Miracll(SZ:300848)2025-09-18 09:26Group 1: Company Overview - The company specializes in polyurethane new materials (TPU, PUR, PUD, PBS) and functional chemical raw materials (special isocyanates, special amines) used in various sectors including consumer electronics, automotive manufacturing, and green energy [2] - The new product HDI will target mainstream industries such as coatings and automotive paints, while also exploring emerging applications in polyurethane new materials [2] Group 2: Product Capacity and Market Potential - The company has an existing production capacity of 8,000 tons for foamed TPU, with plans to increase this by an additional 10,000 tons by June 2026 [3] - The foamed TPU product has shown strong profitability and rapid sales growth, particularly in the footwear sector [3] Group 3: Investment and Financial Strategy - The planned capital increase for Meirui Technology aims to enhance its financial strength and alleviate liquidity pressure, thereby improving overall competitiveness [4] - The investment is expected to capture growth opportunities and significantly enhance the company's profitability in the long term [4] Group 4: Competitive Landscape - The company's core competitive advantage lies in its ability to provide differentiated products at low costs, leveraging its supply chain advantages [5] - Continuous optimization of product costs and development of differentiated products are key strategies to address external market challenges [5]