孚日股份：控股子公司孚日宣威取得船舶涂料认证证书 智通财经6月10日电，孚日股份(002083.SZ)公告称，公司控股子公司山东孚日宣威新材料科技有限公司 近日收到中国船级社工厂认可证书，产品包括环氧船底防锈漆、环氧船体连接漆等。该认证有助于孚日 宣威开拓船舶涂料市场，增加业务覆盖领域，扩大业务规模，但船舶涂料领域存在技术、认证和市场进 入门槛，孚日宣威能否实现经营业绩提升存在不确定性。船舶涂料领域长期被国际巨头所垄断，该领域 存在较高的技术壁垒、认证壁垒，同时也存在较高的市场进入门槛、客户认可门槛。 ...

Group 1 - The report provides a comprehensive overview of the latex waterproof coating market, including definitions, product types, and applications [2][3] - The market is segmented into solid and liquid types, with sales growth trends projected from 2020 to 2031 [3][10] - Key applications include road construction, building construction, and bridge and tunnel construction, with specific sales growth trends outlined [3][10] Group 2 - The global latex waterproof coating market is analyzed for supply and demand from 2020 to 2031, including production capacity, output, and utilization rates [3][4] - Regional analysis highlights production trends and market shares across major areas, including North America, Europe, and China [4][5] - The report forecasts sales volume and revenue for the global market, detailing price trends from 2020 to 2031 [4][10] Group 3 - Major manufacturers in the latex waterproof coating market are identified, with analysis of their production capacities and market shares [4][5] - The report includes detailed profiles of leading companies such as AkzoNobel, Sherwin-Williams, and PPG, covering their product specifications and market positions [5][6] - Market concentration and competitive dynamics are assessed, including the ranking of top manufacturers by revenue in 2024 [4][5] Group 4 - The report discusses different product types and their sales forecasts, along with revenue projections for various applications [6][7] - An analysis of the upstream raw materials and downstream market dynamics is provided, including supply chain insights [8][9] - Opportunities and driving factors for industry growth are highlighted, along with a SWOT analysis for Chinese enterprises [9][10]

证券研究报告 麦加芯彩 (603062 CH) 风电涂料销量较好，新项目有序推进 | 华泰研究 | | | 季报点评 | | --- | --- | --- | --- | | 2025 年 | 4 月 | 28 日│中国内地 | 化学制品 | 麦加芯彩于 4 月 28 日发布 25Q1 季报：Q1 实现营业收入 4.24 亿元，同比 +41%/环比-43%，归母净利润 0.50 亿元，同比+77%/环比-29%，扣非净利 润 0.46 亿元，同比+105%/环比-27%。公司 25Q1 归母净利低于我们的预期 （0.6 亿元），原因系集装箱涂料销量环比下滑。考虑公司风电和船舶涂料增 长潜力可期，以及公司募投项目未来有望贡献增量，维持"增持"评级。 风电涂料销量同比高增，集装箱涂料均价环比上升致 Q1 毛利率改善 集装箱涂料方面，Q1 海运需求增速有所放缓致销量环比下行，Q1 实现销 量同比+29%/环比-52%至 1.9 万吨，营收同比+41%/环比-50%至 3.1 亿元， 均价同比+9.8%/环比+4.1%至 1.62 万元/吨。风电涂料方面，Q1 国内风电 装机同比增长带动销量同比高增，Q1 实现销量 ...