五月重庆热辣滚烫花竞放，涂料盛典群贤毕至谱华章。 2025年5月27日，由中外涂料网主办的第十六届金漆奖颁奖典礼暨2025中外涂料企业经销商峰会，在重庆网红地标双子星一一重庆喜来登大酒店隆重举行。 超2000亿涂料企业、超3000亿原辅材料企业、超100个千万级大咖经销商、超20家千万级涂装工程公司参会，直接与高端一线客户精准对接! "破卷立新、涂绘新局"是本次大会的主题，也非常契合当前的行业形势。只有新思想、新技术、新模式、新业态，才能帮助我们破除内卷，开创中国涂料新 局面。 中外涂料网创始人李甫年在致辞中说，漆业风起时，共谋破局策。涂料行业正处于一个充满挑战与机遇并存的关键时期。无论是全球经济的波动、原材料价 格的持续攀升，还是市场竞争的日益激烈，都给我们的发展带来了不小的压力。 01 破卷立新 聚焦突破 千亿金漆奖，涂料奥斯卡。 被誉为"涂料奥斯卡"的金漆奖，由中外涂料网主办，今年已经是第十六届。在行业同仁的关心支持帮助下，金漆奖已成为中国涂料行业颇具影响力、公信 力、权威性的年度品牌盛典。 中国涂料工业协会秘书长刘杰发表致辞，当前涂料行业比较内卷，涂料企业要走好专精特新之路，不仅要做好我们的专精特新产 ...

Group 1 - Sherwin-Williams aims to jointly bid for BASF's coatings division, which is valued at approximately €6 billion (around $6.81 billion) [4][6] - The acquisition, if successful, would mark Sherwin-Williams' second-largest merger after the $11.3 billion acquisition of Valspar in June 2017 [1][4] - BASF is exploring strategic options for its coatings business, including potential partnerships or full divestiture, as part of a broader strategy to focus on core operations [7][8] Group 2 - BASF's coatings division includes automotive coatings solutions, surface treatment technologies, and decorative coatings, with significant applications across various industries [10] - In 2024, BASF's coatings division is projected to generate sales of €4.28 billion, a decrease of 2.4% year-over-year [10] - The automotive coatings segment is crucial for Sherwin-Williams, contributing approximately 15% to its high-performance coatings revenue of $6.797 billion in 2024 [14][19] Group 3 - The automotive coatings business of BASF accounts for 65% of its total coatings revenue, with OEM coatings making up 48% and automotive refinish coatings 17% [19] - A successful acquisition would enhance Sherwin-Williams' competitive position in the global automotive coatings market and expand its market share, particularly in the OEM segment [19][20] - Sherwin-Williams has experienced a slowdown in sales growth, with an average growth rate of 5.32% over the past five years, making the acquisition a strategic move to boost performance and market presence [20]

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]

Group 1 - The core viewpoint is that China's imitation stone paint is leveraging environmental concepts and global trends to penetrate international markets, particularly in Europe, by meeting stringent green building standards [2] - The technology innovation has broken international competition barriers, with Chinese companies developing nano self-repair technology and ultra-weather-resistant resin systems, significantly enhancing product durability to over 2000 hours [4] - Emerging markets, especially in Southeast Asia and South Asia, are becoming crucial for the expansion of Chinese imitation stone paint, with companies extending their sales networks to 23 countries through the Belt and Road Initiative [6] Group 2 - Cultural empowerment adds unique charm to the products, as Chinese companies draw inspiration from traditional architecture and artifacts, integrating palace aesthetics into modern designs [10] - Service upgrades are creating new competitive advantages, with customized services and a standardized construction and delivery system achieving over 98% customer satisfaction and a 40% higher repurchase rate than the industry average [13] - Overall, from environmental practices to technological breakthroughs, and from market expansion to cultural dissemination, Chinese imitation stone paint is reshaping the international building decoration materials landscape with immense future potential [15]

近日，苏州市三新材料科技股份有限公司(以下简称"三新材料"或"公司")正式签约入驻企知道科创空 间。公司的主导产品"食品装备表面无双酚A聚酯复合涂料"通过欧盟CE认证，符合欧盟及美国FDA食品 接触材料安全标准，并入选《江苏省重点推广应用的新技术新产品目录(2024年)》。2023年和2024年该 产品的国内市场占有率连续超过15%，稳居行业前列，技术实力与市场影响力不断提升。 绿色、安全、高性能，打造食品装备涂料行业"新质生产力" 三新材料成立于2015年，是一家专注于食品装备表面无双酚A聚酯复合涂料的研发与产业化应用的国家 高新技术企业。公司已通过ISO9001质量管理体系、ISO14000环境管理体系和两化融合管理体系认证， 形成完备的质量与信息化管理体系。2021年底，公司总投资1.3亿元建设的新生产基地正式投产，占地 面积24889.8平方米，并具备年产29000吨的规模化生产能力，为产品稳定供应与工艺持续迭代奠定了坚 实基础。 在产学研合作方面，三新材料依托江苏省企业技术中心，联合北京航空航天大学、扬州大学、江西科技 师范大学等高校，围绕食品装备无双酚A聚酯复合涂料的关键技术持续攻关。2023年， ...

Core Viewpoint - Xiamen City is promoting the development of emerging marine industries through a draft proposal that includes measures to support the transformation and industrialization of marine-related technologies and products [1] Group 1: Support for Industry Development - The proposal emphasizes support for the industrialization of marine health foods, functional cosmetics, deep processing of seafood, marine observation and monitoring equipment, communication and navigation devices, shipbuilding and marine engineering equipment, and anti-pollution and anti-corrosion coatings [1] - It aims to expand marine application scenarios and supports the application of scientific and technological achievements in marine and non-marine fields through self-declaration or competitive bidding [1] Group 2: Financial Assistance - Financial support will be provided, covering up to one-third of the actual total investment of the project, with a maximum subsidy of 10 million yuan for a single project [1]

Core Insights - The summit focused on high-quality development in the paint industry, emphasizing the importance of specialized products and services to enhance core competitiveness [1][2] - Cultural strength is highlighted as a crucial factor for companies to navigate economic cycles, with Nippon Paint's long-term commitment to the Chinese market exemplifying this principle [1][2][3] Industry Trends - The current economic environment is characterized by excess capacity in the mid-to-lower reaches of the industry, leading to increased competition and lower industry concentration [2] - New productive forces, such as high-value-added service industries and strategic emerging industries, are reshaping the industry landscape and providing new growth opportunities [2] Company Strategy - Nippon Paint has developed a unique cultural system called "War and Praise," which focuses on strategic concentration and value recognition to enhance team cohesion [2] - The company has implemented a dual-driven model of "Innovation + Service," which includes upgrading brand, manufacturing, and channels to provide comprehensive solutions [2] - Nippon Paint aims to build a robust ecological platform that encompasses the entire supply chain, emphasizing collaboration with industry partners for mutual success [3] Recognition and Achievements - During the summit, Nippon Paint received multiple awards, including recognition for its outstanding brands across various categories such as interior, engineering, industrial, water-based, artistic, and waterproof paints [3]

证券代码：002909 证券简称：集泰股份 广州集泰化工股份有限公司 投资者关系活动记录表 编号：2025-03 5、问：考虑到电池着火的风险，现在有很多小区严禁两轮电动车进 入，公司的电池胶产品能应对电池安全问题吗？预估两轮电动车用胶未来 的市场空间有多大？ 答：公司作为 GB43854-2024《电动自行车用锂离子电池安全技术规范》 新国标唯一参编材料企业，已构建系统性电池安全解决方案。公司的胶漆 一体化防火方案能够在热失控发生时，抑制热量蔓延，为逃生留出足够的 时长。公司相关产品已成功应用于雅迪、绿源、小米、美团、深兰换电、 嘟嘟换电等电动自行车企业高端系列的电池中，更多车型的电池防火用胶 方案在积极测试中。 据艾瑞咨询研报数据，中国电动两轮车 2024 年销量约为 5000 万辆， 胶粘剂在电动自行车中的应用贯穿电池组装、车身结构、电子防护和防水 密封等环节，是提升性能、安全性和耐用性的关键材料。随着新国标对电 池安全要求的全面提升，以及消费者对产品安全性能的日益关注，预计两 轮电动车用胶市场将迎来结构性增长机遇。 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 ...

Group 1: Furniture Industry - In April, the retail sales of furniture reached 15.3 billion yuan, showing a year-on-year growth of 26.9% [2] - From January to April, the total retail sales of furniture amounted to 58.3 billion yuan, with a year-on-year increase of 20.2% [2] - The retail sales of building and decoration materials in April were 13.8 billion yuan, growing by 9.7% year-on-year [2] Group 2: Miniso Group - Miniso Group reported a total revenue of 4.43 billion yuan for the first quarter of 2025, reflecting a year-on-year growth of 19% [3] - The gross profit margin for the quarter was 44.2%, an increase of 0.8 percentage points compared to the same period last year [3] - The adjusted net profit for the quarter was 590 million yuan, with an adjusted net profit margin of 13.3% [3] Group 3: Yingfeng Group and Kuka Home - Yingfeng Group plans to increase its stake in Kuka Home by acquiring up to 104 million shares at a price of 19.15 yuan per share, totaling no more than 1.997 billion yuan [4] - After the acquisition, Yingfeng Group will hold 11.26% of Kuka Home's total shares, while combined with its affiliates, it will control 37.37% of the company [4] Group 4: Corporate Changes - Guo Wei resigned from his positions as vice chairman and acting chairman of *ST Jianyi due to personal reasons [6] - The company reported a loss of 830 million yuan in 2024, a decrease of 47.23% year-on-year [6] - Huang Fuqing, the vice president of Guangdong Jusen Precision Technology Co., Ltd., also resigned for personal reasons, with no impact on the company's operations [5] Group 5: IPO and Market Changes - Zhuhai Zhancheng New Materials Co., Ltd. has changed its IPO plan from the ChiNext board to the Beijing Stock Exchange [7] - The company specializes in the research, production, and sales of wood coatings and other paint products [8] - In 2024, Zhancheng New Materials achieved a revenue of 1.573 billion yuan, with a year-on-year growth of 3.52% [8]

Group 1 - The core business of Chongqing Three Gorges Paint Co., Ltd. includes the research, production, and sales of coatings, with main products such as anti-corrosion coatings, bridge coatings, petrochemical coatings, construction steel structure coatings, industrial coatings, special coatings, and resin for coatings [2] - The company has received numerous accolades, including being recognized as one of the "Top 100 Enterprises in China's Coating Industry," "Top 10 Innovative Enterprises in China's Coating Industry in 2012," and "2023 China's Influential Coating Brand" [2] - The latest financial report for Q1 2025 shows the company achieved operating revenue of 73.703 million yuan, a year-on-year increase of 7.35%, while net profit was 5.25 million yuan, reflecting a year-on-year decrease of 53.16%, with a gross profit margin of 24.42% [2] Group 2 - As of May 26, the stock price of Yuzhong Three Gorges A closed at 10.66 yuan, up 2.70%, with a latest price-to-book ratio of 3.71 and a total market capitalization of 4.622 billion yuan [1] - On May 26, the net outflow of main funds for Yuzhong Three Gorges A was 33.9209 million yuan, with a total outflow of 247.3341 million yuan over the past five days [1] - The company has a TTM PE ratio of -2903.38 and a static PE ratio of 1058.44, compared to the industry average PE ratios of 43.15 and 50.76 respectively [3]