Core Viewpoint - The company, Jiangsu Dingsheng New Energy Materials Co., Ltd., has announced its third-quarter financial results for 2025 and will hold an investor briefing to discuss these results and address investor inquiries [7][8]. Financial Data - The third-quarter financial report for 2025 has not been audited [3]. - The report includes key accounting data and financial indicators, although specific figures are not provided in the documents [3][4]. Shareholder Information - The company has confirmed the total number of ordinary shareholders and the situation of the top ten shareholders, although specific details are not disclosed [5]. Investor Briefing - The investor briefing is scheduled for November 18, 2025, from 10:00 to 11:00 AM, to be held at the Shanghai Stock Exchange Roadshow Center [8][10]. - Investors can submit questions from November 11 to November 17, 2025, and the company will address common concerns during the briefing [11][12]. Management Assurance - The board of directors and senior management have guaranteed the authenticity, accuracy, and completeness of the quarterly report, taking legal responsibility for its content [2][7].

Core Viewpoint - Ding Sheng New Materials (603876.SH) reported a year-on-year revenue growth of 11.29% for the first three quarters of 2025, reaching 19.604 billion yuan, alongside a net profit attributable to shareholders of 307 million yuan, which represents a 36.61% increase [1] Financial Performance - The company achieved total operating revenue of 19.604 billion yuan for the first three quarters of 2025, marking an 11.29% increase compared to the previous year [1] - The net profit attributable to the parent company's shareholders was 307 million yuan, reflecting a year-on-year growth of 36.61% [1] - Basic earnings per share stood at 0.34 yuan [1]

Core Viewpoint - 鼎胜新材 is the largest battery aluminum foil manufacturer globally, with strong competitive advantages in R&D, production, and sales of aluminum foil products [1] Group 1: Business Performance - In Q3 2025, 鼎胜新材 reported revenue of 196.04 billion, ranking 8th among 31 companies in the industry, while the industry leader, China Aluminum, had revenue of 1,765.16 billion [2] - The revenue composition includes aluminum foil products at 113.86 billion (85.57%), aluminum plate and strip at 17.03 billion (12.80%), and other businesses at 2.18 billion (1.64%) [2] - The net profit for the same period was 3.09 billion, ranking 12th in the industry, with the industry leader, China Aluminum, reporting 172.96 billion [2] Group 2: Financial Ratios - As of Q3 2025, 鼎胜新材's debt-to-asset ratio was 70.72%, down from 74.09% year-on-year but still above the industry average of 46.20% [3] - The gross profit margin was 8.61%, a decrease from 9.04% year-on-year and below the industry average of 10.69% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 30.88% to 59,600, while the average number of circulating A-shares held per shareholder decreased by 23.59% to 15,600 [5] - The seventh-largest circulating shareholder, Hong Kong Central Clearing Limited, increased its holdings by 1.06903 million shares [5] Group 4: Management Compensation - The chairman, Wang Cheng, received a salary of 3.6585 million, an increase of 383,600 from the previous year [4] Group 5: Future Outlook - 东吴证券 noted that the performance in H1 2025 met expectations, with significant growth in battery foil and coated carbon foil shipments, leading to price increases [5] - 中银国际 highlighted that the company is expected to face pressure in 2024 but anticipates significant net profit growth in Q1 2025, supported by high growth rates in aluminum foil and aluminum plate sales [6]

证券代码：603876 证券简称：鼎胜新材 公告编号：2025-090 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 18 日（星期二）10:00-11:00 江苏鼎胜新能源材料股份有限公司 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。 重要内容提示： 江苏鼎胜新能源材料股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更 全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计 划于 2025 年 11 月 18 日（星期二）10:00-11:00 举行 2025 年第三季 度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 会议召开时间：2025 年 11 月 18 日（星期二）10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 ...

江苏鼎胜新能源材料股份有限公司 2025 年第三季度报告 证券代码：603876 证券简称：鼎胜新材 江苏鼎胜新能源材料股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 6,289,936,076.84 | 2.58 | 1 ...

Group 1 - The core point of the article highlights that Ding Sheng New Materials has reported a total external guarantee balance of approximately 2.939 billion yuan, which accounts for 44.06% of the company's latest audited net assets [1][1][1] - For the year 2024, the revenue composition of Ding Sheng New Materials is primarily from non-ferrous metal aluminum rolling, which constitutes 95.57% of total revenue, while other businesses account for 4.43% [1][1][1] - As of the report date, the market capitalization of Ding Sheng New Materials stands at 10.1 billion yuan [1][1][1]

证券代码：603876 证券简称：鼎胜新材 公告编号：2025-089 担保对象及基本情况 担 保 对 象一 被担保人名称 欧洲新能源铝质轻合金材料有限责 任公司（以下简称"欧洲轻合金"） 本次担保金额 157.73 万欧元 实际为其提供的担保余额 0.00 万元 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 担 保 对 象二 被担保人名称 Slim Aluminium S.p.A.（以下简称 "Slim 铝业"） 本次担保金额 37,000.00 万元 实际为其提供的担保余额 34,114.66 万元 是否在前期预计额度内 是 □否 □不适用：_________ 累计担保情况 | 截至本公告日上市公司及其控股 | 293,857.04 | | --- | --- | | 对外担保逾期的累计金额（万元） 子公司对外担保总额（万元） | 0.00 | 江苏鼎胜新能源材料股份有限公司 关于为境外控股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 ...

Core Viewpoint - The company, Ding Sheng New Materials (603876.SH), has not yet initiated research and development in aluminum-ion battery materials as of the current date [1] Company Summary - Ding Sheng New Materials has confirmed through its investor interaction platform that it has not started any R&D activities related to aluminum-ion battery materials [1]

人民财讯10月21日电，鼎胜新材（603876）10月21日在互动平台称，截至目前，公司未开展铝离子电池 材料方面的研发。 ...

Group 1 - The stock of Ding Sheng New Materials fell by 5.22% on October 13, trading at 10.71 yuan per share, with a total transaction volume of 53.8963 million yuan and a turnover rate of 0.54%, resulting in a total market capitalization of 9.952 billion yuan [1] - Ding Sheng New Materials, established on August 12, 2003, and listed on April 18, 2018, is located in the Jingkou Economic Development Zone of Zhenjiang, Jiangsu Province. The company's main business involves the research, production, and sales of aluminum foil, accounting for 85.57% of its revenue, followed by aluminum plates and strips at 12.80%, and other products at 1.64% [1] Group 2 - According to data from the top ten heavy positions of funds, one fund under Zhongjia Fund holds a significant position in Ding Sheng New Materials. The Zhongjia Quantitative Research Mixed A Fund (014691) held 95,300 shares in the second quarter, representing 2.8% of the fund's net value, making it the second-largest heavy position [2] - The Zhongjia Quantitative Research Mixed A Fund (014691), established on April 11, 2022, has a latest scale of 19.9736 million yuan. Year-to-date, it has achieved a return of 30.35%, ranking 3175 out of 8234 in its category. Over the past year, it has returned 38.58%, ranking 1915 out of 8083, and since inception, it has returned 23.81% [2] - The fund manager of Zhongjia Quantitative Research Mixed A Fund is Zhong Wei, who has a cumulative tenure of 11 years and 344 days. The total asset scale of the fund is 327 million yuan, with the best return during his tenure being 23.97% and the worst being 0.36% [2]