船舶涂料市场开拓

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孚日股份:控股子公司孚日宣威取得船舶涂料认证证书
news flash· 2025-06-10 09:09
Core Viewpoint - Company subsidiary Shandong Furui Xuanwei New Materials Technology Co., Ltd. has received certification from China Classification Society for ship coatings, which may help expand its market presence and business scale in the ship coating sector [1] Company Summary - The certification includes products such as epoxy anti-corrosion paint for ship bottoms and epoxy paint for ship body connections [1] - The certification is expected to assist the company in exploring the ship coating market and increasing its business coverage [1] Industry Summary - The ship coating sector is characterized by high technical barriers, certification barriers, and significant market entry thresholds [1] - The industry has long been dominated by international giants, indicating a competitive landscape with challenges for new entrants [1]
【麦加芯彩(603062.SH)】船舶涂料取得重大进展,光伏涂料有望成为利润第三极——2024年年报点评报告(孙伟风/陈奇凡)
光大证券研究· 2025-04-07 08:46
点击注册小程序 集装箱涂料业务:下游高景气度带动销量及收入翻倍以上增长 2024年,公司集装箱涂料业务实现收入17.3亿元,同比+196%;其中实现销量11.1万吨,同比+213%,主 要受益于下游集装箱行业需求大幅增长;产品均价1.55万元,同比-6%;实现毛利率16.9%,同 比-0.14pct。从集装箱涂料行业竞争态势来看,公司目前在全球集装箱涂料领域排名第二。 风电涂料业务:收入同比 -23%,受均价下滑拖累 2024年,公司风电涂料业务实现收入3.9亿元,同比-23%;其中实现销量1.28万吨,同比+3%;产品均价 3.1万元,同比-25%;实现毛利率37.5%,同比-8.8pcts。在风电涂料领域,公司已占据国内市场第一的份 额;海外市场方面,2024年公司成为全球知名的德国风电整机厂商 NORDEX 指定风电叶片涂料供应商之 一, 标志着公司风电涂料在海外整机厂商的开 端性突破,为未来进入其他海外整机厂商奠定基础;此 外,公司继续向中材科技巴西工厂提供风电叶片涂料,与中国下游客户共同出海。根据公司经营计划, 2025年下半年争取实现海上塔筒销售,实现海上塔筒新突破。 查看完整报告 特别申明: 本 ...