每经AI快讯，有投资者在投资者互动平台提问：请问贵司研发的新品UV肤感涂料，能否应用于消费电 子？是否通过客户认证？已经形成营收了吗？优势有哪些？ 集泰股份（002909.SZ）12月10日在投资者互动平台表示，公司推出的UV肤感涂料具备优异的耐磨、耐 刮擦、疏水性、耐污性能，通过不同表面设计可同步满足功能性与人性化体验需求，可应用于高端消费 电子、智能家居与汽车内饰等对外观和触感有极致要求的场景中，相关产品已通过MOMA猛犸（昊一 科技）、富光、希诺等客户的验证。 （记者 胡玲） ...

核电站防护涂料是专为承受辐射、腐蚀和高温等恶劣环境而设计的特种材料。常见的防护涂料包括环氧涂料（因其耐久性和 抗辐射性而被广泛应用）以及其他体系，例如用于防火和耐化学腐蚀等特定用途的无机锌和聚脲涂料。这些涂料的选择和性 能很大程度上取决于正确的表面处理、施工和固化工艺。 根据 QYResearch 头部企业研究中心调研，全球范围内核电站防护涂料生产商主要包括 Teknos 、 Advanced Colour Coatings 、 Hempel 、 Jotun 、 Xinhe New Materials Co., Ltd. 、 Zhongke Meisi Nuclear Coatings (Yantai) Co., Ltd. 、 PPG Industries 、 Sherwin-Williams 、 Sigma Paints 、 MetaLine Surface Prot 等。 2022 年，全球前十强厂商占有大约 44.0% 的市场份额。 从市场格局来看，行业集中度呈现逐步提升的趋势。 2022 年，全球核电站防护涂料市场中前十大生产商的合计市场份额已达 到约 44.0% ，反映出头部企业在技术积累、品牌认可 ...

Group 1: Industry Trends - The core driving force behind the profound transformation of coating manufacturing processes is the deep integration of intelligence, digitalization, greening, and automation [1] - Digital technology-driven intelligent upgrades are becoming a new solution for the increasing market demand for small-batch and personalized coating products, enabling flexible production and delivery [1] Group 2: Supply Chain Transparency - Traditional factories face challenges such as lack of order transparency, chaotic logistics, slow equipment response, and high communication costs [2] - Digital factories achieve smooth information and material flow, effectively reducing communication costs, waiting times, and error rates [2] - Companies like PPG and Nippon Paint are actively promoting intelligent manufacturing across the entire process, including supplier management, product development, production operations, and logistics [2][3] Group 3: Advanced Information Systems - Companies are planning to enhance supply chain services by optimizing customer relationship management (CRM) systems and introducing supplier relationship management (SRM) systems [3] - The use of big data analytics to build customer profiles aims to improve integrated supply chain services from production to after-sales [3] Group 4: Flexible Production Lines - Equipment is considered the backbone of industrial upgrades, with technological breakthroughs directly impacting high-quality industry development [4] - There is a need for equipment systems that can quickly respond to small-batch and diverse demands to achieve flexible customization [4] - Collaboration between coating production enterprises and equipment manufacturers is essential for achieving comprehensive digital transformation [4] Group 5: Automation Solutions - Automation upgrades are crucial for chemical companies to enhance competitiveness, with solutions like automated material extraction systems achieving high efficiency and product recovery rates [5] - The implementation of automation requires attention to demand research, solution design, installation, and operational maintenance [5] Group 6: Color Management - Small-batch and customized coating production necessitates high standards, precision, and stability in color formulation [7] - Traditional factories relying on manual input face challenges in precision and confidentiality, while foreign companies have achieved standardization and automation in small-batch color management through digitalization [7] - Automation and digital applications in quality control laboratories significantly reduce human errors and enhance data traceability [7]

Core Viewpoint - Guangzhou Huigu New Material Technology Co., Ltd. (Huigu New Material) has received approval for its IPO on the ChiNext board, aiming to raise 900 million yuan [1]. Group 1: Company Overview - Huigu New Material specializes in high polymer materials, focusing on the research, production, and sales of functional resins and coating materials [4]. - The company has a strong market position in heat exchanger energy-saving coating materials and metal packaging coating materials, with domestic market shares exceeding 60% and 30%, respectively [4][8]. - The company has seen a shift in revenue sources, with new business areas like fluid coating materials and optical coating materials growing rapidly [4]. Group 2: Financial Performance - From 2022 to 2024, Huigu New Material's revenue increased from 6.64 billion yuan to 8.17 billion yuan, with net profits rising significantly [10]. - The company reported a gross profit margin increase, with the main products' gross margins rising from 29.81% to 45.25% over the same period [16][18]. - The average selling price of products in the home appliance, packaging, and new energy materials sectors has shown a downward trend, with revenue growth primarily driven by increased sales volume [12][14]. Group 3: Market Dynamics - The company operates in a competitive landscape, with significant attention from regulators on its market position and growth potential in various segments [3][4]. - Huigu New Material's major clients include leading domestic aluminum foil and metal packaging companies, with a growing reliance on a few key customers [6][21]. - The company is positioned to benefit from the increasing demand in downstream markets, particularly in new energy and electronics, which are expected to sustain growth [8][19]. Group 4: Regulatory Scrutiny - The company has undergone multiple rounds of regulatory inquiries focusing on its product technology risks, revenue sustainability, and market competition [3][7]. - Huigu New Material has provided responses indicating its competitive advantages in product differentiation and market stability, particularly in the metal packaging sector [9][10]. - The company is required to continuously analyze and report on its market risks, particularly concerning customer concentration and potential impacts from competitive pressures [20][21].

证券日报网讯12月9日，麦加芯彩（603062）在互动平台回答投资者提问时表示，公司目前在电力设备 行业涂料的市场拓展阶段，已有一定进展。 ...

证券日报网讯12月9日，麦加芯彩（603062）在互动平台回答投资者提问时表示，公司将继续秉持一直 以来的态度，持续不断研发创新，协助客户解决行业痛点、提供最佳解决方案。陆上和海上塔筒涂料相 比，公司更看重海上塔筒涂料未来的市场。 ...

Group 1 - The company has confirmed that it supplies blade and tower coatings to Goldwind Technology, indicating a strong partnership in the wind energy sector [1] - Goldwind Technology is identified as a terminal customer for the company's wind power coatings, highlighting the company's role in the renewable energy supply chain [1]

格隆汇12月9日丨麦加芯彩(603062.SH)在投资者互动平台表示，科思创是公司原材料供应商之一，同 时，如此前披露，2024年公司收购了科思创太阳能玻璃涂层技术。除此之外，公司与科思创一直保持持 续的技术交流，探讨更优化的产品方案。 ...

格隆汇12月9日丨麦加芯彩(603062.SH)在投资者互动平台表示，科思创是公司原材料供应商之一，同 时，如此前披露，2024年公司收购了科思创太阳能玻璃涂层技术。除此之外，公司与科思创一直保持持 续的技术交流，探讨更优化的产品方案。 ...

（文章来源：证券日报） 证券日报网讯 12月8日，渝三峡A在互动平台回答投资者提问时表示，公司关注到商业航天领域市场潜 在的业务机会，公司将积极做好相关市场开拓。 ...