事件：2025 年7 月9 日，公司发布公告，控股孙公司汉普石墨烯（江西）有限公司于近日收到检测依据 NORSOK M-501:2022（第7 版）标准的《防护涂层性能试验报告》，公司高性能工业功能涂料品牌 HIPRO Graphene汉璞石墨烯重防腐涂料通过NORSOK M-501 标准测试。 NORSOK M-501 系防腐最严格标准，广泛应用于海洋防护领域。NORSOK M-501 是国际上海洋钢结构 防护涂层广泛采用的标准，是重防腐涂料腐蚀测试的最严格的技术规范。该标准由挪威石油行业于1994 年制定，规定了海工船、海上装置和相关设施涂层应用的涂层选择、表面准备、应用和检验程序的要 求。通过 NORSOK M-501 标准检测是代表海洋工程涂料产品性能达到国际标准基本要求的依据，是海 工装备涂料的国际权威准入门槛。 目前，海外巨头如佐敦、阿克苏诺贝尔、海虹老人、立邦等已通过该认证；公司本次通过标准，有助于 公司新型工业防护功能涂料解决方案加快切入高门槛的海洋工程涂料市场。 石墨烯涂料优势显著，助力公司国产替代。石墨烯无溶剂防腐涂料是一种环保型防腐涂料，根据新思界 产业研究中心发布的《2025-2030 ...

Core Viewpoint - Guangxin Materials' high-performance industrial functional coating brand HIPRO Graphene has passed the NORSOK M-501 standard test, which is expected to enhance its international influence and open up more opportunities in the marine engineering equipment coating market [1] Group 1: Certification and Market Opportunities - The successful certification allows the company to participate in marine engineering equipment coating projects, potentially increasing its presence in high-end markets and international branding [1] - The marine engineering coating sector is a critical strategic layout and growth engine for the company, which has historically been dominated by international giants [1] - The company's self-inspection and third-party testing results have significantly exceeded those of common multinational brands, meeting the NORSOK M-501 standard requirements [1] Group 2: Innovation and Industry Transformation - The certification validates the company's new coating solutions as being at the international top level, marking a milestone for participation in marine engineering protective coating projects [1] - The company focuses on innovation to drive industry updates, providing technological momentum through the development of environmentally friendly high-performance graphene-modified anti-corrosion coatings [1] - The company aims to enhance product quality and value while avoiding low-price competition, thus promoting industry transformation [1] Group 3: Future Strategy and Customer Engagement - The company will accelerate engagement with strategic customers to facilitate the sales of coating solutions [1] - By leveraging its comprehensive advantages, the company seeks to strengthen its core capabilities and establish a high-end brand image and reputation [1]

Core Viewpoint - The company has successfully passed the NORSOK M-501 standard test for its high-performance industrial functional coating brand HIPRO Graphene, which will enhance its competitiveness in the marine engineering equipment coating market and increase its international brand influence [1][4]. Group 1: Industry Positioning - The marine coatings market, particularly for marine engineering equipment, is a key strategic focus and growth engine for the company, as it aims to address high-performance requirements in complex environments [2][4]. - The marine coatings sector is characterized by high barriers to entry, including technical, certification, industry accumulation, and brand barriers, which have traditionally been dominated by international giants [2][4]. Group 2: Product Performance and Innovation - Prior to passing the M-501 test, the company's eco-friendly high-performance graphene-modified anti-corrosion coatings exceeded the performance parameters of market-leading multinational brands [3]. - The NORSOK M-501 standard is crucial for entering the supply chain of high-end marine engineering users, such as offshore oil drilling platforms and FPSOs, and represents a significant milestone for the company [3][4]. Group 3: Strategic Development and Future Outlook - The certification accelerates the company's entry into the high-barrier marine engineering coatings market, reflecting its commitment to innovation and high-quality development [4][5]. - The company aims to establish a high-end brand image and reputation in the marine coatings sector by focusing on innovative solutions that enhance product quality and value, avoiding price competition [4][5].

Group 1 - The core viewpoint of the news is that Jiangsu Guangxin Photonic Materials Co., Ltd. has successfully passed the NORSOK M-501:2022 standard test for its high-performance industrial functional coating brand HIPRO Graphene, which enhances its market position in the marine engineering coating sector [1][2] - The NORSOK M-501:2022 standard is recognized as the strictest technical specification for corrosion testing of heavy anti-corrosion coatings in extreme marine environments, indicating the product's high performance and durability [1][2] - The company aims to develop new functional material solutions that improve quality, efficiency, and reduce costs and emissions, focusing on various types of new functional coating materials and supporting materials [1] Group 2 - Guangxin Materials is strategically entering high-barrier industrial fields such as marine engineering, ports, petrochemicals, and high-end equipment manufacturing, which require complex environmental protection performance [2] - The marine equipment coating sector is characterized by high market entry barriers and customer recognition thresholds, traditionally dominated by international giants [2] - The company employs a unique active corrosion protection method using two-dimensional nanostructures, contrasting with the passive protection methods predominantly used in the market, thus offering high efficiency and environmental benefits [2]

Core Viewpoint - Guangxin Materials (300537) announced that its subsidiary, Hanpu Graphene (Jiangxi) Co., Ltd., has successfully passed the NORSOK M-501 standard test for its high-performance industrial protective coating brand HIPRO Graphene, indicating the product's compliance with stringent international standards for corrosion protection in marine environments [1] Group 1 - The HIPRO Graphene heavy-duty anti-corrosion coating has met the NORSOK M-501 standard, which is widely adopted in the global marine industry for protective coatings on steel structures [1] - The successful testing signifies that the company's new environmentally friendly, solvent-free graphene heavy-duty anti-corrosion coating solution has withstood rigorous evaluations by international authorities [1] - This achievement will facilitate the company's entry into the high-threshold marine engineering coating market with its innovative industrial protective coating solutions [1]

Core Viewpoint - The market for polyaspartic acid ester anti-corrosion coatings is expanding due to increasing demand and environmental regulations, with significant growth expected in production and market size in China and globally [1][4][6]. Group 1: Industry Definition and Characteristics - Polyaspartic acid ester anti-corrosion coatings, also known as polyaspartic coatings, utilize a new structure of polyaspartic acid ester as the main resin and aliphatic isocyanate as the curing agent, providing long UV resistance and rapid curing [2][4]. - These coatings exhibit high weather resistance, strong adhesion, and excellent chemical stability, making them suitable for heavy-duty anti-corrosion applications in various sectors [2][4]. Group 2: Current Industry Status - The global market for polyaspartic acid ester anti-corrosion coatings is projected to grow from $87 million in 2017 to $295 million in 2024, with an expected market size of $326 million in 2025 [4]. - In China, the production of polyaspartic acid ester anti-corrosion coatings is expected to reach 10,798 tons in 2024, with a demand of 11,057 tons and a market size of approximately 72.98 million yuan [6][12]. Group 3: Industry Development Environment - The industry is supported by government policies aimed at promoting environmentally friendly materials and reducing VOC emissions, which are crucial for sustainable development [10][11]. - Recent policies include tax incentives and support for research and development, aimed at enhancing the competitiveness of the industry [11]. Group 4: Industry Competition Landscape - The polyaspartic acid ester anti-corrosion coatings industry is characterized by a low concentration of market share among major players, with companies like Shanghai Hailong Saineng New Materials Co., Ltd. and Jiangsu Lanling Polymer Materials Co., Ltd. leading the market [12][13]. - The industry is experiencing rapid growth, but the overall market share of individual companies remains relatively small, indicating opportunities for consolidation and increased competition [12]. Group 5: Industry Development Trends - The industry is expected to see advancements in technology and product performance, with a focus on developing coatings with enhanced anti-corrosion and environmental properties [15]. - Future trends indicate a shift towards functionalization, greening, and efficiency in product offerings, positioning China as a leading market for production and consumption of these coatings [15].

据上述负责人介绍，近年来，广信材料针对强腐蚀、维护难度高的海洋环境推出更高性能的环保型石墨 烯水性涂料、石墨烯无溶剂高固含涂料等产品，并已启动NORSOKM-501《表面处理和防护涂料标准》 检测认证。该认证为海洋工程装备防护涂料产品性能认证的"通行证"。 截至目前，公司高性能环保型石墨烯重防腐涂料已经在特种阀部件、称重设备等高端装备制造、港口码 头海洋设施等领域取得批量订单，将重点开拓海洋工程装备、钢铁、能源矿业、石油化工等面临强腐蚀 环境的场景应用。 上述负责人表示："目前，相关产品在战略领域部分大型企业及其指定第三方检测中心试涂检测中，预 计2025年三季度将开始实现在战略领域大型企业相关产品的逐步放量。" 值得一提的是，6月17日，广信材料发布公告称，公司2024年度以简易程序向特定对象发行股票申请获 得中国证监会同意注册批复。本次募投项目主要系"年产5万吨电子感光材料及配套材料项目"，达产后 有望实现年均营业收入14.47亿元，实现年均净利润1.28亿元。 （编辑 张钰鹏） 本报讯 （记者李亚男）6月16日晚间，江苏广信感光新材料股份有限公司（以下简称"广信材料"）发布 了投资者关系活动记录表，董事 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)1渝三峡A-2881.591050.503.6845.87亿行业平均 43.1650.643.8677.61亿行业中值38.8039.262.2941.98亿2锦鸡股份-407.73607.152.0334.32亿3安诺 其-332.58-1357.232.5464.41亿4信德新材-239.40-100.821.2433.31亿5鼎际得-174.51-283.492.1834.39亿6石 大胜华-173.26420.061.7868.97亿7富淼科技-150.29-418.841.4519.50亿8达威股份-120.81-145.731.8016.68 亿9乐通股份-118.33-87.7211.9821.60亿10康鹏科技-116.21-89.341.5844.25亿11扬帆新材-110.52- 54.153.5324.93亿 重庆三峡油漆股份有限公司的主营业务是涂料的研发、生产和销售。公司的主要产品是防腐涂料、桥梁 涂料、石油化工涂料、建筑钢结构涂料、工业涂料、特种涂料和涂料用树脂等。公司先后被评为"中国 涂料工业百年百强企业"、"改革开放四十年中国 ...

Group 1 - The core viewpoint of the articles highlights the positive operational developments of listed companies in the second quarter of 2025, showcasing advancements in various sectors such as semiconductors, robotics, new energy, and new materials [2][3] - Companies are actively sharing updates on project progress, new technologies, and orders, indicating a trend of industrial upgrades and strategic transformations [2][3] - High-growth sectors continue to exhibit strong growth momentum, while cyclical industries are seeking balance amid supply-demand adjustments [3] Group 2 - Chip companies are benefiting from the AI industry, with interconnect chip orders exceeding RMB 12.9 billion as of April 22, 2025, and expectations for significant growth in DDR5 memory interface chip demand [4] - Traditional cyclical industries like coal and chemicals are showing resilience through cost control and structural optimization, with companies like Guanghui Energy anticipating stabilization in coal prices due to various market factors [4][5] - Manufacturing companies are focusing on improving production efficiency and meeting customer demands, with firms like Xinqianglian and Guangxin Materials reporting strong order backlogs and plans for product launches [5] Group 3 - Many listed companies are already building momentum for annual revenue growth, particularly in emerging sectors like new energy and robotics, with plans for market expansion and quality enhancement through mergers and acquisitions [6] - Companies like Longmag Technology are localizing raw material supply to reduce production costs and enhance supply chain stability [6] - Hechuan Technology is actively developing humanoid robots and plans to launch new products in the second half of 2025 [6] Group 4 - The new merger regulations have made acquisitions a key strategy for A-share companies to optimize resource allocation, with firms like Chenhua Co. targeting investments in new materials and fine chemical agents [7] - Guoxing Optoelectronics is focusing on upstream and downstream opportunities in the LED and optical sensing sectors, while Zhenbaodao is exploring new industries through asset acquisitions [7] - Huichuan Technology is looking for overseas acquisition opportunities, concentrating on automation, digitalization, and intelligent sectors that align with its core business [7]

Core Insights - The article discusses the materials used in mining robots, emphasizing the importance of corrosion-resistant coatings and cast iron components for durability in harsh mining environments [1][3][4]. Material Overview - Corrosion-resistant coatings are essential in mining due to the severe corrosion caused by acidic gases and saline mist, which can damage metal parts and electronic components of robots [3]. - The coatings form a dense protective layer that reduces direct contact with corrosive substances, thereby extending the lifespan of mining robots [3]. - Cast iron, particularly wear-resistant varieties, is favored for structural components of mining robots due to its high strength and durability against wear [4]. - High-temperature alloys are also utilized in mining robots for parts that endure high temperatures and complex stresses, with domestic production reaching levels comparable to international standards [2][4]. Production Data - In 2023, China's production of corrosion-resistant coatings reached 7.15 million tons, accounting for approximately 20% of the total paint market, with a projected increase to 7.52 million tons in 2024 [3]. - The production of cast iron components in China was 51.95 million tons in 2023, reflecting a year-on-year increase of 250,000 tons, with a compound annual growth rate of 13.7% from 2016 to 2023 [4].