业绩预告期内，公司受主要原材料价格波动以及行业供需变化影响，盈利能力下降。 智通财经APP讯，乐凯胶片(600135.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净 利润为亏损9020万元至1.08亿元，与上年同期相比，亏损增加2,794万元到4,594万元。 ...

每经AI快讯，乐凯胶片1月13日晚间发布业绩预告，预计2025年年度实现归属于上市公司股东的净利润 为约-1.08亿元到-9020万元，与上年同期相比，亏损增加2794万元~4594万元。上年同期归属于上市公司 股东的净利润为亏损6226.14万元；每股收益为亏损0.1125元/股。业绩变动主要原因是，主营业务影响 本次业绩预告期内，公司受主要原材料价格波动以及行业供需变化影响，盈利能力下降。 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 （记者 王晓波） ...

每经AI快讯，有投资者在投资者互动平台提问：有客户称已收到乐凯医疗工业胶片自2026年1月6日开 始涨价的通知函，请问是否属实？各型工业胶片具体涨幅分别是多少？ 乐凯胶片（600135.SH）1月8日在投资者互动平台表示，由于国内、国际白银价格大幅上涨，工业X射 线胶片制造成本急剧上升，部分系列产品价格确实有10%~25%不等的涨幅。 （记者 张海妮） ...

Group 1 - The core viewpoint of the article indicates that Lekai Film (600135.SH) has stated there are currently no plans for expansion in solid-state battery production, as there is no membrane structure involved in their current progress [1] Group 2 - The company has communicated its current status regarding solid-state batteries through an investor interaction platform [1] - There is an emphasis on the absence of a membrane structure in the solid-state battery development process [1]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, aiming to enhance fund utilization efficiency while ensuring the safety of the funds [3][6]. Group 1: Basic Situation of Idle Raised Funds Cash Management - The company plans to use up to RMB 120 million of idle raised funds for cash management within one year, investing in low-risk, liquid, and capital-protected investment products [3]. - The investment products will have a maximum term of 12 months, and the funds can be rolled over within the approved limit [3]. Group 2: Risk Situation of Cash Management - The cash management products are classified as capital-protected floating income products, which are low-risk and meet the capital protection requirements [5]. - The company has signed a written contract with the trustee, outlining the main terms of cash management, rights, obligations, and legal responsibilities [5]. Group 3: Impact on the Company - The cash management will not affect the company's daily operations or the normal development of its main business and investment projects, ensuring the interests of all shareholders, especially minority shareholders [6]. - As of June 30, 2025, the company's cash and cash equivalents amounted to RMB 813.808 million, with the cash management payment of RMB 9.9 million accounting for 1.22% of the total cash, indicating minimal impact on the company's financial status [6].

Group 1 - The company announced the convening of its second extraordinary general meeting of shareholders for 2025 on August 13, 2025 [2] - The meeting approved multiple proposals, including the amendment of the company's articles of association [2]

Market Overview - US stock markets experienced a collective rise, with the S&P 500 and Nasdaq indices reaching new highs, driven by positive CPI data [2][3][4] - The Nasdaq China Golden Dragon Index increased by 1.49%, reflecting strong performance in Chinese stocks [9] Economic Indicators - The US Consumer Price Index (CPI) for July rose by 2.7% year-on-year, slightly below the expected 2.8%, while the core CPI increased by 3.1%, marginally above the forecast of 3% [6] - Following the CPI release, expectations for a rate cut by the Federal Reserve in September surged, with traders now estimating a probability exceeding 90% for a rate cut [6] Company Performance - Major tech stocks saw significant gains, with Meta Platforms rising over 3% and Nvidia reaching a historical high [8] - Tencent Music reported strong second-quarter results, leading to a stock price increase of over 10% [10] - Circle, the "first stablecoin stock," released its first earnings report since going public, showing a revenue increase of 53% year-on-year, despite recording a loss [12][14] - Kodak's stock plummeted nearly 20% after the company issued a warning about its ability to continue operations, citing a lack of financing options and a debt of approximately $500 million [17] Oil Market - International oil prices continued to decline, with NYMEX WTI crude oil falling by 1.38% to $63.08 per barrel [19] - OPEC raised its forecast for global oil demand in 2026 to an increase of 1.38 million barrels per day, up from a previous estimate of 1.28 million barrels per day, driven by stronger economic activity in key regions [19]

Core Viewpoint - The resurgence of "Peel-apart film" or "撕拉片" is driven by its unique manual development process and retro aesthetic, leading to increased demand and skyrocketing prices in the market [12][14]. Group 1: Historical Context - Peel-apart film was invented by Edwin Land in the 1940s, allowing instant photo development, which became popular in the 1960s and 1970s [6]. - The production of peel-apart film ceased in 2008 for Polaroid and in 2016 for Fujifilm, marking the end of an era for this once-mainstream product [6]. Group 2: Technical Aspects - The basic principle of peel-apart film involves a light-sensitive negative and a positive film with a chemical pouch [8]. - The development process includes exposing the negative to light, breaking the chemical pouch, and separating the negative and positive to reveal the final image [9][11]. - Unlike instant cameras that automatically eject photos, peel-apart film requires manual extraction, which introduces variability in the development process [10]. Group 3: Market Dynamics - The current market for peel-apart film is characterized by a supply-demand imbalance, with prices for a box of 10 sheets rising from around 65-70 yuan to several hundred or even over a thousand yuan [12]. - The scarcity of available products has led to a perception of high collectible value, with some referring to it as "paper Maotai" due to its inflated prices [14]. Group 4: Consumer Behavior - Consumers are drawn to the unique experience of using peel-apart film, despite the risks of expired products leading to potential development failures [15]. - There are two main consumption models: one where consumers pay regardless of whether an image develops, and another where businesses guarantee a photo but not its quality [15].

Core Insights - The popularity of "tear-off film" has surged recently, driven by the influence of celebrities like Ju Jingyi, Liu Shishi, Huang Zitao, and Wu Xin, despite the high cost of over 300 yuan per shot [1] Group 1: Product Overview - Tear-off film, also known as instant film, consists of a light-sensitive negative and a developing positive with a chemical packet [3] - Major manufacturers like Polaroid and Fujifilm ceased production in 2008 and 2016 respectively, leading to most available films being expired [3] Group 2: Market Pricing - Current prices for a box of tear-off film on second-hand platforms like Xianyu range from 500 to 1000 yuan, translating to approximately 50 to 100 yuan per individual shot [3] - Fujifilm's FP-100C instant film has seen price fluctuations, with some listings showing a price drop of 60 yuan [7] and a 19% decrease in another instance [8] Group 3: Market Dynamics - Fujifilm representatives indicated that the discontinuation of tear-off film is due to high costs and cumbersome production facilities, with no official purchasing channels available [17] - The market features two consumption models: one where consumers pay regardless of whether the film develops, and another where merchants guarantee a photo but not the quality [17]