlights a positive outlook for the construction and building materials sector, particularly focusing on high dividend stocks like Sichuan Road and Bridge, which has a projected dividend yield of approximately 5.6% by the end of 2025 [2] Core Insights - The report emphasizes the increasing interest from insurance capital in high dividend stocks within the construction and building materials sector, as evidenced by the significant share purchases in companies like Sichuan Road and Bridge [2] - It suggests that the AI new materials industry is experiencing rapid changes, with a recommendation to adopt a "steady response" strategy due to the high frequency of market fluctuations [3] - The report advocates for overseas expansion, particularly in African markets, as lower interest rates are easing external debt pressures and creating opportunities for investment [4] Summary by Sections Weekly Discussion - China Post Insurance has acquired a 5% stake in Sichuan Road and Bridge, investing a total of 3.9 billion [2] - Other companies targeted by China Post Insurance include Eastern Airlines Logistics and Green Power Environmental Protection, indicating a broader trend of insurance capital entering the high dividend segment of the construction sector [2] Industry Trends - The AI new materials sector is seeing increased participation from domestic and international manufacturers, with a focus on stability amidst rapid changes [3] - Companies like Zhongcai Technology and Copper Crown Copper Foil are highlighted as leaders in the AI materials space, with strong technology and cost advantages [3] Market Performance - The report notes a decline in cement prices, with the national average price at 354 RMB per ton, down 67 RMB year-on-year [5] - Glass prices have also decreased, with the average price for float glass at 1151.40 RMB per ton, reflecting a 1.17% drop [5] Important Developments - Significant investments and project wins were reported, including a 4.32 billion RMB project win by Shenghui Integration in Thailand [6] - Sichuan Road and Bridge's share acquisition by China Post Insurance is expected to attract more attention to high dividend stocks in the construction sector [6]