证券代码：600206 证券简称：有研新材 公告编号：2025-047 交易对方名称：上海洗霸科技股份有限公司 企业性质：股份有限公司（上市、自然人投资或控股） 法定代表人：王炜 住所：上海市嘉定区博学路 138 号 6 幢、7 幢 注册资本：175,480,103 元 注册时间：1994 年 7 月 4 日 有研新材料股份有限公司 控股子公司有研稀土转让硫化锂业务相关资产的进展公告 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。 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 十三次会议和 2025 年第三次临时股东大会审议通过了《关于控股子公司有研稀 土转让硫化锂业务相关资产的议案》，同意控股子公司有研稀土以不低于评估值 10,954.24 万元，公开挂牌转让硫化锂业务相关资产。具体内容详见公司于 2025 年 6 月 25 日发布的《有研新材料股份有限公司控股子公司有研稀土转让硫化锂 业务相关资产的公告》（编号：2025-032）。 2025 年 7 月 29 日，公司发布了《有研新材料股份 ...

Core Viewpoint - Silver alloy target materials are crucial conductive materials in semiconductor integrated circuits, with increasing demand driven by the growth of high-end electronic products and advancements in semiconductor technology [1][5][18]. Group 1: Market Overview - The market size for silver-based alloy targets in China is projected to reach approximately 135 million yuan in 2024, with a total consumption of 22.38 tons, and is expected to grow to 160 million yuan and 26.89 tons in 2025 [1][5][7]. - The G6.0 generation line is the primary consumer of silver alloy targets, utilizing 19.22 tons in 2024, which is expected to increase to about 23.56 tons in 2025 [7][18]. Group 2: Industry Chain - The upstream of the silver alloy target industry includes high-purity silver and alloy materials, involving silver mining and high-purity metal refining [9]. - The midstream consists of the manufacturing of silver alloy targets, which are widely used in high-end manufacturing sectors such as semiconductors, OLED displays, and energy industries [9][11]. Group 3: Production Process - The manufacturing process of silver alloy targets involves raw material purification, alloy melting, casting, forging, rolling, heat treatment, and machining, with impurity content and microstructure being critical factors affecting target quality [11][18]. Group 4: Competitive Landscape - The silver alloy target market is dominated by foreign companies, with Japan's Mitsubishi holding over 50% of the market share in 2024, followed by South Korea's LT at 34.95% and Germany's Materion at 6.8% [13][15]. - Domestic companies such as Fujian Astone and Shenzhen Top New Materials are in the early stages of research and development, focusing on alloying and preparation process control [15][18]. Group 5: Patent Technology - Various companies are developing innovative technologies for silver alloy targets, including methods to enhance mechanical properties and corrosion resistance through specific alloying elements [17]. Group 6: Industry Development Trends - The silver alloy target industry is characterized by high technical barriers and significant potential for domestic substitution, as China gradually advances in research and innovation in this field [18][20].

Group 1 - As of July 30, the stock price of Yuyuan New Materials closed at 19.05 yuan, down 4.27% from the previous trading day, with a trading volume of 624,500 hands and a transaction amount of 1.206 billion yuan [1] - Yuyuan New Materials is primarily engaged in the research, production, and sales of new materials such as rare earth materials, optoelectronic materials, and biomedical materials, which are widely used in electronic information, new energy, and energy-saving environmental protection sectors [1] - On July 29, the company announced a plan to issue 45.3759 million shares to its controlling shareholder, China Yuyuan, to raise no more than 320 million yuan for repaying special debts from national funding. Post-issuance, the company's asset-liability ratio is expected to decrease from 33.02% to 28.26% [1] Group 2 - The company's half-year performance forecast for 2025 indicates an expected net profit attributable to shareholders of 114 million to 139 million yuan, representing a year-on-year growth of 179% to 240% [1]

Group 1 - The company announced the approval of the transfer of lithium sulfide business-related assets by its subsidiary, Youyan Rare Earth, for no less than the assessed value of 109.5424 million yuan [2] - The subsidiary has received a "Qualification Confirmation Letter" and "Transaction Signing Notice" from the Beijing Property Exchange, confirming that Shanghai Xiba Technology Co., Ltd. meets the conditions for acquisition [2][3] - The transaction price will not be less than the assessed value, and the contract must be signed within five working days of receiving the notice [2] Group 2 - Shanghai Xiba Technology Co., Ltd. was established in July 1994 and successfully listed on the Shanghai Stock Exchange in June 2017 [3] - The company specializes in water treatment technology services and air duct cleaning services, providing professional solutions based on chemical water treatment technology [3]

Group 1 - The company plans to issue shares to specific investors, raising a total of no more than 319,900,007.18 yuan, which will be used to repay entrusted loans from China Research [2][3][48] - The issuance aims to convert state-owned capital funds into direct equity investment, thereby optimizing the company's capital structure and reducing financial costs [3][5][48] - The issuance will lower the company's debt-to-asset ratio from 33.02% to 28.26%, enhancing its financial stability [6][9][48] Group 2 - The company has established a modern corporate governance structure and internal control environment to ensure the proper use of raised funds [8][21] - The company will utilize the raised funds to repay entrusted loans, which will reduce interest expenses by approximately 6.5 million yuan annually, thereby increasing profitability [6][10][49] - The company has committed to enhancing its profit distribution policy and investor return mechanisms to mitigate the dilution of immediate returns from the share issuance [20][23][24] Group 3 - The issuance involves a related party transaction with the controlling shareholder, China Research, which will subscribe to the shares at an adjusted price of 7.05 yuan per share [28][31][45] - The company has received necessary approvals from its board and shareholders for the issuance, ensuring compliance with regulatory requirements [52][53] - The company aims to strengthen its capital base and improve its operational efficiency through this share issuance, ultimately maximizing shareholder value [48][49]

天眼查商业履历信息显示，有研新材料股份有限公司，成立于1999年，位于北京市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本84655.3332万人民币，实缴资本84655.3332 万人民币。公司法定代表人为艾磊。 通过天眼查大数据分析，有研新材料股份有限公司共对外投资了12家企业，参与招投标项目5次，专利 信息62条，此外企业还拥有行政许可8个。 来源：金融界 金融界消息 截至2025年7月29日收盘，有研新材（600206）报收于19.9元，上涨0.3%，换手率4.75%， 成交量40.23万手，成交金额7.97亿元。 资金流向方面，今日主力资金净流出3355.17万元，占比成交额4.21%。其中，超大单净流出2458.83万 元、占成交额3.08%，大单净流出896.34万元、占成交额1.12%，中单净流出流出106.08万元、占成交额 0.13%，小单净流入3461.26万元、占成交额4.34%。 有研新材最新一期业绩显示，截至2025一季报，公司营业总收入18.40亿元、同比减少18.67%，归属净 利润6738.47万元，同比增长14698.12%，扣非净利润6293.7 ...

Group 1 - The stock price of Youyan New Materials reached 19.90 yuan as of July 29, 2025, with a 0.30% increase from the previous trading day [1] - The trading volume on that day was 797 million yuan, with a turnover rate of 4.75%, and the total market capitalization stood at 16.846 billion yuan [1] - Youyan New Materials primarily engages in electronic new materials and rare earth metal smelting, with the electronic new materials business accounting for 74.79% of its operations in 2024 [1] Group 2 - In the first quarter of 2025, the company reported operating revenue of 1.84 billion yuan and a net profit attributable to shareholders of 67.38 million yuan [1] - On the evening of July 29, the company announced that its ninth board of directors' fifteenth meeting approved several proposals, including adjustments to the issuance price and quantity of A-shares to specific targets [1] - The adjusted issuance price for the new shares is set at 7.05 yuan per share, with the number of shares adjusted to 45.38 million [1] Group 3 - On that day, the net outflow of main funds was 33.55 million yuan, accounting for 0.2% of the circulating market value [1]

证券代码：600206 证券简称：有研新材 有研新材料股份有限公司 （修订稿） 二〇二五年七月 发行人声明 在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担个别 及连带的法律责任。 引致的投资风险由投资者自行负责。投资者如有任何疑问，应咨询自己的股票经 纪人、律师、专业会计师或其他专业顾问。 不实陈述。 确认或批准，本预案所述本次发行相关事项的生效和完成尚待上海证券交易所审 核通过并经中国证券监督管理委员会同意注册。 重大事项提示 本部分所述的词语或简称与本预案"释义"中所定义的词语或简称具有相 同的含义。 三次会议、2024 年年度股东大会、第九届董事会第十五次会议审议通过，根据 有关法律法规的规定，尚需上交所审核通过及中国证监会同意注册后方可实施。 行的全部股票。本次发行构成关联交易。公司将严格遵照法律法规以及公司内部 规定履行关联交易的审批及披露程序。 决议公告日。本次发行的发行价格为 7.16 元/股，不低于定价基准日前 20 个交易 日股票交易均价的 80%（定价基准日前 20 个交易日公司股票交易均价=定价基 准日前 20 个交易日股票交易总额/定价基准日前 20 个交易日股票交 ...

证券代码：600206 证券简称：有研新材 编号：2025-043 公司拟申请向特定对象发行股票，现将本发行募集资金投资项目可行性分析 说明如下： 一、本次募集资金使用计划 本次发行募集资金总额不超过319,900,007.18元（含本数），在扣除发行费用 后实际募集资金净额将全部用于偿还由于国有资本性质的拨款（以下简称"国拨 资金"）形成的有研新材对中国有研科技集团有限公司（以下简称"中国有研"） 委托贷款债务，具体情况如下： 单位：元 项目名称 拟投入募集资金金额 有研新材料股份有限公司 募集资金使用的可行性分析报告 （修订稿） 二〇二五年七月 本可行性分析报告中如无特别说明，相关用语具有与《有研新材料股份有限 公司2024年度向特定对象发行A股股票预案（修订稿）》中相同的含义。 偿还国拨资金专项债务 319,900,007.18 合计 319,900,007.18 二、本次发行募集资金投资项目涉及报批事项情况 本次发行募集资金拟全部用于偿还由于国有资本性质的拨款形成的委托贷 款，不涉及募投项目审批、核准或备案、环境影响评价等相关报批事项，亦不涉 及使用建设用地的情况。 三、本次募集资金使用的必要性分析 ...

证券代码：600206 证券简称：有研新材 编号：2025-041 有研新材料股份有限公司 关于 2024 年度向特定对象发行 A 股股票预案 修订稿披露的提示性公告 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。 有研新材料股份有限公司（以下简称"公司"）于2025年7月29日召开 了第九届董事会第十五次会议，审议通过了关于公司向特定对象发行A股股 票预案（修订稿）等相关议案。《有研新材料股份有限公司2024年度向特定 对象发行A股股票预案（修订稿）》（以下简称"本次预案"）已于2025年 者及时查阅。 本次预案披露事项不代表审批机关对于本次发行的实质性判断、确认或 批准。本次预案所述本次发行的生效和完成尚需上海证券交易所审核及中国 证监会同意注册后方可实施。敬请广大投资者注意投资风险。 特此公告。 有研新材料股份有限公司董事会 ...