据不完全统计，A股市场参与光引发剂生产的上市公司主要有7家，其中久日新材、强力新材、扬帆新 材为国内龙头，此外，新瀚新材、飞凯材料、康达新材、湖北宜化也有相关产品。从光引发剂国内产能 来看，2024年，久日新材产能约为2.3万吨、强力新材约为1.7万吨、沃凯珑约为1.3万吨、IGM约为1.2万 吨、扬帆新材约为0.8万吨、固润科技约为0.5万吨。 据数据宝，今年以来，光引发剂价格持续走高。据百川盈孚数据，8月11日，光引发剂（TPO）价格再 度上调，最新报价至95元/公斤，价格上调5.56%。8月以来，光引发剂累计涨幅近15%，今年以来累计 上涨26.67%。 根据中国感光学会辐射固化专业委员会数据，2024年我国光引发剂产量为5.9万吨，同比增长5.4%。根 据上市公司2024年年报数据，2024年久日新材、强力新材、扬帆新材光引发剂产量分别为1.99万吨、 0.73万吨、0.40万吨，占行业总产量的52.73%。 ...

Core Viewpoint - The price of photoinitiators has been rising significantly throughout the year, with a recent increase of 5.56% to 95 yuan per kilogram, leading to a cumulative increase of 26.67% year-to-date [1]. Industry Summary - The photoinitiator market is experiencing a price surge, with an increase of nearly 15% in August alone [1]. - Photoinitiators are essential raw materials for the production of photoresists, indicating a broad space for domestic substitution in this sector [1]. Company Summary - Seven listed companies in the A-share market are involved in the production of photoinitiators, with Jiu Ri New Materials, Qiang Li New Materials, and Yang Fan New Materials being the domestic leaders [1]. - Financial performance of key companies includes: - Hubei Zhihua: Total market value of 14.76 billion yuan, quarterly net profit of 34.01 million yuan, down 75.14% year-on-year [2]. - Feikai Materials: Total market value of 11.76 billion yuan, quarterly net profit of 119.74 million yuan, up 100.10% year-on-year [2]. - Xinchao New Materials: Total market value of 8.7 billion yuan, quarterly net profit of 16.19 million yuan, up 47.85% year-on-year [2]. - Qiang Li New Materials: Total market value of 7.67 billion yuan, quarterly net profit of -5.62 million yuan, reporting a first loss [2]. - Kangda New Materials: Total market value of 4.26 billion yuan, quarterly net profit of 6.37 million yuan, turning profitable [2]. - Jiu Ri New Materials: Total market value of 4.12 billion yuan, quarterly net profit of -10.52 million yuan, down 139.75% year-on-year [2]. - Yang Fan New Materials: Total market value of 2.86 billion yuan, quarterly net profit of 10.05 million yuan, turning profitable [2].

久日新材最新一期业绩显示，截至2025一季报，公司营业总收入3.56亿元、同比减少0.15%，归属净利 润1052.43万元，同比减少139.75%，扣非净利润1100.46万元，同比减少23.27%，流动比率1.562、速动 比率1.231、资产负债率32.52%。 天眼查商业履历信息显示，天津久日新材料股份有限公司，成立于1998年，位于天津市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本16122.7251万人民币，实缴资本5000万人民币。 公司法定代表人为赵国锋。 来源：金融界 金融界消息 截至2025年8月11日收盘，久日新材（688199）报收于25.56元，上涨7.35%，换手率 7.85%，成交量12.66万手，成交金额3.20亿元。 资金流向方面，今日主力资金净流出1090.93万元，占比成交额3.41%。其中，超大单净流出124.31万 元、占成交额0.39%，大单净流出966.62万元、占成交额3.02%，中单净流出流出1476.29万元、占成交 额4.61%，小单净流入2567.22万元、占成交额8.02%。 通过天眼查大数据分析，天津久日新材料股份有限公司共对外投 ...

Core Insights - As of August 6, a total of 117 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest streak of net financing inflows are Chengdi Xiangjiang and Huicheng Environmental Protection, both achieving 18 consecutive trading days of net inflows [1] - Other notable stocks with significant net financing inflows include Juhe Materials (15 days), China Baoan (12 days), Jiuri New Materials, New Mileage, Jichuan Pharmaceutical, Cangge Mining, Tianzhihang, and Zhejiang Jiaoke, each with 10 to 11 consecutive trading days of net inflows [1]

久日新材（688199.SH）8月6日在投资者互动平台表示，公司未参与该项研究工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司是否参与清华大学极紫外（EUV）光刻材料的 研究工作？ ...

Core Viewpoint - JiuRi New Materials has developed photoresist products that can be utilized in CoWoP packaging technology, while products for CoWoS packaging technology are currently undergoing client testing [1] Group 1 - The company has photoresist products applicable to CoWoP packaging technology [1] - Products for CoWoS packaging technology are still in the client testing phase [1]

Group 1 - The company has photolithography products that can be used in CoWoP packaging technology [1] - Products applicable for CoWoS packaging technology are currently undergoing client testing [1]

Group 1 - The core point of the article is that Jiuri New Materials (688199.SH) has announced that its affiliated company, Tianjin Plana Nano Technology Co., Ltd., is conducting research and development related to solid-state batteries [1] Group 2 - The company is actively involved in the emerging field of solid-state battery technology, which is significant for advancements in energy storage solutions [1]

Group 1 - The company Jiuri New Materials (688199.SH) has indicated that its photoinitiator products are utilized by downstream customers, including manufacturers of photopolymer coatings and adhesives [1] - The company's products can also be partially used in the production of humanoid robots, and it will carefully evaluate the materials involved in humanoid robot manufacturing [1]

Group 1 - The company Jiuri New Materials (688199.SH) has photolithography products that can be used in CoWoP packaging technology [1] - Products suitable for CoWoS packaging technology are currently undergoing client testing [1]