第一，通过实施差异化的竞争策略，持续发力乘用车零部件涂层市场，尤其聚焦新能源汽车领域。相较 于传统汽车，新能源汽车涂层更趋向于定制化与个性化，其对涂料功能性、美观度要求也更高。公司依 托在高端消费电子领域积累的技术优势和品牌影响力，积极推动UV/PU双固化面漆、耐水解PU手感涂 料等创新产品在汽车内饰领域的应用，逐步替代现有工艺及产品，有效满足汽车环保性、轻量化需求。 在巩固内饰领域优势的同时，公司加速拓展外饰件业务，已与多家头部主机厂、汽车零部件制造商建立 多维度深入合作关系，合作模式从单点供应升级为深度协同，参与多款主流车型的同步研发与配套供 应。 第二，积极布局乘用车原厂漆、售后修补漆领域，致力于自主研发其所需要的树脂、色浆等核心原材 料。其中，树脂是决定涂层性能和涂料成本的关键原材料，色浆则对汽车的美观和耐用性有着重要的影 响，具备其自主生产能力不仅能有效强化产品性能优势，更能通过核心材料环节的成本把控为整体盈利 能力提供支撑。目前，公司自主研发的产品体系已按计划陆续结项推出，正加速推进与定点客户的商务 落地。 问：如何看待高端消费电子领域业务下半年的增长潜力？ 答：从高端消费电子领域的行业惯例来看， ...

松井新材料集团股份有限公司 关于2025年度"提质增效重回报"行动方案的半年度评估报告 为进一步优化公司经营，强化市场竞争力，保障投资者权益，树立良好的资 本市场形象，松井新材料集团股份有限公司(以下简称"公司")于2025年4 月 29日发布了《2025年度"提质增效重回报"行动方案》(以下简称"行动方 案")。2025年上半年，公司根据行动方案内容，积极开展和落实各项工作，现 将主要工作成果报告如下： 一、聚焦主营业务，深化"三纵三横"战略布局 子和乘用车领域核心竞争优势，并加速推进特种装备领域成果转化落地。报告期 内，公司实现营业收入34,753.25万元，较上年同期增长7.48%。其中，第二季 度单季实现营业收入19,441.63万元，环比增长26.97%。 从业务结构来看，公司乘用车领域业务表现强劲，2025年1-6月实现营业收 入 9,782.84万元，同比增长109.60%，占营业收入比重较上年同期提升13.71个 百分点，达28.15%，其中第二季度单季实现营业收入5,986.08万元，同比增长 用车零部件涂层领域巩固内饰优势的同时，加速拓展外饰件业务，与多家头部主 机厂、汽车零部件制造商建立 ...

Core Insights - Matsui Co., Ltd. reported a record high revenue of 348 million yuan for the first half of 2025, marking a year-on-year increase of 7.48% [1] - The passenger vehicle segment saw significant growth, with revenue reaching 97.83 million yuan, a remarkable increase of 109.60% year-on-year [1] Financial Performance - The company's R&D expenses amounted to 50.92 million yuan, reflecting a year-on-year growth of 6.73% [1] - The R&D expense ratio slightly decreased to 14.65% of total revenue compared to the same period last year [1] - The R&D team expanded to 291 members, representing 33.33% of total employees, with a year-on-year growth of 21.76% [1] Strategic Initiatives - Matsui is advancing its "three verticals and three horizontals" strategic framework to enhance multi-field collaborative innovation [2] - The company is focusing on upgrading existing technologies and developing new products, including eco-friendly printing technologies and innovative coatings for automotive interiors [2] - Key strategic projects, such as body paint and aftermarket repair paint, are progressing towards market application [2] Technological Advancements - Matsui has developed integrated solutions for insulation frame printing and materials for all-solid-state batteries, addressing manufacturing challenges and enhancing battery performance and safety [2] - The new technology is currently in the joint verification phase with leading downstream companies, aiming for commercial breakthroughs [2] Industry Context - The company is strengthening its core competitiveness in the new functional coating sector amid the global manufacturing industry's shift towards high-end and green transformation [2]