证券日报网讯1月8日，悦安新材在互动平台回答投资者提问时表示，公司一贯重视供应链的稳定性与成 本控制，并通过持续优化羰基铁粉生产工艺、提升运营效率等方式应对原材料市场波动。目前，公司与 主要供应商、客户均保持长期稳定的合作关系，羰基铁粉的供销价格基于市场供需情况、成本结构及双 方协商确定，现阶段总体保持平稳。关于成本转嫁能力，公司一方面通过工艺升级、规模化生产降本增 效，消化部分原材料涨价压力；另一方面，凭借羰基铁粉的产品技术壁垒与客户长期合作粘性，具备一 定的成本传导空间。未来，公司将继续密切关注大宗商品及金属市场价格走势，动态评估成本与市场变 化，通过加强供应链协同管理、与客户保持开放透明的商业互信沟通，共同维护产业链的良性发展与合 作共赢。 ...

（文章来源：每日经济新闻） 悦安新材（688786.SH）12月31日在投资者互动平台表示，尊敬的投资者，您好。公司生产的羰基铁粉 可应用于制造电感等电子元器件，相关部件广泛适配各类电子设备领域。关于该产品在磁悬浮列车领域 的具体应用场景，公司目前暂未掌握直接信息。感谢您的关注。 每经AI快讯，有投资者在投资者互动平台提问：羰基铁粉是否有应用于磁悬浮列车呢？ ...

项目全面投产后，公司将新增年产3000吨羰基铁粉与7500吨人造金红石的产能规模，既为集团规模化发 展筑牢根基，也将为高端电子、精密制造等产业提供稳定可靠的关键材料支持。 悦安新材表示，此次宁夏悦安示范线试产获批，是羰化技术多场景延伸进程中的关键阶段性成果。展望 未来，公司将持续聚焦技术升级与成果转化，深耕新材料赛道，以宁夏悦安的实践经验为基础，稳步释 放羰化工艺的技术价值，依托子公司及其他产业平台，稳步探索该技术在稀贵金属粉体、高端催化剂载 体等前沿领域的应用可能，持续打磨"核心技术+多场景延伸"的产业布局，在新材料产业的发展道路上 踏实前行。 本报讯(记者曹琦)12月31日，宁夏悦安新材料科技有限公司(以下简称"宁夏悦安")金属软磁微纳粉体生 产示范线项目正式获得试生产批复，即将迈入生产运行新阶段。这一里程碑式进展，标志着江西悦安新 材料股份有限公司(以下简称"悦安新材")在新材料领域的技术转化与产业布局迈出关键一步。 该项目作为江西悦安新材料股份有限公司深耕金属粉体领域的重要成果，依托核心技术以钛铁矿为原 料，高效协同生产羰基铁粉和人造金红石，为行业探索出一条兼具高效与绿色属性的全新发展路径。 ...

截至9月30日，悦安新材股东户数5289.00，较上期增加21.92%；人均流通股27188股，较上期减少 17.98%。2025年1月-9月，悦安新材实现营业收入3.21亿元，同比增长3.19%；归母净利润6141.58万元， 同比增长9.04%。 12月23日，悦安新材涨0.99%，成交额3657.77万元。两融数据显示，当日悦安新材获融资买入额211.94 万元，融资偿还324.96万元，融资净买入-113.02万元。截至12月23日，悦安新材融资融券余额合计1.76 亿元。 融资方面，悦安新材当日融资买入211.94万元。当前融资余额1.76亿元，占流通市值的4.44%，融资余 额超过近一年70%分位水平，处于较高位。 融券方面，悦安新材12月23日融券偿还0.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额2.75 万元；融券余量1800.00股，融券余额4.96万元，超过近一年90%分位水平，处于高位。 资料显示，江西悦安新材料股份有限公司位于江西省赣州市大余县新华工业园，成立日期2004年11月10 日，上市日期2021年8月26日，公司主营业务涉及羰基铁粉、雾化合金粉及相关粉体深加 ...

Core Viewpoint - Jiangxi Yue'an New Materials Co., Ltd. has disclosed its production capacity layout, focusing on a dual-base strategy with Jiangxi as the main production base and a parallel base in Ningxia, which is currently in the trial production licensing stage [1] Production Capacity and Strategy - The production capacity expansion in Ningxia is planned in three phases, with the first phase being a demonstration project, and subsequent phases dependent on market demand and project progress [1] - The company’s core product, carbonyl iron powder, maintains a stable gross margin, indicating robust profitability [1] Product Performance and Market Demand - Soft magnetic powder, a series of products, shows superior profitability when made from carbonyl iron powder compared to those made from atomized alloy powder due to higher product performance [1] - The company has a stable order backlog, with future order growth driven by diversified factors [1] Emerging Applications and Growth Drivers - The new production capacity from the Ningxia base will provide solid support for order fulfillment [1] - The company is actively aligning with downstream market trends, focusing on emerging application areas such as high-end inductors driven by AI computing hardware, upgrades in automotive magnetorheological suspension systems, and the lightweight development of electric tools, which are expected to be significant growth engines for order increases [1]

Group 1 - The humanoid robot industry is experiencing positive changes both domestically and internationally, with a focus on high-quality segments and upcoming Gen3 product releases and mass production guidance [1] - The solid-state battery equipment sector is advancing, with the first domestic large-capacity all-solid-state battery production line having been established and entering trial production, accelerating the industrialization process [1] - The engineering machinery sector is maintaining high growth rates in exports despite a slowdown in excavator domestic sales, while non-excavator sales remain strong, indicating overall good domestic operations [1] Group 2 - The rapid development of AI technology is significantly impacting the passive components industry, driving growth in high-end MLCCs, chip inductors, tantalum capacitors, and packaging materials, while also benefiting upstream raw materials such as nickel powder and carbonyl iron powder [2] - The performance of materials is crucial for device performance, providing advantages to upstream raw materials and supporting enterprises in the upstream and downstream industries [2] Group 3 - The global gas turbine market is expected to see a 95% year-on-year increase in new orders by Q3 2025, reaching 24GW, driven by various factors including energy policy shifts and increased AI power demand [3] - The high demand for gas turbines globally is likely to create export opportunities for domestic manufacturers of hot-end blades and cold-end casings [3]

Group 1 - The rapid development of AI technology is having a profound impact on the passive component industry [1] - High-end MLCC, chip inductors, tantalum capacitors, and packaging materials are expected to experience rapid growth due to AI advancements [1] - The upstream raw materials sector, including nickel powder, carbonyl iron powder, metal soft magnetic powder (core), and thermal materials, is also anticipated to grow quickly [1] Group 2 - Material performance is crucial in determining device performance, highlighting the advantages of upstream raw materials and supporting enterprises in the industry [1]

Core Viewpoint - The rapid development of AI technology is having a profound impact on the passive component industry, driving the growth of high-end MLCC, chip inductors, tantalum capacitors, and packaging materials [1] Group 1: Industry Impact - The advancement of AI technology is expected to accelerate the development of high-end passive components such as MLCC, chip inductors, and tantalum capacitors [1] - The growth in the passive component sector will also stimulate the rapid development of upstream raw materials including nickel powder, carbonyl iron powder, metal soft magnetic powder, and thermal materials [1] Group 2: Material Performance - The performance of materials is crucial in determining the performance of devices, indicating that companies in the upstream raw materials sector and those in related industries will have competitive advantages [1]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Yuedan New Materials, indicating a decline in stock price and significant financing activity on November 12 [1] - On November 12, Yuedan New Materials experienced a stock price drop of 0.29%, with a trading volume of 43.12 million yuan. The financing buy-in amount was 4.98 million yuan, while the financing repayment was 11.29 million yuan, resulting in a net financing buy-in of -6.31 million yuan [1] - As of November 12, the total margin balance for Yuedan New Materials was 187 million yuan, with the financing balance accounting for 4.66% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Yuedan New Materials was 5,289, an increase of 21.92% from the previous period, while the average circulating shares per person decreased by 17.98% to 27,188 shares [2] - For the period from January to September 2025, Yuedan New Materials achieved an operating income of 321 million yuan, representing a year-on-year growth of 3.19%, and a net profit attributable to the parent company of 61.42 million yuan, up 9.04% year-on-year [2] Group 3 - Yuedan New Materials has distributed a total of 184 million yuan in dividends since its A-share listing, with cumulative distributions of 133 million yuan over the past three years [3]

Core Viewpoint - The implementation of the new carbonyl iron powder process will help reduce production costs and enhance the market competitiveness of the company's products [1] Group 1: Production and Cost Management - The pricing of the company's products is influenced by various factors including process technology, raw material prices, and market supply and demand [1] - The company anticipates achieving its cost reduction targets gradually after scaling up production [1] Group 2: Product Quality and Optimization - The operational efficiency of Ningxia Yuenan needs to be evaluated in conjunction with the overall performance of both main and by-products [1] - Current experiments indicate that the purity of by-products can be maintained at a stable level, and the company plans to continue optimizing processes to achieve industrialization goals for related products after mass production [1]