11月21日，久日新材跌5.02%，截至发稿，报22.34元/股，成交8135.93万元，换手率2.21%，总市值 36.02亿元。久日新材股价已经连续3天下跌，区间累计跌幅3.57%。 资料显示，天津久日新材料股份有限公司位于天津市华苑新技术产业园区工华道1号智慧山C座贰门三 层,五层,六层，成立日期1998年10月30日，上市日期2019年11月5日，公司主营业务涉及光引发剂,以及 光引发剂的研发、生产和销售。主营业务收入构成为：光引发剂79.50%，精细化学品15.57%，单体 2.85%，其他1.13%，光敏剂0.70%，其他(补充)0.17%，光刻胶0.09%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓久日新材。南方新材料股票发起A（016449）三季度减持3411 股，持有股数2.24万股，占基金净值比例为3.13%，位居第九大重仓股。根据测算，今日浮亏损失约 2.65万元。连续3天下跌期间浮亏损失1.95万元。 南方新材料股票发起A（016449）成立日期2023年3月21日，最新规模1725.05万。今年以来收益 32.31%，同类排名1250/4208；近一年收益27.5%， ...

格隆汇11月20日丨扬帆新材(300637.SZ)在投资者互动平台表示，公司的光引发剂价格近期基本保持稳 定。 ...

Core Viewpoint - Jiu Ri New Materials Co., Ltd. experienced a stock price increase of 5.52% on November 17, reaching 25.63 CNY per share, with a total market capitalization of 4.132 billion CNY [1] Company Overview - Jiu Ri New Materials was established on October 30, 1998, and went public on November 5, 2019. The company is located in Tianjin and specializes in the research, production, and sales of photoinitiators [1] - The revenue composition of the company includes photoinitiators (79.50%), fine chemicals (15.57%), monomers (2.85%), and other products [1] Shareholder Information - Guotai Fund's Guotai Jinying Growth Flexible Allocation Mixed Fund (020001) entered the top ten circulating shareholders of Jiu Ri New Materials in the third quarter, holding 1.2183 million shares, which is 0.76% of the circulating shares [2] - The fund has achieved a year-to-date return of 41.29%, ranking 1598 out of 8213 in its category [2] Fund Manager Profile - The fund manager of Guotai Jinying Growth Flexible Allocation Mixed Fund is Xu Zhibiao, who has been in the position for 10 years and 93 days. The fund's total asset size is 4.327 billion CNY [3] - During his tenure, the best fund return was 150.07%, while the worst was -28.04% [3]

Group 1 - The core viewpoint of the news is that Xinhan New Materials experienced a decline in stock price and significant changes in financing activities on November 11, with a net financing outflow of 21.71 million yuan [1] - As of November 11, Xinhan New Materials had a total financing and securities lending balance of 308 million yuan, which accounts for 3.79% of its market capitalization, indicating a high level of financing [1] - The company reported a revenue of 330 million yuan for the period from January to September 2025, representing a year-on-year growth of 7.99%, and a net profit attributable to shareholders of 51.53 million yuan, up 23.32% year-on-year [2] Group 2 - Xinhan New Materials has distributed a total of 153 million yuan in dividends since its A-share listing, with 113 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders in Xinhan New Materials decreased by 3.55% to 29,900, while the average circulating shares per person increased by 3.68% to 3,672 shares [2]

Group 1 - The core viewpoint of the news is that Xinhan New Materials has shown significant trading activity and financial performance, with a notable increase in stock price and financing activities [1][2]. - On November 6, Xinhan New Materials' stock price increased by 3.31%, with a trading volume of 304 million yuan. The financing buy-in amount was 31.47 million yuan, while the net financing buy-in was 5.74 million yuan [1]. - As of November 6, the total financing and securities lending balance for Xinhan New Materials was 316 million yuan, which represents 3.72% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - As of October 31, the number of shareholders for Xinhan New Materials was 31,000, a decrease of 2.52% from the previous period, while the average circulating shares per person increased by 2.58% to 3,542 shares [2]. - For the period from January to September 2025, Xinhan New Materials achieved a revenue of 330 million yuan, reflecting a year-on-year growth of 7.99%, and a net profit attributable to the parent company of 51.53 million yuan, which is a 23.32% increase year-on-year [2]. - Since its A-share listing, Xinhan New Materials has distributed a total of 153 million yuan in dividends, with 113 million yuan distributed over the past three years [3].

Group 1 - The core viewpoint of the article indicates that Jiuri New Materials has experienced an increase in the price of photoinitiators in the third quarter compared to the first half of the year, while the raw material costs have remained relatively stable [2]

Group 1 - The company, Jiu Ri New Materials, is a leading player in the photoinitiator sector and is the largest global producer of photoinitiators [2] - The company highlighted that its product structure differs from that of competitors, Qiangli New Materials and Yangfan New Materials [2]

Core Viewpoint - The company reported stable production and sales, with a slight increase in the sales volume of photosensitive agents compared to the previous year [1] Group 1: Production and Sales - The company indicated that production and sales are currently normal [1] - For the period from January to September 2025, the sales volume of photosensitive agents reached 17,866.99 tons, showing a slight increase compared to the same period last year [1] Group 2: Pricing - The prices of photosensitive agents have remained relatively stable [1]

Group 1 - The price of photoinitiators has increased in the third quarter compared to the first half of the year [2] - The change in raw material costs has been minimal [2]

Core Viewpoint - Jiu Ri New Materials is a leading domestic photoinitiator company with a full industry chain advantage, focusing on the research, production, and sales of photoinitiators [1] Group 1: Business Performance - In Q3 2025, Jiu Ri New Materials reported revenue of 1.097 billion yuan, ranking 32nd out of 79 in the industry, below the industry average of 1.994 billion yuan [2] - The company's main business, photoinitiators, generated revenue of 567 million yuan, accounting for 79.50% of total revenue [2] - The net profit for the same period was -4.9314 million yuan, ranking 64th out of 79, significantly lower than the industry average net profit of 74.4382 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jiu Ri New Materials had a debt-to-asset ratio of 35.99%, higher than the industry average of 34.74% [3] - The gross profit margin for the same period was 14.98%, an increase from 13.52% year-on-year, but still below the industry average of 19.93% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.01% to 12,400 [5] - The average number of circulating A-shares held per shareholder decreased by 12.29% to 13,000 [5] - Among the top ten circulating shareholders, a new shareholder, Guotai Junan Eagle Growth Flexible Allocation Mixed Fund, holds 1.2183 million shares [5]