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]

格隆汇8月19日丨悦安新材(688786.SH)在投资者互动平台表示，公司生产的羰基铁粉适配于汽车磁流变 液智能悬挂领域，但作为二级供应商，公司暂不掌握磁流变液相关技术。该技术的市场前景及应用拓展 情况，主要依赖于终端客户的研究与开发进展。 ...

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]

悦安新材（688786.SH）8月19日在投资者互动平台表示，公司生产的羰基铁粉适配于汽车磁流变液智 能悬挂领域，但作为二级供应商，公司暂不掌握磁流变液相关技术。该技术的市场前景及应用拓展情 况，主要依赖于终端客户的研究与开发进展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：据权威机构研究，2023年全球磁流变液市场规模约8亿 美元，预计2030年将突破200亿元，年复合增速超150%，请问你们认为磁流变液市场的前景真有这么快 的发展速度吗？ ...

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]

证券时报·数据宝统计显示，悦安新材今日收盘价为27.80元，上涨0.11%，日换手率为3.68%，成交额为 1.48亿元，全天主力资金净流入1344.10万元，近5日该股累计上涨13.98%，近5日资金合计净流入 1010.55万元。 两融数据显示，该股最新融资余额为1.92亿元，近5日增加2862.47万元，增幅为17.47%。（数据宝） 8月7日悦安新材大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | | | | | 机构专 | 中国中金财富证券有限公司广州番 | | 8.00 | 202.40 | 25.30 | -8.99 | 用 | 禺东兴路证券营业部 | （文章来源：证券时报网） 悦安新材8月7日大宗交易平台出现一笔成交，成交量8.00万股，成交金额202.40万元，大宗交易成交价 为25.30元，相对今日收盘价折价8.99%。该笔交易的买方营业部为机构专用，卖方营业部为中国中金财 富证券有 ...

| 交易日期 | | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | | 机构专用 202.4 | 悦安新材 | 688786 | 25.3 | | 中国中金财富证券 | | 2025-08-07 | | | | | | 有限公司广州番禺 | | | | | | | alle a 1 / Picky Vene Add 1200 / 1 / 1 / 1 / 1 / | | 8月7日，悦安新材大宗交易成交8万股，成交额202.4万元，占当日总成交额的1.35%，成交价25.3元，较市场收盘价27.8元折价8.99%。 ...

Group 1 - The company has confirmed that its carbonyl iron powder products can be applied in the pharmaceutical field [2] - The company is currently in the process of preparing to apply for the necessary qualifications for this application [2]