据证券之星公开数据整理，近期坤彩科技（603826）发布2025年中报。截至本报告期末，公司营业总收 入5.72亿元，同比上升7.61%，归母净利润4941.18万元，同比上升11.93%。按单季度数据看，第二季度 营业总收入3.15亿元，同比上升13.6%，第二季度归母净利润2556.05万元，同比上升7.21%。本报告期 坤彩科技公司应收账款体量较大，当期应收账款占最新年报归母净利润比达675.29%。 货币资金变动幅度为72.01%,原因:销售回款良好带来银行存款增加。 预付款项变动幅度为39.01%,原因:预付原材料款项增加。 其他应收款变动幅度为179.95%,原因:融资保证金增加。 长期待摊费用变动幅度为-30.08%,原因:装修费用及排污许可权使用费等摊销减少。 本次财报公布的各项数据指标表现尚佳。其中，毛利率28.75%，同比减13.73%，净利率9.1%，同比增 3.36%，销售费用、管理费用、财务费用总计8567.21万元，三费占营收比14.97%，同比减20.31%，每股 净资产2.92元，同比增1.58%，每股经营性现金流-0.01元，同比增91.06%，每股收益0.08元，同比增 1 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603826 公司简称：坤彩科技 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn/网站仔细阅读半年度报告全文。 1.2本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 ...

Core Viewpoint - The acquisition of SUSONITY by Global New Materials International Holdings Limited marks the largest cross-border merger in the pearl material industry in China, valued at €665 million (approximately ¥5.187 billion or HK$5.586 billion) [1] Group 1: Acquisition Details - The acquisition was completed on July 31, with the delivery ceremony held in Frankfurt, Germany, and SUSONITY will operate as a subsidiary under an independent brand [1] - This strategic acquisition is a significant step in the company's globalization strategy, positioning it at the center of the global surface performance materials competition [1][4] Group 2: Market Position and Synergies - Global New Materials International is a leading player in the global synthetic mica-based pearl material market, while SUSONITY has established expertise in surface solutions for coatings, cosmetics, and industrial applications [2][3] - The integration of SUSONITY is expected to enhance the company's market position and customer-centric strategies, particularly in high-end markets such as automotive coatings and cosmetics [3][4] Group 3: Global Expansion and Operational Efficiency - The acquisition will expand the company's geographic coverage and sales channels, particularly in the automotive and cosmetics sectors, enhancing its competitive edge [4] - New production facilities in Germany, Japan, and the United States will contribute to the company's operational efficiency and supply chain strengthening [4] - The company aims to leverage SUSONITY's established sales network and customer resources in Europe, America, and Asia to drive sales growth [4] Group 4: Future Outlook and Strategic Goals - The company plans to enrich its product matrix and deepen key technology areas while expanding its global high-end customer market [5] - Recent acquisitions, such as the 42.45% stake in South Korea's CQV, have shown positive financial results, indicating a successful strategy for growth and collaboration [5]

Core Viewpoint - As of July 4, 2023, Global New Materials International (06616.HK) shares closed at 5.150 HKD, marking a 0.39% increase from the previous trading day, with an intraday high of 5.320 HKD, reaching a nearly one-year high [1] Company Overview - Global New Materials International Holdings Limited is a national high-tech enterprise focused on the R&D, production, and sales of pearlescent materials and artificial synthetic mica, ranked among the top in its industry globally [2] - The company has received numerous accolades, including "National Intellectual Property Advantage Enterprise," "National Green Factory," and "China's 500 Most Valuable Brands," among others [2] - It is a key participant in the Ministry of Industry and Information Technology's industrial foundation engineering project for artificial synthetic mica, possessing leading core technologies and multiple patents in synthetic mica and pearlescent materials [2] Product Range and Applications - The company offers a comprehensive range of over 2,000 varieties of pearlescent materials and synthetic mica products, covering high, medium, and low-end categories, including industrial-grade, weather-resistant, and cosmetic-grade products [2] - Its products are widely used across various sectors, including coatings, automotive paints, cosmetics, aerospace, military, ship anti-corrosion, plastics, inks, ceramics, leather, construction materials, 3D printing, anti-counterfeiting, and seed coating [2] - The company has established a global marketing network, exporting products to over 100 countries and regions [2]

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].

Company Overview - Global New Materials International Holdings Limited is a national high-tech enterprise focused on the R&D, production, and sales of pearlescent materials and artificial synthetic mica, with stock code 06616.HK [2] - The company ranks among the top in its industry globally and has received various accolades, including "National Intellectual Property Advantage Enterprise" and "National Green Factory" [2] - It is a key participant in the Ministry of Industry and Information Technology's industrial foundation engineering project for synthetic mica, holding several core patents and a comprehensive product range [2] Financial Performance - As of December 31, 2024, the company achieved total operating revenue of 1.649 billion yuan, representing a year-on-year growth of 54.95% [1] - The net profit attributable to the parent company was 242 million yuan, with a year-on-year increase of 33.37% [1] - The gross profit margin stood at 52.99%, and the debt-to-asset ratio was 38.29% [1] Market Position and Valuation - The company's price-to-earnings (P/E) ratio is 20.04, ranking 29th in its industry, while the average P/E ratio for the raw materials sector is 15.29 [1] - Other companies in the same sector have significantly lower P/E ratios, such as Dazheng Biochemical Technology at 0.85 and Zhongmu International at 1.57 [1] Product Applications and Market Reach - The company's products are widely used across various sectors, including coatings, automotive paints, cosmetics, aerospace, military, ship anti-corrosion, plastics, inks, ceramics, leather, construction materials, 3D printing, anti-counterfeiting, and seed coating [2] - Global New Materials has established a marketing network covering major countries worldwide, exporting products to over 100 countries and regions [2]