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。 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）披露 了《江西悦安新材料股份有限公司关于股东减持股份计划公告》（公告编号： 2025-034）。岳龙合伙和宏悦合伙因自身资金需求，计划 ...

Group 1 - The company Yuenan New Materials (SH 688786) announced on November 5 that shareholders Yue Long Partnership and Hong Yue Partnership have completed their share reduction plans, with Yue Long reducing approximately 610,000 shares (0.4234% of total shares) and Hong Yue reducing 310,000 shares (0.2156% of total shares) [1] - As of the report date, Yuenan New Materials has a market capitalization of 4.2 billion yuan [1] Group 2 - For the fiscal year 2024, the revenue composition of Yuenan New Materials is as follows: electronic components account for 40.83%, precision parts for 36.61%, other businesses for 18.29%, and additional business activities for 4.26% [1]

南财智讯11月5日电，悦安新材公告，公司股东赣州岳龙企业管理合伙企业（有限合伙）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%；股东赣州宏悦企业管理合伙企业（有 限合伙）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%。本次减持计划 时间区间届满，两位股东合计减持比例为0.639%，四舍五入后为0.64%。减持价格区间分别为27.25～ 33.15元/股和27.25～33.41元/股，减持总金额分别为1807.43万元和921.97万元。上述股东减持前持股比 例分别为3.2128%和0.8762%，当前持股比例分别为2.7894%和0.6606%。 ...

Core Viewpoint - The company has begun supplying carbonyl iron powder to domestic manufacturers of magnetorheological dampers, with the market demand for such dampers being significant in the automotive sector [1] Group 1: Company Information - The company, Yuean New Materials (688786.SH), confirmed that its carbonyl iron powder products are used as a raw material in magnetorheological dampers [1] - The company is currently in the phase of small batch shipments to domestic clients, while it has stabilized bulk supply to foreign customers [1] Group 2: Industry Insights - The typical configuration for electromagnetic suspension dampers is four sets per vehicle, with an estimated usage of approximately 3kg to 5kg of carbonyl iron powder per vehicle [1]

Core Viewpoint - The company, Yuean New Materials (688786.SH), has indicated that its carbonyl iron powder products can be used as a raw material in "magnetorheological dampers," with varying performance requirements from different clients [1] Group 1: Product Application - The carbonyl iron powder is utilized in magnetorheological dampers, which are commonly configured with four sets per vehicle [1] - Each vehicle typically requires approximately 3kg to 5kg of carbonyl iron powder for its dampers [1] Group 2: Market Supply - The company has successfully stabilized bulk supply of its products to international clients, while domestic collaborations are currently in the small batch shipping phase [1]

Core Viewpoint - The company, Yuean New Materials (688786.SH), is focusing on the development and production of soft magnetic powders based on carbonyl iron powder and atomized alloy powder, with a core downstream application in manufacturing integrated inductors, which are widely used in graphics cards and computing servers [1] Group 1 - The soft magnetic powders offer advantages such as miniaturization, lightweight, and low power consumption, making them suitable for various applications [1] - The demand for soft magnetic powders is expected to be positively influenced by the construction of AI computing power-related electrical facilities [1] - The company plans to leverage its fine powder advantages and implement mass production in response to market frequency increases, providing supporting services for manufacturers lacking fine powder capabilities [1]

Core Viewpoint - The company, Yuean New Materials (688786.SH), has confirmed that its carbonyl iron powder products can be used as a raw material in "magnetorheological dampers," with varying performance requirements from different clients [1] Group 1: Product Application - The carbonyl iron powder is utilized in magnetorheological dampers, which are commonly configured with four sets per vehicle [1] - Each vehicle typically requires approximately 3kg to 5kg of carbonyl iron powder for its dampers [1] Group 2: Market Supply - The company has established stable bulk supply of its products to international clients, while domestic collaborations are currently in the small batch shipping phase [1]

Core Viewpoint - The company, Yuean New Materials (688786.SH), is focusing on the development and production of soft magnetic powders based on carbonyl iron powder and atomized alloy powder, with a key application in manufacturing integrated inductors, which are widely used in graphics cards and computing servers [1] Group 1 - The core downstream application of the company's soft magnetic powder is the manufacturing of integrated inductors, which offer advantages such as miniaturization, lightweight, and low power consumption [1] - The demand for the company's soft magnetic powder is expected to be positively impacted by the construction of AI computing power-related electrical facilities [1] - The company plans to leverage its fine powder advantages and implement mass production in response to market frequency increases, providing support services for manufacturers lacking fine powder capabilities [1]

Group 1 - The report highlights the overall stability of the A-share market in October, with the Shanghai Composite Index slightly increasing by 1.85%, while the ChiNext Index decreased by 1.56% [3] - In the fixed income market, the central bank maintained a tight balance in October, with a net withdrawal of funds amounting to 25.3 billion yuan, and liquidity remained stable towards the end of the month [3] - Commodity prices showed a rebound in October, with non-ferrous metals and precious metals increasing, while pork prices continued to decline [3] - The report anticipates a continuation of stable and flexible policies in the second half of the year, focusing on economic construction and addressing potential geopolitical risks [3][30] Group 2 - The bond market showed signs of recovery in October, with improved trading sentiment and a noticeable decrease in interest rate fluctuations compared to September [5] - Large banks increased their net purchases of short-term bonds, while insurance companies and rural commercial banks shifted their selling focus towards shorter-term bonds [5][31] - The report suggests that the year-end "rush for allocation" may not occur this year due to the volatile bond market and accumulated losses for some institutional investors [5][34] Group 3 - The report emphasizes the importance of understanding the lifecycle of new materials for investment, indicating that many new materials are in the development or introduction phase [6][8] - It suggests that short-term excess returns in new materials investment are closely tied to market trends, and emotional factors play a significant role in theme-based investments [8] - The report recommends focusing on solid-state batteries and electronic fabrics as key investment areas within the new materials sector [8] Group 4 - Haier Smart Home reported a revenue of 234.05 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 10%, with a net profit of 17.37 billion yuan, up 14.7% [10] - The company’s domestic air conditioning segment drove growth, while overseas markets showed resilience, particularly in North America and Europe [10] - Midea Group achieved a revenue of 1119.3 billion yuan in Q3 2025, with a net profit of 11.87 billion yuan, indicating strong performance in domestic sales [11][17] Group 5 - The report on environmental utilities indicates that ChuanTou Energy's Q3 revenue was 429 million yuan, down 11.3% year-on-year, with a net profit of 176 million yuan, down 16.96% [18] - The report notes that the company is developing multiple renewable energy projects to enhance future profitability [18] - Guotou Power's Q3 revenue was 14.88 billion yuan, down 14% year-on-year, but the overall performance remained stable due to the coal price decline [19]

格隆汇11月4日丨悦安新材(688786.SH)在投资者互动平台表示，公司在对芳香胺脱氨领域开展前期市场 调研工作，尚未形成相关业务合同。后续若推进该领域业务拓展，公司将严格依照相关规定，及时履行 信息披露义务。 ...