300848 Miracll Chemicals
WatchlistMiracll Chemicals News
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.
Mirui New Materials (300848.SZ): TPU products can be used to produce 3D printing consumables, and currently account for a relatively small business
Glonghui November 8: Some investors asked Meirui New Materials (300848.SZ) on the investor interactive platform, “Which of the company's products can be used for 3D printing?” The company replied that the company's TPU products can be used to produce 3D printing consumables, and currently account for a relatively small share of the business.
Meirui New Materials (300848): Costs affect performance, short-term pressure on polyurethane integration projects accelerate
Incident description On the evening of October 23, 2023, Mirui New Materials released its report for the third quarter of 2023. The company's operating income for the first three quarters was 1,117 billion yuan, a decrease of 4.24% over the previous year, and net profit of 6948.08
Meirui New Materials (300848) review: Performance is in line with expectations, main business operations remain stable, cost side increases drag down performance, and is optimistic about the company's future growth
Investment points: Company announcement: The company achieved operating income of 1,117 million yuan (YoY -4.24%) and net profit of 69 million yuan (YoY -14.17%) in the first three quarters of 2023, net profit of 69 million yuan (YoY -14.17%), after deducting non-attributable net profit
Meirui New Materials (300848.SZ): Net profit of 18.2444 million yuan in the third quarter decreased by 28.13% year-on-year
Glonghui, Oct. 23 | Merry New Materials (300848.SZ) announced its report for the third quarter of 2023. Revenue for the reporting period was 398 million yuan, up 6.69% year on year; net profit attributable to shareholders of listed companies was 18.2444 million yuan, down 28.13% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was RMB 17.959 million, down 11.76% year on year; basic earnings per share were 0.0600 yuan.
Meirui New Materials (300848.SZ): Controlling shareholders, actual controllers, their co-actors, directors and supervisors voluntarily promise not to reduce their holdings in the company
Glonghui, October 16: Merry New Materials (300848.SZ) announced that it has received the “Letter of Commitment to Not Reduce Company Shareholding in the Next Six Months” from Mr. Wang Renhong, the company's controlling shareholder, actual controller and chairman, and his co-actors, Shandong Ruichuang Investment Partnership (Limited Partnership), Shandong Shangge Investment Partnership (Limited Partnership), and other directors, supervisors, and senior managers (Mr. Zhang Sheng, Mr. Ren Guanglei, Mr. Liu Huguang, Mr. Song Hongwei, and Mr. Sun Tianyan) who directly and indirectly hold shares in the company, jointly issued the “Letter of Commitment Not to Reduce Company Shareholding in the Next Six Months”, since October 2023. The future starts on the 16th Do not actively reduce capital holdings within six months
Meirui New Materials (300848.SZ): The TPU products produced by the company have been successfully used in Huawei's smart wearable products
Glonghui, Oct. 10丨Some investors asked Meirui New Materials (300848.SZ) on the investor interactive platform, “Are there any direct or indirect business transactions between the company's products and Huawei?” The company said that the TPU products produced by the company have been successfully applied to Huawei's smart wearable products, and the above business accounts for a small proportion of the company's business.
Meirui New Materials (300848): HDI projects accelerate progress after deducting non-performance growth over the same period
Incident: On August 28, the company announced its semi-annual report for 2023. Revenue, net profit attributable to parent, and net profit not attributable to parent during the reporting period were 719, 0.51, and 49 million, respectively, with a year-on-year ratio of -9.37% and -7.79 million, respectively
Wang Renhong, the actual controller of Meirui New Materials (300848.SZ), pledged 30.3 million shares
Meirui New Materials (300848.SZ) announced that the company owned by Wang Renhong, the controlling shareholder and actual controller of the company, is 30...
Meirui New Materials (300848.SZ): The Henan project is being carried out in an orderly manner according to the construction plan. Currently, the project has completed the construction of some single units and roads
GLONGHUI, September 13 | In response to investor research, Meirui New Materials (300848.SZ) said that the Henan project is being carried out in an orderly manner according to the construction plan. Currently, the project has completed the construction of some single units and roads. It is expected that the installation of the main equipment will be completed by the end of October, and that pipeline installation and joint testing of equipment and instruments will be carried out thereafter. According to the project construction plan, it is expected to be completed and put into operation in the first quarter of 2024.
Meirui New Materials (300848) Review: Performance slightly exceeds expectations, product price reduction, increase, and the Henan base project is progressing smoothly and I am optimistic about the company's future growth
Investment highlights: Company announcement: The company achieved operating income of 719 million yuan (YoY -9.37%) in the first half of 2023, and realized net profit of 51 million yuan (YoY -7.79%), net profit of non-attributable income of 51 million yuan (YoY -7.79%), net profit not attributable to parent
Meirui New Materials (300848): Continued optimization of TPU structure and accelerated progress of polyurethane projects
Incident description On the evening of August 28, 2023, Meirui New Materials released its semi-annual report for 2023. The company achieved revenue of 719 million yuan in the first half of the year, a year-on-year decrease of 9.37%; it achieved net profit of 51 million yuan, year-on-year.
Meirui New Materials (300848.SZ) released the first half of the year results, with net profit of RMB 512.36,400, a decrease of 7.79%
Meirui New Materials (300848.SZ) released the 2023 semi-annual report. The company's revenue was 719 million...
MIRACLL CHEMICALS(300848):HIGH-END TPU LEADER LEVERAGING HDI TO CREATE A SECOND GROWTH CURVE
Miracll Chemicals, as the leader in thermoplastic polyurethane (TPU) industry, p
Meirui New Materials (300848) Investment Value Analysis Report: High-end TPU Leader HDI Starts Second Growth
The company is a TPU leader, positioned as a customized service for high-end products, and has strong profitability. In 2022, we began to deploy upstream high-end isocyanate HDI and other products to achieve localized replacement of key high-end raw materials in the polyurethane industry, helping to achieve significant performance
Merry New Materials (300848.SZ): The company's PBS business is progressing smoothly
Glonway July 26丨Some investors asked Merui New Materials (300848.SZ): How is the company's PBS business recently? Merry New Materials replied: The company's PBS business is progressing smoothly. PBS is a fully biodegradable material with excellent heat resistance, processability and mechanical properties, and is one of the company's key development directions in the future.
Merry New Materials (300848.SZ): The certification cycle for general dealer customers is relatively short
Glonway July 26丨Some investors asked Merui New Materials (300848.SZ): Currently, the biggest application area for HDI trimers is car paint. How long is the certification cycle for relevant customers? Merui New Materials replied: Different manufacturers have different certification cycles due to different business models and businesses. Generally, the certification cycle for dealer customers is relatively short.
Meirui New Materials (300848.SZ): The company has carried out forward-looking research and development for some targeted downstream applications of specialty isocyanates and related products
Glonway July 26丨Some investors asked Merui New Materials (300848.SZ): What do they think about the market digestion problem of Henan products? Merui New Materials replied: The company has developed high-performance polyurethane new material products using special isocyanates as raw materials, such as high-performance foaming materials ETPU, aliphatic ATPU, water-based polyurethane PUD, etc. New high-performance polyurethane materials will complement and promote the special monomers of the Henan project: breakthroughs in the industrialization of specialty isocyanates will effectively reduce the cost of new materials, drive stock market growth, and give new materials and products new application fields to promote