内容概要：近年来，随着数码印花渗透率的提升，我国分散墨水行业消耗量呈现逐年攀升趋势，2015- 2024年中国分散墨水行业消耗量从6300吨增长至36000吨，年复合增长率为21%。预计未来随着分散墨 水性能持续优化，将适配更多场景，进一步推动行业消耗量的增加。从细分市场来看，热升华墨水占比 较高，达到90%。这一方面是因为热升华墨水对应的热转印工艺是目前数码喷墨印花中最主流、最成熟 的方式，普及度远高于高温分散墨水；另一方面，热升华墨水生产效率较高，且次品问题能在转印纸打 印阶段就被发现并截留，避免了直接在面料上印花出现瑕疵而造成的面料浪费，降低了生产成本。而高 温分散墨水市场占比虽然较低，但它省略了转印纸的成本和步骤，相较于热升华墨水来说更加环保，预 计未来市场占比有望提升。 相关上市企业：蓝宇股份（301585）、安诺其（300067）、锦鸡股份（300798）、浙江龙盛 （600352）、闰土股份（002440）、宏华数科（688789）等。 相关企业：珠海传美讯新材料股份有限公司、上海色如丹数码科技股份有限公司、郑州鸿盛数码科技股 份有限公司、珠海天威新材料股份有限公司、深圳市墨库新材料集团股份有限 ...

责任编辑：小浪快报 截至9月30日，蓝宇股份股东户数1.06万，较上期减少12.38%；人均流通股2462股，较上期增加 14.13%。2025年1月-9月，蓝宇股份实现营业收入3.36亿元，同比减少6.10%；归母净利润4749.00万元， 同比减少42.15%。 分红方面，蓝宇股份A股上市后累计派现3200.00万元。 机构持仓方面，截止2025年9月30日，蓝宇股份十大流通股东中，南方智弘混合A（020645）位居第九 大流通股东，持股10.23万股，为新进股东。国投瑞银新兴产业混合(LOF)A（161219）退出十大流通股 东之列。 12月30日，蓝宇股份跌0.13%，成交额4420.10万元。两融数据显示，当日蓝宇股份获融资买入额604.75 万元，融资偿还783.86万元，融资净买入-179.11万元。截至12月30日，蓝宇股份融资融券余额合计 5073.28万元。 融资方面，蓝宇股份当日融资买入604.75万元。当前融资余额5059.46万元，占流通市值的2.39%，融资 余额超过近一年50%分位水平，处于较高位。 融券方面，蓝宇股份12月30日融券偿还0.00股，融券卖出0.00股，按当日收盘 ...

深圳商报读创客户端记者 舒桂林 深圳市墨库新材料集团股份有限公司（简称"墨库股份"）近日向深交所递交创业板IPO招股书，计划公 开发行1300万股新股，募资7.2亿元用于年产4万吨高性能环保墨水项目、总部研发中心建设及补充流动 资金。 招股书显示，墨库股份主要从事数码喷印墨水的研发、生产与销售，主要产品包括分散墨水、涂料墨 水、UV墨水、水性染料墨水等。公司产品应用于新兴的数码喷印技术，该技术集计算机、机电一体 化、精密机械制造、精细化工等高新技术于一体，主要运用数字化设备与喷印技术，通过控制系统将数 码喷印墨水按照设定程序喷印至承印材料上形成图案的过程。 墨库股份2022-2024年营收分别为5.22亿元、6.18亿元和7.27亿元，年均复合增长率达17.95%；同期归母 净利润从5758万元跃升至1.43亿元，年均复合增长率高达57.84%。2025年前三季度，公司继续保持增长 势头，实现营收5.90亿元，净利润9475万元。 尽管业绩亮眼，招股书也提示了若干风险因素： 租赁房产瑕疵构成潜在隐患。公司生产经营使用的部分房产存在未取得产权证书或未办理租赁备案情 形，涉及租赁面积超3万平方米。尽管高栏港分公司 ...

12月25日，深圳市墨库新材料集团股份有限公司(简称：墨库股份)深交所创业板IPO已受理。华泰联合 证券为其保荐机构，拟募资7.2亿元。 招股书显示，墨库股份主要从事数码喷印墨水的研发、生产与销售，主要产品包括分散墨水、涂料墨 水、UV墨水、水性染料墨水等。 公司产品应用于新兴的数码喷印技术，该技术集计算机、机电一体化、精密机械制造、精细化工等高新 技术于一体，主要运用数字化设备与喷印技术，通过控制系统将数码喷印墨水按照设定程序喷印至承印 材料上形成图案的过程。 报告期内，公司主营业务收入的构成情况如下： 公司生产的数码喷印墨水作为关键耗材，与数码喷头、系统板卡等核心部件以及其他配件产品配套于数 码喷印设备，主要应用于纺织品数码印花、广告图像、桌面办公打印、包装及出版物、电子电路、建筑 装饰、工艺装饰品等领域。 根据中国印刷及设备器材工业协会的统计数据，2022年我国数码喷印墨水的市场规模为14.53万吨， 2023年我国数码喷印墨水的市场规模预测为16.28万吨，2024年我国数码喷印墨水的市场规模预测为 19.21万吨。 根据上述数据计算的国内数码喷印墨水市场占有率情况如下： | | | | 单位:万吨 ...

截至9月30日，蓝宇股份股东户数1.06万，较上期减少12.38%；人均流通股2462股，较上期增加 14.13%。2025年1月-9月，蓝宇股份实现营业收入3.36亿元，同比减少6.10%；归母净利润4749.00万元， 同比减少42.15%。 12月18日，蓝宇股份涨0.56%，成交额2295.86万元。两融数据显示，当日蓝宇股份获融资买入额563.44 万元，融资偿还240.83万元，融资净买入322.60万元。截至12月18日，蓝宇股份融资融券余额合计 4890.37万元。 融资方面，蓝宇股份当日融资买入563.44万元。当前融资余额4860.08万元，占流通市值的6.11%。 融券方面，蓝宇股份12月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量9900.00股，融券余额30.28万元。 资料显示，浙江蓝宇数码科技股份有限公司位于浙江省义乌市佛堂镇渡磬南路180号，成立日期2010年 12月30日，上市日期2024年12月20日，公司主营业务涉及主要从事符合国家节能环保战略方向的数码喷 印墨水的研发、生产和销售。主营业务收入构成为：分散墨水53.41% ...

Core Insights - On November 18, Lanyu Co., Ltd. experienced a 1.16% decline in stock price, with a trading volume of 19.14 million yuan [1] - The company reported a net financing outflow of 48.07 million yuan for the same day, with a total financing and securities balance of 47.29 million yuan [1] Financial Performance - For the period from January to September 2025, Lanyu Co., Ltd. achieved a revenue of 336 million yuan, representing a year-on-year decrease of 6.10% [2] - The net profit attributable to the parent company was 47.49 million yuan, reflecting a significant year-on-year decline of 42.15% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Lanyu Co., Ltd. was 10,600, a decrease of 12.38% compared to the previous period [2] - The average number of circulating shares per shareholder increased by 14.13% to 2,462 shares [2] Business Overview - Lanyu Co., Ltd. specializes in the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1] - The company's revenue composition includes: dispersed ink (53.41%), active ink (22.06%), other inks (12.35%), textile printing processing (10.35%), leasing and fuel power sales (1.26%), and equipment and materials sales (0.57%) [1]

Core Insights - On October 15, Lanyu Co., Ltd. experienced a stock price increase of 0.47%, with a trading volume of 20.51 million yuan [1] - The company reported a net financing outflow of 224.12 million yuan on the same day, with a total financing and securities balance of 46.01 million yuan [1] Financial Performance - For the first half of 2025, Lanyu Co., Ltd. achieved operating revenue of 211 million yuan, a year-on-year decrease of 10.57% [2] - The net profit attributable to shareholders for the same period was 28.66 million yuan, reflecting a significant year-on-year decline of 49.13% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Lanyu Co., Ltd. was 12,100, a decrease of 23.82% compared to the previous period [2] - The average number of circulating shares per shareholder increased by 79.95% to 2,157 shares [2] Business Overview - Lanyu Co., Ltd. specializes in the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1] - The company's revenue composition includes: dispersed ink (53.41%), reactive ink (22.06%), other inks (12.35%), textile printing processing (10.35%), leasing and fuel power sales (1.26%), and equipment and materials sales (0.57%) [1]

Group 1 - The core viewpoint of the news is that 蓝宇股份 (Lanyu Co., Ltd.) is experiencing a decline in stock performance and financial metrics, with a notable drop in revenue and net profit [1][2]. - On October 13, 蓝宇股份 saw a stock price decrease of 0.82%, with a trading volume of 32.01 million yuan. The financing buy-in amount was 4.44 million yuan, while the financing repayment was 2.59 million yuan, resulting in a net financing buy-in of 1.85 million yuan [1]. - As of October 13, the total margin trading balance for 蓝宇股份 was 48.23 million yuan, accounting for 5.68% of its circulating market value [1]. Group 2 - As of June 30, the number of shareholders for 蓝宇股份 was 12,100, a decrease of 23.82% from the previous period. The average circulating shares per person increased by 79.95% to 2,157 shares [2]. - For the first half of 2025, 蓝宇股份 reported operating revenue of 211 million yuan, a year-on-year decrease of 10.57%. The net profit attributable to shareholders was 28.66 million yuan, down 49.13% year-on-year [2]. - Since its A-share listing, 蓝宇股份 has distributed a total of 32 million yuan in dividends [2].

Group 1 - The core point of the news is that 蓝宇股份 (Blue Universe Co., Ltd.) experienced a decline of 5.02% in its stock price, closing at 32.38 yuan per share, with a total market capitalization of 3.368 billion yuan [1] - The company, established on December 30, 2010, specializes in the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1] - The revenue composition of the company includes: dispersed ink 53.41%, active ink 22.06%, other inks 12.35%, textile printing processing 10.35%, leasing and fuel power sales 1.26%, and equipment and materials sales 0.57% [1] Group 2 - 国投瑞银新兴产业混合(LOF)A (National Investment UBS Emerging Industry Mixed Fund) is among the top ten circulating shareholders of 蓝宇股份, having reduced its holdings by 30.48 thousand shares in the second quarter [2] - The fund currently holds 14.52 thousand shares, representing 0.56% of the circulating shares, with an estimated floating loss of approximately 248,200 yuan [2] - The fund has achieved a year-to-date return of 30.26%, ranking 2989 out of 8172 in its category, and a one-year return of 62.93%, ranking 2170 out of 7995 [2]

Core Viewpoint - Blue Universe Co., Ltd. is experiencing a decline in revenue and net profit, indicating potential challenges in its business operations and market conditions [2]. Group 1: Financial Performance - As of June 30, Blue Universe reported a revenue of 211 million yuan, a year-on-year decrease of 10.57% [2]. - The net profit attributable to the parent company for the same period was 28.66 million yuan, down 49.13% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 32 million yuan [2]. Group 2: Shareholder and Market Activity - As of September 10, Blue Universe's stock price decreased by 0.38%, with a trading volume of 33.34 million yuan [1]. - The company had a net financing purchase of 3.48 million yuan on September 10, with a total financing balance of 54.15 million yuan, representing 6.07% of the circulating market value [1]. - The number of shareholders decreased by 23.82% to 12,100, while the average circulating shares per person increased by 79.95% to 2,157 shares [2]. Group 3: Business Overview - Blue Universe, established on December 30, 2010, focuses on the research, production, and sales of digital printing inks that align with national energy-saving and environmental protection strategies [1]. - The main revenue sources include dispersed ink (53.41%), active ink (22.06%), other inks (12.35%), textile printing processing (10.35%), and rental and fuel power sales (1.26%) [1].