瑞银证券有限责任公司 调整部分募投项目内部投资结构 的核查意见 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》《上市公司 募集资金监管规则》《上海证券交易所上市公司自律监管指引第 11 号—持续督导》 《上海证券交易所上市公司自律监管指引第 1 号—规范运作》等法律法规和规范 性文件的要求，对麦加芯彩调整部分募投项目内部投资结构的事项进行了审慎核 查，并出具核查意见如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会 2023 年 6 月 19 日审核同意，并经中国证 券监督管理委员会 2023 年 8 月 2 日《关于同意麦加芯彩新材料科技（上海）股 份有限公司首次公开发行股票注册的批复》(证监许可[2023]1706 号)核准，公司 本次公开发行人民币普通股 27,000,000 股，发行价格为人民币 58.08 元/股。募集 资金总额为人民币 1,568,160,000. ...

麦加芯彩新材料科技（上海）股份有限公司 证券代码：603062 证券简称：麦加芯彩 公告编号：2025-097 关于调整部分募投项目内部投资结构的公告 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： 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"或"麦 加芯彩"）在不改变募投项目及募集资金投入总额的情况下，调整"智能仓储建 设项目"内部投资结构。 公司于2025年11月21日召开第二届董事会第二十次会议，审议通过了公司 《关于调整部分募投项目内部投资结构的议案》，现将具体事项公告如下： 一、募集资金基本情况 经上海证券交易所上市审核委员会2023年6月19日审核同意，并经中国证券 监督管理委员会2023年8月2日《关于同意麦加芯彩新材料科技（上海）股份有限 公司首次公开发行股票注册的批复》(证监许可[2023]1706号)核准，本公司本次 公开发行人民币普通股27,000,000股，发行价格为人民币58.08元/股。募集资金 总额为人民币1,568,160,000.00元，扣减保荐及承销费（不含增 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-098 麦加芯彩新材料科技（上海）股份有限公司 第二届董事会第二十次会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 三、备查文件 1、第二届董事会第二十次会议决议。 麦加芯彩新材料科技（上海）股份有限公司 经董事会审议，同意在不改变募投项目及募集资金投入总额的情况下，调整"智 能仓储建设项目"内部投资结构。并授权管理层根据募投项目进展情况，在满足项目 使用功能的前提下，在项目投资总额内对项目建筑工程费、设备购置费投入及其他 费用等明细进行合理调整，最终投资支出明细以实际情况为准。 表决结果：9 票同意，0 票反对，0 票弃权。 瑞银证券有限责任公司出具了专项核查意见。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《关于调整部分募投项目内部投资结构的公 告》（公告编号：2025-097）和相关文件。 特此公告。 麦加芯彩新材料科技（上海）股份有限公司第二届董事会第二十次会议于 2025 年 11 ...

Core Insights - The shipbuilding paint market is experiencing rapid growth, driven by a new cycle in shipbuilding, attracting numerous companies to enter the sector [1][2] - Dongya Technology is shifting its focus to marine anti-fouling coatings, leveraging local resources and opportunities in Quzhou [1] - The company plans to invest approximately 109 million yuan to establish production capacity for high-performance coatings and high-end new materials [1][2] Company Developments - Dongya Technology is collaborating with a research team from Zhejiang University, which has over 20 years of experience in marine anti-fouling coatings, to develop new technologies [2] - The company aims to achieve a production capacity that could generate several billion yuan in revenue by 2029 [2] - In 2024, Dongya Technology expects to have all necessary qualifications and production capabilities, positioning itself to rapidly advance in the market [3] Industry Trends - The Chinese shipbuilding paint market was valued at nearly 10 billion yuan in 2023, with leading brands holding a market share of 95.62% [2] - There is a significant market opportunity as foreign brands currently dominate about 80% of the high-end marine and industrial anti-corrosion paint market in China [2] - Major players in the industry, such as Maijia Xincai, are also focusing on shipbuilding paints as a key growth area, having obtained certifications from multiple classification societies [3]

Core Insights - The ship coating market is experiencing rapid growth driven by a new shipbuilding cycle, attracting numerous companies to enter the sector [1] - Dongya Technology is shifting its focus to marine antifouling coatings, leveraging local resources and opportunities in Quzhou [1][2] - The domestic ship coating market is expected to continue its positive growth trajectory, with local brands gradually entering high-end segments currently dominated by foreign companies [2] Company Developments - Dongya Technology plans to invest 109.03 million yuan to establish a production capacity of 10,000 tons of low VOCs high-performance coatings and 20,000 tons of high-end polymer polyester compounds [1] - The company collaborates with a research team from Zhejiang University, which has over 20 years of experience in marine antifouling coatings, to develop new technologies [2] - By 2029, Dongya Technology anticipates achieving a production value in the tens of billions of yuan [2] Industry Trends - The Chinese ship coating market was valued at nearly 10 billion yuan in 2023, with leading brands holding a market share of 95.62% [2] - The market is expected to maintain a strong growth trend, despite foreign brands currently holding approximately 80% of the high-end marine and industrial heavy-duty anti-corrosion coating market [2] - Industry leader Maijia Xincai has obtained certifications from multiple classification societies and is focusing on ship coatings as a key growth area for the coming years [3]

Core Viewpoint - The company announced an adjustment to the internal investment structure of its "Intelligent Warehousing Construction Project" during a board meeting scheduled for November 21, 2025, with a total investment of 55.5347 million yuan [1] Group 1 - The implementation entity for the project is Nantong Mega [1] - The total engineering cost remains unchanged, while the equipment procurement cost is reduced by 27.9448 million yuan and added to the construction engineering cost [1] - The adjustment is necessitated by capacity expansion at Nantong Mega, leading to tight warehousing space and the need to increase warehouse floors [1] Group 2 - The adjustment does not alter the total amount of funds raised or the investment in the project, aligning with regulations and the company's interests [1]

Group 1 - The core point of the article is that Meijia Chip Color (603062.SH) has commenced construction on its Nantong storage project [1] Group 2 - The Nantong storage project is currently under construction, indicating progress in the company's operational activities [1]

格隆汇11月21日丨麦加芯彩(603062.SH)在投资者互动平台表示，南通仓储项目现在已动工。 ...

Group 1 - The company, Meijia Xincai (603062.SH), stated that photovoltaic aluminum alloy frames and photovoltaic composite material frames each have different advantages, and their market changes are influenced by multiple factors [1] - The company's photovoltaic composite material frame coating has obtained certification from the German Rhine TUV, but it still requires validation from customer products [1]

Core Viewpoint - The company has successfully achieved bulk shipments of onshore tower tubes and is advancing in offshore wind turbine coatings, indicating strong market positioning and product development [1] Group 1 - The company has commenced bulk shipments of onshore tower tubes, demonstrating operational capacity and market demand [1] - The offshore wind turbine coatings, particularly for blades, are at the forefront of the market, showcasing innovation and competitive advantage [1] - The offshore tower coating has received certification from the Beijing Jianheng Center, indicating compliance with industry standards and enhancing credibility [1] Group 2 - The NORSOK M501 certification testing for offshore tower coatings is currently underway, which may further validate the product's quality and performance in the market [1]