Gelonghui, January 29丨Lushan New Materials (603051.SH) announced that according to preliminary estimates by the company's finance department, the company expects to achieve operating income of 290 million yuan to 300,000 yuan in 2023. The company expects to achieve net profit attributable to owners of the parent company in 2023 of -90 million yuan to -70 million yuan. Compared with the same period last year (statutory disclosure data), there will be a loss. Net profit attributable to the owner of the parent company after deducting non-recurring profit and loss is expected to be between -110 million yuan and -90 million yuan in 2023.

In 2023, the price of EVA resin as a raw material continued to fluctuate downward, and the sales price of the company's solar cell packaging film products was continuously lowered due to the influence of the price of EVA resin, which led to a marked decrease in the gross margin of the company's solar cell packaging film products. At the same time, the production capacity of the company's solar photovoltaic sector has increased. In order to quickly occupy the market and actively seek orders from major customers, certain price concessions have been made, leading to a decrease in gross margin. Furthermore, due to the influence of the raw material EVA resin price and the sales price of solar cell packaging film products, the company calculated corresponding inventory impairment losses for raw materials, semi-finished products, and finished products.