作者：港股君 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 截至7月4日收盘，环球新材国际（06616.HK）报5.150港元，较上个交易日上涨0.39%，当日盘中最高 价触及5.320港元，创近一年新高。 资金流向方面，当日主力流入NaN万港元，流出NaN万港元，净流出36.87万港元。 环球新材国际控股有限公司是一家以研发、生产、销售珠光材料及人工合成云母为主的国家级高新技术 企业,股票代码:06616.HK。公司综合实力排名全球同行业前列,获评"国家知识产权优势企业"、"国家绿 色工厂"、"中国500最具价值品牌"、自治区"专精特新中小企业"、"广西技术创新示范企业"、"广西名 牌产品"等资质和荣誉。公司是国家工信部工业强基工程关键基础新材料-人工合成云母项目承担单位, 掌握了领先的合成云母和珠光材料关键核心技术,拥有多项核心专利技术,形成了较为齐全的珠光材料及 合成云母产品系列,涵盖高、中、低端各个层次,包括工业级、耐候级、化妆品级等三大种类八大系列共 2000多个品种。产品广泛应用于涂料、汽车面漆、化妆品、航空航天、军工、船舶防腐、塑料、油墨、 ...

Core Viewpoint - The company is transitioning from pearl materials to high-end titanium dioxide production, leveraging innovative extraction methods to tap into a significantly larger market opportunity, thus creating a strong second growth curve [2][3][4]. Group 1: Company Strategy and Innovation - The company has developed the world's first extraction method for chloride titanium dioxide, positioning itself as a key player in the high-end titanium dioxide market, which is substantially larger than the pearl materials market [3][4]. - The market size ratio between pearl materials and titanium dioxide is approximately 1:100, indicating that while pearl materials demand is around 100,000 tons, titanium dioxide demand is nearly 10 million tons [3]. - The company aims to enhance its production capabilities and market presence by focusing on efficient and environmentally friendly technologies [2][4]. Group 2: Research and Development - The development of the extraction method took 13 years, highlighting the challenges faced during the R&D process, which exceeded initial expectations in terms of time and resources [6]. - The company’s R&D efforts have resulted in the only third-generation titanium dioxide production technology globally, attracting interest from numerous international firms for potential collaboration [6][7]. Group 3: Market Position and Future Plans - The company holds a leading position in the pearl materials market, with a significant overlap in customer bases for both pearl and titanium dioxide products, covering 60% to 70% of global titanium dioxide demand customers [4][7]. - Future goals include achieving production balance for a 1 million ton titanium dioxide project, advancing the Zhangzhou vanadium-titanium project, and increasing investments in mining operations [8]. - The company plans to develop high-value-added products and enhance its product offerings in cosmetics and food-grade applications, aiming to increase the proportion of high-end product sales from 50% to 75% [7][8].

6月10日，截至港股收盘，恒生指数下跌0.08%，报24162.87点。环球新材国际（06616.HK）收报4.62港 元/股，上涨9.22%，成交量2618.6万股，成交额1.19亿港元，振幅9.69%。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 最近一个月来，环球新材国际累计涨幅9.02%，今年来累计跌幅2.76%，跑输恒生指数20.55%的涨幅。 财务数据显示，截至2024年12月31日，环球新材国际实现营业总收入16.49亿元，同比增长54.95%；归 母净利润2.42亿元，同比增长33.37%；毛利率52.99%，资产负债率38.29%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，原材料行业市盈率（TTM）平均值为15.29倍，行业中值5.73倍。环球新材国际市盈率 20.04倍，行业排名第29位；其他大成生化科技（00809.HK）为0.85倍、中木国际（01822.HK）为1.57 倍、中国三江化工（02198.HK）为3.56倍、中国心连心化肥（01866.HK）为4.32倍、武汉有机 （02881.HK）为4.85倍。 资料显 ...