截至1月8日收盘，稀土永磁概念下跌0.94%，位居概念板块跌幅榜前列，板块内，中矿资源、格林美、 惠城环保等跌幅居前，股价上涨的有19只，涨幅居前的有宇晶股份、争光股份、瑞晨环保等，分别上涨 9.73%、2.35%、1.86%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 | -0.64 | | 成飞概念 | 3.27 | 同花顺出海50 | -0.59 | 资金面上看，今日稀土永磁概念板块 ...

Core Viewpoint - The stock of Youyan New Materials has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth in the semiconductor materials sector. Group 1: Stock Performance - On December 22, Youyan New Materials' stock rose by 2.01%, reaching 20.32 CNY per share, with a trading volume of 1.76 billion CNY and a turnover rate of 1.03%, resulting in a total market capitalization of 172.02 billion CNY [1] - Year-to-date, the stock price has increased by 30.58%, with a slight increase of 0.99% over the last five trading days and a 3.78% increase over the last 20 days, while it has decreased by 3.56% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on March 4, where it recorded a net purchase of 25.72 million CNY [1] Group 2: Company Overview - Youyan New Materials, established on March 12, 1999, and listed on March 19, 1999, is located in Beijing and specializes in the research, production, and sales of advanced functional materials, including semiconductor materials, rare earth materials, and high-purity metals [2] - The revenue composition of the company includes high-purity metals (74.75%), rare earth materials (23.52%), infrared optical materials (2.18%), medical device materials (0.73%), and others (0.02%) [2] - As of December 10, the number of shareholders reached 147,700, a slight increase of 0.19%, with an average of 5,731 circulating shares per person, a decrease of 0.19% [2] Group 3: Financial Performance - For the period from January to September 2025, Youyan New Materials achieved a revenue of 6.77 billion CNY, reflecting a year-on-year growth of 0.16%, while the net profit attributable to shareholders was 245 million CNY, marking a significant increase of 114.14% [2] - The company has distributed a total of 562 million CNY in dividends since its A-share listing, with 290 million CNY distributed over the past three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 8.6692 million shares, an increase of 2.8606 million shares from the previous period [3] - Other notable shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF and Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF, both of which have increased their holdings [3]

证券日报网讯 12月18日晚间，有研新材发布公告称，公司第九届董事会第二十次会议审议通过《有研 新材本部成立人力资源部（党委干部人才部）的议案》《关于公司领导班子成员2024年度薪酬方案的议 案》《关于有研新材料股份有限公司2025年度违规经营投资责任追究工作情况的报告》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月18日晚间，有研新材发布公告称，公司2025年第四次临时股东大会审议通过《关于 修订公司章程的议案》等议案。 ...

技术突破是有研亿金的核心竞争力。作为国内首家、全球极少数全面掌握集成电路用超高纯铜及铜合金溅射靶材制造技术的企业之一，公司产品已批量应 用于我国最先进的12英寸晶圆厂铜互连工艺，并在全球主要的先进晶圆厂都有广泛供应；同时，公司是国内首家、全球第二家实现超高纯钴靶材垂直一体 化制造的企业，该产品用于集成电路接触层制备及先进钴互连工艺；另外，公司实现了12英寸超高纯钽靶、钨靶的关键技术快速突破，满足高端逻辑、存 储芯片应用需求，成为国内领先的供应商。 据悉，位于德州天衢新区的有研亿金主要从事集成电路用高纯溅射靶材等电子专用材料研发、制造、销售，公司成功搭建了国内领先的产业化平台，实现 了从超高纯原材料到溅射靶材的垂直一体化研发与生产，项目于2023年9月投产，现已实现4.3万块/年的设计产能。 有研亿金的核心产品阵容强大，涵盖了超高纯铜及铜合金靶材、铜磷阳极、超高纯钽靶材、超高纯钴靶材及钴阳极、超高纯镍钒靶材、超高纯钨及钨合金 等靶材，这些产品批量应用于集成电路逻辑芯片、存储芯片、高端滤波器、大功率器件及先进封装等多个关键领域，凭借卓越性能，深度融入全球高端制 造产业链，成为推动行业发展的重要力量。 齐鲁晚报.齐 ...

证券代码：600206 证券简称：有研新材 公告编号：2025-064 有研新材料股份有限公司 2025年第四次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 1,303 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 290,498,119 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 34.3153 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事长艾磊先生主持，会议表决方式符合《公司法》及《公 (一) 股东大会召开的时间：2025 年 12 月 18 日 (二) 股东大会召开的地点：北京市西城区新街口外大街 2 号 D 座中国有研大 厦 18 层 有研新材大会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 司章程》的规定。 二、 议案审议情况 审议结果：通过 | ...

证券代码：600206 证券简称：有研新材 公告编号：2025-065 表决情况：出席本次会议的董事以 7 票赞成，0 票反对，0 票弃权审议通过本议 案。 2、审议通过《关于公司领导班子成员 2024 年度薪酬方案的议案》 有研新材料股份有限公司 第九届董事会第二十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 有研新材料股份有限公司（以下简称"有研新材"或"公司"）第九届董事会第 二十次会议通知和材料于 2025 年 12 月 8 日以书面方式发出。会议于 2025 年 12 月 18 日在公司会议室以现场会议方式召开。会议应到董事 7 名，实到董事 7 名。会议 由公司董事长艾磊先生主持。公司高级管理人员列席本次会议。本次会议符合《公 司法》及《有研新材料股份有限公司章程》的规定，会议合法有效。 二、董事会会议审议情况 1、审议通过《有研新材本部成立人力资源部（党委干部人才部）的议案》 同意有研新材本部成立人力资源部（党委干部人才部）。 同意公司领导班子成员 2024 年度薪 ...

Company Overview - Yuyuan New Materials (SH 600206) announced on December 18 that its 20th meeting of the 9th board of directors was held to discuss the 2024 annual salary plan for the leadership team [1] - As of the report, Yuyuan New Materials has a market capitalization of 16.7 billion [1] Revenue Composition - For the year 2024, the revenue composition of Yuyuan New Materials is as follows: electronic new materials account for 74.79%, rare metal smelting accounts for 23.86%, medical device materials account for 0.87%, and other businesses account for 0.47% [1]

北京市汉达律师事务所关于 有研新材料股份有限公司 2025 年第四次临时股东大会的 法律意见书 致：有研新材料股份有限公司 北京市汉达律师事务所（以下简称"本所"）接受有研新材料股份有限公司 （以下简称"公司"）的委托，指派本所林光明律师、李娟律师出席公司于 2025 年 12 月 18 日上午 9：00 在公司大会议室（北京市西城区新街口外大街 2 号 D 座 中国有研大厦 18 层）召开的有研新材料股份有限公司 2025 年第四次临时股东大 会（以下简称"本次股东大会"）。现依据《中华人民共和国公司法》（以下简称 "《公司法》"）、《上市公司股东大会规则》（以下简称"《股东大会规则》"）、《上 海证券交易所上市公司股东大会网络投票实施细则》（以下简称"《网络投票细 则》"）等法律、行政法规、其他规范性文件及《有研新材料股份有限公司章程》 （以下简称"《公司章程》"）的规定，按照律师行业公认的业务标准、道德规范 和勤勉尽责的精神，对公司本次股东大会的召集召开程序、出席会议人员与主持 会议人员的资格、表决程序与表决结果等重要事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的有关本次股东大会的 ...

Core Points - The mercury thermometer will be discontinued starting January 1, leading to a surge in demand and price increases for existing mercury thermometers [1][2] - The price of mercury thermometers has significantly risen, with online prices reaching 15-20 yuan, and some exceeding 20 yuan, compared to previous prices of 2-10 yuan [1][2] - The alternative to mercury thermometers, non-mercury glass thermometers, are more expensive, costing 20-30 yuan, and are made with safer materials like gallium-indium-tin alloy [1][6] Industry Insights - The production of mercury thermometers in China was approximately 120 million units annually, resulting in over 10 tons of mercury needing disposal due to breakage [4] - Major manufacturers of non-mercury thermometers include Shanghai Huachen Medical Instrument Co., Yuyue Medical, and Jiuan Medical, with Shanghai Huachen being the largest producer [6] - The upstream suppliers for non-mercury materials include major metal producers such as China Aluminum (gallium), Zhuhai Group (indium), and Xiyang Silver Tin (tin) [6] Market Dynamics - The non-mercury thermometer market is limited and faces competition from electronic thermometers, which are also gaining popularity [7] - The safety and accuracy of gallium-indium-tin alloy thermometers are comparable to mercury thermometers, but they are positioned as a safer alternative [7] - Companies with capabilities in developing special alloy materials, such as Antai Technology and Yuyuan New Materials, are also noteworthy in this transition [6]