Core Viewpoint - The recent price increase of lithium iron phosphate (LFP) has garnered significant market attention, driven by rising upstream raw material costs and strong downstream demand, leading LFP producers to seek price hikes to alleviate losses [1] Company Summary - Longpan Technology (02465) saw its stock rise over 3%, specifically by 3.04%, reaching HKD 13.54, with a trading volume of HKD 79.34 million [1] Industry Summary - The LFP industry is currently experiencing tight supply and demand dynamics, with many companies operating at full capacity [1] - Companies in the LFP sector are actively communicating with downstream customers to implement price increases, which is expected to significantly reduce losses in their LFP business [1]

Summary of Key Points - UBS Group AG reduced its stake in Longpan Technology (02465) by 513,000 shares at an average price of HKD 14.8242 per share, totaling approximately HKD 7.6048 million [1][3] - After the reduction, UBS's latest shareholding stands at 9.2385 million shares, representing a holding percentage of 7.70% [1][3]

Group 1 - UBS Group AG reduced its stake in Longpan Technology (02465) by 513,000 shares at an average price of HKD 14.8242 per share, totaling approximately HKD 7.6048 million [1] - After the reduction, UBS's latest holding amounts to 9.2385 million shares, representing a holding percentage of 7.70% [1]

Core Viewpoint - Lithium battery stocks experienced a significant increase in early trading, indicating positive market sentiment towards the sector [1][4]. Group 1: Stock Performance - Tianqi Lithium (09696) rose by 5.47%, trading at HKD 50.50 [1][4]. - Ganfeng Lithium (01772) increased by 4.02%, with a price of HKD 53 [1][4]. - Contemporary Amperex Technology Co. (03750) saw a rise of 2.83%, priced at HKD 512.50 [1][4]. - Longpan Technology (02465) gained 2.69%, trading at HKD 14.89 [1][4]. - Zhongchu Innovation (03931) increased by 1.22%, with a trading price of HKD 28.14 [1][4].

Group 1 - The core viewpoint of the article highlights the upward movement of lithium battery stocks in the Hong Kong market, indicating positive market sentiment towards this sector [1] Group 2 - Ganfeng Lithium (01772.HK) increased by 4.51%, reaching HKD 53.2 [1] - Tianqi Lithium (09696.HK) rose by 4.14%, trading at HKD 49.86 [1] - Contemporary Amperex Technology Co. (03750.HK) saw a gain of 3.43%, priced at HKD 515.5 [1] - Longpan Technology (02465.HK) grew by 2.9%, with a share price of HKD 14.92 [1] - Zhongchuang Innovation (03931.HK) experienced a 1.51% increase, valued at HKD 28.22 [1]

Group 1 - Lithium battery stocks mostly rose, with Ganfeng Lithium up 4.51% at HKD 53.2, Tianqi Lithium up 4.14% at HKD 49.86, and CATL up 3.43% at HKD 515.5 [1] - Dejia Energy announced a 15% price increase for its battery products starting December 16 due to rising raw material costs [1] - Contemporary Amperex Technology Co., Ltd. (CATL) is in discussions with clients regarding price increases, with some products already seeing price hikes [1] Group 2 - According to CICC's previous report, a bottom reversal trend in lithium batteries is expected to emerge from 2025 as industry prices stabilize and supply-demand structures improve [2] - The outlook for 2026 anticipates a new upward cycle in lithium batteries, with energy storage expected to be a key driver [2] - A new round of lithium battery technology cycle, centered around solid-state batteries, is accelerating towards an industrialization inflection point [2]

Core Viewpoint - Lithium battery stocks are experiencing an upward trend, driven by rising production costs and price adjustments in the industry [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 4.51%, trading at 53.2 HKD [1] - Tianqi Lithium (09696) rose by 4.14%, reaching 49.86 HKD [1] - CATL (03750) saw a 3.43% increase, priced at 515.5 HKD [1] - Longpan Technology (02465) grew by 2.9%, now at 14.92 HKD [1] - Zhongchu Innovation (03931) climbed 1.51%, trading at 28.22 HKD [1] Group 2: Price Adjustments and Production Costs - Dejia Energy announced a 15% price increase on its battery products starting December 16 due to rising raw material costs [1] - A communication regarding price increases is ongoing at Funeng Technology, with some products already seeing price hikes [1] - Recent data from Xinluo Lithium indicates a battery production forecast of 143.3 GWh for December, reflecting a 2.3% month-over-month increase [1] Group 3: Industry Outlook - CICC's previous research report suggests a trend of price stabilization and improved supply-demand structure in the lithium battery industry starting in 2025 [1] - The industry anticipates a new upward cycle beginning in 2026, with energy storage expected to be a key driver [1] - The acceleration of solid-state battery technology is seen as a pivotal point for industrialization in the new lithium battery technology cycle [1]

每经AI快讯，龙蟠科技(02465.HK)涨超3%，截至发稿，涨3.15%，报14.74港元，成交额8434.97万港 元。 ...

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 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《關於使用閒置募集資金購買理財產品的進展公 告》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 二零二五年十二月十日 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：2025-152 本公告乃根據香港聯合交易所有限公司證券上市 ...

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 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2025年第六次臨時股東會補充說明公告》 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 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示 ⚫ 江苏龙蟠科技集团股份有限公司（以下简称"公司"）于 2025 年 12 月 10 日在上海 ...