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Lianhong New Materials (003022.SZ): The UHMWPE material it produces is currently not supplied directly to humanoid robot manufacturers.
Gelonghui, May 29 — Lianhong New Materials (003022.SZ) stated on an investor interaction platform that the company has initiated construction of a PEEK production facility, which is expected to be completed and commence operations in 2027, and will have no impact on the company's current operating performance. The company’s UHMWPE materials are not currently supplied directly to humanoid robot manufacturers.
Company Q&A | Lianhong New Materials: Mianyang Dagao Te is an equity investee of the company, primarily producing BCB monomers, which can be used in PCBs, advanced packaging, and other fields.
Gelonghui, May 29 — An investor asked Lianhong New Materials on an interactive platform whether the Mianyang Dagao Te project, a subsidiary of the company, can be used in PCBs, advanced packaging, and other fields, and inquired about the company’s main domestic customers. Lianhong New Materials responded that Mianyang Dagao Te is an equity investee of the company, primarily producing BCB monomers, which can be applied in PCBs, advanced packaging, and related fields; however, this business constitutes a relatively small portion of the company’s overall operations, and its contribution to the company’s performance remains subject to uncertainty.
Lianhong New Materials (003022.SZ): BCB monomers produced by Mianyang Dagao Te, an equity investee, can be applied in areas such as PCBs and advanced semiconductor packaging.
Gelonghui, May 25 — Lianhong New Materials (003022.SZ) stated on an interactive platform that BCB monomers produced by Mianyang Dagao Tech, in which the company holds a stake, can be applied in PCBs and advanced semiconductor packaging, among other fields.
Shares of A-share photolithography equipment-related companies rose collectively, with Guofeng New Materials and Zhangjiang Hi-Tech hitting the daily trading limit.
Gelonghui, May 20 | Affected by related rumors, A-share market stocks linked to lithography equipment saw collective gains. As of the midday close, Zhongchuan Special Gases rose over 13%, Guofeng New Materials, Kingstone Technology, and Zhangjiang Hi-Tech all hit their 10% daily trading limits, Maolai Optics and Suda V-Guard gained more than 9%, Hanghua Shares rose over 8%, Guanshi Technology and Aisen Shares climbed over 7%, Huante Gas, Ruilian New Materials, and Guangliwei advanced over 6%, and Dongcai Technology, Lianhong New Materials, Anji Technology, Shengjian Technology, Jingrui Electronic Materials, Guolin Technology, Wavelength Opto-Electronic, Tronly New Materials, and Yako Technology all gained more than 5%.
Lianhong New Energy Technology (003022): Strong performance growth, recovery in new energy materials, and promising new products.
Key Investment Highlights: Lianhong New Materials Technology released its 2025 annual report and Q1 2026 report, achieving a revenue of 6.338 billion yuan in 2025, representing a year-on-year increase of 1.11%; net profit attributable to shareholders was 306 million yuan, up 30.40% year-on-year.
Lianhong New Materials (003022): Q1 net profit attributable to shareholders increased by 102.7% year-on-year; growth potential anticipated for new materials business.
Net profit attributable to shareholders in the first quarter of 2026 increased by 102.7% year-on-year, meeting expectations. The company's revenue for the first quarter of 2026 was RMB 2.25 billion (up 45.9% year-on-year and 26.9% quarter-on-quarter), with net profit attributable to shareholders at RMB 1.