Research Dispatch | Zhejiang Jinhua New Materials Hosts Huayuan Securities and 24 Other Institutions; Hydroammonium Aqueous Solution Project Selected as One of the First National New Materials

Research Background

On March 20, 2026, Zhejiang Jinhua New Materials Co., Ltd. (hereinafter referred to as “Zhejiang Jinhua New Materials”) held an investor relations activity at the Wanda Reign Hotel in Wuhan. The activity category was “Other (broker strategy conference).” A total of 24 institutions, including Huayuan Securities Research Institute, Bosera Fund, China Jianyin Investment Fund, China Post Venture Fund, Great Wall Fund, Taikang Fund, and others, participated in the research. The company’s Director and General Manager Zhou Qiang and the Board Secretary Li Xiaocheng were responsible for receiving attendees and answering investors’ questions.

Key Highlights of the Research

Rising Oil Prices Impact: Raw Material Costs Are Transferable, No Adverse Impact Yet

Regarding investors’ concerns about the recent rise in oil prices and its impact on the company, Zhou Qiang stated that the company’s main raw material, methyl ethyl ketone (MEK), is directly affected by fluctuations in international oil prices. However, increases in raw material costs can be passed through to downstream customers through pricing of terminal products. The company will dynamically adjust its procurement, production, and sales strategies in light of the market environment, supply-and-demand relationships, and other factors to actively respond to external changes. Up to now, the rise in oil prices has not caused adverse impacts on the company’s operations. However, the market environment is complex and changeable, with risks of uncertainty. Investors are reminded to pay attention to investment risks.

Silanes Crosslinking Agents: Developing Emerging Applications to Offset Soft Demand in Real Estate

Silanes crosslinking agents have traditionally been used mainly in real estate-related fields such as building curtain walls, doors and windows, and interior decoration, among others. Due to the sluggish real estate market in recent years, this business faces demand pressure. In response, Li Xiaocheng said that the company has already driven customers to develop new sealing products in emerging fields such as new energy, chip manufacturing, and electronics and electrical systems. Among them, areas including new energy vehicles, new energy power, electronics and electrical systems, and chip packaging are seeing relatively faster growth, gradually offsetting the impact of soft demand from traditional industries.

Hydroxylamine Aqueous Solution Project: Good Pilot-Scale Progress, Selected as One of the First Batches of National New Materials

Regarding the latest progress of the hydroxylamine aqueous solution project, Zhou Qiang stated that the product has high purity requirements, with significant technical barriers and fabrication difficulty. Currently worldwide, only BASF has the capability to industrialize the production of electronic-grade hydroxylamine aqueous solution, and the product has high added value. Leveraging advantages such as a green circular industrial chain, technical know-how, lean production, and market channels, the company has made solid progress in pilot-scale R&D and market development. The product has received market recognition and has been successfully selected as one of the first batches of national new materials, with strong market competitiveness. The company will accelerate the industrialization of this product. However, there is uncertainty in market development, and investors should pay attention to related risks.

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