9月5日，悦安新材大宗交易成交30万股，成交额744万元，占当日总成交额的5.51%，成交价24.8元，较 市场收盘价27.81元折价10.82%。 | 交易日期 | 任务简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 美出信受部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-05 | 悦安新材 | 688786 | 24.8 | 372 | 15 | 国海证券股份有限 公司机构建设 | 东兴证券股份有限 公司南昌分公司 | 3 | | 2025-09-05 | 觉安新材 | 688786 | 24.8 | 372 | 15 | 机构专用 | 东兴证券股份有限 公司南昌分公司 | る | ...

Group 1 - The core viewpoint of the article is that the company has not yet conducted research on the potential application of carbonyl iron powder in solid-state batteries [2] Group 2 - An investor inquired about the company's research on carbonyl iron powder for solid-state battery applications on an investor interaction platform [2] - The company, Yuean New Materials (688786.SH), responded on September 3 that it has not initiated any related research in this area [2]

Group 1 - The core viewpoint is that Yuean New Materials (688786.SH) has indicated that some of its absorbing materials are being applied in the national defense specialty field, although the company currently only provides basic raw materials in this area [1] - The sales scale of these products in the national defense sector accounts for a small proportion of the company's overall revenue [1]

Group 1 - The company has not yet conducted research on carbonyl iron powder in the solid-state battery field [1]

Summary of Key Points Core Viewpoint - The announcement details the completion of a share reduction plan by a major shareholder of Jiangxi Yue'an New Materials Co., Ltd., indicating a strategic move in the company's shareholder structure and potential implications for market perception [1][2][3]. Group 1: Shareholder Information - Prior to the reduction plan, the shareholder Ganzhou Ruizhi Equity Investment Partnership (Limited Partnership) held 79,608 shares, accounting for 0.0554% of the company's total share capital [1]. - The shareholder, along with two other entities, forms a concerted action relationship, collectively holding 2,233,834 shares, which represents 1.5534% of the total share capital [1][2]. Group 2: Reduction Plan Implementation - The reduction plan was initially disclosed on July 15, 2025, with a maximum intended reduction of 79,608 shares, equivalent to 0.0554% of the total share capital [2][3]. - The actual reduction occurred between August 11 and August 28, 2025, with the shareholder successfully reducing their holdings by 79,608 shares through centralized bidding [2][3]. - The shares were sold at a price range of 27.37 to 28.14 yuan per share, resulting in a total reduction amount of approximately 2,204,521.86 yuan [3].

Core Viewpoint - The recent financial report of Yuean New Materials (688786) shows a slight decline in total revenue but an increase in net profit, indicating improved profitability despite revenue challenges [1]. Financial Performance - Total revenue for the first half of 2025 was 203 million yuan, a decrease of 0.76% year-on-year [1]. - Net profit attributable to shareholders reached 37.9864 million yuan, an increase of 3.54% year-on-year [1]. - In Q2 2025, total revenue was 107 million yuan, down 8.26% year-on-year, while net profit was 21.1519 million yuan, up 6.26% year-on-year [1]. - Gross margin improved to 38.0%, reflecting a year-on-year increase of 9.36%, and net margin rose to 18.61%, up 4.65% year-on-year [1]. Key Financial Metrics - The company reported a total of 2.05748 million yuan in combined selling, administrative, and financial expenses, which accounted for 10.12% of revenue, an increase of 18.73% year-on-year [1]. - Earnings per share remained stable at 0.26 yuan, while operating cash flow per share increased significantly by 168.41% to 0.53 yuan [1]. - The company's return on invested capital (ROIC) was 8.3% last year, with a historical median ROIC of 17.97% since its listing [1]. Business Model and Market Position - The company's performance is primarily driven by capital expenditures, necessitating careful evaluation of the profitability of these investments [2]. - The company has achieved stable operations, with its carbonyl iron powder product gaining recognition in the domestic magnetorheological fluid suspension market, indicating potential for increased market penetration [2].

Company Overview - Yuean New Materials (SH 688786) announced on August 28, 2025, that shareholder Ruizhi Investment has completed its share reduction plan, reducing its holdings by 79,608 shares, which accounts for 0.0554% of the company's total share capital [1] Financial Performance - For the year 2024, Yuean New Materials' revenue composition is as follows: electronic components 40.83%, precision parts 36.61%, other businesses 18.29%, and additional business activities 4.26% [1] - As of the report date, the market capitalization of Yuean New Materials is 3.9 billion yuan [1]

证券代码：688786 证券简称：悦安新材 公告编号：2025-036 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。 重要内容提示： 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"） 股东赣州瑞智股权投资合伙企业（有限合伙）（以下简称"瑞智投资"）持有公司 股份 79,608 股，占公司总股本的 0.0554%。 瑞智投资和公司股东赣州瑞和股权投资合伙企业（有限合伙）（以下简称"瑞 和投资"）、萍乡瑞岚股权投资合伙企业（有限合伙）（以下简称"瑞岚投资"）均 系由深圳德财基金管理有限公司担任执行事务合伙人的有限合伙企业，三者构成 一致行动关系，三者合计持有公司股份 2,233,834 股，占公司总股本比例为 1.5534%。 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 ...

Core Viewpoint - The demand for high-end metal powder products is rising, coupled with a decrease in costs, leading to positive net profit growth for the leading company in the micro-nano metal powder industry in the first half of the year [1] Group 1: Financial Performance - The company, Jiangxi Yuean New Materials Co., Ltd., reported a revenue of 203 million yuan, a year-on-year decrease of 0.76% [1] - The net profit attributable to shareholders was 37.9864 million yuan, reflecting a year-on-year increase of 3.54% [1] - The net profit after deducting non-recurring gains and losses was 35.0706 million yuan, up 4.83% year-on-year [1] Group 2: Product Demand and Market Position - The company specializes in the research, production, and sales of micro-nano metal powder new materials, focusing on carbonyl iron powder and atomized alloy powder [2] - The micro-nano metal powder products are widely used in various end applications, including 3C precision parts, electronic components, automotive parts, diamond tools, and 3D printing materials [2] - The company is one of the few in China capable of large-scale production of carbonyl iron powder and has advanced technology in both water atomization and gas atomization alloy powder processes [2][3] Group 3: Innovation and R&D - The company has increased its R&D investment by 14.08% year-on-year, emphasizing technological innovation to support sustainable development [4] - The company has successfully developed ultra-fine carbonyl iron powder products suitable for multiple high-end fields, reinforcing its leading position in the carbonyl iron powder niche market [4] - The company has deepened cooperation with several automotive electronic component manufacturers, providing customized high-performance material solutions to enhance product reliability [5]

上证报中国证券网讯 8月27日盘后，悦安新材发布的2025年半年报显示，报告期内，公司经营业绩整体保持稳定：实现营业收入2.03亿元，较上年同期下降0.76%；净利润3798.64万元，较 报告期内，公司始终将新技术研发与新产品迭代置于战略优先位置，通过优化资源配置、强化跨部门协同机制，统筹推进生产运营与研发项目进程，为后续市场拓展储备了核心竞争力。 在消费电子领域，公司延续2024年的市场拓展势头，持续实现突破。凭借在材料研发与生产上的深厚技术积累，公司的折叠屏手机专用高强钢粉末及金属注射成型喂料产品，凭借优异的高强度 目前，公司已成功开发出最高2100MPa等级别的折叠屏手机专用高强钢粉末及MIM喂料，在荣耀、VIVO等多个知名手机品牌中得到广泛应用，有效满足了终端市场对产品设计和功能的更高需求 新兴应用领域，公司紧密追踪工业互联网AI算力、汽车电子等新兴行业的发展动态，在高性能软磁材料领域持续加大研发资源投入，并取得了一系列成果。公司推出适配高频及超高频应用场景的 在新能源汽车领域，公司产品应用于驱动电机、车载充电机、智能悬挂等核心部件，为新能源汽车的高效运行提供了有力支持；在GPU/CPU供电模块中， ...