Core Viewpoint - The company has seen a stable demand for its carbonyl iron powder products from downstream magnetorheological fluid enterprises, indicating a positive trend in orders and market engagement [1] Group 1 - The company produces carbonyl iron powder series products that serve as raw materials for magnetorheological dampers [1] - The company has achieved stable bulk supply to foreign customers and is actively communicating with multiple domestic clients regarding these products [1] - The company will continue to monitor downstream market demand trends and actively promote business expansion in both domestic and international magnetorheological fluid markets [1]

Core Viewpoint - Jiangxi Yue'an New Materials Co., Ltd. has disclosed its production capacity layout, focusing on a dual-base strategy with Jiangxi as the main production base and a parallel base in Ningxia, which is currently in the trial production licensing stage [1] Production Capacity and Strategy - The production capacity expansion in Ningxia is planned in three phases, with the first phase being a demonstration project, and subsequent phases dependent on market demand and project progress [1] - The company’s core product, carbonyl iron powder, maintains a stable gross margin, indicating robust profitability [1] Product Performance and Market Demand - Soft magnetic powder, a series of products, shows superior profitability when made from carbonyl iron powder compared to those made from atomized alloy powder due to higher product performance [1] - The company has a stable order backlog, with future order growth driven by diversified factors [1] Emerging Applications and Growth Drivers - The new production capacity from the Ningxia base will provide solid support for order fulfillment [1] - The company is actively aligning with downstream market trends, focusing on emerging application areas such as high-end inductors driven by AI computing hardware, upgrades in automotive magnetorheological suspension systems, and the lightweight development of electric tools, which are expected to be significant growth engines for order increases [1]

悦安新材11月28日大宗交易平台出现一笔成交，成交量10.00万股，成交金额253.00万元，大宗交易成交 价为25.30元，相对今日收盘价折价10.22%。该笔交易的买方营业部为中国银河证券股份有限公司金华 证券营业部，卖方营业部为华泰证券股份有限公司深圳彩田路证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为1275.40万元。 证券时报·数据宝统计显示，悦安新材今日收盘价为28.18元，上涨2.47%，日换手率为1.40%，成交额为 5695.39万元，全天主力资金净流出111.38万元，近5日该股累计上涨8.38%，近5日资金合计净流出 608.72万元。 两融数据显示，该股最新融资余额为1.84亿元，近5日减少703.81万元，降幅为3.69%。（数据宝） （文章来源：证券时报网） 11月28日悦安新材大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | ...

| 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 | | --- | --- | --- | --- | --- | --- | | 2025-11-28 | 悦安新材 | 688786 | 25.3 253 10 | 草道公司变卖恐祸 | 华泰证券股份有限 | 11月28日，悦安新材大宗交易成交10万股，成交额253万元，占当日总成交额的4.25%，成交价25.3元，较市场收盘价28.18元折价10.22%。 ...

Core Viewpoint - The company has achieved preliminary trial production in the aerospace structural components sector using titanium alloy 3D printing materials, although the current sales scale contributes a small proportion to the overall revenue [1] Group 1 - The company's wholly-owned subsidiary, Ganzhou Yuelong New Materials Co., Ltd., is involved in the application of titanium alloy 3D printing materials [1] - The company has successfully conducted preliminary trial production in the aerospace sector [1] - The sales scale from this production remains minor in relation to the company's total revenue [1]

Group 1 - The core point of the article is that the company, Yuean New Materials (688786.SH), has indicated that its Ningxia project is in the process of obtaining production approval and is currently in the trial production application stage [1] - The company has confirmed that all necessary raw materials and equipment for trial production are in place [1] - Once the trial production approval is granted, the company will be able to commence trial production [1]

Core Viewpoint - The company’s subsidiary, Ganzhou Yuelong, has made progress in the aerospace sector by conducting preliminary production trials using titanium alloy 3D printing materials, although its current sales contribution to the overall revenue remains small [2]. Group 1 - The subsidiary Ganzhou Yuelong has achieved preliminary trial production in the aerospace structural components field using titanium alloy 3D printing materials [2]. - The sales scale of this technology currently represents a minor portion of the company's total revenue [2].

Core Viewpoint - The company Yu'an New Materials (688786.SH) has indicated that its production demonstration line project for Ningxia Yu'an Metal Soft Magnetic Micro-Nano Powder is preliminarily ready for production and is currently in the stage of applying for trial production permits [1] Group 1 - The trial production line is equipped with all necessary raw materials and equipment [1] - The company is awaiting approval for the trial production permit, after which it can commence trial production [1]

Group 1 - The company, Yuean New Materials, stated that as of September 30, 2025, the total number of shareholders is 5,289 [1]

Core Viewpoint - The company has initiated the application process for equipment manufacturing licenses, with all procedures progressing as planned [2] Group 1 - The company responded to investor inquiries on November 18 regarding the status of its equipment manufacturing license application [2] - The application process is currently on schedule, indicating effective project management and planning [2]