每经AI快讯，有投资者在投资者互动平台提问：公司目前光伏相关业务进展如何？相关产品测试、验 证是否顺利？ 麦加芯彩（603062.SH）12月24日在投资者互动平台表示，公司光伏涂层涂料业务的拓展，不同客户处 在不同阶段，部分产品有小批量出货，部分客户在测试验证阶段。此外，公司继续优化光伏相关产品， 依托欧洲与中国研发团队的高效协同，配合本土化生产优势公司光伏涂层产品将更具竞争力，为市场拓 展奠定了坚实基础。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company Yuzhong Sanxia A (000565.SZ) has signed a strategic cooperation framework agreement with Guangzhou Industrial Control Construction Development Co., Ltd. to enhance their strategic partnership and promote the commercialization and scaling of new technologies and materials in important fields [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths of both parties in technology and business resources to explore and promote the application of new technologies and materials, focusing on energy saving, low carbon, and green initiatives [1] - The collaboration will specifically target new business areas such as radiation cooling and graphene coatings, facilitating their commercialization and large-scale promotion [1] Group 2: Roles and Responsibilities - The partner (Guangzhou Industrial Control) will provide suitable application scenarios in the targeted new business areas and support the project integration, resource matching, demand exploration, and scenario optimization throughout the project lifecycle [1] - The company (Yuzhong Sanxia A) will offer comprehensive technical support based on the application scenarios provided, including products like transmission films, reflective films, transparent coatings, photovoltaic coatings, and graphene coatings, while continuously investing in R&D for technical iteration and material innovation [1]

Core Viewpoint - The company, Yuzhong Sanxia A (000565.SZ), has signed a strategic cooperation framework agreement with Guangzhou Industrial Control Construction Development Co., Ltd. to enhance their strategic partnership and promote the commercialization and large-scale promotion of new technologies and materials in important fields [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths of both parties in technology and business resources to explore and promote the application of new technologies and materials, focusing on energy saving, low carbon, and green initiatives [1] - The collaboration will specifically target new business areas such as radiation cooling and graphene coatings, with both parties committed to achieving economic, social, and brand benefits [1] Group 2: Roles and Responsibilities - The company (as the second party) will provide comprehensive technical support based on the application scenarios provided by the first party, including products like transmission films, reflective films, transparent coatings, photovoltaic coatings, and graphene coatings [1] - The first party will offer matching application scenarios and full-cycle support, including resource integration, demand exploration, and scenario iteration optimization to facilitate project implementation [1]

Core Viewpoint - The company Yuzhong Sanxia A (000565.SZ) has signed a strategic cooperation framework agreement with Guangzhou Gongkong Construction Development Co., Ltd. to enhance their collaboration in new technologies and materials, particularly in the fields of radiation cooling and graphene coatings, aiming for commercial transformation and large-scale promotion [1] Group 1: Strategic Cooperation - The agreement aims to establish a comprehensive and in-depth strategic partnership between the two parties, leveraging their respective strengths in technology and business resources [1] - The focus will be on the application of new technologies and materials in key areas to achieve economic, social, and brand benefits simultaneously [1] Group 2: Environmental Goals - Both parties are committed to supporting China's carbon peak and carbon neutrality strategy by exploring and promoting energy-saving and low-carbon solutions [1] - The collaboration will specifically target the commercialization and large-scale promotion of radiation cooling and graphene coatings [1] Group 3: Roles and Responsibilities - The company will provide suitable application scenarios in the new business areas and support project connections, resource integration, demand exploration, and scenario optimization throughout the project lifecycle [1] - Guangzhou Gongkong will offer full-process technical support based on the application scenarios provided by the company, including products such as transmission films, reflective films, transparent coatings, photovoltaic coatings, and graphene coatings [1] - Continuous investment in R&D resources will be made to innovate materials and iterate technologies based on project needs, with collaborative business testing and promotion to build core competitiveness [1]

Core Viewpoint - BASF has entered into a new partnership with OQEMA, a major chemical distributor in Europe, to distribute BASF's polymer dispersions and additives in 14 Central and Eastern European countries starting January 1, 2026, enhancing service capabilities in the rapidly growing coatings market in the region [1] Group 1 - The partnership will cover markets in Albania, Bosnia and Herzegovina, Bulgaria, and 11 other countries, leveraging OQEMA's established regional network and warehousing logistics to provide faster product delivery and technical support to local customers [1] - The collaboration aims to combine BASF's innovative products with OQEMA's localized service capabilities to promote the development and application of high-performance, sustainable solutions [1] - BASF executives highlighted that OQEMA's commitment to quality, reliability, and sustainability aligns closely with BASF's values, strengthening the company's service capabilities in the coatings market [1] Group 2 - OQEMA stated that BASF's product line will effectively complement its existing business portfolio, indicating a strategic enhancement of their offerings [1] - The partnership is based on a solid foundation of past cooperation and aims to more accurately meet the growing market demand in Central and Eastern Europe, supporting the local coatings industry in transitioning to a circular economy model [1]

Core Viewpoint - The rail transit equipment coating industry is experiencing significant growth driven by the expansion of the rail transit sector in China, with a dual growth pattern of "new construction + maintenance" [1][7]. Industry Overview - Rail transit equipment coatings are essential for protecting and beautifying train surfaces, providing anti-rust and anti-corrosion properties, which are critical for product quality [1][7]. - The market demand for rail transit coatings is expected to grow, with a projected demand of 73,921 tons in 2024 and 77,572 tons in 2025 [1][7][8]. - The market size for rail transit coatings is anticipated to reach 2.206 billion yuan in 2024 and 2.337 billion yuan in 2025 [1][7]. Market Structure - The rail transit coating market is divided into new vehicle matching (28.59% in 2024) and maintenance (71.41% in 2024) segments, with the latter dominating the market [1][7]. - By 2025, the new vehicle matching segment is expected to increase to 30.35%, while the maintenance segment will decrease to 69.64% [1][7]. Industry Chain - The upstream core raw materials for rail transit coatings include resins, pigments, additives, and solvents, with epoxy and polyurethane resins being widely used [8]. - The midstream involves the research and production of rail transit coatings, while the downstream applications include high-speed trains, subways, and freight trains [8]. Competitive Landscape - The market shows a mix of diversification and concentration, with large multinational companies like PPG and AkzoNobel dominating the high-end market, while domestic leaders focus on narrowing the technology gap [10]. - Key domestic companies include Zhuzhou Feilu High-tech Materials Co., Ltd., Qingdao Aierjiacai New Materials Co., Ltd., and others, with a focus on innovation and quality [10][12]. Development Trends - The industry is moving towards high-end functional coatings with higher added value, including self-repairing and smart sensing coatings, which are expected to drive profit growth [13]. - The integration of new materials and technologies will continue to inject vitality into the industry, with advancements in intelligent coating technologies enhancing efficiency and quality [13].

其中涂料供应商涉及，浙江兄弟路标涂料有限公司、庞贝捷涂料（昆山）有限公司、陕西宝塔山新材料科技有限公司、北京东方雨虹防水技术股份有限公 司、海洋化工研究院有限公司、山西华豹新材料有限公司、海虹老人北亚投资有限公司、佐敦涂料（张家港）有限公司、立邦船舶涂料（上海）有限公 司、科顺防水科技股份有限公司、江苏凯伦建材股份有限公司、成都虹润制漆有限公司、阿克苏诺贝尔防护涂料（苏州）有限公司等。 | 十·师毕业 | 陕四玉给山油漆胶仿有限公司 | | --- | --- | | 金额(元) 未公布 | | | 中标时间 12月10日 | | | | 卢旺达国际机场钢结构防火涂料采购结果 | | 招标/采购单位 | 民航机场建设工程有限公司 | | 中标单位 | 佐敦涂料(张家港)有限公司 | | 金额(元) 14,904,000 | | | 中标时间 12月10日 | | | | 中储粮洪湖直属库外墙涂料采购结果 | | 招标/采购单位 | 中储粮洪湖直属库有限公司 | | 中标单位 | 北京东方雨虹防水工程有限公司 | | 金额(元) 12,495,833 | | | 中标时间 12月10日 | | | | 屋面整治 ...

Core Viewpoint - Stahl has successfully completed the full integration of Wiborg's packaging coatings business in Turkey, marking a significant step in its global expansion strategy [1] Group 1: Business Integration - The former Wiborg Turkish operations will now operate under the new identity of "Stahl Kimya" [1] - This integration is not merely a scale addition but represents the core strategy following the complete acquisition of Wiborg in September 2024 [1] Group 2: Financial Performance - Wiborg achieved an annual sales revenue of approximately €70 million in 2023, contributing valuable technical expertise and market experience in the printing and packaging coatings sector to Stahl's regional strategy [1] Group 3: Market Positioning - Turkey is identified as a key coatings market in Southeast Europe and West Asia, with its geographical advantage connecting Asia, Europe, and Africa, making it a crucial hub for diverse market outreach [1] - Stahl Kimya aims to enhance local innovation and service capabilities through deeper localization efforts, supporting Stahl's strategic goal of being "globally leading and regionally deepening" [1]

日前，国内乃至全球领先的涂料企业麦加芯彩正式发布公司首份可持续发展报告——《2024可持续发展报告》（以下简称"报告"）。作为公 司可持续发展领域的首次系统性披露，报告严格遵循GRI标准编制，并经英国标准协会（BSI）第三方鉴证，从框架规范到内容审核均对标国 际要求。 "近年来，我们制定了更系统的可持续发展战略，这不是为了应付监管要求，而是因为我们深知：只有与自然和谐共处、与社会共同成长， 企业才能走得更远。"麦加芯彩董事长黄雁夷女士表示，"从建立完善的废弃物管理系统到设立麦加芯彩基金会，从关爱每一位员工的职业健 康到设定碳目标并优化资源管理，我们始终步履坚定。我希望麦加芯彩不仅以技术领先的工业涂料被铭记，更能作为一个有温度、有担当的 企业被认可。" 首份可持续发展报告的发布，既是麦加芯彩对过往可持续实践的系统性梳理，更是对未来发展方向的清晰指引。麦加芯彩表示，未来公司将 以报告披露的目标为方向，在绿色环境、企业文化、创新产品与合作伙伴方面持续发力，将可持续理念深度融入企业发展肌理，以实际行动 践行"有温度、有担当"的企业承诺，与各利益相关方共同构建绿色、包容、可持续的美好未来。（涂界） 报告围绕绿色环境、企 ...

Core Viewpoint - The strategic cooperation agreement between Transfar Group and CATL aims to leverage each other's strengths in technology innovation and industrial applications to promote the development of the new energy industry and achieve high-quality growth [1][3][9]. Group 1: Strategic Cooperation Details - The cooperation will focus on four key areas: 1. Joint innovation in new energy materials, including the development of key battery materials and the establishment of a green, low-carbon, and efficient supply chain [3][9]. 2. Building an electric heavy truck battery swap energy hub, utilizing Transfar's nationwide logistics network to promote electric truck demonstrations and infrastructure [4][10]. 3. Exploring innovation in the robotics industry by integrating new energy technologies with intelligent robotics and equipment [4][10]. 4. Creating zero-carbon scenarios and a comprehensive energy ecosystem, covering logistics, commercial energy storage, and smart agriculture [4][10]. Group 2: Company Background - Transfar Group, established in 1986, is a diversified and global industrial group with businesses in chemicals, logistics, technology, agriculture, and coatings, ranking 60th among China's private enterprises and 191st among all enterprises [6][12]. - Transfar Coatings, a subsidiary of Transfar Group, specializes in various types of coatings and has been recognized as a hidden champion and a green factory in Zhejiang Province [6][12]. Group 3: Previous Collaborations - Earlier in June 2023, Transfar Coatings signed a strategic cooperation agreement with Zhongxian Guoxin New Materials to focus on the industrial application of high-performance graphene and silicon-nitrogen materials, aiming to drive technological innovation in the specialty coatings industry [7][13].