| 投资者关 | | | --- | --- | | 系活动类 特定对象调研 | | | 别 | | | 时间 | 2025年11月11日15:30-16:30 | | 地点 | 公司办公楼会议室 | | 参与单位 | 申万宏源（邵靖宇）、大成基金（荣欣）、宝盈基金（侯星 | | 名称 | 宇）、安信基金(胡双)、中汇人寿(邓祎然)、淡水泉投资 | | | (于凡真)、中邮基金(周弋惟) | | 上市公司 | | | | 接待人员 董事会秘书兼财务总监:都英涛;证券事务代表:王越 | | 姓名 | | 投资者关系活动主要内容解读 主营业务覆盖多领域，技术创新聚焦特种异氰酸酯应用 调研中，都英涛介绍，美瑞新材是国内知名的聚氨酯新材料及功能化工品原料生产企业，核心产品包括 TPU、PUR、PUD、PBS等聚氨酯新材料，以及特种异氰酸酯、特种胺等功能化工品原料。这些产品广 泛应用于消费电子、汽车制造、运动休闲、高端装备、绿色能源、家居生活、工业涂装、密封传动、 3D打印、食品卫生等多个领域。公司强调，将持续推进特种异氰酸酯在聚氨酯新材料中的技术创新， 并将其视为未来发展的关键市场之一。 特种胺产品矩阵丰富，下游应用 ...

Product Overview - The company specializes in polyurethane new materials (TPU, PUR, PUD, PBS) and functional chemical raw materials (special isocyanates, special amines) [2] - Products are widely used in various sectors including consumer electronics, automotive manufacturing, high-end equipment, green energy, and industrial coatings [2] Market Applications - Special isocyanate HDI is targeted at traditional markets such as coatings, automotive paint, and industrial paint, while also exploring emerging applications in polyurethane new materials [3] - The company's special amine products include PNA, PPDA, and CHDA, which are essential for dye and pigment synthesis, as well as for producing aramid and polyimide materials [4] Product Synergy - The newly developed foamed TPU is aimed at the footwear market, particularly for sports shoe midsoles, leveraging HDI as a core raw material, enhancing competitive advantage through synergy with the Henan project [5] Future Investment Plans - Future investment plans will consider strategic planning, market conditions, industry trends, and actual funding needs, with timely information disclosure as required [6]