Core Insights - On November 11, Yuedan New Materials experienced a stock price increase of 0.32%, with a trading volume of 34.08 million yuan [1] - The company reported a financing buy-in of 4.24 million yuan and a financing repayment of 7.83 million yuan, resulting in a net financing outflow of 3.60 million yuan on the same day [1] - As of November 11, the total margin balance for Yuedan New Materials was 193 million yuan, representing 4.81% of its circulating market value, which is above the 90th percentile of the past year [1] Financing Overview - On November 11, Yuedan New Materials had a financing buy-in of 4.24 million yuan, with a current financing balance of 193 million yuan [1] - The financing balance exceeds the 90th percentile level over the past year, indicating a high level of financing activity [1] Margin Trading Overview - On November 11, there were no shares repaid or sold in margin trading, with a margin balance of 0 yuan, also exceeding the 90th percentile level over the past year [1] Company Profile - Yuedan New Materials, established on November 10, 2004, is located in the Xinhua Industrial Park of Dayu County, Ganzhou City, Jiangxi Province [1] - The company was listed on August 26, 2021, and its main business includes the research, production, and sales of carbonyl iron powder, atomized alloy powder, and related powder deep processing products [1] - The revenue composition of the company includes soft magnetic powder (41.22%), carbonyl iron powder (29.99%), injection molding feed powder (17.82%), alloy powder (7.64%), and others [1] Financial Performance - As of September 30, the number of shareholders for Yuedan New Materials was 5,289, an increase of 21.92% from the previous period [2] - The average circulating shares per person decreased by 17.98% to 27,188 shares [2] - For the period from January to September 2025, the company achieved a revenue of 321 million yuan, a year-on-year increase of 3.19%, and a net profit attributable to the parent company of 61.42 million yuan, up 9.04% year-on-year [2] Dividend Information - Since its A-share listing, Yuedan New Materials has distributed a total of 184 million yuan in dividends, with 133 million yuan distributed over the past three years [3]

Core Insights - The company, Yuean New Materials, holds a leading position in the domestic market for carbonyl iron powder and plans to leverage capacity release to strengthen its market position [2] Group 1: Market Position and Strategy - The company aims to consolidate its market position through technological upgrades and adaptability to various application scenarios [2] - It is focusing on deepening long-term strategic cooperation with existing mid-to-high-end clients to enhance order scale and customer loyalty [2] - The company is also targeting emerging sectors such as AI computing power and new energy vehicles to seize domestic substitution opportunities and expand its customer base [2] Group 2: Pricing Strategy - The company plans to implement a flexible pricing strategy based on its core technological advantages and cost benefits from increased production capacity [2] - Pricing will be dynamically optimized in relation to market supply and demand, as well as long-term development goals, with a focus on enhancing mid-to-high-end business [2]

Core Viewpoint - The company emphasizes a strategic focus on "technology deepening + capacity upgrading + scenario focus" to enhance its core competencies in micro-nano powder technology and patent reserves while expanding into high-growth sectors such as AI computing power, electric vehicles, and foldable screens [1] Group 1 - The company is advancing capacity release in its Jiangxi and Ningxia bases [1] - The company is deepening its engagement in high-growth sectors including AI computing power, new energy vehicle electronics, and foldable screens [1] - The company is also exploring emerging scenarios such as magnetorheological fluids and wave-absorbing materials to gradually build core competitiveness in niche areas [1]

（编辑 姚尧） 证券日报网讯 悦安新材11月11日在互动平台回答投资者提问时表示，未来5-10年，公司将持续深耕微 纳金属粉体领域，以羰化工艺为基础，聚焦新型合金粉体研发、废旧稀有及战略金属综合利用、多元应 用场景拓展三大方向，强化新兴技术布局。技术创新将以自主研发为核心，同时通过深化"产学研"协同 合作、联合下游客户开展定制化研发，加速前沿技术的产业化转化。截至目前，关于对外技术合作或并 购计划，公司不存在应披露而未披露的信息。公司常态化依照相关规定，及时履行信息披露义务。 ...

人民财讯11月11日电，悦安新材(688786)11月11日在互动平台回复称，公司3D打印材料在生物医疗领域 已实现量产，良率达标且通过下游验证，已形成可复制的标准化解决方案；核电领域目前处于前期探索 阶段。 ...

Core Viewpoint - The price trend of titanium dioxide's raw material, rutile, is influenced by multiple factors, including the supply-demand dynamics, upstream raw material costs, and industry process iterations, making it difficult for the company to predict specific price movements at this time [1] Company Summary - The company has planned an annual production capacity of 250,000 tons of rutile, which is essential for titanium dioxide production [1] - Currently, the company's rutile production capacity has not reached a scale for market sales, lacking sufficient operational data to support price trend predictions [1] Industry Summary - The price of rutile is linked to the titanium dioxide industry, with recent increases in titanium dioxide prices potentially impacting rutile prices [1] - The price trend of rutile should be assessed through a comprehensive analysis of various influencing factors rather than relying solely on the titanium dioxide market [1]

Core Viewpoint - The company emphasizes its commitment to comply with relevant laws and regulations regarding information disclosure, ensuring that all disclosures are truthful, accurate, and complete [1] Group 1 - The company responded to investor inquiries on November 6, indicating that it strictly adheres to information disclosure regulations [1] - The company highlighted its cautious approach to disclosing the progress of the Ningxia project, in line with regulatory requirements [1] - Stakeholders are encouraged to refer to the company's periodic reports for specific project updates and operational dynamics [1]

证券代码：688786 证券简称：悦安新材 公告编号：2025-039 江西悦安新材料股份有限公司关于股东减持股份结果公告 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。 一、减持主体减持前基本情况 ■ 注：上述减持主体当前持股股份来源中"其他方式取得"指基于首次公开发行前取得的股份因资本公积金 转增股本取得。 上述减持主体无一致行动人。 ● 股东持股的基本情况 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"）股东赣州岳龙企业管理合伙企 业（有限合伙）（以下简称"岳龙合伙"）持有公司股份4,620,000股，占公司总股本的3.2128%；股东赣 州宏悦企业管理合伙企业（有限合伙）（以下简称"宏悦合伙"）持有公司股份1,260,000股，占公司总股 本的0.8762%。 上述股东的股份来源均为公司首次公开发行前取得的股份及通过公司实施权益分派资本公积金转增股本 取得的股份，并均已上市流通。 ● 减持计划的实施结果情况 公司于2025年7月15日在上海证券交易所网站（www.sse.com.cn）披 ...

（编辑 任世碧） 证券日报网讯 11月5日晚间，悦安新材发布公告称，本次减持计划实施前，公司股东赣州岳龙企业管理 合伙企业（有限合伙）（简称"岳龙合伙"）持有公司股份4，620，000股，占公司总股本的3.2128%；股 东赣州宏悦企业管理合伙企业（有限合伙）（简称"宏悦合伙"）持有公司股份1，260，000股，占公司 总股本的0.8762%。公司于2025年11月5日收到股东岳龙合伙和宏悦合伙分别出具的《赣州岳龙企业管 理合伙企业（有限合伙）关于股份减持计划实施结果的告知函》《赣州宏悦企业管理合伙企业（有限合 伙）关于股份减持计划实施结果的告知函》。截至2025年11月4日，岳龙合伙通过集中竞价方式合计减 持公司股份608，808股，占公司目前总股本的0.4234%；宏悦合伙通过集中竞价方式合计减持公司股份 310，000股，占公司目前总股本的0.2156%。岳龙合伙和宏悦合伙本次减持计划时间区间届满。 ...

Core Viewpoint - The company Yu'an New Materials (688786.SH) announced the completion of share reduction plans by its shareholders Yue Long Partnership and Hong Yue Partnership as of November 4, 2025 [1] Summary by Relevant Sections - **Shareholder Actions** - Yue Long Partnership reduced its holdings by a total of 608,800 shares, representing 0.4234% of the company's total share capital [1] - Hong Yue Partnership reduced its holdings by a total of 310,000 shares, representing 0.2156% of the company's total share capital [1] - **Plan Completion** - The share reduction plans for both Yue Long Partnership and Hong Yue Partnership have reached their designated time frame [1]