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麦加芯彩(603062) - 2025年前三季度主要经营数据的公告
2025-10-23 10:00
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 ...
【麦加芯彩(603062.SH)】收入利润实现较快增长,经营质量改善,船舶涂料开始贡献销售——跟踪点评报告(孙伟风/陈奇凡)
光大证券研究· 2025-09-10 23:04
Core Viewpoint - The company has shown significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and improved profitability metrics [4][7]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 889 million yuan, a year-on-year increase of 17%, with net profit attributable to shareholders reaching 111 million yuan, up 49% [4]. - For Q2 2025, the company reported revenue of 460 million yuan, a 2% increase year-on-year, with net profit attributable to shareholders growing by 31% [4]. - The company's gross profit margin improved to 23.5%, an increase of 3.9 percentage points year-on-year, while the net profit margin reached 12.4%, up 2.6 percentage points [7]. Group 2: Marine Equipment Coatings Business - The marine equipment coatings segment generated revenue of 600 million yuan in H1 2025, with a sales volume of 38,000 tons and an average price of 16,000 yuan per ton, reflecting a 4% increase year-on-year [5]. - The company has begun to see sales contributions from ship coatings, having received certifications from various classification societies [5]. Group 3: New Energy Coatings Business - The new energy coatings segment reported revenue of 280 million yuan in H1 2025, with a sales volume of 9,000 tons and an average price of 30,000 yuan per ton, representing a 7% decline year-on-year [6]. - The share of new energy coatings in total revenue increased to 31.55%, up approximately 10 percentage points from 21.52% in the same period last year [6]. - The new energy segment's gross profit contribution approached 50% of the overall gross profit, driven by increased domestic demand and enhanced competitive positioning [6]. Group 4: Cash Flow and Receivables - The company reported a net cash flow from operating activities of 180 million yuan, an increase of 230 million yuan year-on-year, with a cash collection ratio of 143%, up 64 percentage points [8]. - As of the end of H1 2025, accounts receivable and notes receivable stood at 1.02 billion yuan, showing a slight year-on-year increase of 13 million yuan [8].
麦加芯彩(603062) - 2025年半年度主要经营数据的公告
2025-08-21 12:01
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 ...