万顺新材股价异动 澄清对公司业绩影响较小

Core Viewpoint - Wan Shun New Material (300057) has been included in the DeepSeek concept stock list, with a focus on its investment in Shiyou Technology, a provider of virtual technology solutions, which is gradually implementing its products in various application scenarios [1][2]. Group 1: Investment and Business Strategy - In November 2023, the company announced an investment of 35 million yuan in Shiyou Technology, resulting in a 3.26% equity stake [2]. - This investment aims to enhance the company's competitiveness in the era of Industry 4.0 and further explore the digital industry [2]. - The collaboration with Shiyou Technology is expected to facilitate information sharing and market expansion, helping the company to break through its existing customer structure [2]. Group 2: Financial Performance and Outlook - The company anticipates a decline in profitability for 2024 due to various factors, including decreased processing fees in the aluminum processing industry and fluctuations in aluminum prices [2][3]. - The functional film business is facing challenges due to relatively small production and sales scale, high fixed costs, increased financial expenses, and reduced investment income [2][3]. - The company plans to strengthen management, optimize business structure, and enhance market expansion efforts for high-value-added products [3].