天津久日新材料股份有限公司（以下简称公司）在控股孙公司内蒙古宏远天 呈科技发展有限公司投资建设的"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）试生产方案业经专家组评 审通过，于 2026 年 1 月 13 日起进入试生产阶段。 羟基酮系列产品凭借高性能、低黄变和低气味等优势占据 UV 涂料/油墨、3D 打印等主流市场，且该项目采用先进的生产工艺和设备，能够确保产品质量稳定， 满足市场需求，进一步提升公司的盈利能力和综合竞争力。 宏远天呈项目由试生产阶段到产能的释放需要一个过程和时间，即使全面达 产，亦有可能面临市场需求环境变化、竞争加剧等因素的影响，导致项目收益不 及预期的风险。公司将积极推动相关工作，确保产品尽快进行规模化生产。敬请 广大投资者注意投资风险。 特此公告。 证券代码：688199 证券简称：久日新材 公告编号：2026-001 天津久日新材料股份有限公司 关于募投项目"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"投产的公告 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 ...

久日新材公告，控股孙公司内蒙古宏远天呈科技发展有限公司投资建设的"年产350吨羟基酮系列 光引 发剂项目"已通过专家组评审，于2026年1月13日进入试生产阶段。羟基酮系列产品在UV 涂料/油墨、 3D打印等领域具有竞争优势，项目采用先进工艺设备，有助于提升公司盈利能力和综合竞争力。 ...

Core Viewpoint - The domestic commodity futures market experienced significant volatility on January 8, with polysilicon futures hitting the limit down, and precious and non-ferrous metals markets plummeting. The sharp decline in polysilicon prices is attributed to regulatory concerns regarding monopolistic risks in the photovoltaic industry [1][4]. Market Performance - Polysilicon main futures dropped by 9%, closing at the limit down, while other related commodities such as aluminum, nickel, and silver also saw declines of over 5% to 8% [1]. - The price of polysilicon put options surged dramatically, with the polysilicon 2602 put option increasing by 110,100% to close at 1,102, with a transaction volume of 14.05 million yuan [1][2]. Regulatory Impact - A leaked meeting summary indicated that the State Administration for Market Regulation had discussions with major players in the photovoltaic sector regarding monopolistic risks and required corrective actions [3][4]. - Industry insiders confirmed the authenticity of the leaked document and indicated that the recent price drop in polysilicon futures was likely influenced by these regulatory discussions [4]. Industry Developments - A polysilicon capacity acquisition platform has been officially established, aimed at addressing the "involution" issue within the photovoltaic industry. This platform is expected to operate under a dual model of "debt acquisition and flexible capacity storage" [5][6]. - The platform is anticipated to help alleviate potential debts amounting to hundreds of billions, restore reasonable pricing, and enhance the overall competitiveness of the industry [6]. Future Outlook - The basic supply-demand dynamics for polysilicon remain weak, with a current production of 24,000 tons and an estimated demand of 85,000 tons for January, indicating an oversupply situation [7]. - If the underlying support logic for the industry is disrupted, inventory pressures may become more pronounced, leading to further downward pressure on polysilicon prices in the short term [7].

Group 1 - The chemical products sector increased by 0.17% on January 7, with Gao Meng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Gao Meng New Materials saw a significant rise of 20.03%, closing at 14.56, with a trading volume of 1.32 million shares [1] Group 2 - The chemical products sector experienced a net outflow of 1.066 billion yuan from institutional investors, while retail investors saw a net inflow of 1.339 billion yuan [2] - The top gainers in the sector included Chenghe Technology, which rose by 12.86% to 51.96, and Changqing Technology, which increased by 9.98% to 18.74 [1][2] - Conversely, Baolong Chuangyuan and Cangzhou Dahua were among the top losers, declining by 7.42% and 5.29% respectively [2] Group 3 - The main net inflow for Gao Meng New Materials was 365 million yuan, representing 19.64% of its trading volume, while it faced a net outflow of 244 million yuan from speculative funds [3] - Other notable stocks included Chi Bo Te, which had a main net inflow of 60.47 million yuan, and Xianfeng New Materials with a net inflow of 45.96 million yuan [3] - The overall trend indicated a mixed performance in the sector, with significant retail participation despite institutional outflows [2][3]

Core Viewpoint - The lithography machine concept sector has shown a significant increase, with a rise of 3.30%, ranking third among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Market Performance - The lithography machine concept saw 42 stocks increase, with notable gains from Zhongci Electronics (涨停), Pioneering Precision (up 13.83%), Kema Technology (up 9.55%), and Jiuri New Materials (up 9.09%) [1]. - Conversely, stocks such as Nanjing Chemical Fiber, Woge Optoelectronics, and Meike Technology experienced declines of 2.93%, 1.86%, and 1.62% respectively [1]. Group 2: Capital Flow - The lithography machine concept sector attracted a net inflow of 1.799 billion yuan, with 36 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2]. - Kema Technology led the net inflow with 255.5 million yuan, followed by Zhongci Electronics (163.3 million yuan), Su Da Weige (138 million yuan), and Fuchuang Precision (137 million yuan) [2]. Group 3: Stock Performance Metrics - Zhongci Electronics, Yongxin Optics, and Blue Ying Equipment had the highest net inflow ratios at 17.65%, 10.63%, and 9.97% respectively [3]. - The top stocks in the lithography machine concept based on daily performance included Kema Technology (up 9.55%), Zhongci Electronics (up 10.00%), and Pioneering Precision (up 13.83%) [3][4].

Group 1 - UV coatings lead the downstream application of photoinitiators in China, with UV inks following closely behind, driving continuous market demand [1][15] - The photoinitiator market is characterized by high technical barriers and concentration, with leading companies like Jiu Ri New Materials dominating the market [1][27] Group 2 - The UV coatings industry in China has shown steady growth, with market value increasing from 4.785 billion yuan in 2019 to 6.238 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of approximately 5.45% [3][17] - UV inks, recognized for their environmental advantages, have expanded rapidly, with market value rising from 3.675 billion yuan in 2019 to 6.157 billion yuan in 2024, achieving a CAGR of 10.87% [4][19] Group 3 - China's photoinitiator production has increased from 38,400 tons in 2019 to 59,000 tons in 2024, with market value growing from 3.693 billion yuan to 5.15 billion yuan [8][22] - The demand for photoinitiators is projected to reach 38,000 tons in 2024, representing a year-on-year growth of 8.57% [22] Group 4 - Since 2025, the price of photoinitiators has begun to rise due to supply-demand imbalances, with prices reaching 95 yuan per kilogram by August 2025, marking a cumulative increase of over 26% for the year [12][26] - The market is experiencing tightening supply due to production halts from manufacturers facing safety and environmental issues, while demand is bolstered by the recovery of the PCB industry and the acceleration of domestic photomask production [12][26] Group 5 - Jiu Ri New Materials is the largest producer of photoinitiators in China, with a production volume of 19,900 tons in 2024, capturing a market share of 33.73% [13][27] - The company achieved record sales of 23,100 tons, with a revenue of 1.093 billion yuan, reflecting a year-on-year growth of 15.19% [27]

Group 1 - The core viewpoint of the news is that Jiu Ri New Materials Co., Ltd. has seen a stock price increase of 5.22%, reaching 24.80 yuan per share, with a total market capitalization of 3.998 billion yuan as of January 5 [1] - The company specializes in the research, production, and sales of photoinitiators, which account for 79.50% of its main business revenue, followed by fine chemicals at 15.57%, and other products [1] - The company is located in Tianjin and was established on October 30, 1998, with its stock listed on November 5, 2019 [1] Group 2 - Guotai Fund's Guotai Eagle Growth Flexible Allocation Mixed Fund (020001) has entered the top ten circulating shareholders of Jiu Ri New Materials, holding 1.2183 million shares, which is 0.76% of the circulating shares [2] - The fund has achieved a year-to-date return of 48.11%, ranking 1298 out of 8155 in its category [2] - The fund manager, Xu Zhibiao, has been in charge for over 10 years, with the fund's best return during his tenure being 166.96% [3]

（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：常州久日目前管理层准备上马什么新项目？常州久日 停工至今已经超过两年了吧？一直不更新进展，准备长期闲置吗？ 久日新材（688199.SH）12月29日在投资者互动平台表示，常州久日现为公司华东区域的仓储物流基 地。 ...

Core Viewpoint - The company acknowledges the differing financial performances of its production bases in Shandong and Hunan, attributing the variations to product types, initial investments, and sales conditions [1] Group 1: Company Performance - Shandong Jiuri primarily produces UV special monomers, while Hunan Jiuri focuses on photoinitiators, leading to different revenue and cost structures [1] - The company plans to unify the planning and organization of production across its bases, aiming to enhance product series and increase sales efforts to boost profit growth [1] Group 2: Project Updates - The Inner Mongolia Jiuri project, which has an annual production capacity of 9,250 tons of photoinitiators and intermediates, began gradual operations on March 15, 2022 [1] - The electrolyte additive project is currently in the trial production phase [1]

Core Viewpoint - The company addresses investor concerns regarding the financial performance differences between its production bases in Shandong and Hunan, highlighting the impact of product types, initial investments, and sales conditions on revenue and costs [1] Group 1: Production Bases - Shandong Jiuri primarily produces UV special monomers, while Hunan Jiuri focuses on photoinitiators, leading to varying financial outcomes [1] - The company plans to unify planning and production across its bases to enhance efficiency and profitability [1] Group 2: Future Plans - The company aims to improve its production bases and product range while increasing sales efforts to boost profit growth [1] - The Inner Mongolia Jiuri project, which has an annual production capacity of 9,250 tons of photoinitiators and intermediates, began gradual operations on March 15, 2022, with the electrolyte additive project currently in trial production [1]