2024年1至12月份，久日新材的营业收入构成为：光固化材料占比78.4%，精细化学品占比21.29%，电 子化学品占比0.18%，其他业务占比0.13%。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ 每经AI快讯，久日新材（SH 688199，收盘价：26.38元）9月22日晚间发布公告称，公司本次拟变更的 募集资金总额为公司前期终止部分募集资金投资项目后未使用的募集资金4800万元，占扣除发行费用后 总筹资额的2.81%。变更的资金拟用于投资建设酰基膦氧系列光引发剂项目和宏远天呈项目，其中酰基 膦氧系列光引发剂项目预计总投资额为4000万元，拟使用募集资金投入3900万元，剩余部分以自筹资金 解决；宏远天呈项目预计总投资额为1000万元，拟使用募集资金投入900万元，剩余部分以自筹资金解 决。 截至发稿，久日新材市值为43亿元。 （记者 张明双） ...

Investment Rating - The industry investment rating is "Add" (Maintain) [1] Core Viewpoints - The supply of photoinitiators is becoming concentrated, and demand in emerging fields is booming, leading to a recovery in industry prosperity [1] - Photoinitiators are essential raw materials for light-curing materials, accounting for 3%-5% of the total usage in these materials, but their cost constitutes 10%-15% of the overall cost of light-curing products [2] - The demand for photoinitiators is expected to grow due to the expansion of applications in both traditional and emerging fields, such as automotive parts, electronics, PCB manufacturing, and 3D printing [2] Summary by Sections Basic Information - Photoinitiators are crucial for UV coatings, inks, and adhesives, enabling the curing process through exposure to specific wavelengths of light [2] - Light-curing materials are environmentally friendly and energy-efficient alternatives to traditional solvent-based products, contributing to the reduction of VOC emissions [2] Industry Trends - The main domestic manufacturers of photoinitiators have faced production halts, which may lead to collaborative development within the industry [5] - The competitive landscape shows that China is a major producer of photoinitiators, with significant production capacities from companies like Jiu Ri New Materials and Qiangli New Materials [5] Supply and Demand Dynamics - Supply-side challenges include production stoppages due to safety and environmental issues at key manufacturers, which may hinder recovery efforts [5] - The demand for photoinitiators is driven by the growth of light-curing applications in new sectors, indicating a positive outlook for the industry [5] Related Companies - Key companies in the industry include Jiu Ri New Materials, Qiangli New Materials, Yangfan New Materials, and Gurin Technology [6]