智通财经APP获悉，根据2025年11月21日披露数据，长飞光纤光缆（06869）、国富氢能（02582）、龙 蟠科技（02465）港股通持股占比增加值最大，分别增加1.36%、1.28%、0.99%；恆生中国企业 （02828）、盈富基金（02800）、昭衍新药（06127）港股通持股占比减少值最大，分别减 少-1.80%、-1.02%、-0.83%。 在最近有统计数据的5个交易日内，国富氢能（02582）、巨星传奇（06683）、亿华通（02402）港股通 持股占比增加值最大，分别增加8.87%、4.38%、3.39%；恆生中国企业（02828）、盈富基金 （02800）、丘鈦科技（01478）港股通持股占比减少值最大，分别减少-6.67%、-2.66%、-1.73%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 长飞光纤光缆(06869) | +1.36% | 59.08% | | 国富氢能(02582) | +1.28% | 16.43% | | 龙蟠科技(0246 ...

Group 1 - The lithium battery sector experienced a significant decline, with Longpan Technology (02465) dropping over 9% and nearly 20% in the last four days, trading at 12.36 HKD with a transaction volume of 91.88 million HKD [1] - The Chinese phosphate iron lithium industry is facing continuous overall losses due to chaotic competition and low-price undercutting, threatening the survival and sustainable development of the entire industry [1] - The China Chemical and Physical Power Industry Association plans to issue a notification recommending that companies use the industry average cost range to guide pricing and avoid engaging in low-price dumping [1] Group 2 - A recent clarification letter from an analyst, dated November 11, has circulated in the investment community, acknowledging that the research team mistakenly communicated unverified information regarding the price increase of phosphate iron lithium products by CATL [1]

此前龙蟠科技公布2025年前三季度业绩，营业收入约58.25亿元，同比增长2.91%；归属于上市公司股东 的净亏损约1.1亿元，同比收窄63.53%；基本每股亏损0.16元。 智通财经APP获悉，香港联交所最新资料显示，11月20日，龙蟠科技(02465)股东将股票由花旗银行转入 UBS Securities Hong Kong Limited，转仓市值1.01亿港元，占比6.01%。 于11月19日，龙蟠科技股东采取转仓操作，将股票由UBS Securities Hong Kong Limited转入花旗银行， 转仓市值1.08亿港元，占比6.26%。 ...

Core Viewpoint - Dragon Power Technology (02465) has seen a significant shareholder transfer, with shares moving from UBS Securities Hong Kong Limited to Citibank, amounting to a market value of HKD 108 million, representing 6.26% of the company [1] Financial Performance - For the first three quarters of 2025, Dragon Power Technology reported a revenue of approximately CNY 5.825 billion, reflecting a year-on-year growth of 2.91% [1] - The net loss attributable to shareholders of the listed company was approximately CNY 110 million, which represents a year-on-year reduction of 63.53% [1] - The basic loss per share was reported at CNY 0.16 [1]

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2][3] Group 1: Companies with Increased Holdings - Guofu Hydrogen (02582) saw the largest increase in holdings, up by 5.52%, bringing its total to 14.45% [2] - Longpan Technology (02465) experienced a 2.85% increase, with a new holding percentage of 39.00% [2] - Yingfu Fund (02800) increased by 2.53%, now holding 3.54% [2] - Over the last five trading days, Guofu Hydrogen (02582) had the highest increase at 7.02%, with a total holding of 14.45% [3] - Other notable increases include Juxing Legend (06683) at 4.80% and Yihua Tong (02402) at 4.15% [3] Group 2: Companies with Decreased Holdings - Sanhua Intelligent Control (02050) had the largest decrease, down by 0.83% to 19.79% [2] - ZTE Corporation (00763) saw a reduction of 0.66%, now at 49.46% [2] - Goldwind Technology (02208) decreased by 0.60%, with a holding of 46.93% [2] - In the last five trading days, Heng Seng China Enterprises (02828) experienced the largest drop at 3.11%, now at 2.87% [3] - Other significant decreases include Chongqing Steel (01053) at -2.84% and Goldwind Technology (02208) at -1.59% [3] Group 3: Long-term Trends - Over a 20-day period, Haotian International Construction Investment (01341) had the highest increase at 18.08%, reaching 68.79% [4] - Qingdao Bank (03866) increased by 11.25%, now holding 18.52% [4] - Anji Food (02648) saw a 10.18% increase, with a total holding of 36.77% [4] - Conversely, New Tian Green Energy (00956) had the largest decrease at -8.28%, now at 57.05% [4] - Longpan Technology (02465) also saw a significant drop of -5.78%, maintaining a holding of 39.00% [4]

Group 1 - UBS increased its stake in Longpan Technology (02465) by purchasing 2.532 million shares at a price of HKD 15.4925 per share, totaling approximately HKD 39.227 million [1] - After the purchase, UBS's total shareholding in Longpan Technology reached 14.348 million shares, representing a holding percentage of 11.96% [1]

Core Viewpoint - Lithium battery stocks are experiencing a rebound, with significant price increases observed in several companies, driven by optimistic industry forecasts and demand growth [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 4.44%, reaching HKD 61.1 - Tianqi Lithium (09696) rose by 4.34%, reaching HKD 55.34 - Longpan Technology (02465) saw a 3.88% increase, reaching HKD 15 - Zhengli New Energy (03677) increased by 2.73%, reaching HKD 9.41 - CATL (03750) rose by 1.69%, reaching HKD 512.5 [1] Group 2: Industry Outlook - The 15th High-Performance Lithium Battery Conference is taking place in Shenzhen, with expectations of over threefold growth in China's lithium battery shipments from 2025 to 2035 [1] - GGII's latest analysis indicates that the period from 2027 (or 2028) to 2030 will be crucial for the large-scale construction of GWh-level solid-state lithium battery capacity [1] Group 3: Market Dynamics - CITIC Securities highlights that the ongoing strength in energy storage demand will lead to a price increase across the entire lithium battery supply chain, significantly improving the supply-demand fundamentals for lithium carbonate [1] - Static forecasts predict global lithium resource supply will reach 2.089 million tons and consumption will be 2.004 million tons in 2026, resulting in a surplus of only 85,000 tons, which is a reduction compared to 2025 [1] - Considering inventory adjustments, a structural shortage of lithium is expected in 2026, shifting the price driver from supply pressure to demand-driven increases [1]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2][3] Group 1: Companies with Increased Holdings - Giant Legend (06683) saw an increase of 3.51%, bringing its latest holding percentage to 17.25% [1] - China Duty Free Group (01880) experienced a 1.41% increase, with a current holding of 41.04% [1] - Haotian International Investment (01341) had a 1.23% increase, now holding 68.80% [1] - In the last five trading days, Haotian International Investment (01341) led with a 6.07% increase, followed by Giant Legend (06683) at 4.77% [2] Group 2: Companies with Decreased Holdings - Hang Seng China Enterprises (02828) faced the largest decrease of 6.93%, now at 0.57% [1] - Longpan Technology (02465) decreased by 5.35%, with a current holding of 34.19% [1] - The Yingfu Fund (02800) saw a reduction of 4.03%, now at 0.78% [1] - Over the last five trading days, Longpan Technology (02465) had the most significant drop at 13.07% [2] Group 3: Notable Trends - The article provides a detailed list of companies with the highest increases and decreases in holdings over different time frames, indicating market sentiment and potential investment opportunities [2][3] - Companies like Aijia Food (02648) and Shandong Molong (00568) also showed notable increases in their holding percentages, suggesting positive investor interest [2][3]

Core Viewpoint - The energy storage market has seen a significant surge in demand for lithium battery materials, leading to substantial price increases, making the lithium battery materials sector a standout performer in the A-share market [1] Group 1: Market Demand and Supply - Since the third quarter, the demand for lithium battery materials such as lithium hexafluorophosphate, lithium iron phosphate, and lithium carbonate has rapidly increased due to the explosion of the energy storage market [1] - A carbon lithium production company in Sichuan reported that even with full production capacity, they cannot meet customer demand, indicating a strong market demand [1] - The chairman of Ganfeng Lithium predicts that global lithium carbonate demand will reach 1.55 million tons in 2025, with a potential increase to 1.9 million tons by 2026, suggesting a tightening supply-demand balance [1] Group 2: Price Trends - The price of lithium carbonate may see upward pressure if demand growth exceeds 30% next year, potentially reaching 150,000 to 200,000 yuan per ton [1] - The downstream investment and operation segments of energy storage are expected to pass on excess profits to upstream materials, batteries, and integration sectors, indicating a potential for price increases across the lithium battery supply chain [2] Group 3: Industry Opportunities - CITIC Construction continues to favor materials, particularly lithium hexafluorophosphate, lithium iron phosphate, anode materials, separators, and battery segments, highlighting opportunities in these areas [3] - The upcoming peak production season is expected to lead to a supply-demand imbalance, driving prices higher [4] - Changes in pricing models are anticipated, which may further impact the market dynamics [5] Group 4: Related Companies - Key companies in the lithium battery materials sector include Ganfeng Lithium (01772), Tianqi Lithium (09696), and Zhongwei New Materials (02579) [6] - In the energy storage sector, notable companies include BYD (01211), Zhongxin Innovation (03931), and Ruipu Lanjun (00666) [6]

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《關於變更保薦機構後重新簽署募集資金監管協 議的公告》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 二零二五年十一月十七日 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。 证券代码：603906 证券简称：龙 ...