产业投资基金的有限合伙人广州上市公司高质量发展基金是广州金控集团和万联证券积极落实广州市委 市政府加快建设金融强市目标的工作举措，旨在通过与上市公司下设子基金，以精准私募股权投资的形 式，大力推进广州上市公司高质量发展和产业链的补链、强链、延链、拓链。 格隆汇11月17日丨鹿山新材(603051.SH)公布，公司出资3,000万元人民币，与万联天泽资本投资有限公 司(以下简称"万联天泽资本")、广州上市公司高质量发展基金合伙企业(有限合伙)(称"广州上市公司高质 量发展基金")共同投资设立广州天泽鹿山新材料创业投资基金合伙企业(有限合伙)(以在工商管理部门最 终设立登记的名称为准，简称"产业投资基金"、"合伙企业")。鹿山新材对产业投资基金的认缴比例为 30%。 ...

智通财经APP讯，鹿山新材(603051.SH)发布公告，公司拟出资3000万元人民币，与万联天泽资本投资 有限公司(以下简称"万联天泽资本")、广州上市公司高质量发展基金合伙企业(有限合伙)(以下简称"广州 上市公司高质量发展基金")共同投资设立广州天泽鹿山新材料创业投资基金合伙企业(有限合伙)。鹿山 新材对产业投资基金的认缴比例为30%。 ...

Core Insights - The POE film concept has seen a rise of 1.76%, ranking 6th among concept sectors, with 22 stocks increasing in value, including notable gainers such as Tuori New Energy and *ST Green Health, which hit the daily limit, and others like Fulei Ant and Fengguang Co., which rose by 6.99%, 5.05%, and 4.04% respectively [1][2] Market Performance - The top-performing concept sectors today include Cultivated Diamonds with a rise of 6.08%, Perovskite Batteries at 2.98%, and Dairy Industry at 2.37%, while sectors like Chinese AI 50 and Internet Insurance saw declines of -1.76% and -1.43% respectively [2] - The POE film concept attracted a net inflow of 0.84 billion yuan from major funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow was Baofeng Energy, with 1.19 billion yuan, followed by Tuori New Energy and Wanhua Chemical with 1.08 billion yuan and 344.73 million yuan respectively [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios include Tuori New Energy at 50.39%, *ST Green Health at 48.08%, and Dingjide at 12.66% [3] - The detailed fund flow for the POE film concept shows Baofeng Energy with a 2.01% increase and a net inflow of 118.52 million yuan, while Tuori New Energy had a significant increase of 10.13% with a net inflow of 108.44 million yuan [3][4]

Core Viewpoint - The company is accelerating the development of its humanoid robot electronic skin project, with the first generation of products expected to be launched by the end of the year [1] Company Summary - The company, Lushan New Materials (603051.SH), is actively progressing its humanoid robot electronic skin project according to its planned schedule [1]

Group 1 - The company is currently accelerating the development of humanoid robot electronic skin as per its planned schedule [1] - The company aims to launch the product as soon as possible in the future [1] - Investors are advised to refer to the company's publicly disclosed announcements for specific business updates [1]

Core Viewpoint - The company is accelerating the development of its humanoid robot electronic skin project and plans to launch products soon [1] Company Summary - The company, Lushan New Materials (603051.SH), is actively progressing its humanoid robot electronic skin project according to its planned schedule [1]

Core Viewpoint - On November 3, a total of 12 listed companies will have their restricted shares unlocked, with a total market value of approximately 8.307 billion yuan [1] Summary by Category Restricted Share Unlocking Details - Yunding Technology (Stock Code: 000409) will unlock 153 million shares from a private placement of A-shares [1] - China Unicom (Stock Code: 600050) will unlock 250 million shares related to equity incentive restrictions [1] - Ningbo Yunsheng (Stock Code: 600366) will unlock 5.857 million shares from equity incentives [1] - Changrun Co., Ltd. (Stock Code: 603201) will unlock 387,500 shares from equity incentives [1] - Lingda Co., Ltd. (Stock Code: 300125) will unlock 630,000 shares from equity incentives [1] - Wanda Information (Stock Code: 300168) will unlock 1.2701 million shares from equity incentives [1] - Qunxing Toys (Stock Code: 002575) will unlock 7.2 million shares from equity incentives [1] - Lushan New Materials (Stock Code: 603051) will unlock 391,200 shares from equity incentives [1] - Hongbo Pharmaceutical (Stock Code: 301230) will unlock 4.8251 million shares from pre-issue restrictions [1] - Oppein Home (Stock Code: 603551) will unlock 60,000 shares from equity incentives [1] - Yihe Jiaye (Stock Code: 301367) will unlock 2.34362 million shares from pre-issue restrictions [1] - Ruina Intelligent (Stock Code: 301129) will extend the lock-up period for 8.8992 million shares [1]

Core Viewpoint - Lu Shan New Materials (603051.SH) reported a decline in institutional ownership in its third-quarter report for 2025, indicating a potential shift in investor sentiment [1] Institutional Ownership - As of October 29, 2025, five institutional investors disclosed holdings in Lu Shan New Materials, totaling 4.6105 million shares, which represents 3.02% of the company's total share capital [1] - The institutional ownership percentage decreased by 3.71 percentage points compared to the previous quarter [1] Public Fund Holdings - In this reporting period, 29 public funds were disclosed, including notable funds such as Guojin Quantitative Multi-Factor A, Guojin Quantitative Selected A, and others [1] Foreign Investment - One new foreign institutional investor, J.P. Morgan Securities PLC - proprietary funds, was disclosed in this quarter, indicating a cautious approach from foreign investors [1]

Core Viewpoint - The company has reported its financial results for the third quarter of 2025, including the recognition of asset impairment losses and the upcoming earnings presentation for investors [7][10][14]. Financial Data - The company has not audited its third-quarter financial statements, which cover the period from July 1 to September 30, 2025 [3][11]. - The company recognized a total credit impairment loss of 2,811,218.23 yuan during the reporting period [8]. Asset Impairment - The company conducted impairment testing on its assets due to indications of impairment and has made provisions accordingly [7][8]. - The impairment provision of 2,811,218.23 yuan has reduced the total profit for the period by the same amount, reflecting a cautious approach in line with accounting standards [8]. Upcoming Events - The company will hold an earnings presentation on November 10, 2025, to discuss its third-quarter results and address investor questions [15][16]. - Investors are encouraged to submit questions in advance for the presentation [16].

Core Viewpoint - Lushan New Materials (603051.SH) reported a significant decline in revenue and profit for the first three quarters of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company achieved a revenue of 1.167 billion yuan for the first three quarters, representing a year-on-year decrease of 27.33% [1] - The net profit attributable to shareholders was 11.68 million yuan, down 62.37% year-on-year [1] - The company reported a non-recurring net profit loss of 5.37 million yuan [1] - Basic earnings per share stood at 0.08 yuan [1]