中国青年报客户端讯（魏岳奇 中青报·中青网记者 樊江涛）在上海新国际博览中心E1的一个展台前，年 轻的手指好奇地抚过红盒白标的包装盒，一旁的老摄影人则郑重地举起相机，记录下这穿越时光的重逢 ——7月17日上午10时，第26届上海国际摄影器材展开幕，停产13年的乐凯彩色胶卷，正式宣告回归。 发售现 场。受访者供图 在展会上意外邂逅家乡的乐凯胶卷，来自河北保定的肖熊不由得眼前一亮。"意外、激动、好奇……"引 发了这名90后的"回忆杀"。 乐凯作为我国胶卷老品牌，曾经扛起了民族感光工业的大旗，但受到数码影像的影响，2012年位于河北 保定的乐凯胶片股份有限公司决定停止彩色胶卷的生产。 13年后，面对让年轻面孔和老摄影家的共同驻足，乐凯胶片股份有限公司副总经理陈焱坦言，这次回归 绝不是单纯的怀旧之举。 在京东、天猫等电商平台，首批发售的乐凯胶卷也吸引众多摄影迷。"周末就去外滩拍同款！"在电商平 台成功抢到两卷的肖熊兴奋地向记者展示手机上的订单。在算法精准推送影像的今天，胶片摄影充满未 知的"开盲盒"式仪式感，正俘获追求个性表达的年轻心灵。 来源：中国青年报客户端 乐凯胶片 智能化涂塑生产线。受访者供图 如今重启的C2 ...

Core Viewpoint - The return of Lucky Color Film, specifically the C200 model, marks a significant revival of a classic product that resonates with the nostalgia of several generations in China, driven by the demand from the "Z generation" for film photography experiences [1][3]. Group 1: Product Launch - Lucky Color Film has officially launched the C200 color film after a 13-year hiatus, with a price of 52 yuan per roll and a promotional offer of two rolls for 99 yuan [1]. - The C200 film features a classic red box and white label design, aimed at being an economical entry-level product for consumers [1]. Group 2: Market Context - The revival of film photography aligns with the current consumer trend towards differentiated expression and the "blind box" creative experience [1]. - Lucky Film was once a pioneer in the domestic color film market, competing with international giants like Kodak and Fuji, but ceased production in 2012 due to market shrinkage and reliance on imported chemicals [3]. Group 3: Technological Advancements - The new C200 film represents a technological breakthrough achieved through 18 months of collaboration with universities, focusing on domestic sourcing of chemical materials and advancements in key technologies such as nano-coating and environmentally friendly development [3]. Group 4: Business Transformation - Lucky Film has transitioned into new material fields, including green printing materials and digital medical materials, indicating a strategic shift in its business model [5]. - The company has also introduced disposable and reusable cameras alongside the film, with plans to expand into mid-to-high-end product lines based on market feedback [5].

立信会计师事务所(特殊普通合伙) 关于乐凯胶片股份有限公司 2024年年度报告 的信息披露监管问询事项回复 立信会计师事务所（特殊普通合伙） 关于乐凯胶片股份有限公司 2024 年年度报告 的信息披露监管问询事项回复 信会师函字[2025]第 ZG141 号 信会师函字[2025]第 ZG141 号 上海证券交易所: 由乐凯胶片股份有限公司(以下简称"乐凯胶片"或"公司")转来的《关于乐 凯胶片股份有限公司 2024 年年度报告的信息披露监管问询函》(上证公函[ 2025 】 0759 号,以下简称"问询函")已收悉。立信会计师事务所(特殊普通合伙)(以 下简称"我们"或"年审会计师")对于问询函中提到的需要年审会计师发表意见的 问题进行了审慎核查,现根据间询函所涉问题进行回复,具体内容如下: 一、关于经营情况。 年报显示,2024年度公司实现营业收入 14.85 亿元,同比下滑近三成,实 现归母净利润-0.62 亿元，已连续两年亏损。分产品看,彩色相纸、太阳能电池 背板、医疗影像材料等产品营收均下滑,仅 TAC 膜产品营收增长。其中太阳能 电池背板营收同比下滑 76%，毛利率下降 20 个百分点至-18.1 ...

证券代码：600135 证券简称：乐凯胶片 公告编号：2025-031 乐凯胶片股份有限公司 关于子公司使用募集资金临时补充流动资金 到期归还的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚 假记载、误导性陈述或者重大遗漏负连带责任。 乐凯胶片股份有限公司（以下简称"公司"）于 2024 年 7 月 17 日召开第九届 董事会第十八次会议，审议通过了《关于使用部分闲置募集资金临时补充流动资 金的议案》，同意公司子公司乐凯光电材料有限公司（以下简称"乐凯光电"）使 用闲置募集资金中的 15,000 万元临时补充流动资金，使用期限自该董事会决议 通过之日起不超过十二个月。具体内容详见公司于 2024 年 7 月 18 日在《上海证 券报》及上海证券交易所网站（www.sse.com.cn）披露的《乐凯胶片股份有限公 司关于子公司使用部分闲置募集资金临时补充流动资金的公告》（公告编号： 2024-035）。 乐凯光电于 2024 年 10 月 30 日、2024 年 12 月 26 日、2025 年 1 月 20 日、 2025 年 3 月 20 日、2025 年 4 月 24 日累计提前归 ...

转自：北京日报客户端 契合年轻人情绪消费需求，打造全球文化IP 乐凯彩色胶卷停产16年后复产上市 乐凯胶片 智能化涂塑产线。受访单位供图 7月11日，乐凯胶片股份有限公司（以下简称"乐凯胶片"）生产车间内，乐凯C200彩色胶卷测试装复产 下线。 "企业未来计划打造全球文化IP，策划'100年100城'City Walk拍摄活动，力争成为京津冀协同发展中传 统工业转型的典范，让民族胶片工业的光影传奇在新时代焕发新生。"乐凯胶片副总经理陈焱说，7月17 日，复产后的乐凯彩色胶卷将在上海国际摄影器材和数码影像展览会上正式首发。 "1999年上大学时就用乐凯胶卷，后来自己开照相馆也常选它，真没想到乐凯C200彩色胶卷停产16年 后，能再次上市！"保定摄影爱好者张红伟难掩激动，直言一定要重温当年的拍摄感觉。 作为国产彩色胶卷开拓者，乐凯曾书写辉煌：实现国产彩色胶卷"零的突破"，17年间完成四代产品迭 代、走完国际巨头60年的技术路程，成为民族工业的骄傲。然而，2009年，在数码浪潮冲击下，受市场 萎缩及关键化学品依赖进口带来的成本压力影响，乐凯彩色胶卷无奈停产。 "此次复产不是重复过去，而是书写新故事。"陈焱介绍，经过 ...

2025 年半年度业绩预亏公告 公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记载、 误导性陈述或者重大遗漏负连带责任。 重要内容提示： 1. 本业绩预告的具体适用情形：归属于上市公司股东的净利润为负值； 证券代码：600135 证券简称：乐凯胶片 公告编号：2025-030 乐凯胶片股份有限公司 2. 乐凯胶片股份有限公司（以下简称"公司"）预计 2025 年半年度归属于上市 公司股东的净利润为-5,750 万元到-4,850 万元，预计 2025 年半年度归属于上市公司 股东的扣除非经常性损益的净利润为-6,579 万元到-5,529 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1.经公司财务部门初步测算，预计 2025 年半年度实现归属于上市公司股东的净 利润为-5,750 万元到-4,850 万元，与上年同期相比，亏损增加 1,666 万元到 2,566 万 元。 2.预计 2025 年半年度归属于上市公司股东的扣除非经常性损益的净利润为 -6,579 万元到-5,529 万元。 （三）本次预 ...

Core Viewpoint - The company, LDK Solar, has announced the cessation of its solar cell backplane production due to significant losses, marking the end of its once-promising photovoltaic business and signaling a shift towards new areas such as optoelectronic displays and green dual-carbon initiatives [1][3] Group 1: Company Transition - LDK Solar, once a leader in the film industry, transitioned to the photovoltaic sector in 2011 as traditional imaging materials declined, investing heavily in solar cell backplane projects [1] - The photovoltaic materials segment became a key revenue contributor for over a decade until 2024, when the gross margin turned negative, leading to losses in the solar business [1][3] Group 2: Challenges Faced - The company faced intense competition, declining prices, and reduced demand in the photovoltaic market, compounded by high transportation costs due to the distance from production bases to major market areas [1] - Despite initial attempts to mitigate losses by developing new products, the increasing production volume only exacerbated the financial losses, prompting management to exit the solar business [1] Group 3: Future Directions - LDK Solar is now focusing on expanding into optoelectronic displays and green dual-carbon sectors, having acquired LDK Optoelectronics and invested in a TAC film production line to reduce reliance on imports [3] - In the green dual-carbon field, the company is entering the separation membrane sector, aiming to establish a new business model centered on resource recycling [3] - The company's ability to successfully navigate these new markets will be crucial for its future sustainability and growth [3]

Core Viewpoint - The company, Lekai Film, has decided to exit the solar photovoltaic (PV) business due to increasing competition and declining profitability, shifting its focus towards optoelectronic display and green carbon-neutral new businesses [1][4]. Group 1: Company Background and Business Transition - Lekai Film, originally known for its film products, transitioned to the solar PV industry in 2011, which became a significant revenue source for the company [2][3]. - The company has faced losses due to rising raw material costs and market demand changes, leading to a decline in its core business [2][3]. - The solar battery backplane products have seen a shift from positive to negative gross margins in 2024, prompting the company to halt production of these products [3][4]. Group 2: Financial Performance and Market Conditions - Despite the rapid growth of the solar industry in 2022, prices across the supply chain began to decline, resulting in a significant reduction in profit margins for Lekai Film [2][3]. - The company reported that its solar business, which was once a major revenue contributor, has not provided substantial profits, with increasing competition and transportation costs impacting profitability [3][5]. Group 3: New Business Initiatives - Lekai Film is accelerating its development in optoelectronic display and green carbon-neutral businesses, including the acquisition of 100% of Lekai Optoelectronics and the construction of a new TAC film production line [4][5]. - The company is also entering the high-performance separation membrane sector, which is expected to create a new business ecosystem focused on resource recycling [5][6]. - The TAC film production line is currently operating at full capacity, with projected revenues of 78.19 million yuan in 2024, indicating a profitable venture [5][6].

Core Viewpoint - The company is facing significant challenges in its photovoltaic business, with a notable decline in revenue and profitability, particularly in solar cell backsheet products, which have seen a drastic drop in sales and margins due to increased market competition and price reductions [1][2][3]. Financial Performance - For the fiscal year 2024, the company reported a revenue of 1.485 billion yuan, a nearly 30% decrease year-on-year, and a net loss attributable to shareholders of 62 million yuan, marking two consecutive years of losses [1][2]. - The revenue from solar cell backsheet products plummeted by 76%, with a gross margin dropping by 20 percentage points to -18.13% [1][2]. Inventory and Impairment - As of June 30, 2025, the company identified further impairment signs in its photovoltaic-related inventory, estimating a potential impairment amount not exceeding 3 million yuan, which will be disclosed in the 2025 semi-annual report [1][5]. - The ending inventory balance stood at 308 million yuan, with the provision for inventory impairment increasing from 5.18% at the beginning of the period to 5.58% at the end [1][5]. Market Trends and Competitive Landscape - The solar photovoltaic industry is experiencing a significant downturn, with a 40% drop in component bidding prices and a 33.9% decrease in export value for photovoltaic products [2][3]. - The market for solar cell backsheet products is shrinking, with the share of single-glass components using these products dropping from 60% to 15% [2][3]. Customer and Revenue Analysis - The company’s main customers in the photovoltaic sector have also reported significant declines in revenue and profits, impacting the company's sales [3][4]. - The company operates on a direct transaction model with photovoltaic module manufacturers, which has been adversely affected by the overall market conditions [3][4]. Cost Structure and Pricing - The cost structure for solar cell backsheet products shows that over 70% of costs are attributed to materials, with transportation costs increasing due to geographical factors, adding approximately 0.4 yuan per square meter compared to competitors [5][6]. - The average selling price of solar cell backsheet products has decreased by 20% year-on-year, further squeezing margins [5][6]. Strategic Adjustments - In response to the challenging market environment, the company is optimizing its product structure by ceasing production of unprofitable solar cell backsheet products and actively developing new products [5][6]. - The company is also expanding into new business areas, including high-performance separation membranes, aligning with national carbon neutrality goals [6][7].

立信会计师事务所（特殊普通合伙） 关于乐凯胶片股份有限公司 2024 年年度报告 的信息披露监管问询事项回复 信会师函字[2025]第 ZG141 号 立信会计师事务所(特殊普通合伙) 关于乐凯胶片股份有限公司 2024 年年度报告 的信息披露监管问询事项回复 信会师函字[2025]第 ZG141 号 上海证券交易所: 由乐凯胶片股份有限公司(以下简称"乐凯胶片"或"公司")转来的《关于乐 凯胶片股份有限公司 2024 年年度报告的信息披露监管问询函》(上证公函[2025】 0759 号，以下简称"问询函"）已收悉。立信会计师事务所（特殊普通合伙 ）（以 下简称"我们"或"年审会计师")对于问询函中提到的需要年审会计师发表意见的 问题进行了审慎核查,现根据问询函所涉问题进行回复,具体内容如下: 一、关于经营情况。 年报显示,2024年度公司实现营业收入 14.85亿元,同比下滑近三成,实 现归母净利润-0.62亿元,已连续两年亏损。分产品看,彩色相纸、太阳能电池 背板、医疗影像材料等产品营收均下滑,仅 TAC 膜产品营收增长。其中太阳能 电池背板营收同比下滑 76%,毛利率下降 20个百分点至-18.13%。 ...