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Maigaxincai (603062.SH): has already taken the leading position in the domestic wind power blade coating market.
On July 23, Gelonhui reported that Maccore Coatings (603062.SH) indicated on the investor interaction platform that the wind turbine blade coatings and container coatings the company engages in are currently taking the path of domestic substitution. For example, in the field of wind turbine blade coatings, it was originally dominated by a few foreign giants such as PPG from the United States, JOTUN from Norway, and AkzoNobel from the Netherlands. As a latecomer, the company has taken the lead in the domestic wind turbine blade coating market after more than ten years of effort. Currently, it is gradually entering other fields and continuing on the path of domestic substitution.
MaJiaXinCai (603062.SH): The company has increased some production capacity.
On July 15th, Gelonhui reported that Maijiaxincai (603062.SH) stated on the investor interaction platform that in order to cope with the increase in demand for container coatings this year, the company has increased part of its production capacity.
Maicaixincolor (603062.SH): A small amount of coating products related to energy storage have been sold.
On July 15th, Gelunhui reported that Maiaxincai (603062.SH) stated on the investor interaction platform that the company has had a small amount of sales of energy storage-related coating products; photovoltaic frame coatings are still undergoing product testing.
MaJiaXinCai (603062.SH): "Newly built 70,000 tons high-performance coating project" has been postponed to June 30, 2025.
On July 10, Gelunhui announced that Macaixincai (603062.SH) held its second board of directors meeting and fourth supervisor meeting on July 10, 2024, and respectively passed the proposal on the delay of some of the raised funds investment projects, agreeing to adjust the scheduled date for reaching the expected availability of the newly constructed 70 thousand tons per year high-performance coating project to June 30, 2025 based on the actual situation.
MaJiaXinCai (603062.SH): The company's stock-based incentive arrangements need to balance both new and old business.
Macrosilicon Caour (603062.SH) recently stated during an institutional investor reception that the company's stock-based incentive plan needs to consider both old and new business. Currently, the company's new business is in the initial stage, and the relevant personnel introduction is also underway. The company will adopt a voluntary principle to choose the incentive scope at an appropriate time, develop reasonable and measurable assessment standards, promote the development of its business and performance growth, and transform the company from a business with cyclical characteristics into a growth company.
Mijiaxincolor (603062.SH): The demand for container industry this year has increased significantly compared to 2023.
During a recent introduction to institutional investors, Maigaxincai (603062.SH) stated that demand in the container industry is expected to increase significantly from 2023. Currently, second-quarter orders are better than first quarter orders, and third-quarter orders are better than second quarter orders. The overall sales growth rate is expected to be much higher than it was in 2023. Meanwhile, industry competition is gradually becoming more orderly, and prices are expected to recover somewhat.
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