002341 Xinlun New Materials
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Xinlun New Materials News
Xinlun New Materials (002341.SZ) announced first-quarter results, with a net loss of 805.592 million yuan, a year-on-year narrowing of 14.68%
According to the Zhitong Finance App, Xinlun New Materials (002341.SZ) released its report for the first quarter of 2024. The company's revenue was 103 million yuan, a decrease of 32.57% over the previous year. The net loss attributable to shareholders of listed companies was 805.592 million yuan, a year-on-year decrease of 14.68%. Net loss attributable to shareholders of listed companies after deducting non-recurring profit and loss was 84.6076 million yuan, a year-on-year decrease of 14.07%. Basic earnings per share were -0.0699 yuan.
Xinlun New Materials (002341.SZ): large-scale supply of aluminum-plastic film products to power battery manufacturers such as BYD and Funeng
Gelonghui, April 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Has the company just supplied Xiaomi?” The company replied that the company supplies aluminum-plastic film products to power battery manufacturers such as BYD and Funeng on a large scale, and is also the main supplier for these customers. For detailed supply information from the company's downstream battery manufacturers to Xiaomi cars, please pay attention to the information published by end customers.
Xinlun New Materials (002341.SZ): It is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma
Gelonghui, April 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Is your company a manufacturer of the Huawei P70 phone?” The company replied that the company is the main supplier of optical films for mainstream screen manufacturers such as Vicino, Huaxing Optoelectronics, and Tianma, and supplies large quantities of optoelectronic material products to these manufacturers. The company does not yet know the supply information of downstream customers to Pura70. Please pay attention to the information posted by the end customer.
Xinlun New Materials (002341.SZ): Indirect supply to Xiaomi cars through the supply chain
Gelonghui, April 19 | Xinlun New Materials (002341.SZ) said on the investor interactive platform that the company is a qualified supplier of Xiaomi and supplies Xiaomi cars indirectly through the supply chain, and the two sides have maintained close R&D cooperation in the field of new materials business.
Xinlun New Materials (002341.SZ): A new generation of aluminum-plastic film packaging materials that can be applied to all-solid-state lithium batteries is being jointly developed with Japan Toppan Printing (TOPPAN) Co., Ltd.
Gelonghui, April 12 | Xinlun New Materials (002341.SZ) said on the investor interactive platform that compared with traditional electrolyte lithium batteries, all-solid-state lithium batteries require higher performance indicators for aluminum-plastic films and are more difficult to produce. The company is jointly developing next-generation aluminum-plastic film packaging materials that can be applied to all-solid-state lithium batteries with Japan's Toppan Printing (TOPPAN) Co., Ltd., and is currently supplying and verifying small-batch supply to well-known Japanese car companies.
Xinlun New Materials (002341.SZ): Maintains good cooperative relationships with many manufacturers in this field, such as Weilan, Tailan, and Ganfeng, and supplies in small quantities
Gelonghui, April 12 | Xinlun New Materials (002341.SZ) said on the investor interactive platform that the solid-state batteries currently on the market mainly refer to semi-solid batteries. The performance index of existing aluminum-plastic film products is highly suitable for semi-solid state batteries. The company attaches great importance to solid-state battery market trends, actively carries out technology research and development, patented technology and market layout, and maintains good cooperative relationships with many manufacturers in this field, such as Weilan, Tailan, and Ganfeng.
Xinlun New Materials (002341.SZ): Currently, the company has cooperated with ZTE Paineng, Guanyu and other companies on energy storage projects
Gelonghui, April 12 | Xinlun New Materials (002341.SZ) said on the investor interactive platform that in recent years, the company has attached great importance to the potential of the energy storage market and has maintained good cooperative relationships with many manufacturers in this field. At present, the company has cooperated with companies such as ZTE Pai Energy and Guanyu on energy storage projects.
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Xinlun New Materials (002341.SZ): It is a qualified supplier of Xiaomi, and the two sides have always maintained close R&D cooperation in the field of new materials business
Gelonghui, March 29丨Xinlun New Materials (002341.SZ) said on the investor interactive platform that the company is a qualified supplier to Xiaomi, and the two sides have maintained close R&D cooperation in the field of new materials business. The company's related products such as aluminum-plastic composite film for lithium battery packaging, soft pack power battery poles, and automotive explosion-proof film can be used in the field of new energy vehicles.
Xinlun New Material (002341.SZ): Products such as folding optical adhesive OCA and folding protective film have been successfully mass-produced
Gelonghui, March 29丨Xinlun New Materials (002341.SZ) said on the investor interactive platform that the company has established good cooperative relationships with many well-known domestic and foreign companies in the field of new materials and has achieved technological breakthroughs in various segments of new materials. Currently, our folding optical adhesive OCA, folding protective film and other products have been successfully mass-produced. In addition to well-known domestic customers such as Xiaomi and OPPO, the company also has stable cooperation with Google in the folding screen phone business.
Xinlun New Materials (002341.SZ): Supplied to OPPO Find N series folding screen phones
Gelonghui March 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Does the company supply the OPPO Find N series?” The company replied that OPPO is an important customer and partner of the company. The two sides have maintained close R&D cooperation in the field of new materials business, and the company supplies OPPO Find N series folding screen phones.
Xinlun New Materials (002341.SZ): At present, the first phase plant construction of the Zhuhai Fushan Industrial Park project has been completed, and production and operation is scheduled to begin in the third quarter
Gelonghui March 22丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “When will the company's Zhuhai Fushan Industrial Park project be put into operation? At the same time, what positive impact will the Zhuhai Fushan Industrial Park project have on the company?” The company replied that the Zhuhai Fushan Industrial Park project is a key layout for the company to build a “dual engine” development strategy in East China and South China. At present, the construction of the first phase of the company's Zhuhai Fushan Industrial Park project has been completed. The plant purification project and production line equipment installation and commissioning are ongoing. According to the plan, production and operation will begin in the third quarter of 2024.
Express News | Xinlun New Material: Soft pack battery aluminum-plastic film products can be used for semi-solid state batteries and are supplied in small batches
Xinlun New Materials (002341.SZ): Pre-loss of 800 million yuan to 900 million yuan in 2023
Gelonghui, January 30 | Xinlun New Materials (002341.SZ) announced the 2023 annual results forecast. Net profit loss attributable to shareholders of listed companies during the reporting period was 80 million yuan - loss of 90 million yuan, loss of 1232.9046 million yuan in the same period of the previous year; net profit loss of 80 million yuan after deducting non-recurring profit and loss - loss of 90 million yuan, loss of 124,88236 million yuan for the same period last year; basic earnings loss of 0.6943 yuan/share - loss 0.7811 yuan/share; operating income of 65,000 yuan —750,000 yuan
Xinlun New Materials (002341.SZ): Currently, we have prepared a number of PMMA-related patented technologies
Gelonghui, January 19丨An investor asked Xinlun New Materials (002341.SZ) on the investor interactive platform, “Has the company's PMMA material already been put into production?” The company replied that the company currently has a number of PMMA-related patented technologies in reserve. Currently, related product projects are still in the confidential stage, so please pay attention to the company's subsequent related announcements.
Xinlun New Material (002341.SZ): Soft pack battery aluminum-plastic film products can be used in semi-solid state batteries. Currently, they are available in small quantities
Gelonghui, January 12 | Xinlun New Materials (002341.SZ) said on the investor interactive platform that the company's soft pack battery aluminum-plastic film products can be used in semi-solid state batteries, and are currently available in small quantities. The company attaches great importance to the potential of the solid-state battery market. The company maintains good cooperative relationships with many manufacturers in this field, and actively carries out technology research and development, patented technology and market layout.
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The trend is clear
Xinlun New Materials (002341.SZ): TAC film products and related manufacturers are conducting small-batch mass production verification
On November 16, Gelonghui, Xinlun New Materials (002341.SZ) replied on the investor interactive platform that the company's TAC film products and related manufacturers are currently undergoing small-batch mass production verification. Since strict confidentiality agreements have been signed with some end customers, it is not convenient to disclose trade secrets involving trade secrets.
Xinlun New Materials (002341.SZ): According to the plan, the first phase of the Zhuhai base will enter production and operation in the third quarter of 2024
On November 16, Gelonghui, Xinlun New Materials (002341.SZ) replied on the investor interactive platform that the construction of the first phase of the company's Zhuhai base has been completed, and the construction of plant purification projects and production line equipment installation and commissioning stages are being carried out one after another according to the plan. According to the plan, the first phase of the Zhuhai base will enter production and operation in the third quarter of 2024.
Xinlun New Materials (002341.SZ): Xiaomi is an important customer and partner of the company
On November 16, Gelonghui, Xinlun New Materials (002341.SZ) replied on the investor interactive platform that Xiaomi is an important customer and partner of the company, and that the two sides have good cooperation in the field of new materials business. We will continue to pay attention to the trends and needs of the company's customers, strive to enhance our advantages, actively explore markets, seek cooperation opportunities, and achieve long-term win-win cooperation with customers.
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