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 ...

Core Viewpoint - The company reported its production and sales figures for functional polyolefin hot melt adhesive particles and hot melt adhesive films for Q3 2025, indicating a decline in product prices and raw material costs [1] Group 1: Production and Sales Data - Functional polyolefin hot melt adhesive particles produced 21,923.27 tons and sold 22,141.34 tons, generating revenue of 262.47 million yuan [1] - Hot melt adhesive films produced 2,731.86 tons and sold 2,824.49 tons, generating revenue of 140.07 million yuan [1] Group 2: Price Changes - The price of functional polyolefin hot melt adhesive particles decreased by 8.81% year-on-year and 3.25% quarter-on-quarter [1] - The price of hot melt adhesive films decreased by 12.83% year-on-year and 16.64% quarter-on-quarter [1] Group 3: Raw Material Costs - The price of polyethylene (PE) decreased by 9.71% year-on-year and 3.8% quarter-on-quarter [1] - The price of ethylene-vinyl acetate (EVA) increased by 4.81% year-on-year but decreased by 5.11% quarter-on-quarter [1] Group 4: Other Information - There were no significant impact events reported during the period, and the operational data is unaudited [1]

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Guangzhou Lushan New Materials Co., Ltd, indicating a decline in stock price and significant financing activities [1][2] - On October 13, Lushan New Materials experienced a stock price drop of 2.93%, with a trading volume of 179 million yuan, and a net financing purchase of 1.75 million yuan [1] - The total financing and securities balance for Lushan New Materials reached 200 million yuan, accounting for 5.82% of its market capitalization, which is above the 90th percentile of the past year [1] Group 2 - Lushan New Materials, established on November 12, 1998, focuses on the research, production, and sales of high-performance polymer hot melt adhesive materials, with a primary revenue composition of 57.41% from hot melt adhesive films and 39.55% from functional polyolefin hot melt adhesive granules [2] - For the first half of 2025, Lushan New Materials reported a revenue of 741 million yuan, representing a year-on-year decrease of 33.27%, and a net profit attributable to shareholders of 15.94 million yuan, down 48.40% year-on-year [2] Group 3 - Since its A-share listing, Lushan New Materials has distributed a total of 116 million yuan in dividends, with 79.03 million yuan distributed over the past three years [3]

Group 1 - On September 25, Lu Shan New Materials experienced a decline of 0.26% with a trading volume of 195 million yuan, and the net financing buy was -2.60 million yuan [1] - As of September 25, the total margin balance for Lu Shan New Materials was 194 million yuan, which accounts for 5.53% of its circulating market value, indicating a high level compared to the past year [1] - The company had no short selling activity on September 25, with a short selling balance of 0 shares, also reflecting a high level compared to the past year [1] Group 2 - Lu Shan New Materials, established on November 12, 1998, focuses on the research, production, and sales of high-performance polymer hot melt adhesive materials, with its main products being functional polyolefin hot melt adhesive granules and films [2] - For the first half of 2025, Lu Shan New Materials reported a revenue of 741 million yuan, a year-on-year decrease of 33.27%, and a net profit attributable to shareholders of 15.94 million yuan, down 48.40% year-on-year [2] - The company has distributed a total of 116 million yuan in dividends since its A-share listing, with 79.03 million yuan distributed over the past three years [3]

二、2025 年第二季度公司主要产品和原材料的价格变动情况 | 证券代码：603051 | 证券简称：鹿山新材 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：113668 | 债券简称：鹿山转债 | | 广州鹿山新材料股份有限公司 关于 2025 年第二季度主要经营数据的公告 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。 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 年第二季度主要经营数据披露如下： 三、其他说明 （一）报告期内无其他对公司生产经营具有重大影响的事项。 （二）以上经营数据未经审计，为投资者及时了解公司生产经营情况之用， 也并未对公司未来经营情况作出任何明示或默示的预测或保证，敬请投资者审慎 使用。 特此公告。 广州鹿山新材料股份有限公司董事会 （一）主要产品价格变动情况 2025 年第二季度，公司主要产品的价格（不含税）详见下表： | | 202 ...

（一）主要产品价格变动情况 2024 年第四季度，公司主要产品的价格（不含税）详见下表： | 证券代码：603051 | 证券简称：鹿山新材 | 公告编号：2025-022 | | --- | --- | --- | | 债券代码：113668 | 债券简称：鹿山转债 | | 广州鹿山新材料股份有限公司 关于 2024 年第四季度主要经营数据的公告 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。 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"）2024 年第四季度主要经营数据披露如下： 二、2024 年第四季度公司主要产品和原材料的价格变动情况 三、其他说明 （一）报告期内无其他对公司生产经营具有重大影响的事项。 （二）以上经营数据未经审计，为投资者及时了解公司生产经营情况之用， 也并未对公司未来经营情况作出任何明示或默示的预测或保证，敬请投资者审慎 使用。 特此公告。 广州鹿山新材料股份有限公司董事会 2025 年 ...

| 证券代码：603051 | 证券简称：鹿山新材 | 公告编号：2025-023 | | --- | --- | --- | | 债券代码：113668 | 债券简称：鹿山转债 | | 广州鹿山新材料股份有限公司 关于 2025 年第一季度主要经营数据的公告 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。 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 年第一季度主要经营数据披露如下： 二、2025 年第一季度公司主要产品和原材料的价格变动情况 | | 2024 年第一 | 2024 年第四 | 2025 年第一 | | | | --- | --- | --- | --- | --- | --- | | | 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 ...