美瑞新材料股份有限公司 答：您好！本次增资计划短期内不会对公司经营及财务状况产生重大 影响。 投资者关系活动记录表 编号：2025-015 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | 媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 □一对一沟通 | | | □ 其他： | | | 华安证券：王强峰 潘宁馨 | | 参与单位名称 | 东证融汇：王笑宇 | | 及人员姓名 | 鹏华基金：杨浩 蔡春根 戴钢 陈金伟 | | | 创金合信基金：黄超 | | | 2025 年 8 月 27 日 10:00-11:00 | | 时间 | 年 月 日 2025 8 27 13:30-14:30 | | | 2025 年 8 月 27 日 15:00-16:00 | | 地点 | 线上会议平台 | | 上市公司接待 | 董事会秘书兼财务总监：都英涛 | | 人员姓名 | 证券事务代表：王越 | | | 1、请介绍一下公司本年上半年的经营业绩情况 答：您好！2025 年上半年，公司在功能化工品原料板块取得重要进展， | | 投资者关 ...

Group 1: Product Development and Applications - The company is entering mainstream industries for HDI products, including coatings, automotive paints, and industrial paints, while also focusing on polyurethane new materials as a key market for future development [2] - The company's self-developed foaming TPU is lightweight and highly elastic, primarily used in sports shoe midsoles, showing strong profitability and rapid sales growth [3] - The special amine products include PNA, PPDA, and CHDA, with applications in dye synthesis, aramid and polyimide production, and as epoxy curing agents in various fields [3] Group 2: Project Progress and Market Response - Two small-scale rapid fundraising projects commenced construction in Q4 2024, with an 18-month construction period; one project aims for an annual output of 10,000 tons of expandable thermoplastic polyurethane elastomer, and the other for 30,000 tons of water-based polyurethane [4] - The sales team has been actively promoting the Henan project through exhibitions and client visits, resulting in positive market feedback and ongoing engagement with target customers [2] Group 3: Financial Performance - The company's second-quarter performance was influenced by market demand, raw material prices, and operational factors, with specific results to be detailed in the upcoming semi-annual report [4]