Group 1 - The company, Strongly New Materials (300429.SZ), has no plans for redeeming its convertible bonds as stated in their response to an investor inquiry on August 14 [2]

Group 1 - The stock price of Strongly New Materials showed volatility on August 13, closing at 14.89 yuan, down 0.80% from the previous trading day [1] - The stock experienced a rapid rebound during the day, reaching a peak of 15.18 yuan at 9:38 AM, with an increase of over 2% within 5 minutes [1] - The total trading volume for the day was 10.39 billion yuan, with a turnover rate of 17.40% [1] Group 2 - Strongly New Materials specializes in the research, production, and sales of electronic chemicals, primarily used in the semiconductor and flat panel display sectors [1] - The company is part of the electronic chemicals sector and is also involved in semiconductor concepts and lithography machine-related businesses [1] Group 3 - On August 13, there was a net outflow of 47.01 million yuan in main funds, with a cumulative net outflow of 65.56 million yuan over the past five days [1] - The current total market capitalization of the company is 7.986 billion yuan, with a circulating market value of 5.936 billion yuan [1]

Market Performance - The electronic chemicals sector rose by 1.7% on August 12, with Feikai Materials leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Individual Stock Performance - Feikai Materials (300398) closed at 23.19, up 11.81% with a trading volume of 1.27 million shares and a turnover of 2.822 billion [1] - Shanghai Xinyang (300236) closed at 47.05, up 7.00% with a trading volume of 260,100 shares and a turnover of 1.195 billion [1] - Other notable performers include Qiangli New Materials (300429) up 4.97%, Guangxin Materials (300537) up 4.54%, and Zhongjuxin (688549) up 4.45% [1] Capital Flow Analysis - The electronic chemicals sector saw a net inflow of 616 million from institutional investors, while retail investors experienced a net outflow of 729 million [2] - Shanghai Xinyang had a net inflow of 1.35 billion from institutional investors, but a net outflow of 92.42 million from retail investors [2] - Feikai Materials recorded a net inflow of 1.31 billion from institutional investors, with a retail net outflow of 1.71 billion [2]

据不完全统计，A股市场参与光引发剂生产的上市公司主要有7家，其中久日新材、强力新材、扬帆新 材为国内龙头，此外，新瀚新材、飞凯材料、康达新材、湖北宜化也有相关产品。从光引发剂国内产能 来看，2024年，久日新材产能约为2.3万吨、强力新材约为1.7万吨、沃凯珑约为1.3万吨、IGM约为1.2万 吨、扬帆新材约为0.8万吨、固润科技约为0.5万吨。 据数据宝，今年以来，光引发剂价格持续走高。据百川盈孚数据，8月11日，光引发剂（TPO）价格再 度上调，最新报价至95元/公斤，价格上调5.56%。8月以来，光引发剂累计涨幅近15%，今年以来累计 上涨26.67%。 根据中国感光学会辐射固化专业委员会数据，2024年我国光引发剂产量为5.9万吨，同比增长5.4%。根 据上市公司2024年年报数据，2024年久日新材、强力新材、扬帆新材光引发剂产量分别为1.99万吨、 0.73万吨、0.40万吨，占行业总产量的52.73%。 ...

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]

每经AI快讯，有投资者在投资者互动平台提问：PSPI产品是否已经在某些厂家做小批量测试了？PSPI 建设项目投产即有订单吗？ （文章来源：每日经济新闻） 强力新材（300429.SZ）8月4日在投资者互动平台表示，公司的光敏性聚酰亚胺（PSPI）仍处于客户验 证阶段，截至目前尚未通过认证。 ...

人民财讯8月4日电，强力新材（300429）8月4日在互动平台表示，公司的光敏性聚酰亚胺(PSPI)仍处于 客户验证阶段，截至目前尚未通过认证。 ...

| 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 ...