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]

Core Viewpoint - Lushan New Materials (603051.SH) reported a decline in revenue and net profit for Q3 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for Q3 2025 was 426 million yuan, representing a year-on-year decrease of 14.03% [1] - The net profit attributable to shareholders of the listed company was -4.25 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -7.17 million yuan [1]

重要内容提示： ●会议召开时间：2025 年 11 月 10 日（星期一）下午 15:00-16:00 ●会议召开地点：上海证券报·中国证券网（https://roadshow.cnstock. com/） 证券代码：603051 证券简称：鹿山新材 公告编号：2025-078 广州鹿山新材料股份有限公司 关于召开2025年第三季度业绩说明会的公告 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。 董事长、总经理：汪加胜先生 ●会议召开方式：网络文字互动 ●会议问题征集：投资者可于 2025 年 11 月 9 日（星期日）下午 16:00 前 将需要了解的情况和关注的问题预先发送至广州鹿山新材料股份有限公司（以 下简称"公司"）邮箱（ir@cnlushan.com）进行提问。公司将在信息披露允许 的范围内，于说明会上对投资者普遍关注的问题进行回答。 一、说明会类型 公司已于 2025 年 10 月 30 日在上海证券交易所网站（www.sse.com.cn）披 露了《广州鹿山新材料股份有限公司 2025 年第三季度报告》，为便于 ...

关于计提资产减值准备的公告 证券代码：603051 证券简称：鹿山新材 公告编号：2025-076 广州鹿山新材料股份有限公司 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 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。 根据《企业会计准则》以及公司会计政策、会计估计的有关规定，为真实、 准确地反映广州鹿山新材料股份有限公司（以下简称"公司"）2025 年 7 月 1 日至 2025 年 9 月 30 日财务状况和经营成果，公司及子公司对存在减值迹象的各 类资产进行了清查和减值测试，现将有关事项公告如下： 一、计提资产减值准备情况概述 根据《企业会计准则》以及公司会计政策、会计估计的相关规定，为了真实、 准确地反映公司 2025 年 7 月 1 日至 2025 年 9 月 30 日的财务状况，本着谨慎性 原则，公司对 2025 年 7 月 1 日至 2025 年 9 月 30 日公司及下属子公司存在减值 迹象的资产进行了减值测试，对发生资产减值损失的相关资产计提减值准备。 2025 年 7 月 1 日至 2025 年 9 月 30 日共计提信用减值损失 2,811,218. ...

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。 证券代码：603051 证券简称：鹿山新材 公告编号：2025-077 广州鹿山新材料股份有限公司 关于 2025 年第三季度主要经营数据的公告 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第十三号——化工》的要求，现将广州鹿山新材料股份有限公司（以下 简称"公司"）2025 年第三季度主要经营数据披露如下： 二、2025 年第三季度公司主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 2025 年第三季度，公司主要产品的价格（不含税）详见下表： | | 2024 年第三 | 2025 年第二 | 2025 年第三 | | | | --- | --- | --- | --- | --- | --- | | | 季度平均售 | 季度平均售 | 季度平均售 | 同比变动 | 环比变动比 | | 主要产品 | 价 | 价 | 价 | 比率（%） | 率（%） | | | （元/吨） | （元/吨） | （元/吨） | | | | | /(元 ...