Changzhou Tronly New Electronic Materials Co., Ltd. Reports Earnings Results for the Nine Months Ended September 30, 2025

Changzhou Tronly New Electronic Materials Co., Ltd. reported earnings for the nine months ended September 30, 2025, with sales of CNY 720.07 million, up from CNY 698.3 million a year ago. The net loss decreased to CNY 24.03 million from CNY 25.62 million. Basic loss per share improved to CNY 0.0452 from CNY 0.0497, while diluted earnings per share rose to CNY 0.0006 from a diluted loss of CNY 0.0015.

TRONLY released its performance for the first three quarters, with a net loss attributable to the parent company of 24.0329 million yuan

According to the Zhitong Finance APP, TRONLY released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 720 million yuan, a year-on-year increase of 3.12%. The net loss attributable to shareholders of the listed company was 24.0329 million yuan. The net loss attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 27.7643 million yuan. The basic loss per share was 0.0452 yuan

The A-share electronic chemical sector experienced a volatile rebound, with Weiteou hitting the daily limit of a "20cm" increase, and DING LONG, NATA OPTO-ELECT, XILONG SCIENTIFIC, Shaanxi Lighte, Shanghai Sinyang, and TRONLY also rising

The price of core materials for photoresist photoinitiators continues to rise: a review of concept stocks

The price of photoinitiators continues to rise, with the latest quote on August 11 being 95 yuan/kg, an increase of 5.56%. Since the beginning of this year, the price of photoinitiators has risen by a cumulative 26.67%. As a core raw material for photoresists, photoinitiators have a broad space for substitution in the domestic market. Currently, there are 7 listed companies in the A-share market involved in the production of photoinitiators, among which Jiuri, TRONLY, and Yangfan New Materials are industry leaders

Guohai Securities: Improvement in Supply and Demand Pattern, Profitability in the Optical Trigger Industry Expected to Improve

Guohai Securities released a research report indicating that the supply and demand pattern in the photoinitiator industry is gradually improving, with prices expected to bottom out and rebound, leading to an improvement in industry profitability. With the traditional demand recovering and the rapid development of emerging application fields, the demand prospects for photoinitiators are broad. This report is the first to cover the industry and gives a "Buy" rating