证券代码：603051 证券简称：鹿山新材 公告编号：2025-061 债券代码:113668 债券简称:鹿山转债 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： 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"）； 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21,000万元。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20,413.58万元； 本次担保是否有反担保：否； 额度，2025年度为全资子公司/孙公司提供不超过人民币26亿元的担保额度。 具体内容详见公司于2025年4月28日在上海证券交易所网站（www.sse.com.cn） 披露的《广州鹿山新材料股份有限公司关于公司2025年度向金融机构申请授信 额度及对外担保计划的公告》（公告编号：2025-018）。 本次担保情况如下： 2025年9月10日，公司与中国农业银行股份有限公司常 ...

Core Insights - The perovskite battery concept has seen a significant increase of 5.67%, ranking fourth among concept sectors, with 54 stocks rising, including notable gainers like Xian Dao Intelligent and Li Yuan Heng, which hit the 20% limit up [1][2] Market Performance - The perovskite battery sector attracted a net inflow of 4.305 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Leading the inflow was Xian Dao Intelligent with 1.968 billion yuan [2][3] - Other notable stocks with significant net inflows include Longi Green Energy (0.408 billion yuan), Tongwei Co. (0.356 billion yuan), and Huagong Technology (0.353 billion yuan) [2] Stock Performance - Top performers in the perovskite battery sector included: - Xian Dao Intelligent: +20.01% with a turnover rate of 19.94% and a net inflow of 1.968 billion yuan [3] - Li Yuan Heng: +20.00% with a net inflow rate of 8.64% [4] - Mingyang Smart Energy: +9.97% with a net inflow rate of 18.04% [5] - Stocks with the highest net inflow ratios included Xizi Clean Energy (22.02%), Mingyang Smart Energy (18.04%), and Yaopi Glass (15.13%) [3][5] Decliners - The stocks with the largest declines included China Nuclear Power (-0.46%), Huangshi Group (-0.26%), and Lushan New Materials (-0.08%) [1][6]

Market Overview - As of September 4, the Shanghai Composite Index closed at 3765.88 points, with a decline of 1.25%. The Shenzhen Component Index closed at 12118.70 points, down 2.83%, and the ChiNext Index closed at 2776.25 points, decreasing by 4.25% [1] Trading Activity - A total of 2131 stocks saw an increase in average transaction volume, with 40 stocks experiencing a rise of over 50% in average transaction volume. Conversely, 2426 stocks reported a decrease in average transaction volume [1] - Notable stocks with significant increases in average transaction volume include Aishida (爱仕达) with a 207.02% increase, Huijia Times (汇嘉时代) with 184.35%, and Victory Precision (胜利精密) with 158.81% [1] Active Stocks - The stocks with the highest increase in transaction volume and transaction count include: - Spring兴精工 with a transaction count increase of 2190.85% - Hanzhong Precision (汉钟精机) with a transaction count increase of 827.07% - Lushan New Materials (鹿山新材) with a transaction count increase of 476.62% [1] Notable Performers - The following stocks showed significant daily gains: - Aishida (爱仕达) increased by 10.03% - Huijia Times (汇嘉时代) rose by 10.05% - Victory Precision (胜利精密) gained 10.09% [1] - Other notable performers include: - Strait Environmental (海峡环保) with a 10.08% increase - An彩高科 with a 9.92% increase [1] Additional Trading Insights - The average transaction volume and transaction count for several stocks also showed substantial increases, indicating heightened trading activity. For example, Tianchuang Fashion (天创时尚) had a transaction count increase of 204.19% [1][2]

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

Summary of Key Points Core Viewpoint - The stock of Lushan New Materials (603051) experienced a decline of 2.38% with significant trading activity, including a turnover rate of 33.50% and a trading volume of 1.304 billion yuan, indicating high volatility and investor interest [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's watchlist due to a daily fluctuation of 17.33% and a turnover rate of 33.50%, with a net selling amount of 21.1472 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 213 million yuan, with buying transactions amounting to 95.722 million yuan and selling transactions totaling 117 million yuan, resulting in a net sell of 21.1472 million yuan [2]. - The largest buying brokerage was Guotai Junan Securities from Shanghai, with a purchase amount of 28.631 million yuan, while the largest selling brokerage was Huatai Securities from Wuxi, with a selling amount of 44.6613 million yuan [3]. Fund Flow - The stock saw a net outflow of 73.7711 million yuan in principal funds, with a significant outflow of 22.4147 million yuan from large orders and 51.3565 million yuan from major orders. Over the past five days, there was a net inflow of 6.8231 million yuan [2]. Financial Performance - According to the semi-annual report released on August 30, the company achieved an operating income of 741 million yuan in the first half of the year, a year-on-year decrease of 33.27%. The net profit was 15.9361 million yuan, down 48.40% year-on-year [2]. Analyst Ratings - In the past five days, one institution rated the stock as a buy, with the highest target price set at 31.60 yuan by Northeast Securities on September 2 [3].

Core Viewpoint - The stock of Lushan New Materials opened at a limit-up price of 25.61 yuan, reaching a total market capitalization of 3.74 billion yuan, driven by business expansion and breakthroughs in new products [1]. Business Expansion and New Product Breakthroughs - Lushan New Materials has successfully entered the electronic skin, electronic muscle, and simulated skin fields for humanoid robots, which are considered cutting-edge technologies with vast market potential [2]. - The company has achieved breakthroughs in OCA optical adhesive films for foldable screens, which can withstand over 200,000 bends at room temperature and have begun mass supply. This product is also being applied in humanoid robot visual display modules, aligning with the growing demand in the foldable smartphone market [2]. Progress in Silicon-Carbon Anode Materials - The company has started mass supply of PAA, a functional adhesive material for silicon-carbon anodes, which can be used in solid-state/semi-solid lithium batteries. This aligns with the increasing performance demands in the rapidly developing new energy vehicle industry [3]. - In the first half of 2025, Lushan New Materials reported a revenue of 741 million yuan and a net profit of 15.94 million yuan, while adopting a cautious operational strategy for its solar cell packaging film business to mitigate the impact of industry fluctuations on profitability [3][4]. Financial Performance - Key financial data for the first half of 2025 shows a revenue decrease of 33.27% compared to the same period last year, with net profit down by 48.40%. The company reported a significant drop in net profit from regular operations by 91.57% [4]. - The polyolefin functional materials segment, which constitutes a significant portion of the business, achieved a shipment volume of 35,200 tons, a year-on-year increase of 22.67%, and revenue of 434 million yuan, up 16.67% [4]. Future Growth Strategy - The company is committed to its "one main, two supports" development strategy, focusing on new products and projects as core growth drivers. The market expansion of new products such as OCA optical adhesive films and silicon-carbon anode materials is progressing well and is expected to become new performance growth points [5]. - With the rapid development of humanoid robot materials, Lushan New Materials plans to leverage its technical advantages in precision coating and polymer material modification to quickly enter the electronic skin, electronic muscle, and simulated skin markets, expanding into smart wearables and medical rehabilitation [5].

Core Viewpoint - The stock of Lushan New Materials has experienced a significant surge, achieving three consecutive daily limit-ups, with a total increase of 33.13% during this period [2] Trading Performance - As of September 3, the stock price reached 28.17 yuan, with a turnover rate of 2.21% and a trading volume of 3.2268 million shares, resulting in a transaction amount of 90.899 million yuan [2] - The stock's total market capitalization is currently 4.112 billion yuan [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days and a daily deviation of 7% [2] Margin Trading Data - As of September 3, the margin trading balance for the stock is 128 million yuan, with a financing balance of 128 million yuan, reflecting a decrease of 1.35% compared to the previous trading day [2] - Over the past three days, the margin trading balance has increased by 2.74%, totaling an increase of 3.4157 million yuan [2] Institutional Ratings - In the past ten days, one institution has given a buy rating for the stock, with Northeast Securities projecting a target price of 31.60 yuan as of September 2 [2] Financial Performance - The company's semi-annual report released on August 30 indicates total revenue of 741 million yuan for the first half of the year, representing a year-on-year decline of 33.27% [2] - The net profit for the same period is reported at 16 million yuan, down 48.40% year-on-year [2]

Group 1 - The stock of Lushan New Materials (603051) reached the daily limit, with a turnover rate of 6.80% and a transaction amount of 252 million yuan, showing a fluctuation of 3.68% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 11.16%, with a net selling amount of 13.01 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 60.65 million yuan, with a buying amount of 23.82 million yuan and a selling amount of 36.83 million yuan, resulting in a net selling of 13.01 million yuan [2] Group 2 - The main buying brokerage was Kaiyuan Securities with a purchase amount of 10.01 million yuan, while the largest selling brokerage was Huatai Securities with a selling amount of 12.24 million yuan [3] - The stock experienced a net outflow of 28.90 million yuan in main funds, with a significant outflow of 18.30 million yuan from large orders and 10.60 million yuan from major funds, while the net inflow over the past five days was 72.20 million yuan [2] - The company reported a revenue of 741 million yuan for the first half of the year, a year-on-year decrease of 33.27%, and a net profit of 15.94 million yuan, down 48.40% year-on-year [2] Group 3 - In terms of institutional ratings, one institution rated the stock as a buy in the past five days, with the highest target price set at 31.60 yuan by Northeast Securities [3]

Core Viewpoint - The stock of Lushan New Materials experienced an abnormal fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days from September 1 to September 3, 2025 [1] Company Summary - Lushan New Materials confirmed through self-inspection and communication with its controlling shareholder that there are no undisclosed significant matters or important information [1] - The company's production and operational activities are currently normal, with no major adjustments in market environment or industry policies [1] - There have been no significant fluctuations in production costs or sales, and the internal production and operational order remains stable [1]

Core Viewpoint - The photovoltaic sector shows signs of recovery with significant price increases in various components, indicating a positive shift in the industry's fundamentals [2]. Industry Summary - On September 3, the A market experienced mixed performance across the three major indices, with the photovoltaic concept stocks gaining strength in the afternoon [2]. - Notable stocks such as Shangneng Electric and Kexin Electromechanical hit the daily limit of 20%, while Yangguang Electric surged over 15%. Several other stocks, including Chunxing Precision and Lushan New Materials, also reached their daily limits [2]. - According to a report from Guojin Securities, the photovoltaic industry chain prices showed a clear recovery in July, with a stable outlook in the short term. As of late August, the transaction price of domestic polysilicon dense materials slightly increased compared to the end of the previous month, while prices for monocrystalline silicon wafers and solar cells experienced minor rebounds, and module prices remained stable [2]. - The industry is exhibiting positive changes, with signs of a bottoming out in the market [2].