300848 Miracll Chemicals
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Miracll Chemicals News
Meirui New Materials (300848.SZ): Up to now, it has 8,000 tons of foamed TPU production capacity
Gelonghui, April 23丨Meirui New Materials (300848.SZ) held a roadshow on April 22, 2024 to discuss “Sales expectations for foamed TPU in 2024?” The company replied that the company's foamed TPU sales have grown rapidly in recent years. Up to now, the company has 8,000 tons of foamed TPU production capacity, which is a key area for the company's future development. One of the core raw materials for the production of foamed TPU is HDI, the main product of the Henan project. The company's breakthrough in the industrialization of HDI products will effectively reduce the cost of foamed TPU and promote its rapid promotion.
Express News | Meirui New Materials: The main installation and single building of the Henan project have been completed and the final construction of the project is in progress
Merrui New Materials (300848.SZ): Net profit of 12.328 million yuan in the first quarter decreased by 47.91% year-on-year
On April 22, Ge Longhui (300848.SZ) released its first quarter report. Operating revenue was 386 million yuan, up 21.47% year on year, net profit of 12.328 million yuan, down 47.91% year on year. After deducting non-net profit of 10.31 million yuan, down 53.16% year on year, with basic earnings of 0.04 yuan per share.
Comments on Meirui New Materials (300848) 2023 Report and 2024 Quarterly Report: Hebi Project is about to be put into operation, TPU production capacity advantages continue to be consolidated
The company announced 2023 results, with operating income of $1,475 million (+0.01% YoY) and net profit to mother of $88 million (-21.0% YoY), of which 23Q4 revenue was 358 million yuan (
Meirui New Materials (300848.SZ): Currently not used in the field of drones
Gelonghui, April 8 | Meirui New Materials (300848.SZ) said on the investor interactive platform that the company's TPU products can be widely used in 3C electronics, medical care, automobile manufacturing, sports and leisure, industrial equipment, home life, etc., and are currently not used in the field of drones.
Meirui New Materials (300848.SZ): Currently, downstream customers of foamed TPU are mainly concentrated in Fujian
Gelonghui March 11 丨 Meirui New Materials (300848.SZ) was surveyed by a specific target on March 8, 2024, about “Why invest in a foamed TPU project in Fujian?” The company replied that the company's technology in the field of foamed TPU is relatively mature. The products are recognized by well-known domestic sports brands and continue to be supplied. At the same time, the company is also actively promoting product technology upgrades and marketing promotion. The business scope continues to expand, and sales are growing rapidly. Currently, downstream customers of foamed TPU are mainly concentrated in the Fujian region. Building a factory in a customer gathering place can carry out joint R&D and production with downstream customers to satisfy
Express News | Meirui New Materials: PBS product-related business development is relatively smooth, production and sales have increased rapidly
Express News | Merrui New Materials: PBS business started smoothly and sales showed a “low base, high growth rate” trend
Meirui New Materials (300848.SZ): The product has no solid state battery applications
Gelonghui Feb. 26: An investor asked Meirui New Materials (300848.SZ) on the investor interactive platform, “Can the company's products be used for solid-state batteries? Do you already have a partner company?” The company replied that the company's products have no applications in solid-state batteries.
Meirui New Materials (300848.SZ): The current production capacity of foamed TPU is 8,000 tons
Gelonghui, Feb. 23丨Meirui New Materials (300848.SZ) was surveyed by a specific target on February 22, 2024. “What is the company's current production capacity of foamed TPU?” The company replied that the current production capacity of the company's foamed TPU is 8,000 tons.
Meirui New Materials (300848.SZ): At present, the Henan project has basically completed civil construction, structure construction, and equipment installation
Gelonghui, Feb. 23丨Meirui New Materials (300848.SZ) was surveyed by a specific target on February 22, 2024, on “The progress of the Henan project?” The company replied that at present, civil construction, structure construction, and equipment installation have been basically completed, and work such as connecting and piping process pipelines is ongoing. The specific commissioning time is affected by the policy environment, formalities, production line commissioning, etc., and there is some uncertainty. The entire company is making concerted efforts to speed up the construction progress of the project and strive for early completion and commissioning.
Express News | Meirui New Materials: Negotiating cooperation with the Quangang Petrochemical Industrial Park Management Committee
Meirui New Materials (300848.SZ): Has completed system certification and material sales for some charging pile cable suppliers
Gelonghui, January 8: An investor asked Meirui New Materials (300848.SZ) on the investor interactive platform, “How is the company's charging pile cable business progressing”. The company replied that the company has completed system certification and material sales for some charging pile cable suppliers and will carry out further cooperation. Currently, it accounts for little share of the company's business and has certain potential for development.
Meirui New Materials (300848): The little giant in the polyurethane industry starts a new situation of integrated projects
The company has developed into a leading TPU company. TPU is a polyurethane material with elastic, flexible and stretchy properties. It is widely used in the fields of footwear, adhesives, pipes, films, etc., and China's TPU consumption is between 2017 and 202
Mirui New Materials (300848.SZ): No products related to PEEK materials
Glonghui, December 21|An investor asked Meirui New Materials (300848.SZ) on the investor interactive platform, “Does the company have any products related to PEEK materials?” The company replied that the company has no PEEK material-related products yet, and related products are under development.
Mirui New Materials (300848.SZ): No business cooperation with Apple
On December 13, Gelonghui New Materials (300848.SZ) said on the investor interactive platform, “Dear investors, hello. The wearable TPSiU material produced by the company has a smooth touch and good biocompatibility, and has been successfully used in smart wearable products of domestic brands. The company has no business cooperation with Apple yet.
Meirui New Materials (300848.SZ): The wearable TPSiU materials produced have been successfully used in smart wearable products of domestic brands
On December 13, Glonghui, on the investor interactive platform, some investors asked Meirui New Materials (300848.SZ), “Are the company's products used in the relevant smart wearable industry, and are there any direct or indirect business dealings with relevant entities?” The company replied that the wearable TPSiU material produced by the company has a smooth touch and good biocompatibility, and has been successfully used in smart wearable products of domestic brands. The company has no business cooperation with Apple yet.
Mirui New Materials (300848.SZ): At present, foam-based TPU products have reached cooperation with well-known domestic sports brands in the field of shoe materials
Glonghui November 22|Meirui New Materials (300848.SZ) was surveyed by specific targets on November 21, 2023. “In which application fields is TPU expected to grow relatively high in the future?” The company replied that the foamed TPU developed independently by the company is an emerging application of TPU in the field of shoe materials. It is lightweight, has high resilience, is easy to process downstream, and is usually used as a sneaker midsole, and has good market development prospects. At present, the company's foamed TPU products have reached cooperation with well-known domestic sports brands in the field of shoe materials, and are also actively developing new market channels. Also, the company independently researched
Meirui New Materials (300848.SZ): For hexanediamine products, the company has already communicated and negotiated with some target suppliers
Glonghui November 22|Meirui New Materials (300848.SZ) was surveyed by specific targets on November 21, 2023, on “Which is the future supplier of hexanediamine raw materials?” The company replied that when selecting suppliers, the company comprehensively considers factors such as the company's overall strength, product quality, sales price, and supply stability. For the same kind of raw materials, the company will generally establish main and auxiliary suppliers, which is conducive to the safety and stability of the company's supply chain. Regarding hexanediamine products, the company has already communicated and negotiated with some target suppliers, subject to the actual agreements signed.
Meirui New Materials (300848.SZ): The construction of the Henan project is progressing according to the plan, and is expected to be completed and put into operation by the end of the first quarter of next year
Glonghui November 22|Meirui New Materials (300848.SZ) was surveyed by specific targets on November 21, 2023, on “The status of the production plan for the Henan project?” The company replied that the construction of the project in Henan is progressing according to the plan and is progressing smoothly. It is expected to be completed and put into operation by the end of the first quarter of next year.
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