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]

Group 1 - Key point 1: The article lists various executives from different companies, indicating a focus on leadership within the industry [2][3] - Key point 2: The companies mentioned span multiple sectors, including transportation, energy, and technology, highlighting a diverse range of industries [2][3] - Key point 3: The presence of executives from both state-owned and private enterprises suggests a mixed economic landscape in China [2][3] Group 2 - Key point 1: The mention of specific individuals such as Wang Jian from CRRC and Li Yan from Fuanna indicates their significance in their respective companies [2] - Key point 2: The inclusion of companies like BYD and Tianqi Lithium reflects the growing importance of electric vehicles and battery materials in the current market [2] - Key point 3: The diversity of sectors represented, from environmental technology to traditional manufacturing, points to a broad spectrum of investment opportunities [2][3]

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 （一）重新论证的原因 三、本次募集资金投资项目重新论证并暂缓实施的具体情况 | 化系列材料建设项目 | | | | | --- | --- | --- | --- | | （已终止） | | | | | 内蒙古久日新材料有限 | | | | | 公司年产 9,250 吨系列 | 54,941.65 | 52,326.19 | 95.24 | | 光引发剂及中间体项目 | | | | | 年产 24,000 吨光引发剂 | | | | | 项目（已终止） | 141.37（前期已投入） | 141.37（前期已投入） | - | | 大晶信息化学品（徐州） | | | | | 有限公司年产 600 吨微 | 6,700.00 | 6,472.05 | 96.60 | | 电子光刻胶专用光敏剂 | | | | | 项目 | | | | | 山东久日化学科技有限 | | | | | 公司 18,340 吨/年光固化 | 20,177.00 | 4,528.52 | 22.44 | | 材料及光刻胶中间体建 | | | | | 设项目 | | | | | 山东久日 ...

证券代码：688199 证券简称：久日新材 公告编号：2025-081 天津久日新材料股份有限公司 交易实施尚需履行的审批及其他相关程序：本次普兰纳米增资事项普兰 纳米需按规定程序在其所在地的市场监督管理部门办理相应变更登记手续。 相关风险提示：公司与普兰纳米其他股东尚未签署相关协议，最终的协 议内容以最终签署的内容为准，本事项实施过程尚存在一定的不确定性。 一、关联交易概述 关于延长参股公司回购承诺期限、放弃优先认购权 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：鉴于天津久日新材料股份有限公司（以下简称公司）参 股公司天津普兰纳米科技有限公司（以下简称普兰纳米）未能按协议约定于 2025 年 6 月 30 日之前申报 IPO，已触发回购承诺条款中约定的相关情形，故普兰纳 米股东有权行使回购权。考虑到普兰纳米正处于战略调整与业务转型关键期，亟 需稳定现金流支持核心业务发展，为支持其持续经营与长期发展，公司拟将原定 回购承诺期限延长 3 年半，即回购承诺期限由 2025 年 ...

证券代码：688199 证券简称：久日新材 公告编号：2025-080 天津久日新材料股份有限公司 关于部分募集资金投资项目重新论证并暂缓实施的公告 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。 天津久日新材料股份有限公司（以下简称公司）于 2025 年 12 月 20 日召开 董事会审计委员会 2025 年第十一次会议，并于 2025 年 12 月 26 日召开第五届董 事会第三十四次会议，分别审议通过《关于部分募集资金投资项目重新论证并暂 缓实施的议案》，经公司重新论证，决定暂缓实施"光固化技术研究中心改建项 目"。该事项无需提交公司股东会审议，公司保荐机构招商证券股份有限公司对 该事项出具了明确的核查意见。现将相关情况公告如下： 一、募集资金的基本情况 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 ...

裵埈範（BAE JUNBOM）先生与公司签有保密及竞业限制相关协议，不存在涉及职务成果、知识产权 等事项的纠纷或潜在纠纷，本次核心技术人员变动不会影响公司知识产权权属的完整性。 截至本公告披露日，裵埈範（BAE JUNBOM）先生正在办理相关工作交接，在此期间公司生产经营、 技术研发等工作均有序推进。本次核心技术人员变动不会对公司的核心竞争力和持续经营能力产生重大 影响。 格隆汇12月24日丨久日新材(688199.SH)公布，公司于2025年12月23日收到公司核心技术人员裵埈範 （BAE JUNBOM）先生递交的辞呈，裵埈範（BAE JUNBOM）先生因个人原因，申请于2025年12月31 日辞去公司半导体化学材料事业部光刻胶品管总监职务。辞去前述职务后，裵埈範（BAE JUNBOM） 先生不再担任公司及子公司任何职务，因此公司不再认定其为公司核心技术人员。 ...