登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇9月9日丨久日新材(688199.SH)在投资者互动平台表示，公司的光引发剂产品可用于固态电池UV 胶中。未来公司如有对普兰纳米提高参股比例的计划且达到信息披露标准，公司将按照相关规定及时履 行信息披露义务。 ...

格隆汇9月9日丨久日新材(688199.SH)在投资者互动平台表示，公司的光引发剂产品可用于固态电池UV 胶中。未来公司如有对普兰纳米提高参股比例的计划且达到信息披露标准，公司将按照相关规定及时履 行信息披露义务。 ...

格隆汇9月9日丨久日新材(688199.SH)在投资者互动平台表示，公司的光刻胶产品及其核心原材料光敏 剂产品可应用在碳化硅产业链上，目前公司有产品在碳化硅产业链相关企业验证中。 ...

Core Viewpoint - The company has completed acquisitions of key raw material suppliers to ensure a stable supply of photoinitiators and plans to adjust product prices in response to rising costs [1] Group 1 - The company has acquired raw material suppliers Hongrun Chemical, Huaihua Taitong, and Hongyuan Tiancheng to secure long-term supply [1] - The company is controlling production costs by producing related intermediate products in-house [1] - The price of xylene has recently increased, prompting the company to consider price adjustments for its photoinitiator products TPO and 819 within a reasonable range [1]

证券代码：688199 证券简称：久日新材公告编号：2025-048 天津久日新材料股份有限公司 关于参加2025年天津辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，天津久日新材料股份有限公司（以下简称公司）将参加由天津证监 局指导、天津上市公司协会及深圳市全景网络有限公司联合举办的"2025年天津辖区上市公司投资者网 上集体接待日活动"，现将有关事项公告如下： 出席本次活动的有公司董事长赵国锋先生，副总裁、董事会秘书郝蕾先生，财务总监马秀玲女士，证券 事务代表罗骁先生，届时公司相关人员将在线就公司2025年半年度业绩、公司治理、发展战略、经营状 况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 天津久日新材料股份有限公司董事会 2025年9月3日 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（http://rs.p5w.net）；或关注微信 公众号（名称：全景财经）；或下载全景路演APP，参 ...

（文章来源：证券日报） 证券日报网讯 9月2日晚间，久日新材发布公告称，公司将参加"2025年天津辖区上市公司投资者网上集 体接待日活动"。活动时间为2025年9月11日。 ...

关于参加 2025 年天津辖区上市公司投资者 网上集体接待日活动的公告 证券代码：688199 证券简称：久日新材 公告编号：2025-048 天津久日新材料股份有限公司 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路 演 APP，参与本次互动交流。活动时间为 2025 年 9 月 11 日（周四）15:00-17:00。 出席本次活动的有公司董事长赵国锋先生，副总裁、董事会秘书郝蕾先生， 财务总监马秀玲女士，证券事务代表罗骁先生，届时公司相关人员将在线就公司 2025 年半年度业绩、公司治理、发展战略、经营状况等投资者关心的问题，与 投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 天津久日新材料股份有限公司董事会 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。 为进一步加强与投资者的互动交流，天津久日新材料股份有限公司（以下简 称公司）将参加由天津证监局指导、天津上市公司协会及深圳市全景网络有限公 司联合 ...

Group 1 - The stock of Jiuri New Materials (688199.SH) closed at 27.23 yuan, with a decline of 6.59%, resulting in a total market capitalization of 4.39 billion yuan [1] - Jiuri New Materials was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on November 5, 2019, with an issuance of 27.81 million shares, accounting for 25% of the total share capital post-issuance, at an initial price of 66.68 yuan per share [1] - The company raised a total of 1.85 billion yuan from the issuance, with a net amount of 1.71 billion yuan, exceeding the original plan by 113.87 million yuan [1] Group 2 - The total issuance costs for Jiuri New Materials amounted to 144.86 million yuan, with underwriting and sponsorship fees totaling 127.57 million yuan [2] - According to the 2023 annual equity distribution announcement, the company will distribute profits by increasing capital reserves, with a distribution of 4.9 shares for every 10 shares held, without cash dividends or bonus shares [2] - The record date for the equity distribution is June 18, 2024, and the ex-rights (ex-dividend) date is June 19, 2024 [2]

Company Overview - Jiu Ri New Materials Co., Ltd. is located in Tianjin and was established on October 30, 1998, with its listing date on November 5, 2019 [1] - The company specializes in the research, production, and sales of photoinitiators, with its main business revenue composition being: photoinitiators 79.50%, fine chemicals 15.57%, monomers 2.85%, others 1.13%, photosensitizers 0.70%, other (supplement) 0.17%, and photoresists 0.09% [1] Stock Performance - On September 2, Jiu Ri New Materials' stock fell by 5.04%, closing at 27.68 yuan per share, with a trading volume of 129 million yuan and a turnover rate of 2.85%, resulting in a total market capitalization of 4.463 billion yuan [1] Shareholder Information - E Fund's Innovation Growth Mixed Fund (009808) entered the top ten circulating shareholders of Jiu Ri New Materials, holding 1.5199 million shares, which accounts for 0.94% of the circulating shares [2] - The fund has a current scale of 2.268 billion yuan and has achieved a year-to-date return of 72.94%, ranking 242 out of 8184 in its category [2] Fund Management - The fund manager of E Fund's Innovation Growth Mixed Fund is Zhang Qi, who has been in the position for 3 years and 136 days, with the fund's total asset size at 3.741 billion yuan [3] - During Zhang Qi's tenure, the best fund return was 35.65%, while the worst was 8.92% [3]

Core Insights - The photoinitiator industry is characterized by dual features of "technology iteration driving demand upgrade and supply contraction reshaping market structure" [1] - The global manufacturing industry's shift towards precision and intelligence is increasing the penetration of photopolymerization technology, with China expected to see its production rise from 50,500 tons in 2022 to 59,000 tons in 2024 [1][11] - The market is projected to exceed 9 billion yuan by 2030, with a compound annual growth rate of 9.3% from 2024 to 2030 [1][12] Industry Overview - Photoinitiators are key compounds that absorb energy under specific wavelengths of light to initiate chemical reactions, transforming liquid resins into solid polymer networks [2][3] - The industry is experiencing significant growth due to innovations such as the widespread adoption of UV LED light sources and breakthroughs in water-based systems [1][9] Supply and Demand Dynamics - The supply side is facing a contraction of 12%-18% due to environmental regulations and safety incidents leading to the shutdown of companies like Ningxia Wokailong and Yangfan New Materials [1][11] - The demand side is driven by the transition of global manufacturing towards precision and intelligence, with demand expected to reach approximately 45,000 tons by 2025 [1][11] Competitive Landscape - The market is dominated by leading companies such as Jiu Ri New Materials and Qiangli New Materials, which hold a combined market share of 52.7% in the mid-to-low-end market [1][12] - Foreign companies like IGM dominate over 30% of the profit space through high-end products, creating a "low-end internal competition, high-end monopoly" scenario [1][12] Future Trends - The industry is expected to evolve along three main paths: technological advancement (visible light response and bio-based materials), market globalization (accelerated domestic substitution and deepening Southeast Asia layout), and ecological industrialization (low-carbon process transformation and regional standard co-construction) [1][15] - Innovations in photoinitiators are anticipated to enhance curing efficiency by 30% and reduce energy consumption by 40% [1][15]