Tianjin Jiuri New Materials (688199)

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116只个股连续5日或5日以上获融资净买入
Zheng Quan Shi Bao Wang· 2025-08-06 03:37
Core Insights - As of August 5, a total of 116 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest consecutive net inflow days are Huicheng Environmental Protection and Chengdi Xiangjiang, both achieving 17 consecutive trading days of net inflows [1] - Other notable stocks with significant consecutive net inflow days include Gaomei Co., Juhe Materials, China Baoan, Langkun Technology, Jichuan Pharmaceutical, Jiuri New Materials, Xinlicheng, Cangge Mining, Tianzhihang, and Jingcheng Co., with inflow days ranging from 9 to 15 [1]
107只个股连续5日或5日以上获融资净买入
Zheng Quan Shi Bao Wang· 2025-08-05 03:19
(文章来源:证券时报网) 据iFind统计,截至8月4日,沪深两市共有107只个股连续5日或5日以上获融资净买入。连续获融资净买 入天数最多的股票是城地香江、惠城环保,均已连续16个交易日获净买入;连续获融资净买入天数较多 的还有高测股份、聚和材料、聚辰股份、中国宝安、宏润建设、久日新材、新里程、济川药业、朗坤科 技等股,分别获14个、13个、12个、10个、9个、9个、9个、9个、9个交易日净买入。 ...
招商证券:固态电池胶框印刷工艺迭代 UV打印脱颖而出
智通财经网· 2025-07-31 03:21
Group 1 - The report from China Merchants Securities highlights the introduction of new isostatic equipment and UV printing technology in the solid-state battery manufacturing process to address core interface challenges [1] - UV printing technology is favored for its high precision and automation, making it suitable for the stringent production requirements of solid-state batteries, and is currently a primary choice for leading battery manufacturers [1][2] - The overall cycle time of the solid-state battery production line is currently a bottleneck, with precise control required over various parameters such as laser settings, dispensing speed, adhesive viscosity, and UV curing energy [2] Group 2 - The production of solid-state batteries imposes higher requirements on UV adhesives, particularly in terms of tensile strength, flexibility, and puncture resistance, due to their use in insulating the electrodes [3] - New formulations of solid-state battery UV adhesives are reported to have significant barriers to entry, as they must not react with sulfur-based electrolytes, indicating a specialized market for these materials [3] - Leading companies in the UV adhesive sector, such as Songjing Co., have made significant advancements in solid-state UV adhesive products and equipment [3]
光刻胶上市公司久日新材,全产业链布局半导体光刻胶领域发展
Sou Hu Cai Jing· 2025-07-31 01:45
在半导体产业链国产化替代加速的浪潮中,天津久日新材料股份有限公司(688199)正以全产业链布局 为核心竞争力,在光刻胶领域迅速崛起。作为全球光引发剂龙头企业,久日新材通过技术突破与产能扩 张,成为国产光刻胶领域的重要力量。 全产业链布局构建独家优势 随着4500吨光刻胶项目产能逐步释放,久日新材的市场渗透加速。2025年第二季度,久日新材光刻胶订 单量累计形成吨级规模,光敏剂已实现规模化销售,客户覆盖显示面板、半导体芯片、LED 及功率芯 片生产企业。业内人士指出,久日新材当前以i-线、g-线光刻胶(365nm以上工艺)切入市场,契合国 内成熟制程广泛应用的需求,随着技术进步,未来有望向高端ArF、KrF光刻胶领域渗透。 除此之外,久日新材作为全国最大光引发剂供应商,其在化学合成、工艺优化等领域积累的二十余年经 验,可直接赋能半导体材料生产。例如,通过酸-酸缩合一步连续法降低原材料消耗,采用氯代物工艺 减少废酸排放,这些技术优势已复制到光刻胶生产中,显著提升成本控制能力。 久日新材坚定以"光固化产业为核心、半导体产业为重点"的发展方向,未来将持续加大半导体化学材料 投入。除现有产品外,久日新材正在开发光致产 ...
久日新材(688199):公司深度:光引发剂领军企业,布局半导体材料第二成长曲线
NORTHEAST SECURITIES· 2025-07-30 09:15
Investment Rating - The report initiates coverage with a "Buy" rating for the company, which is the largest and most comprehensive manufacturer of photoinitiators in China, actively advancing its semiconductor materials layout to create a second growth curve [3]. Core Viewpoints - The company has a leading position in the photoinitiator industry, with a market share of approximately 30%. It has been focusing on the photopolymerization industry for over 20 years and is expanding into semiconductor chemical materials [19]. - The company's revenue and operating performance are closely tied to the cyclical nature of the photopolymer materials market, with expectations for recovery as the industry improves [23]. - The company has strong R&D capabilities and is actively developing a full industrial chain from raw materials to downstream photolithography products, enhancing its diversified growth strategy [4][22]. Financial Summary - Revenue is projected to grow from 1,235 million yuan in 2023 to 2,090 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 13.13% [2]. - The net profit attributable to the parent company is expected to turn from a loss of 96 million yuan in 2023 to a profit of 197 million yuan in 2027, indicating a significant recovery [2]. - Earnings per share (EPS) is forecasted to improve from -0.89 yuan in 2023 to 1.22 yuan in 2027, reflecting a positive trend in profitability [2]. Industry Overview - The photoinitiator market is expected to benefit from the growing demand for UV coatings and inks, driven by environmental policies and the increasing penetration of UV technology in various applications [5][64]. - The domestic UV coating production has grown from 68,200 tons in 2015 to 194,200 tons in 2023, with a CAGR of 14%, indicating substantial growth potential in the market [5]. - The company is well-positioned to capitalize on the recovery of the PCB industry, with the market value of domestic UV inks increasing from 3.291 billion yuan in 2018 to 5.537 billion yuan in 2023, achieving a CAGR of 11% [5]. R&D and Product Development - The company has developed over ten types of photoinitiators, including 184, TPO, and 1173, and has a production capacity of 22,850 tons, making it the largest manufacturer in the country [6][21]. - The company is also advancing its semiconductor materials layout, with projects in photolithography and core raw materials expected to enter trial production in 2024 [22]. Management and Governance - The company has a stable ownership structure, with significant shareholding by executives, reflecting confidence in long-term development [47].
久日新材(688199.SH)光刻胶突破吨级订单,潜力黑马未来增长势不可挡
Xin Lang Cai Jing· 2025-07-28 01:51
Core Viewpoint - The acceleration of domestic substitution in the semiconductor industry has heightened investor interest in photoresist companies, particularly Jiuyue New Materials, which is experiencing growth in its photoresist and photosensitive agent orders [1][5]. Group 1: Company Progress and Strategy - Jiuyue New Materials has entered the photoresist market through strategic acquisitions and has developed over 30 semiconductor photoresist formulations, with some products already passing customer tests and achieving mass supply [2][3]. - The company’s 4500-ton photoresist project is set to begin trial production on November 19, 2024, marking a significant milestone in its industrialization efforts [1][3]. - The company has established a joint research institute with Nankai University, enhancing its R&D capabilities and fostering collaboration between academic research and industrial application [1][2]. Group 2: Competitive Advantages - Jiuyue New Materials has a comprehensive industry chain layout, controlling the production processes of key raw materials such as diazo naphthoquinone photosensitive agents, which allows for a stable supply chain and reduced production costs [2][4]. - The company’s experience in chemical synthesis and production over the past two decades provides it with a competitive edge in product variety, R&D capabilities, and brand influence [4]. - The synergy from its integrated operations enables cost control and efficiency, which can be replicated across its semiconductor chemical material production [4]. Group 3: Market Outlook - The domestic demand for semiconductor photoresists is expected to grow, particularly in the mid-end market, as technology advances and the domestic substitution process accelerates [3][5]. - The annual demand for diazo naphthoquinone photosensitive agents in China is approximately 800 tons, indicating a significant market opportunity for Jiuyue New Materials [3].
化工专题:反内卷,机会何在?
Changjiang Securities· 2025-07-21 23:30
Investment Rating - The report maintains a "Positive" investment rating for the chemical industry [11] Core Insights - The report emphasizes the importance of addressing "involution" in the chemical industry, with multiple government meetings in 2024 highlighting the need to combat "malicious competition" and promote product quality [6][16] - The focus is on identifying potential investment opportunities within the chemical sector that can benefit from the government's "anti-involution" policies [17] Summary by Sections Why Focus on Chemical Industry Investment Opportunities? - The report outlines the government's commitment to addressing "involution" through various meetings and policy announcements, including the emphasis on supply-side structural reforms and the need for industry self-discipline [6][16] - The report suggests that the chemical industry can find opportunities under the current "anti-involution" policies, particularly through the identification of sectors with stable supply-demand dynamics [17] Which Sub-industries May Benefit from Anti-involution? - The report identifies several sub-industries likely to benefit from the anti-involution policies, including: 1. Comprehensive Chain: Chromium salts, caustic soda, industrial silicon, organic silicon 2. Agricultural Chain: Glyphosate, urea, methanol, sucralose/aspartame, MSG, lysine 3. Real Estate Chain: PVC, soda ash, titanium dioxide, MDI/TDI 4. Electronics Chain: Photoinitiators, refrigerants R134a/R32 5. Textile Chain: Dyes, viscose staple fiber, spandex, viscose filament, polyester filament 6. Automotive Chain: Polyester industrial yarn [7][8][20] Investment Recommendations - The report recommends focusing on sub-industries that meet specific criteria such as slowing capacity growth, high operating rates, high concentration, minimal cost differences among leading companies, and products at the bottom of the price cycle [8][9] - Key sub-industries to watch include organic silicon, polyester filament, photoinitiators, glyphosate, industrial silicon, and MSG/amino acids, with specific companies highlighted for potential investment [9][29]
久日新材: 天津久日新材料股份有限公司估值提升计划
Zheng Quan Zhi Xing· 2025-07-21 16:21
Group 1 - The core point of the valuation enhancement plan is triggered by the company's stock price being below the audited net asset value per share for 12 consecutive months, necessitating the formulation of a valuation enhancement plan as per regulatory guidelines [1][2][3] - The valuation enhancement plan aims to strengthen core business advantages, improve governance, pursue mergers and acquisitions, enhance investor returns, strengthen investor relations management, and improve information disclosure quality [1][5][6] Group 2 - The company will focus on its core industry of light curing and semiconductor materials, optimizing product processes and developing new products to enhance production efficiency and reduce costs [5][6] - The company plans to conduct strategic mergers and acquisitions to integrate the industry chain and improve market share [6] - The company emphasizes the importance of investor returns, aiming to provide sustainable dividends and excellent performance to investors [6][7] Group 3 - The company will enhance communication with investors through various channels, including annual performance briefings and timely responses to inquiries, to build a transparent and efficient communication mechanism [6][7] - The company will improve the quality of information disclosure by training personnel and ensuring compliance with disclosure obligations, while also enhancing the depth of social responsibility reports [7][8] - The board believes that the valuation enhancement plan is reasonable and feasible, considering the company's financial status, development stage, strategic layout, investment needs, and market environment [8]
久日新材(688199) - 天津久日新材料股份有限公司估值提升计划
2025-07-21 11:30
估值提升计划的触发情形及审议程序:自 2024 年 4 月 1 日至 2025 年 3 月 31 日,天津久日新材料股份有限公司(以下简称公司)股票已连续 12 个月每个交 易日收盘价均低于最近一个会计年度经审计的每股归属于公司普通股股东的净资 产,根据《上市公司监管指引第 10 号——市值管理》有关规定,属于应当制定估 值提升计划的情形。本次估值提升计划已经公司第五届董事会第二十六次会议审议 通过。 证券代码:688199 证券简称:久日新材 公告编号:2025-041 天津久日新材料股份有限公司 估值提升计划 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: 估值提升计划概述:公司本次估值提升计划将围绕强化主业优势、持续完 善治理体系、适时开展并购重组、提升投资者回报、加强投关管理、提高信息披露 质量等方面提升公司投资价值,推动公司投资价值合理反映公司质量,增强投资者 信心,维护全体股东利益,持续推动公司高质量发展。 相关风险提示: 1.本估值提升计划仅为公司行动计划,不代表公司对业绩、股价、重大事件等 ...
久日新材(688199) - 天津久日新材料股份有限公司关于全资子公司收购内蒙古宏远天呈科技发展有限公司部分股权的公告
2025-07-21 11:30
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)为加强 对上游原材料的把控,根据战略规划和经营发展的需要,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)拟与贾真琦和内蒙古宏远天呈科技 发展有限公司(以下简称宏远天呈)签署《内蒙古久日新材料有限公司与贾真琦 关于内蒙古宏远天呈科技发展有限公司之股权转让协议》,经交易各方友好协商 一致确定,内蒙古久日拟以 239.25 万元人民币的价格收购宏远天呈原股东贾真 琦持有的宏远天呈 2.175%的股权(对应 81.20 万元注册资本),资金来源为自有 资金。本次交易完成后,内蒙古久日对宏远天呈的持股比例将由 48.00%增加至 50.175%,宏远天呈将成为公司全资子公司内蒙古久日的控股子公司,纳入公司 合并报表范围内。本次交易的完成将加强公司对上游原材料的把控,有效降低公 司的原材料采购成本,加强公司在产业布局上的协同,为公司主要光引发剂产品 的生产提供有力保障,将对公司的业务产生积极影响,在短期内对公司业绩的影 响预计有限。 本次交易不构成关联交易。 证券代码:688199 证券简称:久日新材 公告编号:2025-040 天津久日新材料股份有 ...