Core Viewpoint - Guangxin Materials' high-performance industrial functional coating brand HIPRO Graphene has passed the NORSOK M-501 standard test, which is expected to enhance its international influence and open up more opportunities in the marine engineering equipment coating market [1] Group 1: Certification and Market Opportunities - The successful certification allows the company to participate in marine engineering equipment coating projects, potentially increasing its presence in high-end markets and international branding [1] - The marine engineering coating sector is a critical strategic layout and growth engine for the company, which has historically been dominated by international giants [1] - The company's self-inspection and third-party testing results have significantly exceeded those of common multinational brands, meeting the NORSOK M-501 standard requirements [1] Group 2: Innovation and Industry Transformation - The certification validates the company's new coating solutions as being at the international top level, marking a milestone for participation in marine engineering protective coating projects [1] - The company focuses on innovation to drive industry updates, providing technological momentum through the development of environmentally friendly high-performance graphene-modified anti-corrosion coatings [1] - The company aims to enhance product quality and value while avoiding low-price competition, thus promoting industry transformation [1] Group 3: Future Strategy and Customer Engagement - The company will accelerate engagement with strategic customers to facilitate the sales of coating solutions [1] - By leveraging its comprehensive advantages, the company seeks to strengthen its core capabilities and establish a high-end brand image and reputation [1]

本报讯(记者李亚男)7月9日晚间，江苏广信感光新材料股份有限公司(以下简称"广信材料（300537）") 公告称，控股孙公司汉璞石墨烯(江西)有限公司于近日收到检测依据NORSOK M-501：2022(第七版)标 准的《防护涂层性能试验报告》，公司高性能工业功能涂料品牌HIPRO Graphene汉璞石墨烯重防腐涂 料通过NORSOK M-501标准测试。 据悉，NORSOK M-501：2022(第七版)《表面处理和防护涂层》是全球海洋工业海洋钢结构防护涂层广 泛采用的标准，代表了重防腐涂料腐蚀测试的最严格技术规范和在极端严酷海洋环境下长效防护性能的 最高要求。该标准由挪威石油行业于1994年制定，对海工船、海上装置及相关设施涂层应用的涂层选 择、表面处理、应用和检验程序都有要求。 广信材料相关工作人员向《证券日报》记者表示："通过NORSOK M-501认证标志着公司新型高性能环 保型无溶剂石墨烯重防腐涂料解决方案的产品性能与防护体系经受住了国际权威标准的严苛考验，有助 于公司新型工业防护功能涂料解决方案加快切入高门槛的海洋工程涂料市场。" 广信材料致力于为客户开发提质增效降本减排的新型功能材料解决方案 ...

Core Viewpoint - The market for polyaspartic acid ester anti-corrosion coatings is expanding due to increasing demand and environmental regulations, with significant growth expected in production and market size in China and globally [1][4][6]. Group 1: Industry Definition and Characteristics - Polyaspartic acid ester anti-corrosion coatings, also known as polyaspartic coatings, utilize a new structure of polyaspartic acid ester as the main resin and aliphatic isocyanate as the curing agent, providing long UV resistance and rapid curing [2][4]. - These coatings exhibit high weather resistance, strong adhesion, and excellent chemical stability, making them suitable for heavy-duty anti-corrosion applications in various sectors [2][4]. Group 2: Current Industry Status - The global market for polyaspartic acid ester anti-corrosion coatings is projected to grow from $87 million in 2017 to $295 million in 2024, with an expected market size of $326 million in 2025 [4]. - In China, the production of polyaspartic acid ester anti-corrosion coatings is expected to reach 10,798 tons in 2024, with a demand of 11,057 tons and a market size of approximately 72.98 million yuan [6][12]. Group 3: Industry Development Environment - The industry is supported by government policies aimed at promoting environmentally friendly materials and reducing VOC emissions, which are crucial for sustainable development [10][11]. - Recent policies include tax incentives and support for research and development, aimed at enhancing the competitiveness of the industry [11]. Group 4: Industry Competition Landscape - The polyaspartic acid ester anti-corrosion coatings industry is characterized by a low concentration of market share among major players, with companies like Shanghai Hailong Saineng New Materials Co., Ltd. and Jiangsu Lanling Polymer Materials Co., Ltd. leading the market [12][13]. - The industry is experiencing rapid growth, but the overall market share of individual companies remains relatively small, indicating opportunities for consolidation and increased competition [12]. Group 5: Industry Development Trends - The industry is expected to see advancements in technology and product performance, with a focus on developing coatings with enhanced anti-corrosion and environmental properties [15]. - Future trends indicate a shift towards functionalization, greening, and efficiency in product offerings, positioning China as a leading market for production and consumption of these coatings [15].

防水涂料界的龙头企业东方雨虹（002271），决定从7月起带头涨价。 东方雨虹早前对合作伙伴发布了调价函，宣布从7月开始，针对民用建材中的部分防水涂料、美缝剂和 部分瓷砖胶产品价格进行上调。 其中，防水涂料价格上调3%—13%、美缝剂上调4%—9%、C0级瓷砖胶价格上调1%—5%(部分区域)。 对于涨价的原因，东方雨虹在调价函中表示，此次是为了"维护品牌长期健康发展，稳定市场秩序，确 保市场良性竞争"。 今年3月，东方雨虹的工建集团从今年2月起，就已经宣布将价格上调1%—5%，此番涨价则蔓延至民建 产品。 不过有业内人士表示，东方雨虹主要的涨价对象还是在经销商方面："至于经销商会不会把提价传导给 终端消费者，还是要看市场需求，不排除经销商不敢轻易涨价，自行将涨价的部分吸收的可能。" 化工涂料原料价格持续上涨 事实上，从今年以来，化工涂料市场就因为原材料价格上涨、运输成本增加等因素，出现全面上涨。 早在今年1月，全球最大的化工企业巴斯夫就上调了MDI价格，当时的价格已经达到18700元—19000元/ 吨，较早前基础上上涨了700元/吨。LG化学也从3月1日开始，对中国地区POE价格上涨$100/MT(约等 于 ...

内容概况：中国作为全球最大的涂料市场，行业处于重要战略机遇期。一方面，随着重涂市场崛起，家 居消费首次成为拉动内需顶梁柱；另一方面，国家新基建工程、新型城镇化、旧城改造、城市更新、保 障房建设、乡村振兴等政策机遇，都将带动涂料需求增长。抗菌涂料作为涂料工业中的热门领域，随着 人们对健康和卫生的关注度不断提高，以及对具有抗菌功能的产品需求急剧上升，抗菌涂料市场得以迅 速崛起并蓬勃发展。抗菌涂料不仅能有效改善室内空气质量，减少感染机会，还能显著延长涂漆表面的 耐用性，因而深受医疗机构、家庭以及公共场所的青睐，为提升人们的生活品质发挥了重要作用。据统 计，2024年中国抗菌涂料行业市场规模约为109.8亿元。预计到2027年中国抗菌涂料市场规模将达到 153.68亿元。未来，随着人们健康意识的日益增强以及对生活品质的追求，抗菌涂料将在更多领域发挥 其优势，为构建更加健康、卫生的生活环境奠定坚实基础。同时，技术的持续创新与市场的不断拓展也 将共同推动抗菌涂料行业迈向新的发展高度。 相关上市企业：三棵树（603737）、利民股份（002734）、诺普信（002215）、东方盛虹（000301）、 蓝晓科技（300487 ...

3C 涂料是指应用于电脑（ Computer ）、通信设备（ Communication ）和消费类电子产品（ Consumer Electronics ）外壳及零部件表面的功能性与 装饰性涂层材料，主要用于提升产品的外观质感、耐磨性、抗指纹性能及环境适应性。根据应用工艺和性能要求不同， 3C 涂料可分为 UV 涂 料、 PU 涂料等体系，广泛用于手机、笔记本电脑、平板、可穿戴设备等终端产品的塑料、金属、玻璃材质表面，是连接电子制造与终端消费体 验的重要材料环节。 3C涂料行业目前现状分析 当前， 3C 涂料行业处于平稳增长与结构转型并行的阶段。一方面，受益于手机、笔记本、穿戴设备等 3C 终端出货量回暖，尤其是中国、印度和 越南等新兴制造基地的崛起， 3C 涂料的整体需求在 2024 年实现恢复性增长，市场规模达到了 9.37 亿美元。中国是当前无可争议的核心市场，拥 有全球最完善的电子制造产业链，其市场消费占比达 62.86% ，同时具备强大的本地供应链整合能力。国际品牌与中国本土企业在此市场共存， 前五大生产商占据过半市场份额。 全球市场 3C 涂料 市场规模： 2020 VS 2024 VS 2031 ...

恒兴股份成立于1996年3月10日，于2024年10月30日在新三板挂牌，主营业务是 专注于紫外光（UV）固化涂料和PUR热熔胶的研发、生产和销售，主要 应用于 PVC地板、木器、PVC封边条等轻工产品的表面涂装和粘合；此外， 公司积极拓展产品在烟、酒、美妆等日用消费品类，以及汽车零部件、内 饰、智能车载系统等领域的应用。 目前，恒兴股份在湖南岳阳、湖南长沙、湖南浏阳建有三大生产基地，并计划在越南、泰国建设海外研发生产基地。 此外，公司在华容、长沙、上海建有三大研发中心。2022年，公司自主开发的"PVC（石木塑胶）紫外光固化涂料"被认定为国家级单项冠军产品。 公司建有省级企业技术中心、博士后创新创业实践基地、博士后科研流动站协作研发中心等研发平台，先后与湖南大学、湖南理工学院、中南林业科技大 学、湖南师范大学等多所知名高校建立了紧密的合作关系，目前，公司为湖南师范大学环保型UV固化涂料及新型胶粘剂产学研合作示范基地、中南林业 科技大学产学研合作示范基地。目前已经取得专利15项，另有4项专利正在申请中。最近三年，公司研发费用金额分别为3,348.86万元、3,772.03万元及 4,475.26万元，占营业收 ...

画出一条第二增长曲线。 在自主品牌新能源汽车崛起的时代，国产涂料厂商也迎来了发展机遇，本期要介绍的这家公司正是国 产品牌的代表。 与其他涂料板块相比，汽车涂料行业准入难度大、客户粘性高、竞争格局有序。 （来源：2024年报） PPG、关西、巴斯夫、艾仕得、立邦、KCC等外资企业长期占据着国内汽车涂料市场约70%以上市场 份额。 在汽车工业中，汽车涂料必须具备超过15年以上的耐候保护功能，同时汽车涂料也是外观颜值的担 当，对品牌形象有重要影响。 汽车涂料一般分为汽车售后修补涂料、汽车内外饰件涂料、新车车身涂料（原厂OEM涂料）三大 类。 （来源：2024年报） | 作者 | | 塔山 | | --- | --- | --- | | 编辑 | | 小白 | ...

Core Viewpoint - Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. plans to issue shares to specific investors to raise funds for its projects, particularly focusing on the production of electronic photosensitive materials and related products. Group 1: Company Overview - The company was established on May 12, 2006, and listed on August 30, 2016, with a registered capital of 200,395,122 RMB [13]. - The company specializes in the research, development, and production of photosensitive materials, including anti-corrosion inks and UV-curable coatings for printed circuit boards [13]. - The company's headquarters is located in Jiangyin City, Jiangsu Province, China [13]. Group 2: Fundraising Details - The company plans to raise a maximum of 300 million RMB through the issuance of shares, which will not exceed 20% of its net assets as of the end of the previous year [2]. - The funds raised will be allocated to a project with a total investment of 525.38 million RMB, specifically for the annual production of 50,000 tons of electronic photosensitive materials [2][3]. - The issuance price is set at 18.13 RMB per share, based on the average trading price of the company's shares over the 20 trading days prior to the pricing date [2]. Group 3: Financial Performance - In 2024, the company reported a revenue of 518.23 million RMB but incurred a net loss of 32.07 million RMB, primarily due to a decline in sales of photovoltaic glue products [3][4]. - The company recognized significant impairment losses, including 29.91 million RMB for goodwill and 13.44 million RMB for accounts receivable [3]. Group 4: Industry Context - The company operates within the electronic chemical materials sector, which is characterized by market-driven competition and significant government oversight [15]. - Recent policies from various government departments have encouraged the development of electronic chemical products, particularly in the context of energy transition and environmental sustainability [15]. Group 5: Risks and Challenges - The company faces risks related to the potential underperformance of its new projects, including the possibility of negative net profits in the first two years post-launch due to high depreciation costs [4][5]. - There are uncertainties regarding the successful development and market acceptance of new products, particularly in the field of photolithography materials [5][6]. - Environmental regulations may impact production capabilities, especially if the company is required to relocate or reduce output due to compliance issues [8].

齐鲁晚报.齐鲁壹点潘旭业 6月13日至15日，"2025国际海洋腐蚀防护产业大会暨海洋先进材料创新发展论坛"在青岛西海岸新区举办，700多名来自国内外腐蚀防护 领域及材料领域的专家、企事业单位代表齐聚，带来近300个学术报告，共同探讨海洋腐蚀防护的前沿理论、耐蚀材料及相关技术的研究 与应用，致力推动成果转化，提升我国在该领域的核心竞争力。 在6月14日举行的主会场会议上，多位院士、专家带来精彩的主旨报告，围绕海洋科技创新与跨域协同发展、人工智能在能源管道安全维 护中的应用与潜在风险、电子结构材料自然环境腐蚀失效在线监测及诊断、极地装备防护涂料技术进展等议题，现场交流互动热烈，分 别就各科研领域的新成果、新技术进行了全面的分析、分享与探讨。 6月15日，"海洋材料腐蚀行为及机理、海洋耐蚀新材料及新技术、电化学保护与应用、微生物腐蚀与生物污损、涂层与表面处理技术、 腐蚀防护数智技术与AI专题、清洁能源与极端环境专题、海洋先进材料专题、标准领航，赋能海洋装备专题、石油化工腐蚀专题、大气 腐蚀专题、腐蚀监检测专题、核材料腐蚀专题、耐蚀钢专题、航空航天腐蚀专题"十五大议题的七个平行分会场构成。国内腐蚀防护领域 及材料领 ...