证券代码：603062 证券简称：麦加芯彩 公告编号：2025-091 麦加芯彩新材料科技（上海）股份有限公司 2025 年前三季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"或"本公 司"）根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号—— 行业信息披露》有关规定，将公司2025年前三季度主要经营数据披露如下： 单位：元/吨 一、主要产品产量、销售及收入实现情况 单位：吨、元 | 主要产品 | 2025年前三季度 | 2025年前三季度 | 2025年前三季度 | | --- | --- | --- | --- | | | 产量 | 销量 | 销售金额 | | 海洋装备行业涂料 | | 56,103.52 | 861,786,931.57 | | 新能源行业涂料 | 73,717.48 | 16,043.43 | 481,932,271.85 | | 基础设施行业涂料 | | 206.95 | 3,831,670.99 | 注：产量 ...

Core Viewpoint - The construction and building materials industry is undergoing a significant green transformation driven by the "dual carbon" goals, integrating low-carbon and digitalization throughout the entire industry chain [1] Group 1: Industry Transformation - The transformation in the construction and building materials industry is not only a technological upgrade but also a profound restructuring of the industry [1] - The development concepts of scale, intensification, and platformization are providing continuous momentum for this green revolution [1] Group 2: Digital Platforms - The Henan Zhongyu Material Trade Co., Ltd. has launched a green building materials industry chain information platform, which includes six major sections: building materials products, enterprises, parks, innovation platforms, talent, and transactions [3] - The platform has registered 1,009 suppliers and 313 purchasing users, with a cumulative transaction volume exceeding 150 million yuan [3][4] Group 3: Policy Support - The construction of the green building materials trading platform is supported by policies aimed at fostering a modern industrial system, which includes 28 key industrial chains [3][5] - The platform aims to activate data from the information platform to promote collaborative development within the industry chain [4] Group 4: Sustainable Practices - The company is integrating upstream raw material supply solutions, including steel and non-ferrous metals, into the green supply chain [7] - The innovative approach to solid waste utilization creates a value conversion path from waste to green building materials, significantly reducing energy consumption by approximately 50% compared to traditional cement production [7][8]

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-062 注：产量=自产成品量+外采成品量；销量=自产成品销量+外采成品销量 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 单位：元/吨 | 主要产品 | 2025年上半年 | 与2024年上半年均 | 季度均价 | | --- | --- | --- | --- | | | 平均售价 | 价同比变动比率（%） | 环比变动比率（%） | | 海洋装备行业涂料 | 15,851.29 | 4.42 | -4.88 | | 新能源行业涂料 | 29,888.25 | -6.84 | -8.60 | | 基础设施行业涂料 | 19,144.32 | 15.83 | -11.37 | 麦加芯彩新材料科技（上海）股份有限公司 2025 年半年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 麦加芯彩新材料科技（上海）股份有限公司（以下简称"公司"或"本公 司"）根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号—— 行业信息披 ...

Group 1 - The company plans to establish a wholly-owned subsidiary in Hong Kong, named Comens International Holding Limited, with an investment of 1.2 million USD to enhance its international business development and market presence [1][2] - The subsidiary will focus on trading polyurethane resins, polyester resins, acrylic resins, adhesives, curing agents, and related consulting and technical services [1][3] - The establishment of the subsidiary aligns with the company's strategic planning and operational needs, aiming to improve competitiveness and expand development space in the international market [2][3] Group 2 - The registered capital for Comens International Holding Limited is set at 500,000 USD, and it will be fully owned by the company [3] - The subsidiary will also include a secondary subsidiary, Hong Kong Comens Trading Limited, which will have the same registered capital and ownership structure [3] - The investment will be funded by the company's own resources and will not significantly impact the company's financial status or operations [2][3]

Core Viewpoint - The wind power industry is expected to experience a significant upturn due to technological advancements improving economic viability and grid integration advantages, leading to increased investment [1][2][7]. Short-term and Long-term Outlook - In the short term, domestic wind power installation demand is anticipated to accelerate as the "14th Five-Year Plan" concludes, with an expected installation scale of over 115 GW by 2025, representing a year-on-year increase of approximately 30% [2]. - Long-term global demand for offshore wind power is expected to remain strong, with the Global Wind Energy Council (GWEC) projecting a compound annual growth rate (CAGR) of 23% for new installations over the next three years [2]. Blade Industry Insights - Wind turbine blades are critical components for converting wind energy into mechanical energy, accounting for 15%-20% of the total cost of a wind turbine [3]. - The domestic wind power blade market is projected to reach 38 billion yuan by 2025, reflecting a year-on-year growth of 20% and a CAGR of 13.5% from 2025 to 2027 [3]. Segment Analysis - **Molds**: The demand for wind blade molds is expected to reach 1.16 billion yuan by 2025, driven by production consumption and model updates [4][5]. - **Hub Castings**: The global wind turbine hub casting market is projected to reach 42.6 billion yuan by 2025, with a CAGR of 12.1% over the next three years [5]. - **Raw Materials**: Raw materials constitute over 70% of the cost structure of wind blades, with carbon fiber demand expected to reach 48,000 tons by 2025, reflecting a CAGR of 13.4% from 2025 to 2027 [5]. Investment Strategy - The wind power industry is poised for a high growth phase, with blade and related material companies expected to benefit from increased demand and technological advancements, leading to sustained growth in performance [7].