格隆汇1月13日丨乐凯胶片(600135.SH)公布，公司预计2025年年度归属于上市公司股东的净利润为-1.08 亿元到-9020万元，预计2025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-1.33亿元到-1.11 亿元。 ...

Group 1 - The core point of the article is that LeKai Film (600135) announced plans to invest in a TAC functional film coating production line project with a total estimated investment of 97.67 million yuan, which is expected to generate an annual sales revenue of 200 million yuan upon reaching full production [1] - The company also projected a net loss attributable to shareholders of the listed company for the fiscal year 2025, estimated between 90.2 million yuan and 108 million yuan, due to fluctuations in the prices of key raw materials and changes in industry supply and demand, leading to a decline in profitability [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 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。 2. 乐凯胶片股份有限公司（以下简称"公司"）预计 2025 年年度归属于上市公 司股东的净利润为-10,820 万元到-9,020 万元，预计 2025 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-13,250 万元到-11,050 万元。 证券代码：600135 证券简称：乐凯胶片 公告编号：2026-008 乐凯胶片股份有限公司 2025 年年度业绩预亏公告 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 12 月 31 日。 （二）业绩预告情况 1.经公司财务部门初步测算，预计 2025 年年度实现归属于上市公司股东的净利 润为-10,820 万元到-9,020 万元，与上年同期相比，亏损增加 2,794 万元到 4,594 万 元。 2.预计归属于上市公司股东的扣除非经常性损益的净利润为-13,250 万元到 -11,050 万元。 （三 ...

每经AI快讯，1月13日，乐凯胶片（600135）(600135.SH)公告称，公司控股子公司乐凯光电拟投资 9766.75万元建设TAC功能膜涂布生产线项目，项目位于江苏省宿迁市宿城经济开发区西片区，主要生 产TAC功能膜(防眩光硬化膜(AG))，设计产品最大幅宽1,540mm，生产车速30m/min，达产后具备年产 TAC功能膜1,800万平方米的生产能力。项目建设周期24个月，预计开工时间为2026年3月2日。该项目 符合公司战略发展方向，旨在解决液晶显示产业关键原材料国产化"卡脖子"的问题，满足偏光片功能膜 国产化替代的需求。 ...

Core Viewpoint - The company plans to invest approximately 97.67 million yuan in a new TAC functional film coating production line project in Suqian, Jiangsu Province, which is expected to generate significant annual revenue upon completion [1] Group 1: Project Details - The project has been approved by the company's board of directors on January 13, 2026 [1] - Construction is expected to take 24 months, with a production capacity of 18 million square meters of TAC functional film per year upon reaching full capacity [1] - The anticipated annual sales revenue from the project is estimated to be 200 million yuan once fully operational [1] Group 2: Potential Challenges - The project faces uncertainties related to industry development, market changes, and approval processes [1]

乐凯胶片公告称，2026年1月13日，路建波因临近退休辞去公司总经理职务，原定任期至2026年3月20 日，他将继续担任公司董事、董事会战略委员会委员。同日，公司第九届董事会第三十五次会议审议通 过议案，聘任张伦为公司总经理，任期至第九届董事会届满。路建波和张伦均未持有公司股份。 ...

Industry News - China Petroleum and Chemical Corporation (Sinopec) and China National Aviation Fuel Group (CNAF) are undergoing a restructuring process approved by the State Council [5] - The State Administration for Market Regulation has reportedly interviewed six leading photovoltaic companies and industry associations regarding monopoly risks, emphasizing that they must not agree on production capacity, utilization rates, sales volumes, or pricing [5] - The Ministry of Industry and Information Technology, along with three other departments, held a meeting to discuss the competitive order in the power and energy storage battery industry, gathering 16 companies for this purpose [5] - Nestlé has initiated a precautionary recall of specific batches of infant formula in several European countries, with the Chinese subsidiary also complying with the recall requirements [5] Company News - Vanke A announced that Yu Liang has resigned from his positions as director and executive vice president due to retirement [7] - Industrial Fulian announced a cash dividend distribution of 6.55 billion yuan (including tax) for the first half of 2025, with the record date set for January 15, 2026 [8] - Jinli Permanent Magnet has forecasted a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of robotic motor rotors and magnetic materials already underway [9] - Puni Testing announced significant stock trading fluctuations, expecting a loss of 200 million to 250 million yuan for the 2025 fiscal year [10] - Changhong Technology reported that its subsidiary has secured over half of the procurement share from a major domestic wafer factory for semiconductor consumables [10] - Pairui Co. signed a framework agreement for bulk procurement of IGBT chips, with a projected total supply amount of approximately 1.3 to 1.4 billion yuan for the years 2028, 2029, and 2030 [11] - Allxin Co. plans to issue convertible bonds to raise no more than 312 million yuan for the production of integrated communication products for commercial aviation [11] - Tian Sheng New Materials announced that its largest shareholder is planning a significant matter that may lead to a change in control, resulting in a stock suspension [12] - Aimei Ke announced that its exclusively distributed injectable botulinum toxin product has received drug registration certification [12] - Guangdong Electric Power A reported that the expansion project for units 5 and 6 at the Huilai Power Plant has been completed, with a total investment of 8.05 billion yuan [12]

证券日报网讯 1月8日，乐凯胶片在互动平台回答投资者提问时表示，由于国内、国际白银价格大幅上 涨，工业X射线胶片制造成本急剧上升，部分系列产品价格确实有10%-25%不等的涨幅。 （文章来源：证券日报） ...

（编辑 丛可心） 证券日报网讯 1月8日，乐凯胶片发布公告称，公司股票于2026年1月6日、7日、8日连续三个交易日收 盘价格涨幅偏离值累计达到20%，属异常波动。经自查及向控股股东核实，公司、控股股东及实际控制 人均无应披露未披露重大事项。公司2025年前三季度营收9.60亿元，归母净利润-0.86亿元，全年仍可能 亏损，提醒投资者注意风险。 ...

Group 1 - Runjian Co., Ltd. signed a strategic cooperation framework agreement with JD Technology to collaborate in AI applications, intelligent computing cloud expansion, and AIDC cooperation [1] - The partnership aims to commercialize AI technology in various sectors including smart agriculture, intelligent parks, digital cultural tourism, and smart retail [1] - Both companies will enhance the "Runjian Cloud" and leverage JD's extensive market channels for business expansion [1] Group 2 - Vanke A announced that Yu Liang will retire due to age, effective January 8, 2026, and will no longer hold any position in the company [2] - The resignation will not affect the board's operation or the company's daily business [2] Group 3 - Zhong Wuyun signed a contract exceeding 100 million yuan for a drone system, which is over 50% of the company's audited revenue from the last fiscal year [3] - The contract is expected to positively impact the company's operating performance for the contract execution year [3] Group 4 - Changhong Technology's subsidiary secured over half of a major domestic wafer factory's procurement share for semiconductor consumables, amounting to over 10 million yuan [4] - This order is expected to enhance the company's market expansion in semiconductor consumables and strengthen its competitive advantage [4] Group 5 - Huibo Pu is planning to transfer 25%-30% of its shares, which may lead to a change in the controlling shareholder [5] - The stock will be suspended from trading starting January 9, 2026, for up to two trading days [5] Group 6 - Tiansheng New Materials announced that its largest shareholder is planning a significant matter that may lead to a change in control [6] - The stock will be suspended from trading starting January 9, 2026, for up to two trading days [6] Group 7 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 0.2%, from 17.16% to 16.96% [9] Group 8 - Guangdong Yuedian A announced that the 5th unit of the Huizhou Power Plant expansion project has been put into operation, with a total investment of 8.05 billion yuan [10] - The project is expected to generate an annual power output of 8.84 billion kWh, which is significant for expanding the company's power generation capacity [10] Group 9 - Tianneng Co., Ltd. plans to use up to 12 billion yuan of idle funds for entrusted wealth management, focusing on low to medium-risk financial products [11] Group 10 - Quanxin Co., Ltd. plans to issue convertible bonds to raise up to 312 million yuan for commercial aviation transmission and communication integration projects [12] Group 11 - Meike Home announced a significant loss and decided to suspend operations at its Tianjin manufacturing facilities due to low utilization rates [13] - The company aims to optimize idle capacity and reduce losses while ensuring employee rights during the transition [13] Group 12 - Aimeike announced that its exclusive distributor for botulinum toxin products received a drug registration certificate, marking a key milestone in its strategic layout [14] Group 13 - Pairui Co., Ltd. signed a framework agreement for bulk procurement of IGBT chips, with projected supply amounts totaling approximately 1.3 to 1.4 billion yuan for 2028-2030 [15]