Group 1 - The stock of Jiu Ri New Materials increased by 5.21% on September 24, reaching a price of 27.25 yuan per share, with a trading volume of 147 million yuan and a turnover rate of 3.41%, resulting in a total market capitalization of 4.393 billion yuan [1] - Jiu Ri New Materials, established on October 30, 1998, and listed on November 5, 2019, is located in Tianjin and specializes in the research, production, and sales of photoinitiators [1] - The company's main business revenue composition includes photoinitiators at 79.50%, fine chemicals at 15.57%, monomers at 2.85%, and other categories [1] Group 2 - According to data, a fund under China Merchants Fund holds a significant position in Jiu Ri New Materials, with the "China Merchants Ruihong 6-Month Holding Period Mixed A" fund (012443) holding 57,800 shares, accounting for 0.57% of the fund's net value, making it the third-largest holding [2] - The "China Merchants Ruihong 6-Month Holding Period Mixed A" fund was established on December 21, 2021, with a current scale of 212 million yuan, and has achieved a year-to-date return of 4.03% [2] - The fund managers, Yu Yafang and Yang Yiyang, have varying tenures and performance records, with Yu Yafang having a tenure of 8 years and 167 days and Yang Yiyang having a tenure of 3 years and 37 days [2]

Group 1 - The core point of the news is that Jiu Ri New Materials experienced a 5% drop in stock price, reaching 25.06 yuan per share, with a total market capitalization of 4.04 billion yuan as of the report date [1] - The company, Tianjin Jiu Ri New Materials Co., Ltd., was established on October 30, 1998, and went public on November 5, 2019. Its main business involves the research, production, and sales of photoinitiators, which account for 79.50% of its revenue [1] - The revenue composition of the company includes fine chemicals at 15.57%, monomers at 2.85%, and other categories such as photoinitiators and photoresists, which contribute smaller percentages [1] Group 2 - From the perspective of the top ten circulating shareholders, E Fund's fund, E Fund Innovation Growth Mixed (009808), entered the top ten shareholders with 1.5199 million shares, representing 0.94% of the circulating shares [2] - The fund has a current scale of 2.268 billion yuan and has achieved a return of 88.17% this year, ranking 152 out of 8172 in its category [2] - The fund manager, Zhang Qi, has been in position for 3 years and 157 days, with the best fund return during his tenure being 43.37% [3]

格隆汇9月22日丨久日新材(688199.SH)公布，公司参与设立的天津市瑞武贰号股权投资基金合伙企业 （有限合伙）（以下简称合伙企业、瑞武贰号基金）因投资业务开展需要，拟扩大基金规模，在现有规 模上增加认缴出资额5,000.00万元，即瑞武贰号基金的认缴出资额拟由5,000.00万元增资至10,000.00万 元，各合伙人按照出资比例等比例增资。本次增资完成后，公司对瑞武贰号基金的认缴出资额将由 1,900.00万元增加至3,800.00万元，认缴出资比例不变，仍为38.00%。 ...

招商证券股份有限公司 关于天津久日新材料股份有限公司 变更部分募集资金投资项目的核查意见 招商证券股份有限公司（以下简称"招商证券"、"保荐机构"）作为天津 久日新材料股份有限公司（以下简称"久日新材"、"公司"）首次公开发行股 票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号 ——规范运作》等有关法律法规和规范性文件的相关规定，对久日新材变更部分 募集资金投资项目事项进行了核查，核查情况如下： 一、变更部分募集资金投资项目的概述 经中国证券监督管理委员会《关于同意天津久日新材料股份有限公司首次公 开发行股票注册的批复》（证监许可[2019]1887 号），同意公司首次公开发行股票 的注册申请，公司向社会公开发行人民币普通股 2,780.68 万股，每股面值人民币 1.00 元，每股发行价为人民币 66.68 元，共募集资金人民币 185,415.74 万元，扣 除发行费用 14,486.45 万元（不含税），实际募集资金净额为人民币 170,929.30 万 元。前述募集资金到位情况经大华会计师事务所（特殊普通 ...

天津久日新材料股份有限公司 关于参与设立的投资基金增资暨关联交易的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 交易简要内容：天津久日新材料股份有限公司（以下简称公司）参与设 立的天津市瑞武贰号股权投资基金合伙企业（有限合伙）（以下简称合伙企业、 瑞武贰号基金）因投资业务开展需要，拟扩大基金规模，在现有规模上增加认缴 出资额 5,000.00 万元，即瑞武贰号基金的认缴出资额拟由 5,000.00 万元增资至 10,000.00 万元，各合伙人按照出资比例等比例增资。本次增资完成后，公司对 瑞武贰号基金的认缴出资额将由 1,900.00 万元增加至 3,800.00 万元，认缴出资 比例不变，仍为 38.00%。 证券代码：688199 证券简称：久日新材 公告编号：2025-053 瑞武贰号基金因投资业务开展需要，拟扩大基金规模，在现有规模上增加认 缴出资额 5,000.00 万元，即瑞武贰号基金的认缴出资额拟由 5,000.00 万元增资 至 10,000.00 万元，各合伙人按照出资比例等比例 ...

证券代码：688199 证券简称：久日新材 公告编号：2025-052 天津久日新材料股份有限公司 变更部分募集资金投资项目公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次拟变更的新项目一名称：内蒙古久日新材料有限公司年产 1500 吨酰 基膦氧系列光引发剂项目（以下简称酰基膦氧系列光引发剂项目）；实施主体： 天津久日新材料股份有限公司（以下简称公司）全资子公司内蒙古久日新材料有 限公司（以下简称内蒙古久日）；拟投资总金额：4,000.00 万元。 本次拟变更的新项目二名称：内蒙古宏远天呈科技发展有限公司年产 350 吨羟基酮系列光引发剂项目（以下简称宏远天呈项目）；实施主体：公司控 股孙公司内蒙古宏远天呈科技发展有限公司（以下简称宏远天呈）；拟投资总金 额：1,000.00 万元。 拟变更募集资金投向的金额：4,800.00 万元，其中酰基膦氧系列光引发 剂项目拟使用募集资金投入 3,900.00 万元、宏远天呈项目拟使用募集资金投入 900.00 万元。 新项目预计正常投产并产生收益的时间：酰 ...

证券代码：688199 证券简称：久日新材 公告编号：2025-054 天津久日新材料股份有限公司 关于召开2025年第二次临时股东大会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 股东大会召开日期：2025年10月10日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、召开会议的基本情况 （一）股东大会类型和届次 2025年第二次临时股东大会 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通 过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （二）股东大会召集人：董事会 （三）投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相 结合的方式 （四）现场会议召开的日期、时间和地点 召开日期时间：2025 年 10 月 10 日 14 点 30 分 召开地点：天津市华苑新技术产业园区工华道 1 号智慧山 C 座贰门五层公司 会议室 （五）网络投票的系统、起止日期和投票时间 网络投票系统：上海证券 ...

证券代码：688199 证券简称：久日新材 公告编号：2025-051 天津久日新材料股份有限公司 第五届监事会第二十五次会议决议公告 经与会监事审议，公司监事会认为：公司本次变更部分募集资金投资项目系 公司根据实际经营管理情况做出的调整，符合公司战略发展方向，符合《上市公 司募集资金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号— —规范运作》等法律、法规、规范性文件以及《天津久日新材料股份有限公司募 集资金管理制度》的规定，不存在损害股东利益的情形。公司监事会同意此次变 更部分募集资金投资项目事宜。 表决结果：同意 3 票；反对 0 票；弃权 0 票 具 体 内 容 详 见 公 司 同 日 披 露 于 上 海 证 券 交 易 所 信 息 披 露 平 台 （www.sse.com.cn）的《天津久日新材料股份有限公司变更部分募集资金投资项 目公告》（公告编号：2025-052）。 1 （二）审议通过《关于参与设立的投资基金增资暨关联交易的议案》 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会 ...

Group 1 - The company, Jiu Ri New Materials, announced a change in the total amount of raised funds to be 48 million yuan, which accounts for 2.81% of the total fundraising amount after deducting issuance costs [1] - The funds will be allocated to two projects: the acyl phosphine oxide series photoinitiator project with a total investment of 40 million yuan, using 39 million yuan from the raised funds, and the Hongyuan Tiancheng project with a total investment of 10 million yuan, using 9 million yuan from the raised funds [1] - For the year 2024, the revenue composition of Jiu Ri New Materials is projected to be: 78.4% from photopolymer materials, 21.29% from fine chemicals, 0.18% from electronic chemicals, and 0.13% from other businesses [1] Group 2 - The current market capitalization of Jiu Ri New Materials is 4.3 billion yuan [2]

Core Viewpoint - The advancement of semiconductor localization has led to the emergence of several strong companies in the photoresist sector, providing high-quality products that empower the rapid development of the semiconductor industry [1] Company Summaries - **Jiu Ri New Materials (Stock Code: 688199)**: Jiu Ri New Materials has established a full industry chain layout, becoming the world's largest supplier of photoinitiators and a potential dark horse in the photoresist field. With over 20 years of experience in chemical synthesis and process optimization, the company has developed more than 30 semiconductor photoresist formulations, achieving bulk supply after successful testing by downstream customers. The order volume has reached a ton-level scale, with photoinitiators achieving large-scale sales across various sectors including display panels and semiconductor chip production [3] - **Rongda Photosensitive (Stock Code: 300576)**: Rongda Photosensitive focuses on the research, production, and sales of photoresist products, primarily G-line and I-line photoresists. The company plans to launch its semiconductor photoresist production line in 2025, targeting the packaging market [4] - **Tongcheng New Materials (Stock Code: 603650)**: Tongcheng New Materials operates as a platform enterprise for new materials, covering photoresists (semiconductor/display), specialty rubber additives, and biodegradable materials. Its subsidiary, Beijing Kehua, focuses on semiconductor photoresists, achieving a high domestic market share for KrF photoresists, while ArF photoresists have passed customer validation and are in continuous mass production. EUV packaging photoresists are currently in the research and development stage [5] - **Nanda Optoelectronics (Stock Code: 300346)**: Nanda Optoelectronics' main business includes advanced precursor materials, electronic special gases, photoresists, and supporting materials. Its semiconductor materials cover ArF photoresists and electronic special gases, applicable in the manufacturing of chips with a process node of 28nm and above [6] - **Shanghai Xinyang (Stock Code: 300236)**: Shanghai Xinyang is dedicated to providing integrated solutions for key process materials, supporting equipment, application processes, and on-site services for integrated circuits. Its product offerings include KrF photoresists, wafer-level packaging photoresists, electroplating solutions, and cleaning agents, serving the manufacturing of storage and logic chips [7]