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龙蟠科技(02465)股东将股票由花旗银行转入港股通(沪) 转仓市值1.41亿港元
智通财经网· 2025-09-19 00:45
Group 1 - The core viewpoint of the article highlights the recent stock transfer of Longpan Technology (02465) to the Hong Kong Stock Connect, with a market value of HKD 141 million, accounting for 9.64% of the total shares [1] - In the first half of the year, Longpan Technology achieved revenue of RMB 3.622 billion, representing a year-on-year growth of 1.5% [1] - The company's attributable loss narrowed to RMB 84.194 million, a decrease of 61.6% compared to the previous year [1] Group 2 - Longcheng Securities' research report indicates that the company's overseas production capacity construction is leading, and its deep binding with top clients enhances capacity digestion certainty [1] - The report suggests that the improvement in industry concentration and market conditions is expected to bring considerable performance elasticity [1]
智通港股通占比异动统计|9月19日


智通财经网· 2025-09-19 00:37
Core Insights - The article highlights the changes in the stock holdings of various companies under the Hong Kong Stock Connect program, indicating significant increases and decreases in ownership percentages among different firms [1][2]. Group 1: Companies with Increased Holdings - Longpan Technology (02465) saw the largest increase in holdings, up by 4.42%, bringing its total to 51.59% [2]. - Tongyuan Kang Pharmaceutical-B (02410) experienced a 4.13% increase, resulting in a holding of 21.22% [2]. - Tianyue Advanced (02631) had a 4.11% increase, with a current holding of 11.33% [2]. - Other notable increases include: - Dazhong Public Utilities (01635): +1.71%, 34.70% [2] - Zhaoyan New Drug (06127): +1.63%, 45.73% [2] - Baize Medical (02609): +1.54%, 4.27% [2] Group 2: Companies with Decreased Holdings - Heng Seng China Enterprises (02828) experienced the largest decrease, down by 6.17%, now holding 0.68% [2]. - Yingfu Fund (02800) saw a reduction of 2.85%, with a holding of 1.77% [2]. - Shandong Molong (00568) decreased by 2.27%, now at 54.96% [2]. - Other significant decreases include: - China General Nuclear Power Corporation (01164): -1.18%, 15.65% [2] - Baiguoyuan Group (02411): -0.69%, 10.72% [2] Group 3: Five-Day Holding Changes - Over the last five trading days, Tongyuan Kang Pharmaceutical-B (02410) had the highest increase of 4.88%, reaching 21.22% [3]. - Longpan Technology (02465) increased by 4.48%, totaling 51.59% [3]. - Brainstorm Aurora-B (06681) rose by 4.25%, now at 4.87% [3]. - Other notable increases include: - Baize Medical (02609): +4.10%, 4.27% [3] - Zhaoyan New Drug (06127): +3.26%, 45.73% [3] Group 4: Twenty-Day Holding Changes - Over the past twenty days, Tongyuan Kang Pharmaceutical-B (02410) saw an increase of 11.90%, now holding 21.22% [4]. - Anjiu Food (02648) increased by 11.46%, reaching 22.65% [4]. - COSCO Shipping Energy (01138) rose by 11.24%, with a holding of 67.64% [4].
龙蟠科技(02465) - 海外监管公告 - 国浩律师(上海)事务所关於江苏龙蟠科技集团股份有限公司...
2025-09-17 14:11
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。 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 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。 Jiangsu Lopal Tech. Group Co., Ltd. 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《國浩律師(上海)事務所關於江蘇龍蟠科技集團 股份有限公司2025年第五次臨時股東會的法律意見書》如下,僅供參閱。 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 二零二五年九月十七日 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 ...
龙蟠科技(02465) - 海外监管公告 - 2025年第五次临时股东会决议公告
2025-09-17 14:07
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) 二零二五年九月十七日 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。 海外監管公告 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《2025年第五次臨時股東會決議公告》如下,僅 供參閱。 董事長 石俊峰 中國‧南京 承董事會命 江蘇龍蟠科技集團股份有限公司 ⚫ 本次会议是否有否决议案:无 一、 会议召开和出席 ...
龙蟠科技(02465) - 於2025年9月17日举行之2025年第五次临时股东会投票结果
2025-09-17 14:03
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) 於2025年9月17日舉行之 2025年第五次臨時股東會投票結果 茲提述江蘇龍蟠科技集團股份有限公司(「本公司」)日期為2025年8月29日的2025年 第五次臨時股東會(「臨時股東會」)通告及通函(「通函」)。除文義另有所指外,本公 告所用詞彙與通函所界定者具有相同涵義。 董事會謹此宣佈,臨時股東會已於2025年9月17日(星期三)下午二時正假座中國江 蘇省南京市南京經濟技術開發區恆通大道6號二樓大會議室召開及舉行,於臨時股 東會上提呈之決議案已獲正式通過。 臨時股東會由董事會主席石俊峰先生主持。全體董事已親身或通過電子方式出席臨 時股東會。 1. 召開臨時股東會 於臨時股東會記錄日期,本公司已發行股份(「股份」)總數為685,078 ...
智通港股通活跃成交|9月16日
智通财经网· 2025-09-16 11:02
Core Insights - On September 16, 2025, Alibaba-W (09988), Brainstorm Aurora-B (06681), and Baize Medical (02609) were the top three stocks by trading volume in the Southbound Stock Connect, with trading amounts of 57.96 billion, 55.71 billion, and 48.83 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and PharmaJet-B (02617) led the trading volume, with amounts of 31.74 billion, 18.85 billion, and 18.82 billion respectively [1] Southbound Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 57.96 billion with a net buying amount of +18.98 billion [2] - Brainstorm Aurora-B (06681) recorded a trading amount of 55.71 billion with a net buying amount of +98.28 million [2] - Baize Medical (02609) achieved a trading amount of 48.83 billion with a net buying amount of +2.17 billion [2] - Meituan-W (03690) had a trading amount of 32.61 billion with a net buying amount of +2.65 billion [2] - The Yingfu Fund (02800) had a trading amount of 31.85 billion with a net selling amount of -31.70 billion [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 31.74 billion with a net buying amount of +11.33 billion [2] - Xiaomi Group-W (01810) recorded a trading amount of 18.85 billion with a net selling amount of -3.48 billion [2] - PharmaJet-B (02617) achieved a trading amount of 18.82 billion with a net selling amount of -4.50 billion [2] - Brainstorm Aurora-B (06681) had a trading amount of 18.22 billion with a net buying amount of +26.73 million [2] - Meituan-W (03690) had a trading amount of 18.15 billion with a net buying amount of +4.51 billion [2]
北水动向|北水成交净买入31.89亿 药捷安康-B(02617)单日股价腰斩 北水抛售近5000万港元
智通财经网· 2025-09-16 10:05
Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 31.89 billion on September 16, with the majority coming from the Shanghai-Hong Kong Stock Connect [1] Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 29.76 billion through the Shanghai Stock Connect and HKD 2.13 billion through the Shenzhen Stock Connect [1] - The stocks with the highest net buying included Alibaba-W (09988), Meituan-W (03690), and Baize Medical (02609) [1] - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Xiaomi Group-W (01810), and SMIC (00981) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) saw a net inflow of HKD 30.31 billion, supported by recent announcements related to its mapping service and AI developments [4] - Meituan-W (03690) recorded a net inflow of HKD 7.15 billion, bolstered by the successful launch of its international delivery brand Keeta in Kuwait [5] - Baize Medical (02609) and Tongyuan Kang Medical-B (02410) received net inflows of HKD 3.27 billion and HKD 2.96 billion, respectively, following regulatory changes that enhance the clinical trial approval process for innovative drugs [5] Group 3: Notable Net Selling - The Tracker Fund of Hong Kong (02800) faced a significant net outflow of HKD 46.38 billion, with analysts suggesting that while short-term interest rates may benefit the Hong Kong market, the overall outlook remains cautious due to weakening fundamentals [7] - Xiaomi Group-W (01810), SMIC (00981), and Tencent (00700) experienced net outflows of HKD 5.69 billion, HKD 4.12 billion, and HKD 3.86 billion, respectively [8]
彻底疯狂 药捷安康-B早盘再涨超60%
Mei Ri Jing Ji Xin Wen· 2025-09-16 02:24
Market Overview - The Hong Kong stock market opened slightly higher on September 16, with the Hang Seng Index at 26,536 points, up 0.34%, and the Hang Seng Tech Index at 6,070 points, up 0.45% [1] Focus Companies - **Yaojie Ankang-B (02617.HK)**: The stock saw a maximum increase of over 60% in early trading, reaching a new high of 679.5 HKD. There was a net inflow of 143 million HKD from southbound funds yesterday. However, some analysts suggest that the stock may be overvalued and highly concentrated, advising ordinary investors to refrain from participation [3] - **Longpan Technology (02465.HK)**: Announced a procurement cooperation agreement with CATL for the sale of 157,500 tons of lithium iron phosphate cathode materials from Q2 2026 to 2031, with a total sales value exceeding 6 billion HKD. The stock opened over 14% higher [5] - **Ningde Times (03750.HK)**: Opened 2.8% higher at 478 HKD, reaching a new high since its listing [5] - **Yunfeng Financial (00376.HK)**: Announced a placement of 19.1 million new shares at 6.1 HKD per share, raising approximately 1.17 billion HKD. The stock fell over 10% in early trading [7] - **Hesai (02525.HK)**: Listed on the Hong Kong Stock Exchange today, opening with a rise of over 7% and later increasing to a 10% gain [9] Sector Performance - The technology sector showed mixed results, with Bilibili-W (09626.HK) up over 2% and JD Group-SW (09618.HK) down over 0.5%. Gold stocks generally rose, with Shandong Gold (01787.HK) increasing over 3%. The automotive sector was active, with Li Auto-W (02015.HK) up over 3%, and lithium battery stocks continued their upward trend, with Ningde Times rising over 2% [8] Market Outlook - According to China Merchants Securities, the Hong Kong market is primarily driven by liquidity, with expectations for a new round of increases due to improved liquidity conditions. Factors such as the Federal Reserve's interest rate cuts, easing of tight liquidity in the Hong Kong market, continuous inflow of southbound funds, and resolution of mid-term profit concerns are contributing to this outlook [8]
港股龙蟠科技高开近15%

Mei Ri Jing Ji Xin Wen· 2025-09-16 01:48
每经AI快讯,9月16日,龙蟠科技(02465.HK)高开近15%,截至发稿,涨14.96%,报11.53港元,成交额 936.81万港元。 ...
港股异动 | 龙蟠科技(02465)高开近15% 控股孙公司与宁德时代签订采购协议 预计合同销售额超60亿元
智通财经网· 2025-09-16 01:35
消息面上,龙蟠科技公布,公司控股孙公司锂源(亚太)与宁德时代签署了《磷酸铁锂正极材料采购合作 协议》。协议约定,预计将由锂源(亚太)及其独资或合资子公司自2026年第二季度至2031年间合计向 宁德时代海外工厂销售15.75万吨符合双方约定规格的磷酸铁锂正极材料,具体单价由双方协商确定。 如按照预计数量及市场价格估算,合同总销售金额超人民币60亿元。 智通财经APP获悉,龙蟠科技(02465)高开近15%,截至发稿,涨14.96%,报11.53港元,成交额936.81万 港元。 公告指出,该协议为日常经营相关的销售合作协议,公司签订该协议有助于与下游合作伙伴建立长期稳 定的关系,率先抢占海外市场,符合公司发展战略规划。若该合同能顺利履行,将对公司未来业绩产生 积极影响。 对公司各年度业绩产生的影响请以公司披露的定期报告为准。 ...