格隆汇1月16日丨鹿山新材(603051.SH)在投资者互动平台表示，鹿山新材部分产品可用于商业航天领 域，如钙钛矿电池专用热塑性胶膜，鹿山新材深耕高分子封装材料领域，针对不同电池特性推出三大核 心封装方案，为太空光伏技术落地提供关键支撑。钙钛矿电池专用胶膜在协鑫光电、纤纳光电、京东方 光能、仁烁光能、极电光能等多家钙钛矿头部企业进行测试，效果良好，并已开始配合部分客户进行批 量生产阶段。同时，公司积极关注晶硅/钙钛矿叠层电池的研发进度，配合头部钙钛矿企业开展胶膜的 优化升级及测试验证工作。具体业务情况请您以公司对外披露的定期报告和相关公告为准。 ...

Group 1 - The company, Lushan New Materials (603051.SH), has developed a specialized adhesive film for encapsulating perovskite tandem solar cells [1] - This adhesive film is specifically designed for the packaging of tandem solar cells, indicating a focus on advanced solar technology [1] - The announcement was made through the investor interaction platform, highlighting the company's engagement with investors [1]

Core Viewpoint - The company, Lushan New Materials, is rapidly entering the smart terminal core materials market with its new product, a capacitive temperature-pressure dual-mode electronic skin, which represents a significant advancement in flexible bionic sensing systems [1][2]. Group 1: Product Features - The new electronic skin features high sensitivity and a wide measurement range, capable of detecting everything from subtle touches to larger loads [2]. - It integrates pressure and temperature sensing, allowing simultaneous capture of changes in both parameters, thus providing richer environmental information [2]. - The material is extremely flexible, allowing it to conform naturally to complex surfaces, similar to human skin [2]. Group 2: Applications and Implications - In smart manufacturing, the electronic skin enables robots to have tactile feedback, leading to more accurate and safer handling of objects [2]. - In health and energy monitoring, it supports real-time monitoring of force and temperature for rehabilitation devices, smart wearables, lithium batteries, and energy storage [2]. - The technology will enhance human-robot interaction, facilitating more natural and direct collaboration, allowing robots to better understand human intentions [2]. Group 3: Company Background and Strategy - The advancements are a result of Lushan New Materials' over 20 years of experience in functional materials, marking a strategic shift from being a materials supplier to a solutions provider in the smart era [2].

Core Viewpoint - Lushan New Materials (鹿山新材) has launched a new generation of non-electric dual-modal electronic skin, which integrates pressure and temperature sensing technologies, aimed at enhancing the capabilities of humanoid robots and artificial intelligence applications [1][2] Group 1: Product Launch - The newly launched electronic skin utilizes "pressure-temperature" dual-modal integrated sensing technology, capturing both pressure and temperature changes to provide richer environmental information [1] - Compared to traditional capacitive and resistive pressure sensors, the non-electric electronic skin offers high sensitivity and a high signal-to-noise ratio, making it sensitive to minor forces such as light touches and pulse beats [1] - The materials used in the electronic skin are soft and stretchable, allowing it to conform closely to complex surfaces like robot joints and fingertips without affecting movement freedom [1] Group 2: Company Background and Strategy - Lushan New Materials was established in 1998 and has been focused on functional materials for nearly 30 years [1] - The launch of the electronic skin is a strategic move by the company to respond to the demands of the humanoid robot and artificial intelligence industries, positioning itself to support the upgrade of emerging industries with core material solutions [1] - The company aims to continue its commitment to material innovation and deepen collaboration with industry partners to lead the development of embodied intelligence technologies in China [2]

Core Viewpoint - Lushan New Materials (603051) has officially launched its new product, a battery-free flexible electronic skin, positioning itself as a new player in the humanoid robot "electronic skin" market [2] Group 1: Product Launch and Technology - The company held a product launch event in Guangzhou, introducing its battery-free temperature and pressure dual-modal electronic skin [2] - The core technology of the electronic skin is based on a battery-free flexible electronic skin, which features high sensitivity, wide range, low power consumption, and inherent flexibility [7] - The technology offers advantages such as high sensitivity and high signal-to-noise ratio, making it highly responsive to small forces like light touches and pulses [7] Group 2: Material and Cost Advantages - The core sensitive materials are based on polymers and ionic compounds, allowing for cost control through formula and process optimization, indicating potential for large-scale application [9] - The company can customize the molecular structure to meet specific performance needs such as sensitivity and mechanical toughness, enabling differentiated breakthroughs in sensor performance [9] Group 3: Application Scenarios - The electronic skin can enhance robots' tactile feedback in smart manufacturing, leading to more accurate and safer handling [9] - In health and energy monitoring, it can provide real-time force and temperature monitoring for rehabilitation devices, smart wearables, lithium batteries, and energy storage [9] - The technology will facilitate more natural and direct interaction between robots and humans, improving collaborative capabilities [9] Group 4: Strategic Goals - Lushan New Materials aims to provide systematic material solutions across three key areas: perception, interaction, and energy for humanoid robots [10] - The company plans to expand its capabilities in multi-physical quantity perception networks and develop flexible display and touch interface materials for robots [10] - The strategic choice to enter the humanoid robot sector is part of the company's vision to transition from a functional material supplier to a smart ecological material system service provider over the next 3 to 5 years [11]

Core Insights - Lushan New Materials (603051) is rapidly entering the smart terminal core materials market, particularly in robotic electronic skin, leveraging its expertise in polymer materials [1][2] - The company launched a new generation of ionic-electronic coupling dual-mode electronic skin products that can independently sense both contact force and temperature changes [1] - The ionic-electronic coupling technology offers higher sensitivity and signal-to-noise ratio compared to traditional sensors, making it suitable for complex robotic applications [1] Group 1 - The new electronic skin sensors can detect minute forces, such as light touches and pulse beats, while maintaining linear output across a wide pressure range from a few pascals to hundreds of kilopascals [1] - The materials used in the electronic skin are soft and stretchable, allowing them to conform closely to complex surfaces like robotic joints and fingertips without hindering movement [1] - The material system is based on polymers and ionic compounds, which can be optimized for cost control and has significant potential for large-scale applications [1] Group 2 - Lushan New Materials has nearly 30 years of experience in polymer materials, which supports its entry into the robotics industry by providing necessary flexible, integrated, and high-performance materials [2] - The company has built a complete system covering material design, process development, and large-scale manufacturing, leveraging its technical experience in polymer synthesis, modification, and precision coating [2] - Over the next 3-5 years, the company aims to focus on high-growth areas such as flexible displays, electronic skin, and solid-state batteries, positioning itself as a core supplier of key materials and solutions for humanoid robots and smart terminals [2]

Core Viewpoint - Lushan New Materials (603051) is actively testing its thermoplastic POE film for perovskite batteries with several leading companies in the industry, indicating positive results and the commencement of pilot production with some clients [1] Group 1: Company Developments - The company has engaged in testing its specialized thermoplastic POE film for perovskite batteries with major players such as GCL-Poly, Xinao Photovoltaic, BOE Solar, Renshou Photovoltaic, and Jidian Photovoltaic [1] - Positive testing results have been reported, suggesting the product's effectiveness in the perovskite battery sector [1] - The company has begun collaborating with certain clients for batch pilot production, indicating a move towards commercialization [1]

每经AI快讯，鹿山新材（SH 603051，收盘价：20.39元）12月26日晚间发布公告称，2025年12月25日， 公司与平安银行股份有限公司广州分行（以下简称"平安银行广州分行"）签订《最高额保证担保合 同》，为全资子公司江苏鹿山新材料有限公司与平安银行广州分行签订的主合同项下的债务提供10000 万元连带责任保证担保，保证期间为三年。 2024年1至12月份，鹿山新材的营业收入构成为：橡胶和塑料制品业占比99.14%，其他业务占比 0.86%。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 截至发稿，鹿山新材市值为33亿元。 ...

被担保人名称：广州鹿山新材料股份有限公司（以下简称"公司"）的 全资子公司江苏鹿山新材料有限公司（以下简称"江苏鹿山"）； 证券代码：603051 证券简称：鹿山新材 公告编号：2025-080 广州鹿山新材料股份有限公司 关于为子公司提供担保的公告 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： 本次担保金额及已实际为其提供的担保余额：本次为江苏鹿山提供担保 的本金金额为10,000万元。截至本公告披露日，公司已实际为江苏鹿山提供的担 保余额为16,601.11万元； 本次担保是否有反担保：否； 对外担保逾期的累计数量：公司无逾期对外担保的情况。 特别风险提示：截至本公告披露日，公司经2024年年度股东会审议通过 的对外担保额度为人民币26亿元，占公司最近一期经审计净资产的166.69%。敬 请投资者注意风险。 一、担保情况概述 公司分别于2025年4月25日、2025年6月11日召开第五届董事会第二十六次 会议、第五届监事会第二十二次会议和2024年年度股东会，审议通过了《关于 公司2025年度向金融机构申 ...

南财智讯12月26日电，鹿山新材公告，2025年12月25日，公司与平安银行股份有限公司广州分行签订 《最高额保证担保合同》，为全资子公司江苏鹿山新材料有限公司提供10,000万元连带责任保证担保， 担保金额为10000.00万元，保证期间为三年，本次担保无反担保。截至公告披露日，公司已实际为江苏 鹿山提供的担保余额为16,601.11万元。公司所有担保均为对全资子公司/孙公司的担保，无逾期对外担 保情况。 ...