Kayama New Materials (603051.SH): Plans to terminate implementation of the “TOCF Optical Film Expansion Project”
Gelonghui, May 13, 丨 Lushan New Materials (603051.SH) announced that the company plans to terminate the implementation of the “TOCF Optical Film Expansion Project” and permanently supplement the remaining capital raised, while extending the completion time of the “Functional Polyolefin Hot Melt Adhesive Production Expansion Project” from May 2024 to December 2025.
Kayama New Materials (603051.SH): Does not involve the photoresist business
Gelonghui, April 23丨Lushan New Materials (603051.SH) said on the investor interactive platform that the company is not involved in the photoresist business.
Kayama New Materials (603051.SH): A silicon-carbon anode functional bonding material for solid-state lithium batteries has been developed
Gelonghui, April 23 | Lushan New Materials (603051.SH) said on the investor interactive platform that in terms of key materials inside solid-state lithium battery cells, the company has developed a silicon-carbon anode functional bonding material (PAA) for solid-state lithium batteries. Silicon is currently one of the materials with the highest theoretical specific capacity known for anodes, and has abundant reserves and low cost. It is an effective solution for improving the energy density of lithium batteries, and is considered one of the ideal anode materials for high-energy solid-state batteries. However, silicon anode materials have defects that vary greatly in volume, which will cause a large expansion effect during the cycle, leading to a decrease in battery cycle life
Kayama New Materials (603051.SH): net loss of 86.3099 million yuan in 2023
Gelonghui, April 22丨Lushan New Materials (603051.SH) released its 2023 annual report. Operating revenue for the reporting period was 2,951 billion yuan, up 12.69% year on year; net profit attributable to shareholders of listed companies - 86.3099 million yuan; deducted non-net profit - 109 million yuan; and basic earnings per share - 0.94 yuan.
Kayama New Materials (603051.SH) announced first-quarter results, with net profit of 24.94 million yuan, turning a year-on-year loss into a profit
Kayama New Materials (603051.SH) disclosed its report for the first quarter of 2024, and the company achieved revenue of 5.5 during the reporting period...
Guangzhou Lushan New Materials Co., Ltd. (SHSE:603051) Soars 29% But It's A Story Of Risk Vs Reward
Those holding Guangzhou Lushan New Materials Co., Ltd. (SHSE:603051) shares would be relieved that the share price has rebounded 29% in the last thirty days, but it needs to keep going to repair the r
Kayama New Materials (603051.SH): Adhesive materials for hydrogen fuel cells and liquid flow batteries are currently being tested, certified and introduced
Gelonghui March 8 丨 Lushan New Materials (603051.SH) said on the investor interactive platform that the company's adhesive materials for hydrogen fuel cells and liquid flow batteries are currently being tested, certified and introduced.
Kayama New Materials (603051.SH): The company's products are not currently used in the semiconductor chip field
Gelonghui March 8 丨 Lushan New Materials (603051.SH) said on the investor interactive platform that the company's products have not been used in the semiconductor chip field for the time being. The company continues to pay attention to and research market needs in the field of new materials, and continues to explore new market application fields.
Huafu Securities: PV film prices are expected to rise in March, and film profits can be expected to rebound
The profit of adhesive film is expected to improve in March, and an overall Q1 profit improvement can be expected in combination with possible particle inventory earnings.
Kayama New Materials (603051.SH): Received 9.4699 million yuan in government subsidies
Gelonghui, Feb. 1, 丨 Lushan New Materials (603051.SH) announced that the company and its wholly-owned subsidiaries Jiangsu Lushan New Materials Co., Ltd., Guangzhou Lushan Advanced Materials Co., Ltd. and its wholly-owned subsidiary Lushan New Materials (Yancheng) Co., Ltd. received a total of RMB 9,469,939.08 from November 17, 2023 to January 31, 2024, accounting for 12.65% of the company's 2022 audited net profit attributable to shareholders of listed companies.
Investors Give Guangzhou Lushan New Materials Co., Ltd. (SHSE:603051) Shares A 26% Hiding
Guangzhou Lushan New Materials Co., Ltd. (SHSE:603051) shareholders that were waiting for something to happen have been dealt a blow with a 26% share price drop in the last month. The recent drop c
Kayama New Materials (603051.SH): Expected net loss of 70 million yuan to 90 million yuan in 2023
Gelonghui, January 29丨Lushan New Materials (603051.SH) announced that according to preliminary estimates by the company's finance department, the company expects to achieve operating income of 290 million yuan to 300,000 yuan in 2023. The company expects to achieve net profit attributable to owners of the parent company in 2023 of -90 million yuan to -70 million yuan. Compared with the same period last year (statutory disclosure data), there will be a loss. Net profit attributable to the owner of the parent company after deducting non-recurring profit and loss is expected to be between -110 million yuan and -90 million yuan in 2023. 202
Jiasheng Wang Guangzhou Lushan New Materials Co., Ltd.'s (SHSE:603051) CEO Is the Most Bullish Insider, and Their Stock Value Gained 14%last Week
Key Insights Significant insider control over Guangzhou Lushan New Materials implies vested interests in company growth A total of 4 investors have a majority stake in the company with 51% ownership
Kayama New Materials (603051.SH): Han Lina and concerted actors transferred a total of 500,000 “Kushan Convertible Bonds”
Gelonghui, January 12, 丨 Lushan New Materials (603051.SH) announced that on January 12, 2024, the company received a notice from Ms. Han Lina that Ms. Han Lina and the co-actor Guangzhou Lushan Information Consulting Co., Ltd. recently completed the unpledge procedure for convertible corporate bonds and transferred a total of 503,060 “Lushan Convertible Bonds” through the Shanghai Stock Exchange through bulk transactions between January 10, 2024 and January 12, 2024, accounting for 9.60% of the total amount issued.
Kayama New Materials (603051.SH): OCA optical film is ready for mass production, with a small supply in the fourth quarter
Gelonghui, December 29丨Lushan New Materials (603051.SH) said on the investor interactive platform that the company's OCA optical film is ready for mass production and will be supplied in small quantities in the fourth quarter. Please refer to the details of customer development as disclosed in the company's subsequent regular reports.
Lushan New Materials (603051.SH): N-type battery heterojunction encapsulation film has been applied in component manufacturers
On December 8, Gelonghui, Lushan New Materials (603051.SH) stated on the investor interactive platform that the company's N-type battery heterojunction (HJT) packaging film has already been applied by component manufacturers, and the company has also launched an innovatively developed packaging and carrying integrated film for HJT components without a main gate.
Lushan New Materials (603051.SH): Received 7.8863 million yuan in government subsidies
Gelonghui November 17丨Lushan New Materials (603051.SH) announced that the company and its wholly-owned subsidiary Jiangsu Lushan New Materials Co., Ltd., Guangzhou Lushan Advanced Materials Co., Ltd. and its wholly-owned subsidiary Lushan New Materials (Yancheng) Co., Ltd. received a total of RMB 7.8863 million in income-related government subsidies from March 29, 2023 to November 16, 2023, accounting for 10.54% of the company's 2022 audited net profit attributable to shareholders of listed companies.
Lushan New Materials (603051.SH): There is no cooperation with Huawei yet
Gelonghui November 17丨Lushan New Materials (603051.SH) said on the investor interactive platform that the company has not cooperated with Huawei yet. The company's OCA optical film is expected to be put into mass production in the fourth quarter of 2023. OCA optical film can be used in terminal products such as mobile phones, tablets, car screens, etc., to achieve domestic replacement. The company's products are widely used, and there are many downstream customers. Excellent domestic and foreign brand manufacturers, including Huawei, Apple, Xiaomi, etc., are the target customer groups for the company's business. The company will continue to improve its products and lay the foundation for future business expansion.
Lushan New Materials (603051.SH): Currently, back-contact photovoltaic module (BC battery) packaging film is being tested, certified and introduced
Gelonghui November 17丨Lushan New Materials (603051.SH) said on the investor interactive platform that the packaging film for back-contact photovoltaic modules (BC batteries) is currently in the testing, certification and introduction stage. The company is currently ready for mass production, and can be mass-produced after the introduction is completed.
Lushan New Materials (603051.SH): OCA optical film is expected to be mass-produced in the fourth quarter of 2023
Gelonghui November 17丨Lushan New Materials (603051.SH) said on the investor interactive platform that the company's OCA optical film is expected to be put into mass production in the fourth quarter of 2023.
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