Core Viewpoint - The company, Yuean New Materials (688786.SH), has indicated that its carbonyl iron powder is suitable for the automotive magnetorheological fluid intelligent suspension field, but as a secondary supplier, it does not currently possess the relevant technology for magnetorheological fluids [1] Group 1 - The company's carbonyl iron powder is applicable in the automotive sector, specifically in magnetorheological fluid intelligent suspension systems [1] - The market prospects and application expansion of this technology depend largely on the research and development progress of end customers [1]

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]

Group 1 - The global magnetorheological fluid market is projected to grow from approximately $800 million in 2023 to over $20 billion by 2030, indicating a compound annual growth rate (CAGR) exceeding 150% [2] - Yuean New Materials (688786.SH) stated that their carbonyl iron powder is suitable for automotive magnetorheological fluid intelligent suspension systems, but as a secondary supplier, the company does not possess the relevant magnetorheological fluid technology [2] - The market prospects and application expansion of magnetorheological fluid technology primarily depend on the research and development progress of end customers [2]

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]

格隆汇8月6日丨悦安新材(688786.SH)在投资者互动平台表示，公司基于折叠屏手机铰链应用需求开发 的具备高屈服强度的特种粉体材料，理论上可应用于人形机器人关节等需要轻质、耐磨损等性能的传动 零件。但目前该产品尚未在人形机器人领域开展送样工作，也未形成市场销售；据了解，机器人行业当 前仍处于早期发展阶段，零部件成型工艺多倾向于使用铸造、锻造、机加工等传统金属加工工艺，而公 司所涉及的MIM工艺，需待下游市场规模放量后，才能体现出一定的成本优势。 ...