Zhejiang Yangfan New Materials (300637)

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扬帆新材龙虎榜数据(8月12日)
Zheng Quan Shi Bao Wang· 2025-08-12 09:17
资金流向方面,今日该股主力资金净流入9091.13万元,其中,特大单净流入1.24亿元,大单资金净流出 3260.26万元。近5日主力资金净流入7510.48万元。(数据宝) 扬帆新材8月12日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5573.40 | 4.68 | | 买二 | 中国银河证券股份有限公司大连人民路证券营业部 | 1060.27 | 0.42 | | 买三 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 983.91 | 9.97 | | 买四 | 机构专用 | 667.09 | 2803.99 | | 买五 | 华鑫证券有限责任公司上海光复路证券营业部 | 639.93 | 11.78 | | 卖一 | 机构专用 | 667.09 | 2803.99 | | 卖二 | 机构专用 | 0.00 | 1726.84 | | 卖三 | 机构专用 | 292.11 | 1076.27 | | 卖四 | 机构 ...
化学制品板块8月12日涨0.42%,扬帆新材领涨,主力资金净流出4.95亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-12 08:24
| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002549 | 凯美特气 | 3.37 Z | 31.12% | -1.73 Z | -15.95% | -1.64亿 | -15.17% | | 600309 万华化学 | | 2.65 Z | 6.61% | -1.43 Z | -3.57% | -1.22 Z | -3.04% | | 300041 | 回天新材 | 1.18亿 | 12.74% | -944.89万 | -1.02% | -1.09 亿 | -11.72% | | 002166 | 莱茵生物 | 1.17 Z | 11.09% | -4260.51万 | -4.03% | -7467.90万 | -7.06% | | 300637 扬帆新材 | | 8661.15万 | 19.78% | -4079.89万 | -9.32% | -4581.26万 | -10.46% | | 600160 | ...
光刻胶核心材料,价格飙涨近15%,相关概念股出炉
Di Yi Cai Jing· 2025-08-12 01:00
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%。 ...
光刻胶核心材料光引发剂价格持续走高 概念股梳理
Zheng Quan Shi Bao Wang· 2025-08-12 00:01
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].
扬帆新材:今年光引发剂产品部分品种较去年价格有所上涨
Mei Ri Jing Ji Xin Wen· 2025-08-01 05:31
扬帆新材(300637.SZ)8月1日在投资者互动平台表示,今年光引发剂产品部分品种较去年价格同比有 所上涨。具体情况请关注后期披露的定期报告。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:尊敬的董秘您好,贵司光引发剂产品今年价格相比去 年同期是否有上涨? ...
化学制品板块7月30日涨0.34%,华软科技领涨,主力资金净流出13.92亿元
Zheng Xing Xing Ye Ri Bao· 2025-07-30 08:20
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002453 | 华软科技 | 6.22 | 10.09% | 29.86万 | | 1.81亿 | | 688189 | 久日新材 | 25.30 | 7.48% | 16.98万 | | 4.32 Z | | 300637 | 扬帆新材 | 12.39 | 5.90% | 26.95万 | | 3.27亿 | | 688157 | 松井股份 | 35.47 | 5.19% | 7.72万 | | 2.75亿 | | 688269 | 凯立新材 | 36.40 | 4.87% | 6.22万 | | 2.27亿 | | 600873 | 梅化生物 | 11.65 | 3.65% | 46.56万 | | 5.40亿 | | 301077 | 星华新材 | 22.14 | 3.55% | 7.32万 | | 1.60亿 | | 688625 | 呈和科技 | 32.26 | 3.17% | 3.73万 | | 1.20亿 | | 6 ...
光引发剂行业事件点评:供需格局好转,行业盈利有望改善
Guohai Securities· 2025-07-08 05:16
Investment Rating - The report assigns a "Recommended" rating to the photoinitiator industry, marking its first coverage [2]. Core Viewpoints - The supply-demand dynamics in the photoinitiator industry are improving, leading to a potential recovery in industry profitability [3][10]. - The demand side is witnessing a revival in traditional sectors, while emerging applications are opening new opportunities [6][10]. - The industry is expected to see a concentration of production capacity among companies with scale, cost, and technological advantages [9][10]. Summary by Sections Supply and Demand Dynamics - The prices of various photoinitiator products have increased significantly in 2025, with notable price changes: - Photoinitiator 907: 88 CNY/kg (+27.54% since the beginning of the year) - Photoinitiator 184: 45 CNY/kg (+32.35%) - Photoinitiator TPO: 83 CNY/kg (+10.67%) - Photoinitiator ITX: 155 CNY/kg (+16.54%) [5]. - The photoinitiator market in China is projected to grow, with the UV coating market reaching 6.2 billion CNY in 2023 (+8% YoY), UV ink at 5.5 billion CNY (+11% YoY), and UV adhesive at 2.6 billion CNY (+238% YoY) [6][7]. Demand Drivers - The demand for photoinitiators is expected to rise due to recovery in the real estate sector and growth in downstream applications such as UV inks and adhesives used in electronics and packaging [7][10]. - The global 3D printing industry is projected to grow from 20 billion USD in 2023 to 21.9 billion USD in 2024 (+9.1%), with a compound annual growth rate (CAGR) of 18% expected from 2024 to 2034 [7]. - The PCB market is also on an upward trend, with a projected value of 73.6 billion USD in 2024 (+5.8% YoY) and an expected market size of 94.7 billion USD by 2029 [8]. Supply Side and Industry Structure - The production capacity of leading photoinitiator companies in China for 2024 is as follows: - Jiu Ri New Materials: 23,000 tons - Qiang Li New Materials: 17,000 tons - Wo Kai Long: 13,000 tons [9]. - The industry is experiencing a consolidation trend, with production capacity increasingly concentrated among companies with competitive advantages [9][10]. Investment Strategy - The report suggests that the photoinitiator industry is poised for a rebound in profitability as supply-demand conditions improve, and it highlights the potential for price recovery [10]. - Key companies to watch include Jiu Ri New Materials, Qiang Li New Materials, Yang Fan New Materials, and Xin Han New Materials [11].
芯动联科、惠而浦上半年业绩大幅预增丨公告精选
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-04 13:01
Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]
扬帆新材:全资子公司江西扬帆已完成整改并获准恢复生产
news flash· 2025-07-04 11:57
Core Viewpoint - Yangfan New Materials (300637.SZ) announced that its wholly-owned subsidiary, Jiangxi Yangfan New Materials Co., Ltd., has completed rectification following a fire incident and has been approved to resume production on July 4, 2025 [1] Group 1 - Jiangxi Yangfan has received approval from local safety supervision authorities to resume production after expert verification [1] - The company and its legal representative, Yu Lizhi, were fined 50,000 yuan and 40,000 yuan respectively for violations of the Production Safety Law of the People's Republic of China, with fines already paid [1] - The fire incident is expected to have a certain impact on the company's performance in 2025 [1]
扬帆新材(300637) - 关于全资子公司火灾事故进展的公告
2025-07-04 11:50
证券代码:300637 证券简称:扬帆新材 公告编号:2025-027 扬帆新材料(浙江)股份有限公司 关于全资子公司火灾事故进展的公告 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。 2025 年 6 月 9 日,扬帆新材料(浙江)股份有限公司(以下简称"公司")全 资子公司江西扬帆新材料有限公司(以下简称"江西扬帆")的 109 车间发生一起 火灾事故。公司已就事故情况进行了披露,具体内容详见公司于 2025 年 6 月 10 日在巨潮资讯网(www.cninfo.com.cn)上刊登的《关于全资子公司发生火灾事故 的公告》(公告编号:2025-026 号)。 以上行为江西扬帆违反了《中华人民共和国安全生产法》第二十八条第一款、 第四十一条第二款和五十七条第一款的规定,给予累计人民币伍万元的行政处罚; 江西扬帆法定代表人兼总经理余立志违反了《中华人民共和国安全生产法》第二 十一条第二、三、五项的规定,给予人民币肆万元的行政处罚。目前相关主体和 人员均已完成罚款的缴纳。 二、江西扬帆采取的整改措施 火灾事故发生后,江西扬帆对监管部门现场检查提出的相关问题制定 ...