证券日报网讯 12月30日，麦加芯彩（603062）在互动平台回答投资者提问时表示，公司在船舶涂料持 续拓展，除了已获得中、美、挪威的船级社认证外，公司已在筹建全球销售团队。船舶涂料是公司重点 布局业务之一，2024年启动三大船级社认证、2025年通过三大船级社认证、2026年作为完整销售年度的 第一年，公司正在推进销售进展，希望船舶涂料成为公司未来成长的主要动力之一。 ...

（文章来源：证券日报） 证券日报网讯 12月24日，麦加芯彩在互动平台回答投资者提问时表示，根据《涂界》数据研究院估 算，2024年中国船舶涂料市场价值约115亿元，外资品牌占有全国市场份额的85.32%，居主导地位，前 十强的前七位均为外资品牌，包含佐敦、阿克苏诺贝尔（国际油漆）、海虹老人、立邦、中涂化工、 PPG、金刚化工。对于公司而言，国内国际市场均为公司目标市场，全球船舶涂料市场400亿元左右， 主要竞争对手也是上述外资品牌。 ...

Core Insights - The ship coating market is experiencing rapid growth driven by a new shipbuilding cycle, attracting numerous companies to enter the sector [1] - Dongya Technology is shifting its focus to marine antifouling coatings, leveraging local resources and opportunities in Quzhou [1][2] - The domestic ship coating market is expected to continue its positive growth trajectory, with local brands gradually entering high-end segments currently dominated by foreign companies [2] Company Developments - Dongya Technology plans to invest 109.03 million yuan to establish a production capacity of 10,000 tons of low VOCs high-performance coatings and 20,000 tons of high-end polymer polyester compounds [1] - The company collaborates with a research team from Zhejiang University, which has over 20 years of experience in marine antifouling coatings, to develop new technologies [2] - By 2029, Dongya Technology anticipates achieving a production value in the tens of billions of yuan [2] Industry Trends - The Chinese ship coating market was valued at nearly 10 billion yuan in 2023, with leading brands holding a market share of 95.62% [2] - The market is expected to maintain a strong growth trend, despite foreign brands currently holding approximately 80% of the high-end marine and industrial heavy-duty anti-corrosion coating market [2] - Industry leader Maijia Xincai has obtained certifications from multiple classification societies and is focusing on ship coatings as a key growth area for the coming years [3]

Group 1 - The core viewpoint is that Meijia Xincai (603062.SH) has confirmed that its ship coatings business is currently operating normally [1]

格隆汇11月21日丨麦加芯彩(603062.SH)在投资者互动平台表示，针对船舶涂料，公司还会提交其他国 外船级社，扩大覆盖面；针对海工，NORSOK M501还在测试中；其他行业，有的是客户认证，有的是 行业认证，不过军工行业公司目前尚未考虑。 ...

Group 1 - The company, Maijia Xincai (603062.SH), is expanding its coverage by submitting to other foreign classification societies for ship coatings [1] - For the offshore engineering sector, the NORSOK M501 standard is still undergoing testing [1] - In other industries, there are various customer certifications and industry certifications being pursued, although the military industry is not currently being considered by the company [1]

Core Viewpoint - AkzoNobel and Axalta have reached a final agreement to merge in an all-stock transaction, creating a leading global coatings company with an enterprise value of approximately $25 billion [1][3]. Company Overview - AkzoNobel, established in 1792, is a leader in the global coatings industry with a revenue of $11.56 billion, ranking third among the top ten global paint manufacturers by sales [3][7]. - Axalta, a leading supplier of liquid and powder coatings, had a revenue of $5.3 billion in 2024, with approximately 65% of its sales coming from international markets [4][7]. Financial Highlights - The combined company is projected to have revenues of approximately $16.9 billion and an adjusted EBITDA of $3.3 billion, with a target adjusted EBITDA margin of around 19.5% [7][15]. - The merger is expected to generate about $600 million in identified and actionable operational synergies, with 90% anticipated to be realized within the first three years post-transaction [7][15]. Strategic Benefits - The merger will create a diversified and balanced portfolio of leading brands, enhancing the ability to provide comprehensive coating solutions across various sectors [15]. - The combined company will have a global footprint with 173 production sites and 91 R&D facilities, improving local customer service and product support [10][12]. - The merger aims to enhance customer-centric innovation by combining existing technological capabilities, leading to advanced and differentiated products [12][15]. Leadership and Governance - The merged entity will have a single-tier board led by Axalta's current chairman, Rakesh Sachdev, with AkzoNobel's CEO, Greg Poux-Guillaume, serving as CEO of the combined company [17][18]. - The board will consist of 11 members, including directors from both companies and independent directors [17]. Transaction Details - AkzoNobel shareholders will receive a special cash dividend of €2.5 billion, and post-merger, AkzoNobel shareholders will hold 55% of the combined company while Axalta shareholders will hold 45% [18][19]. - The transaction is expected to close between late 2026 and early 2027, subject to shareholder and regulatory approvals [19].

Core Viewpoint - The merger between Dutch paint giant AkzoNobel and American competitor Sherwin-Williams will create a company with a market value of approximately $25 billion [1]. Group 1: Merger Details - AkzoNobel and Sherwin-Williams will establish dual headquarters in Amsterdam and Philadelphia [1]. - The merged entity will be operated by a Dutch holding company for tax purposes and will initially be listed on both the Euronext Amsterdam and the New York Stock Exchange, eventually transitioning to a single listing on the NYSE [1]. - The current CEO of AkzoNobel, Gregoire Poux-Guillaume, will become the CEO of the new company, while Sherwin-Williams' CEO, Rakesh Sachdev, will serve as the chairman of the supervisory board [1]. Group 2: Business Integration - The merger will integrate complementary product portfolios from both companies, covering various sectors including powder coatings, aerospace coatings, repair paints, automotive coatings, marine coatings, protective coatings, industrial coatings, and decorative paints [1]. - The new company will manage around 100 brands and will have a global presence with 173 production sites and 91 research and development centers [1].

Core Insights - The China International Import Expo (CIIE) has entered its eighth year, showcasing its "window effect" and "platform value" as a significant event for global trade [1] - The event has seen a surge in signing agreements, with central and local enterprise delegations actively participating and increasing their procurement intentions [1] Group 1: Central Enterprises' Procurement - Central enterprises are the main force in procurement at the CIIE, demonstrating larger scale, better structure, and broader fields, reflecting China's commitment to high-end, intelligent, and green development [2] - China Weapon Industry Group signed contracts with companies from 16 countries, with an intention amount of 38.6 billion RMB, focusing on industrial raw materials and high-end equipment manufacturing [2] - China Machinery Industry Group has participated in all eight CIIEs, signing 143 cooperation agreements with a total amount of nearly 25.1 billion USD [2] Group 2: Local Enterprise Delegations - Local enterprise delegations have also been active, with Xinjiang signing 35 economic cooperation projects worth 17.8 billion RMB, and Zhejiang signing 24 import agreements totaling approximately 14.5 billion RMB [3] - Various local delegations, including those from Shanghai, Chongqing, Shandong, and Liaoning, have engaged in intensive signing activities, aligning with regional industrial characteristics [3] Group 3: Transformation of Exhibits into Products - The CIIE serves as a platform for long-term partnerships, enabling companies to transform exhibits into products and intentions into concrete agreements [4] - Nippon Paint expanded its exhibition area significantly, citing substantial benefits from the previous CIIE, and reported a 50% increase in signing volume compared to last year [5] Group 4: Innovation and Collaboration - The CIIE is not only a showcase for cutting-edge technologies but also a breeding ground for collaborative innovation, with companies like Honeywell launching new products and forming partnerships with over 20 enterprises [6] - The event has created an efficient ecosystem for global enterprises to exchange cooperation opportunities, extending beyond mere transactions to include technological exchanges and shared development opportunities [6]

Core Viewpoint - The company is focusing on building a global sales system and service team for its ship coatings, with production capabilities expected to meet demand over the next three years [1] Group 1 - The company has obtained certifications from three entities for its ship coatings [1] - The Zhuhai production base was completed and began production at the end of June this year [1] - Capacity enhancement in Nantong is also underway, allowing for flexible production arrangements based on order distribution [1]