本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條刊發。 茲 載 列 江 蘇 龍 蟠 科 技 集 團 股 份 有 限 公 司（「本 公 司」）在 上 海 證 券 交 易 所 網 站(https://www.sse.com.cn/)刊發的《關於對外擔保的進展公告》如下，僅供參閱。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Jiangsu Lopal Tech. Group Co., Ltd. 江蘇龍蟠科技集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2465） 海外監管公告 承董事會命 江蘇龍蟠科技集團股份有限公司 董事長 石俊峰 中國‧南京 二零二五年十一月七日 於本公告日期，董事會包括執行董事石俊峰先生、呂振亞先生、秦建先生、沈志勇 先生及張羿先生；非執行董事朱香蘭女士；及獨立非執行董事李慶文先生、葉新先 生、耿成軒女士以及康錦里先生。 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-1 ...

Group 1 - Longpan Technology (02465) saw a significant increase in stock price, rising over 8% to HKD 12.78, with a trading volume of HKD 241 million [1][2] - According to Baichuan Yingfu, China's lithium iron phosphate production capacity has reached 5.92 million tons per year, with an expected production of 390,000 tons by October 2025, representing a year-on-year increase of 150,000 tons and a quarter-on-quarter increase of 40,000 tons [2] - As of the end of October 2025, the market price for lithium iron phosphate is approximately RMB 37,000 per ton, reflecting a quarter-on-quarter increase of 7% [2] Group 2 - Guosen Securities indicates that the demand for lithium hexafluorophosphate and other phosphorus-containing new energy materials has significantly increased due to downstream operations, leading to improved industry conditions [2] - Current lithium iron phosphate companies are maintaining high operating rates, primarily producing based on long-term contracts [2] - With favorable demand and cost support, there is potential for price increases in the future [2]

Group 1 - Longpan Technology (02465.HK) experienced a significant increase in stock price, rising over 8% [1] - As of the report, the stock price reached 12.78 HKD, marking an increase of 8.31% [1] - The trading volume for Longpan Technology was 241 million HKD [1]

Core Viewpoint - Longpan Technology (02465) saw a significant increase of over 8%, currently trading at HKD 12.78 with a transaction volume of HKD 241 million [1] Industry Summary - As of now, China's lithium iron phosphate production capacity has reached 5.92 million tons per year, with an expected production of 390,000 tons by October 2025, representing a year-on-year increase of 150,000 tons and a quarter-on-quarter increase of 40,000 tons [1] - By the end of October 2025, the market price for lithium iron phosphate is projected to be approximately RMB 37,000 per ton, reflecting a quarter-on-quarter increase of 7% [1] - According to Guosen Securities, the demand for lithium hexafluorophosphate and other phosphorus-containing new energy materials has significantly increased due to downstream operations, indicating a positive industry outlook [1] - Current lithium iron phosphate companies are maintaining high operating rates, primarily producing based on long-term contracts, which supports the potential for price increases due to favorable demand and cost conditions [1]

FF301 第 1 頁 共 11 頁 v 1.1.1 證券代號 (如上市) 603906 說明 A股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 565,078,903 RMB 1 RMB 565,078,903 增加 / 減少 (-) 0 RMB 0 本月底結存 565,078,903 RMB 1 RMB 565,078,903 | 證券代號 (如上市) | 02465 | 說明 | H股 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 120,000,000 | RMB | 1 RMB | | 120,000,000 | | 增加 / 減少 (-) | | | 0 | | RMB | | 0 | | 本月底結存 | | | 120,000,000 | RMB | 1 RMB | | 120,000,000 | 致：香港交易及結算所有限公司 公司名稱: 江蘇龍蟠科技集團股份有限公司 呈交日期: 2025年11月5日 I. ...

Group 1 - The Hang Seng Index fell by 0.28%, down 73 points, closing at 25,878 points, while the Hang Seng Tech Index decreased by 0.80%. The early trading volume in Hong Kong stocks was HKD 138.2 billion [1] - AI concept stocks experienced a decline, with concerns over high valuations. Institutions suggest that the long-term outlook for Hong Kong tech stocks remains attractive [1] - Hui Liang Technology (01860) dropped over 6%, and Kingsoft (03888) fell by 2.81% [1] Group 2 - Longpan Technology (603906) saw an increase of over 9% as lithium battery midstream prices continue to rise, with institutions expecting further price momentum [2] - Yimai Sunshine (02522) rose by 3.27% following several directors' share purchases, and the "AI + healthcare" sector is expected to benefit from new policies [3] - China Duty Free Group (601888) (01880) increased by over 4%, marking its first interim dividend, with recent policies likely to boost the duty-free industry [3] Group 3 - Yihua Tong (02402) surged by 7.7%, with significant cash flow improvement in the first three quarters, and fuel cell vehicle production is expected to accelerate [4] - Tianli International Holdings (01773) rose by 4.9%, with its AI learning companion already implemented in over 100 schools nationwide [5] - Mixue Group (02097) increased by 2.89%, planning to collaborate with Anjun Express for cold chain operations in Brazil [6] Group 4 - Huishang Bank (03698) rose by 4%, reporting a net profit of CNY 14.149 billion in the first three quarters, with institutions indicating potential for future growth [7] - Sanhua Intelligent Control (002050) (02050) fell by 1.94%, as Goldman Sachs pointed out overly optimistic robot expectations, while the market is focused on Tesla's trillion-dollar compensation plan [7] - Home Control (01747) dropped by 13%, facing scrutiny from the Hong Kong Securities and Futures Commission due to high stock ownership concentration [7] - Long Fiber Optic (601869) (06869) declined by 2.81%, with Q3 net profit down nearly 11%, and UBS stated that the impact of hollow-core fiber on profitability is limited in the short term [7]

Market Overview - The Hang Seng Index fell by 0.28%, down 73 points, closing at 25,878 points, while the Hang Seng Tech Index decreased by 0.80%. The early trading volume in Hong Kong stocks was HKD 138.2 billion [1]. AI Sector - AI concept stocks experienced a decline, with concerns over high valuations intensifying. Institutions suggest that the long-term outlook for Hong Kong tech stocks remains attractive. HuiLiang Technology (01860) dropped over 6%, and Kingsoft (03888) fell by 2.81% [1]. Lithium Battery and Healthcare - Longpan Technology (02465) saw a midday increase of over 9% due to ongoing price hikes in the lithium battery midstream, with institutions predicting further price momentum. Yimai Sunshine (02522) rose by 3.27% following several directors' share purchases, indicating a positive outlook for the "AI + healthcare" sector amid new policies [1]. Duty-Free Industry - China Duty Free Group (01880) rose over 4% against the market trend, marking its first interim dividend. Recent policy developments are expected to boost growth in the duty-free industry [1]. Fuel Cell Vehicles - Yihua Tong (02402) increased by 7.7%, with significant cash flow improvement in the first three quarters, and the potential for accelerated release of fuel cell vehicles [1]. Other Companies - Tianli International Holdings (01773) rose by 4.9% as its AI companion has been implemented in over 100 schools nationwide [2]. - Mixue Group (02097) increased by 2.89% due to a planned cold chain cooperation with Anjun Express in Brazil [3]. - Huishang Bank (03698) rose by 4%, reporting a net profit of CNY 14.149 billion for the first three quarters, with expectations for future inclusion in the stock connect [3]. - Sanhua Intelligent Control (02050) fell by 1.94% as Goldman Sachs indicated overly optimistic robot expectations, with market attention on Tesla's trillion-dollar compensation plan [4]. - HOME CONTROL (01747) dropped by 13% after being named by the Hong Kong Securities and Futures Commission for high shareholding concentration [5]. - Changfei Optical Fiber and Cable (06869) fell by 2.81%, with Q3 net profit declining nearly 11%. UBS stated that the impact of hollow-core fiber on profitability is limited in the short term [6].

Core Viewpoint - Longpan Technology (02465.HK) experienced a significant increase in stock price, rising over 9% in the morning session and currently up 8.48% at HKD 12.03, with a trading volume of HKD 202 million [1] Group 1 - The stock price of Longpan Technology rose by 8.48% to HKD 12.03 [1] - The trading volume reached HKD 202 million [1]

Group 1 - Longpan Technology (02465) saw its stock price increase by over 9%, currently trading at 12.03 HKD with a transaction volume of 202 million HKD [1] - SMM analysis indicates that the production of lithium hexafluorophosphate is expected to rise by approximately 13.8% month-on-month in October 2025, with a further expected increase of 3.7% in November [1] - The production of electrolytes is also projected to rise in October, with continued demand support expected in November [1] Group 2 - A third-party report shows a slight month-on-month increase in the price of ternary materials for lithium battery cathodes during the week of October 29 to November 4 [1] - Guosheng Securities notes that current iron phosphate lithium enterprises maintain a high operating rate, primarily producing based on long-term contracts [1] - The company reported its Q3 2025 results, achieving a revenue of 5.825 billion CNY, a year-on-year increase of 2.91%, and a net loss of 110 million CNY, significantly narrowing the loss by 63.52% year-on-year [1]

格隆汇11月3日丨龙蟠科技(02465.HK)公告，江苏龙蟠科技集团股份有限公司已于 2025 年 10 月 31 日发 布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财 务状况，公司计划于 2025 年 11 月 12 日(星期三)13:00-14:00 举行 2025 年第三季度业绩说明会，就投资 者关心的问题进行交流。 ...