Core Viewpoint - The price of photoinitiators has been rising significantly throughout the year, with a recent increase of 5.56% to 95 yuan per kilogram, leading to a cumulative increase of 26.67% year-to-date [1]. Industry Summary - The photoinitiator market is experiencing a price surge, with an increase of nearly 15% in August alone [1]. - Photoinitiators are essential raw materials for the production of photoresists, indicating a broad space for domestic substitution in this sector [1]. Company Summary - Seven listed companies in the A-share market are involved in the production of photoinitiators, with Jiu Ri New Materials, Qiang Li New Materials, and Yang Fan New Materials being the domestic leaders [1]. - Financial performance of key companies includes: - Hubei Zhihua: Total market value of 14.76 billion yuan, quarterly net profit of 34.01 million yuan, down 75.14% year-on-year [2]. - Feikai Materials: Total market value of 11.76 billion yuan, quarterly net profit of 119.74 million yuan, up 100.10% year-on-year [2]. - Xinchao New Materials: Total market value of 8.7 billion yuan, quarterly net profit of 16.19 million yuan, up 47.85% year-on-year [2]. - Qiang Li New Materials: Total market value of 7.67 billion yuan, quarterly net profit of -5.62 million yuan, reporting a first loss [2]. - Kangda New Materials: Total market value of 4.26 billion yuan, quarterly net profit of 6.37 million yuan, turning profitable [2]. - Jiu Ri New Materials: Total market value of 4.12 billion yuan, quarterly net profit of -10.52 million yuan, down 139.75% year-on-year [2]. - Yang Fan New Materials: Total market value of 2.86 billion yuan, quarterly net profit of 10.05 million yuan, turning profitable [2].

金融界消息 截至2025年8月5日收盘，强力新材（300429）报收于13.93元，上涨2.28%，换手率6.34%， 成交量25.27万手，成交金额3.51亿元。 通过天眼查大数据分析，常州强力电子新材料股份有限公司共对外投资了16家企业，参与招投标项目55 次，知识产权方面有商标信息4条，专利信息279条，此外企业还拥有行政许可75个。 来源：金融界 资金流向方面，今日主力资金净流入1129.80万元，占比成交额3.22%。其中，超大单净流入639.86万 元、占成交额1.82%，大单净流入489.94万元、占成交额1.4%，中单净流出流出524.58万元、占成交额 1.5%，小单净流出605.23万元、占成交额1.73%。 强力新材最新一期业绩显示，截至2025一季报，公司营业总收入2.17亿元、同比增长1.31%，归属净利 润562.22万元，同比减少144.40%，扣非净利润635.68万元，同比增长50.31%，流动比率1.799、速动比 率1.104、资产负债率45.17%。 天眼查商业履历信息显示，常州强力电子新材料股份有限公司，成立于1997年，位于常州市，是一家以 从事计算机、通信和其他电 ...

Group 1 - The advanced packaging materials project of the company has completed its first phase of construction and is currently in the acceptance stage [2]

Group 1 - The company is currently in the customer verification stage for its photosensitive polyimide (PSPI) product, and it has not yet passed certification [2] - There are inquiries from investors regarding whether the PSPI product has undergone small-scale testing at certain manufacturers [2] - The company has not confirmed any orders related to the PSPI construction project as it is still in the verification phase [2]

Group 1 - The core point of the article is that Strongly New Materials (300429) announced on August 4 that its photosensitive polyimide (PSPI) is still in the customer verification stage and has not yet passed certification [1] Group 2 - The company is currently undergoing a validation process for its PSPI product, indicating that it is in the early stages of market readiness [1] - As of now, there are no confirmed certifications for the PSPI, which may impact its market introduction timeline [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002741 | 光华科技 | 19.18 | -3.13% | 23.95万 | 4.63亿 | | 300655 | 晶瑞电材 | 10.22 | -2.67% | 59.14万 | 6.10亿 | | 300398 | 飞凯材料 | 19.23 | -2.34% | 22.33万 | 4.33 乙 | | 300429 | 强力新材 | 13.42 | -2.19% | 1 21.86万 | 2.96亿 | | 301630 | 同宇新材 | 172.09 | -1.87% | 1.74万 | 3.00亿 | | 600330 | 天通股份 | 7.90 | -1.86% | 51.59万 | 4.09亿 | | 688035 | 德邦科技 | 41.53 | -1.59% | 2.62万 | 1.09亿 | | 688019 | 安集科技 | 147.50 | -1.52% | 2.10万 | 3.14亿 | | 002584 | 西陇科学 ...

（文章来源：证券日报） 证券日报网讯强力新材7月31日在互动平台回答投资者提问时表示，截至2025年3月31日，公司的股东总 数为62，587户。公司将在《2025年半年度报告》中披露截至2025年6月30日的股东数，敬请留意。 ...

天眼查商业履历信息显示，常州强力电子新材料股份有限公司，成立于1997年，位于常州市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本51525.3388万人民币，实缴资本 7980万人民币。公司法定代表人为钱晓春。 通过天眼查大数据分析，常州强力电子新材料股份有限公司共对外投资了16家企业，参与招投标项目55 次，知识产权方面有商标信息4条，专利信息279条，此外企业还拥有行政许可75个。 来源：金融界 金融界消息 截至2025年7月30日收盘，强力新材（300429）报收于14.27元，上涨1.78%，换手率 10.11%，成交量40.30万手，成交金额5.69亿元。 资金流向方面，今日主力资金净流入3974.22万元，占比成交额6.98%。其中，超大单净流入1219.71万 元、占成交额2.14%，大单净流入2754.51万元、占成交额4.84%，中单净流出流出942.59万元、占成交 额1.66%，小单净流出3031.64万元、占成交额5.33%。 强力新材最新一期业绩显示，截至2025一季报，公司营业总收入2.17亿元、同比增长1.31%，归属净利 润562.22万元，同比减少 ...

Financial Performance - As of July 29, 2025, the stock price of Strongly New Materials (300429) closed at 14.02 yuan, down 0.92% with a turnover rate of 6.81% and a trading volume of 271,400 hands, amounting to 382 million yuan [1] - The latest quarterly report shows total revenue of 21.7 million yuan, a year-on-year increase of 1.31%, while net profit attributable to shareholders decreased by 144.40% to 5.62 million yuan. The non-recurring net profit increased by 50.31% to 6.36 million yuan [1] Capital Flow - On the day of reporting, there was a net outflow of main funds amounting to 19.75 million yuan, accounting for 5.17% of the total transaction amount. This included a net outflow of 7.53 million yuan from large orders and 12.22 million yuan from bigger orders [1] Company Overview - Strongly New Materials, established in 1997 and located in Changzhou, primarily engages in the manufacturing of computers, communications, and other electronic devices. The registered capital is approximately 515.25 million yuan, with paid-in capital of 79.8 million yuan [1][2] - The company has made investments in 15 enterprises, participated in 55 bidding projects, and holds 4 trademarks and 279 patents, along with 75 administrative licenses [2]

| 证券代码：300429 | 证券简称：强力新材 | 公告编号：2025-032 | | --- | --- | --- | | 债券代码：123076 | 债券简称：强力转债 | | 与会董事以投票表决的方式审议通过了以下议案： 1、审议通过《关于公司与关联方共同投资暨关联交易的议案》 公司拟与贵安新区择遇投资管理有限公司、钱晓春、高彩娥、童小林、陈新 杰、李树憬，共同出资设立嘉兴择遇讯耀创业投资合伙企业（有限合伙），全体 合伙人认缴出资总额为人民币 3,000 万元。其中，公司作为有限合伙人以自有资 金认缴出资人民币 300 万元，公司关联方董事长、控股股东及实际控制人钱晓春 先生作为有限合伙人以自有资金认缴出资人民币 200 万元。 公司本次投资符合长期投资规划，有助于利用自有资金开展产业投资，促进 产业协同发展及拓展后续业务合作，符合公司战略规划。公司本次投资的资金来 源为自有资金，投资金额占公司最近一期经审计净资产的 0.16%，不会对公司的 财务状况和经营成果产生不利影响。公司本次与关联方共同投资相关定价遵循公 平、合理的原则，各投资方均以货币形式出资，按所投资金额取得等额合伙企业 财产份额，价 ...