每经AI快讯，扬帆新材（SZ 300637，收盘价：13.64元）10月10日晚间发布公告称，截至本公告日，扬 帆控股累计质押股数约为2784万股，占其所持股份比例为53.81%。 2024年1至12月份，扬帆新材的营业收入构成为：精细化工占比100.0%。 截至发稿，扬帆新材市值为32亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 曾健辉） ...

扬帆新材公告，控股股东扬帆控股质押1208.46万股，占其所持股份比例23.36%，占公司总股本比例 5.15%，质押起始日为2025年9月30日，质押用途为业务需要。同时，扬帆控股解除质押648.7万股，占 其所持股份比例12.54%，占公司总股本比例2.76%，解除质押日期为2025年10月9日。本次质押后，扬 帆控股累计质押股份数量为2783.76万股，占其所持股份比例53.81%，占公司总股本比例11.86%。 ...

扬帆新材料（浙江）股份有限公司 关于控股股东部分股份质押及部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 扬帆新材料（浙江）股份有限公司（以下简称"公司"）近日接到公司控股 股东浙江扬帆控股集团有限公司（以下简称"扬帆控股"）的通知，获悉其所持 有本公司的部分股份办理了股份质押及解除质押的手续，具体事项如下： 二、股东股份本次解除质押的基本情况 | 股 东 | 是否为第一 | 解除质押 | 本次解除质 | 本次解除质押占 | 质押开始日期（逐 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及一 | | 押占其所持 | | | | | 解除日期 | | | 质权人 | | 名 | 致行动人 | 股数(股) | 股份比例 | 公司总股本比例 | 笔列示） | | | | | | | | 称 | | | | | | | | | | | | | 扬 | | | | | | | | | | | | | 帆 ...

（文章来源：证券日报） 证券日报网讯扬帆新材9月29日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东总人 数为27，518户。 ...

Core Viewpoint - The company, Yangfan New Materials (300637), confirmed that its current operational and financial conditions are normal as of September 15, based on responses to investor inquiries on an interactive platform [1] Company Summary - Yangfan New Materials is actively engaging with investors and providing updates on its operational status [1] - The company reassured stakeholders about its financial health, indicating stability in its business operations [1]

Company Overview - Yangfan New Materials Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 24, 2002. The company was listed on April 12, 2017. Its main business involves the research, production, and sales of photoinitiators and thiol compounds and their derivatives [1][2]. Financial Performance - For the first half of 2025, Yangfan New Materials achieved operating revenue of 473 million yuan, representing a year-on-year growth of 47.93%. The net profit attributable to the parent company was 23.14 million yuan, showing a significant year-on-year increase of 208.94% [2]. - Since its A-share listing, the company has distributed a total of 128 million yuan in cash dividends, with no dividends paid in the last three years [3]. Stock Performance - As of September 12, Yangfan New Materials' stock price increased by 2.06%, reaching 13.89 yuan per share, with a trading volume of 121 million yuan and a turnover rate of 3.77%. The total market capitalization is 3.261 billion yuan [1]. - Year-to-date, the stock price has risen by 50.98%, with a recent 5-day increase of 1.09%, a 20-day decline of 11.75%, and a 60-day increase of 32.41% [1]. Shareholder Information - As of August 29, the number of shareholders for Yangfan New Materials reached 27,500, an increase of 52.80% compared to the previous period. The average number of circulating shares per person decreased by 34.56% to 8,521 shares [2]. Capital Flow - The net inflow of main funds was 3.9885 million yuan, with large orders accounting for 20.55% of total purchases and 17.39% of total sales. The last appearance on the trading leaderboard was on August 12, with a net purchase of 28.63 million yuan [1].

Core Viewpoint - Yangfan New Materials (300637) has not yet identified the application of its thiol compounds in solid-state battery technology, focusing instead on pharmaceutical and pesticide intermediates, as well as light-curing new materials [1] Company Summary - The company responded to investor inquiries on September 11, indicating a lack of awareness regarding the use of its thiol compounds in solid-state batteries [1] - The primary applications of the company's thiol compounds are in the pharmaceutical and pesticide sectors, along with light-curing new materials [1]

Group 1 - The company has not identified any application of its thiol compounds in solid-state batteries [2] - The primary applications of the company's thiol compounds are in pharmaceutical and pesticide intermediates, as well as in light-curing new materials [2]

Group 1 - The company, Yangfan New Materials, reported that as of August 29, 2025, the total number of shareholders is 27,518 [1]

Core Insights - The photoinitiator industry is characterized by dual features of "technology iteration driving demand upgrade and supply contraction reshaping market structure" [1] - The global manufacturing industry's shift towards precision and intelligence is increasing the penetration of photopolymerization technology, with China expected to see its production rise from 50,500 tons in 2022 to 59,000 tons in 2024 [1][11] - The market is projected to exceed 9 billion yuan by 2030, with a compound annual growth rate of 9.3% from 2024 to 2030 [1][12] Industry Overview - Photoinitiators are key compounds that absorb energy under specific wavelengths of light to initiate chemical reactions, transforming liquid resins into solid polymer networks [2][3] - The industry is experiencing significant growth due to innovations such as the widespread adoption of UV LED light sources and breakthroughs in water-based systems [1][9] Supply and Demand Dynamics - The supply side is facing a contraction of 12%-18% due to environmental regulations and safety incidents leading to the shutdown of companies like Ningxia Wokailong and Yangfan New Materials [1][11] - The demand side is driven by the transition of global manufacturing towards precision and intelligence, with demand expected to reach approximately 45,000 tons by 2025 [1][11] Competitive Landscape - The market is dominated by leading companies such as Jiu Ri New Materials and Qiangli New Materials, which hold a combined market share of 52.7% in the mid-to-low-end market [1][12] - Foreign companies like IGM dominate over 30% of the profit space through high-end products, creating a "low-end internal competition, high-end monopoly" scenario [1][12] Future Trends - The industry is expected to evolve along three main paths: technological advancement (visible light response and bio-based materials), market globalization (accelerated domestic substitution and deepening Southeast Asia layout), and ecological industrialization (low-carbon process transformation and regional standard co-construction) [1][15] - Innovations in photoinitiators are anticipated to enhance curing efficiency by 30% and reduce energy consumption by 40% [1][15]