Group 1 - The core point of the article is that Yuean New Materials (SH 688786) announced the completion of a share reduction plan by a major shareholder, Mr. Yuan Bao, who reduced his holdings by approximately 1.6388 million shares [2] - The company's revenue composition for the year 2024 is as follows: electronic components account for 40.83%, precision parts account for 36.61%, other businesses account for 18.29%, and additional business activities account for 4.26% [2]

本次减持计划实施前，江西悦安新材料股份有限公司（以下简称"公司"） 持股 5%以上股东、董事于缘宝先生持有公司股份 11,459,000 股，占减持计划披 露时公司总股本的 9.5624%。上述股份来源为公司首次公开发行前取得的股份、 通过集中竞价取得的股份及通过资本公积转增股本取得的股份，其中首次公开发 行前取得的股份已于 2022 年 8 月 26 日起上市流通。 ? 减持计划的实施结果情况 公司于 2025 年 4 月 25 日在上海证券交易所网站（www.sse.com.cn）披露了 《江西悦安新材料股份有限公司关于持股 5%以上股东、董事减持股份计划公告》 （公告编号：2025-023）。于缘宝先生因自身资金需求，计划自该公告披露之日 起 15 个交易日后的 3 个月内，拟通过集中竞价交易、大宗交易方式减持所持有 的公司股份合计不超过 2,300,000 股，占减持计划披露时公司总股本的比例不超 过 1.9193%，其中拟通过集中竞价方式减持股份合计数量不超过 1,150,000 股， 即不超过减持计划披露时公司总股本的 1%；拟通过大宗交易方式减持股份合计 数量不超过 1,150,000 股，即不 ...

5%以上股东、董事减持股份结果公告 本公司董事会、全体董事及相关股东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。 证券代码：688786 证券简称：悦安新材 公告编号：2025-035 江西悦安新材料股份有限公司关于持股 重要内容提示： 股东、董事持股的基本情况 本次减持计划实施前，江西悦安新材料股份有限公司（以下简称"公司"） 持股 5%以上股东、董事于缘宝先生持有公司股份 11,459,000 股，占减持计划披 露时公司总股本的 9.5624%。上述股份来源为公司首次公开发行前取得的股份、 通过集中竞价取得的股份及通过资本公积转增股本取得的股份，其中首次公开发 行前取得的股份已于 2022 年 8 月 26 日起上市流通。 减持计划的实施结果情况 公司于 2025 年 4 月 25 日在上海证券交易所网站（www.sse.com.cn）披露了 《江西悦安新材料股份有限公司关于持股 5%以上股东、董事减持股份计划公告》 （公告编号：2025-023）。于缘宝先生因自身资金需求，计划自该公告披露之日 起 15 个交易日后的 3 个月内，拟通 ...

Group 1 - The company, Yuean New Materials (688786.SH), confirmed that its atomized alloy powder and metal injection molding feedstock products can be used in the manufacturing of small metal components for AR glasses [2] - The AR glasses manufacturing field is currently in its early development stage, indicating potential growth opportunities [2]

Core Viewpoint - The company, Yuean New Materials (688786.SH), has indicated that its carbonyl iron powder is suitable for the automotive magnetorheological fluid intelligent suspension field, but as a secondary supplier, it does not currently possess the relevant technology for magnetorheological fluids [1] Group 1 - The company's carbonyl iron powder is applicable in the automotive sector, specifically in magnetorheological fluid intelligent suspension systems [1] - The market prospects and application expansion of this technology depend largely on the research and development progress of end customers [1]

Core Viewpoint - The company, Yuean New Materials (688786.SH), is actively engaged in research and development of soft magnetic powder products, which are currently applied in integrated inductors for high-frequency and high-current scenarios [1] Group 1: Research and Development - The company has collaborated with research institutions to explore relevant technologies [1] - The soft magnetic powder series products developed by the company are specifically designed for high-frequency and high-current applications [1] Group 2: Market and Technology Trends - The third-generation gallium nitride (GaN) semiconductors have specific requirements for inductors regarding high-frequency losses and electromagnetic interference [1] - The primary operational conditions for GaN semiconductors are high-frequency and low-current scenarios, which currently utilize ferrite materials, differing from the company's focus on metallic soft magnetic materials [1] - The company maintains regular academic exchanges with research institutions to stay updated on future technological developments and market directions [1]

Group 1 - The global magnetorheological fluid market is projected to grow from approximately $800 million in 2023 to over $20 billion by 2030, indicating a compound annual growth rate (CAGR) exceeding 150% [2] - Yuean New Materials (688786.SH) stated that their carbonyl iron powder is suitable for automotive magnetorheological fluid intelligent suspension systems, but as a secondary supplier, the company does not possess the relevant magnetorheological fluid technology [2] - The market prospects and application expansion of magnetorheological fluid technology primarily depend on the research and development progress of end customers [2]

Group 1 - The company, Yuean New Materials (688786.SH), confirmed that its metal injection molding feedstock can be used as raw material for manufacturing small precision components such as micro bearings and micro motors [2] - The revenue contribution from this application direction is currently relatively small [2]

Group 1 - The core viewpoint of the article is that the company's subsidiary, Ganzhou Yuelong New Materials Co., Ltd., does not supply products for aircraft engines, but has achieved preliminary trial production in the aerospace structural components field using titanium alloy 3D printing materials [1] - The current sales scale of the company's aerospace-related products accounts for a small proportion of the overall revenue [1]

Core Viewpoint - The recent trading activity of Yuean New Materials indicates significant investor interest, with notable fluctuations in stock price and trading volume, suggesting potential investment opportunities and market dynamics [2] Trading Activity - On August 11, Yuean New Materials recorded 2 block trades totaling 200,000 shares, with a transaction value of 5.006 million yuan, at a price of 25.03 yuan, reflecting a discount of 10.58% compared to the closing price [2] - Over the past three months, the stock has seen a total of 9 block trades, accumulating a transaction value of 22.499 million yuan [2] Stock Performance - The closing price of Yuean New Materials on the same day was 27.99 yuan, marking an increase of 2.87%, with a turnover rate of 2.62% and a total trading volume of 105 million yuan [2] - In the last five days, the stock has appreciated by 10.72%, with a net capital inflow of 11.0099 million yuan [2] Margin Trading - The latest margin financing balance for Yuean New Materials stands at 217 million yuan, having increased by 58.3266 million yuan over the past five days, representing a growth rate of 36.82% [2]