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Lushan New Materials (603051.SH): Technical accumulation in the Solid State Battery material field is expected to be applied and expanded in the humanoid robot sector in the future.
On February 21, Gelonghui reported that Lushan New Material (603051.SH) stated on the investor interaction platform that the AI module equipped on humanoid robots integrates hardware components such as built-in Sensors, cameras, displays, and AI Chips, working together with advanced algorithms and models to provide users with an immersive augmented reality (AR) experience and intelligent interactive services. The company has achieved mass production of OCA optical adhesive film, which is a key material for display bonding, widely used in smartphones, tablets, Smart Clothing, in-vehicle screens, and VR/AR terminal products, also playing an indispensable role in the robotic visual display module.
Lushan New Materials (603051.SH): Relevant executives plan to reduce their shareholding.
On January 24, Ge Long Hui reported that Mr. Du Zhuang, a Director of Lushan New Materials (603051.SH), plans to reduce his shareholding by no more than 3,000 shares, not exceeding 25% of his total holdings, within three months after 15 trading days from the announcement of this shareholding reduction plan, due to personal financial needs. Ms. Zheng Miaohua, a senior management personnel of the company, also plans to reduce her holding by no more than 398,707 shares, not exceeding 25% of her total holdings, for the same reason and timeframe.
Guangzhou Lushan New Materials Co., Ltd. 2024 Annual Results Pre-Profit Announcement
Lushan New Material (603051.SH): Some fundraising projects are delayed.
On December 24, Gelonghui reported that Lushang New Materials (603051.SH) announced that on December 23, 2024, the fifth Board of Directors held its twenty-third meeting and the fifth Supervisory Board held its nineteenth meeting, respectively reviewing and passing the proposal on the postponement of some fundraising projects. It was agreed to extend the completion time of the initial public offering Stocks fundraising project "R&D Center Construction Project" from December 2024 to June 2026, and the public issuance of convertible Bonds fundraising project "CECEP Solar Energy Battery Packaging Film Expansion Project" from March 2025 to June 2026.
Lushan New Materials (603051.SH): The developed silicon-carbon negative electrode functional bonding material is currently undergoing testing and verification on the client side.
On November 22, GeLonghui reported that Lushang New Materials (603051.SH) stated on the investor interaction platform that the silicon-carbon negative electrode functional adhesive material (PAA) developed by the company is currently undergoing testing and verification at the client site. According to the company's previously disclosed periodic report, there is close cooperation with BYD in the cecep solar energy battery packaging adhesive film. The specifics of the new business sector cannot be disclosed at this time due to confidentiality agreements signed with major clients. For detailed business information, please refer to the company's latest periodic report and relevant announcements.
Lu Shan New Materials (603051.SH): so far, there has not been any official supply to Huawei.
On November 22, Glonghui reported that Lushang New Materials (603051.SH) stated on the investor interaction platform that PAA materials can effectively suppress and solve the expansion effect of silicon-based anodes, significantly improving the cycle life of silicon-carbon anodes. Currently, efforts are being accelerated for testing and implementation with large enterprises, and so far, there has not been any formal supply to Huawei.
Guangzhou Lushan New Materials Co., Ltd. (SHSE:603051) Soars 29% But It's A Story Of Risk Vs Reward
