Core Viewpoint - The company reported a revenue of 872 million yuan for the first half of 2025, reflecting a year-on-year growth of 24.66%. However, it also recorded a net loss attributable to shareholders of 23.79 million yuan, compared to a profit of 9.939 million yuan in the same period last year, resulting in a basic earnings per share of -0.11 yuan [1] Financial Performance - Revenue for the first half of 2025 reached 872 million yuan, marking a 24.66% increase compared to the previous year [1] - The net profit attributable to shareholders was -23.79 million yuan, a decline from the previous year's profit of 9.939 million yuan [1] - Basic earnings per share stood at -0.11 yuan [1]

Group 1 - The stock price of Lidao New Materials experienced a rapid increase on August 15, with a rise of over 2% within 5 minutes, reaching 11.3 yuan by 9:42 AM [1] - The opening price for the day was 11.00 yuan, with a peak of 11.46 yuan and a low of 10.90 yuan, ultimately closing at 11.30 yuan, reflecting a decline of 1.48% compared to the previous trading day [1] - The total trading volume for the day was 191,400 hands, with a transaction amount of 215 million yuan [1] Group 2 - Lidao New Materials primarily engages in the research, production, and sales of aluminum deep processing products, which are widely used in construction decoration, transportation, and electronics [1] - The company operates within the non-ferrous metals industry and is registered in Jiangsu Province [1] Group 3 - On August 15, the net outflow of main funds was 5.2418 million yuan, accounting for 0.22% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 15.1816 million yuan, representing 0.64% of the circulating market value [1]

Group 1 - The stock price of Lidao New Materials experienced a rapid rebound on August 14, with an increase of over 2% within 5 minutes, reaching 12.2 yuan by 9:49 AM [1] - The trading volume for the day amounted to 215 million yuan, with a turnover rate of 8.37% [1] - Lidao New Materials is primarily engaged in the research, production, and sales of aluminum deep processing products, which are widely used in construction decoration and transportation sectors [1] Group 2 - The company is classified under the non-ferrous metals industry sector [1] - On August 14, the net outflow of main funds was 31.69 million yuan, accounting for 1.32% of the circulating market value [1] - Over the past five days, the main funds showed a net inflow of 16.40 million yuan, representing 0.68% of the circulating market value [1]

Group 1 - The stock of Lidao New Materials (603937) fell by 4.26% today, with a turnover rate of 15.03% and a trading volume of 380 million yuan, showing a fluctuation of 15.92% [2] - The stock was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 15.92%, with a net selling amount of 18.82 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 69.24 million yuan, with a buying amount of 25.21 million yuan and a selling amount of 44.03 million yuan, resulting in a net selling of 18.81 million yuan [2] Group 2 - The main buying brokerage was Guotou Securities Co., Ltd. with a purchase amount of 6.29 million yuan, while the largest selling brokerage was Dongya Qianhai Securities Co., Ltd. with a selling amount of 13.22 million yuan [2] - The stock experienced a net inflow of 1.72 million yuan from main funds today, with a significant single net inflow of 2.39 million yuan, while large single funds saw a net outflow of 675,700 yuan [2] - Over the past five days, the net inflow of main funds reached 48.51 million yuan [2] Group 3 - On April 29, the company released its Q1 report, showing a total revenue of 411 million yuan, representing a year-on-year growth of 33.06%, but a net loss of 12.26 million yuan [2] - On July 15, the company announced its half-year performance forecast, expecting a net loss between 28 million yuan and 22 million yuan, with a year-on-year change range of -381.72% to -321.35% [3]

Group 1 - The industrial metal sector continues to strengthen, with Lida New Materials hitting the daily limit up [1] - Other companies such as Huayu Mining, Electric Alloy, Copper Crown Copper Foil, Zhongfu Industrial, Zijin Mining, and Yongmaotai also experienced gains [1]

8月11日，丽岛新材盘中10.04%涨停，截至09:53，报11.56元/股，成交1949.08万元，换手率0.85%，总 市值24.15亿元。 资料显示，江苏丽岛新材料股份有限公司位于常州市龙城大道1959号，公司专注于涂层铝卷的生产，提 供包括易拉罐盖铝材在内的各类高精度铝卷产品。公司拥有多条高效辊涂生产线，常备超过5000吨基材 和2000吨成品，致力于为国内外客户提供高性价比的服务。 截至7月18日，丽岛新材股东户数1.47万，人均流通股1.42万股。 2025年1月-3月，丽岛新材实现营业收入4.11亿元，同比增长33.06%；归属净利润-1225.62万元，同比减 少1158.62%。 ...

Overview - The demand for high-end color-coated aluminum panels is rapidly increasing due to the fast development of downstream markets such as prefabricated buildings, transportation, and electrical appliances, particularly in the context of the booming photovoltaic building integration (BIPV) market [1][11] - In 2024, the demand for color-coated aluminum panels in China is expected to reach 3.5303 million tons, with a market size of 87.728 billion yuan, and an average product price of approximately 24,850 yuan per ton [1][11] Market Policies - The Chinese government has issued a series of policies to promote the development of the aluminum industry, including guidelines for green manufacturing, waste recycling, and energy conservation, which create a favorable policy environment for the color-coated aluminum panel industry [4][6] Industry Chain - The upstream of the color-coated aluminum panel industry includes suppliers of aluminum materials, coatings, and chemicals, which affect production costs and quality [7] - The downstream market encompasses various applications, including construction, packaging, electrical appliances, and transportation, with the construction sector being the largest consumer, accounting for over 40% of the market [9][11] Competitive Landscape - The color-coated aluminum panel industry in China is highly fragmented, with numerous companies and limited market share for leading firms such as Wall Huang Technology, Huada New Materials, and Lidao New Materials [13][16] - The competition focuses on product quality, technology level, and brand reputation, but the overall market remains dispersed [13] Development Trends - Future trends indicate a shift towards green production practices, with companies adopting environmentally friendly coatings and energy-saving technologies to reduce VOC emissions and waste [20] - As competition intensifies and environmental standards rise, smaller companies with insufficient technological capabilities may be eliminated, leading to increased market concentration among larger firms with strong R&D and brand presence [20]

Group 1: Market Performance - On August 1, the industrial metals sector increased by 0.57% compared to the previous trading day, with Hailiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Group 2: Individual Stock Performance - Hailiang Co., Ltd. (002203) closed at 11.90, up 8.58% with a trading volume of 1.2272 million shares [1] - Jingyi Co., Ltd. (002295) closed at 10.46, up 5.76% with a trading volume of 271,100 shares [1] - Yuguang Gold Lead (600531) closed at 8.51, up 4.55% with a trading volume of 746,200 shares [1] - Other notable performers include Santai Wen (600595) up 2.83%, Pengxin Resources (600490) up 2.56%, and Ningbo Fubang (600768) up 2.22% [1] Group 3: Capital Flow Analysis - The industrial metals sector experienced a net outflow of 329 million yuan from institutional investors, while retail investors saw a net inflow of 69.45 million yuan [2] - Notable net inflows from retail investors were observed in Pengxin Resources (390.58 million yuan) and Yuguang Gold Lead (661.66 million yuan) [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively participating [2]

| 证券代码：603937 | 证券简称：丽岛新材 | 公告编号：2025-036 | | --- | --- | --- | | 债券代码：113680 | 债券简称：丽岛转债 | | 江苏丽岛新材料股份有限公司关于公司 聘任财务总监的公告 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。 一、董事会会议召开情况 江苏丽岛新材料股份有限公司（以下简称"公司"）第五届董事会第十七次 会议于 2025 年 7 月 14 日在公司会议室以现场召开、现场表决加通讯表决方式召 开。会议通知已于 2025 年 7 月 11 日以专人送达、电子邮件等的形式向全体董事 发出。本次会议应出席董事 9 人，实际出席会议董事 9 人（其中以通讯表决方式 出席的董事 3 人）。会议由公司董事长蔡征国先生主持，公司高级管理人员列席 了会议。 本次会议的召集、召开、表决程序符合《公司法》等法律法规及《公司章程》 的规定，会议决议合法有效。 2025 年 7 月 15 日 二、董事会会议审议情况 1、审议通过了《关于聘任公司财务总监的议案》； 经表决，董事 ...

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。 江苏丽岛新材料股份有限公司董事会 2025 年 7 月 15 日 江苏丽岛新材料股份有限公司 关于召开职工代表大会选举职工代表董事的公告 为进一步完善公司治理结构，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《上市公司章程指引》等相关法律法规，江苏丽岛新材料股份有限 公司（以下简称"公司"）于 2025 年 7 月 11 日召开了 2025 年第一次临时股东 会，审议通过《关于修订<公司章程>及取消监事会的议案》，本次章程修订包括 不再设置监事会或监事、在董事会中增设职工代表董事职位等事项。故公司于 2025 年 7 月 14 日召开职工代表大会，经会议选举通过，一致同意陈波先生担任 公司职工代表董事，任期自本次职工代表大会审议通过之日起至公司第五届董事 会任期届满之日止。 陈波先生任职资格符合《公司法》《上海证券交易所股票上市规则》等法律 法规及《公司章程》的规定。截至本公告披露日，陈波先生持有公司股份 466,690 股，与公司的其他董事、高级管理人员、实际控制 ...