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智通港股通占比异动统计|9月16日
智通财经网· 2025-09-16 00:43
Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - Heng Rui Medicine (01276) saw the largest increase in ownership percentage, rising by 1.49% to a total of 13.84% [2]. - Kanglong Chemical (03759) experienced a 1.35% increase, bringing its ownership to 60.51% [2]. - Zhaoyan New Drug (06127) increased by 1.27%, reaching a holding of 43.70% [2]. - Other companies with significant increases include Junshi Biosciences (01877) at +1.24% (59.08%) and China Pacific Insurance (02601) at +1.20% (44.16%) [2]. Group 2: Decreased Holdings - Shandong Molong (00568) had the largest decrease, with a drop of 1.99% to 57.67% [2]. - Yisou Technology (02550) decreased by 0.99%, now holding 37.95% [2]. - Nanjing Panda Electronics (00553) saw a reduction of 0.98%, bringing its ownership to 42.65% [2]. - Other notable decreases include Kailai Ying (06821) at -0.95% (43.35%) and Meizhong Jiahe (02453) at -0.95% (32.06%) [2]. Group 3: Five-Day Changes - In the last five trading days, China Merchants Energy (01138) had the highest increase in ownership, up by 6.19% to 65.63% [3]. - Shandong Molong (00568) also saw a significant increase of 3.74% [3]. - Other companies with notable increases include Zhongchu Innovation (03931) at +3.62% (10.35%) and Youbao Online (02429) at +3.33% (17.38%) [3]. Group 4: Twenty-Day Changes - Over the past twenty days, Anjiren Food (02648) experienced the largest increase, up by 12.29% to 20.54% [4]. - China Merchants Energy (01138) also saw a significant increase of 9.07% [4]. - Other companies with notable increases include Yimai Sunshine (02522) at +7.70% (43.02%) and Lens Technology (06613) at +7.56% (13.64%) [4].
龙蟠科技(02465)控股孙公司与宁德时代签署《磷酸铁锂正极材料采购合作协议》
智通财经网· 2025-09-15 13:53
智通财经APP讯,龙蟠科技(02465)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(以上需求量将随宁 德时代海外项目进度与预测需求量的调整更新,最终采购量通过双方后续签订框架性、年度性的或者单 笔采购合同落实),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(最终根据销售订单据实结算),达到 《上海证券交易所股票上市规则》规定的披露标准。 ...
龙蟠科技(02465) - 海外监管公告 - 关於与寧德时代新能源科技股份有限公司签署日常经营重大合...
2025-09-15 13:46
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《關於與寧德時代新能源科技股份有限公司簽署 日常經營重大合同的公告》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 证券代码:603906 证券简称:龙蟠科技 公告编号:2025-123 江苏龙蟠科技集团股份有限公司 关于与宁德时代新能源科技股份有限公司 签署日常经营重大合同的公告 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 ...
龙蟠科技(02465) - 海外监管公告 - 第四届董事会第四十二次会议决议公告
2025-09-15 13:44
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《第四屆董事會第四十二次會議決議公告》如 下,僅供參閱。 石俊峰 中國‧南京 二零二五年九月十五日 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:2025-122 江苏龙蟠科技集团股份有限公司 ...
龙蟠科技(02465.HK)附属向宁德时代提供磷酸铁锂正极材料
Ge Long Hui· 2025-09-15 12:22
Core Viewpoint - Longpan Technology (02465.HK) has entered into a procurement cooperation agreement with CATL to supply lithium iron phosphate cathode materials from Q2 2026 to December 31, 2031, ensuring stable demand for these materials [1] Group 1: Agreement Details - The total quantity of lithium iron phosphate cathode active materials to be supplied for CATL's overseas projects is expected to be 157,500 tons from 2026 to 2031 [1] - The agreement is anticipated to facilitate business growth for Longpan Technology by establishing a solid customer base through its partnership with CATL, leveraging CATL's scale, reputation, and purchasing power [1] Group 2: Strategic Benefits - The established relationship between Longpan Technology and CATL is expected to maintain stable product demand for similar specifications, models, types, and quality of materials [1] - The pricing of lithium iron phosphate cathode materials provided by CATL is considered competitive compared to independent third parties, aligning with the interests of the company and its shareholders [1]
龙蟠科技附属向宁德时代提供磷酸铁锂正极材料
Ge Long Hui· 2025-09-15 12:18
与宁德时代订立采购合作协议将使集团能够确保磷酸铁锂正极材料的稳定需求。采购合作协议项下拟进 行的交易有利于集团业务的增长,原因是公司将为宁德时代海外项目的磷酸铁锂正极材料的供应商并可 以利用宁德时代的庞大规模、声誉及购买力获得稳固的客户基础,从而扩大公司的生产能力。监于公司 与宁德时代间已建立的关系,董事认为,就类似规格、型号、类型及质量的材料而言,宁德时代能够维 持稳定的产品需求,且所提供的磷酸铁锂正极材料价格较独立第三方具竞争力,故订立采购合作协议符 合集团及股东的利益。 格隆汇9月15日丨龙蟠科技(02465.HK)公告,于2025年9月15日,LBMAP(公司间接非全资附属公司)与宁 德时代订立采购合作协议,据此,LBMAP集团须向宁德时代提供磷酸铁锂正极材料,自2026年第二季 度起至2031年12月31日止。 ...
龙蟠科技(02465) - 公告 持续关连交易
2025-09-15 12:06
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) 上市規則涵義 由於寧德時代直接全資擁有宜春時代及宜春時代為龍蟠時代(本公司的非全資附 屬公司)的主要股東,寧德時代為本公司於附屬公司層面的關連人士。因此,根 據上市規則第14A章,採購合作協議及其項下擬進行的交易構成本公司的持續關 連交易。 根據上市規則第14A.101條,由於(i)寧德時代為本公司於附屬公司層面的關連人 士;(ii)採購合作協議項下擬進行的交易乃按正常商業條款訂立;及(iii)董事會(包 括獨立非執行董事)已批准採購合作協議及其項下擬進行的交易,並確認有關交 易乃按正常商業條款訂立,屬公平合理並符合本公司及股東的整體利益,採購合 作協議項下擬進行的交易須遵守上市規則第14A章項下的申報、年度審閱及公告 規定,但獲豁免遵守通函、獨立財務意見及股 ...
智通港股通占比异动统计|9月15日
智通财经网· 2025-09-15 00:40
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]. Group 1: Companies with Increased Holdings - Shandong Molong (00568) saw the largest increase in holdings, up by 6.46%, bringing its total to 59.66% [2]. - Youbao Online (02429) experienced a 2.74% increase, resulting in a holding of 17.51% [2]. - Goldwind Technology (02208) had a 1.07% increase, with a current holding of 43.66% [2]. - Other notable increases include Ganfeng Lithium (01772) at +0.75% (35.72%), and InnoCare Pharma (01877) at +0.59% (57.84%) [2]. Group 2: Companies with Decreased Holdings - Meizhong Jiahe (02453) had the largest decrease, down by 1.55% to 33.01% [2]. - Longpan Technology (02465) decreased by 1.06%, now holding 46.05% [2]. - Kingsoft Cloud (03896) saw a reduction of 0.98%, with a current holding of 25.82% [2]. - Other significant decreases include Yisou Technology (02550) at -0.39% (38.94%) and Jiangxi Copper (00358) at -0.27% (23.65%) [3]. Group 3: Five-Day Holding Changes - Over the last five trading days, Zhongyuan Shipping (01138) had the highest increase of 7.22%, reaching 65.91% [3]. - Shandong Molong (00568) increased by 5.80% to 59.66% [3]. - Zhongchu Innovation (03931) saw a 4.08% increase, now at 9.79% [3]. - Conversely, Yisou Technology (02550) experienced the largest decrease of 8.93%, now at 38.94% [3]. Group 4: Twenty-Day Holding Changes - In the last twenty days, Anjuke Food (02648) had the highest increase of 12.30%, reaching 19.99% [4]. - Zhongyuan Shipping (01138) also saw a significant increase of 8.90%, now at 65.91% [4]. - Longpan Technology (02465) had a notable decrease of 4.92% [4].
智通港股通占比异动统计|9月11日
智通财经网· 2025-09-11 00:38
Core Insights - The report highlights significant changes in the stock holdings of various companies under the Hong Kong Stock Connect program, with notable increases and decreases in ownership percentages [1][2]. Group 1: Companies with Increased Holdings - China Merchants Energy (中远海能, 01138) saw the largest increase in holdings, up by 3.98% to a total holding of 64.59% [2]. - Country Garden (碧桂园, 02007) experienced a 1.24% increase, bringing its holding to 11.93% [2]. - Chifeng Jilong Gold Mining (赤峰黄金, 06693) increased by 1.09%, with a current holding of 45.70% [2]. - Other notable increases include Zhongxin Innovation (中创新航, 03931) at +1.07% and Horizon Robotics (地平线机器人-W, 09660) at +0.96% [2]. Group 2: Companies with Decreased Holdings - Yisou Technology (宜搜科技, 02550) experienced the largest decrease, down by 5.42% to a holding of 41.47% [2]. - Zhixing Technology (知行科技, 01274) saw a reduction of 3.19%, now holding 25.37% [2]. - Meizhong Jiahe (美中嘉和, 02453) decreased by 3.07%, with a current holding of 35.63% [2]. - Other significant decreases include Haotian International Construction Investment (昊天国际建投, 01341) at -2.57% and Guancheng Watch Jewelry (冠城鐘錶珠宝, 00256) at -2.04% [2]. Group 3: Five-Day Changes - Over the last five trading days, China Merchants Energy (中远海能, 01138) had the highest increase of 6.88%, reaching a holding of 64.59% [3]. - Yangtze Optical Fibre and Cable (长飞光纤光缆, 06869) increased by 6.31%, now at 61.31% [3]. - Ganfeng Lithium (赣锋鋰业, 01772) rose by 3.49%, with a holding of 36.23% [3]. - Significant decreases included Yisou Technology (宜搜科技, 02550) at -6.57% and Longpan Technology (龙蟠科技, 02465) at -4.63% [3]. Group 4: Twenty-Day Changes - In the last twenty days, Anjuke Food (安井食品, 02648) saw the largest increase of 12.18%, with a holding of 19.34% [4]. - Bluefocus Communication Group (蓝思科技, 06613) increased by 10.54%, now holding 14.86% [4]. - Longfly Optical Fibre and Cable (长飞光纤光缆, 06869) rose by 7.52%, reaching a holding of 61.31% [4]. - The largest decrease was seen in Hong Kong Broadband (香港宽频, 01310) at -9.74%, with a holding of 0.33% [4].
智通AH统计|9月10日
智通财经网· 2025-09-10 08:17
Core Insights - The article highlights the top and bottom AH premium rates for various stocks, indicating significant disparities in market valuations between H-shares and A-shares [1][2][3] Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 800.00%, followed by Hongye Futures (03678) at 227.63% and Andeli Juice (02218) at 219.28% [1][2] - Other notable mentions include Fudan Zhangjiang (01349) with a premium of 215.70% and Beijing Mechanical & Electrical (00187) at 214.38% [2] Group 2: Bottom AH Premium Rates - CATL (03750) has the lowest AH premium rate at -10.67%, followed by Hengrui Medicine (01276) at -1.72% and Zijin Mining (02899) at 4.00% [1][2] - Additional companies with low premium rates include China Merchants Bank (03968) at 5.29% and Midea Group (00300) at 6.40% [2] Group 3: Top Deviation Values - Zhaoyan New Drug (06127) shows the highest deviation value at 25.76%, followed by Ganfeng Lithium (01772) at 19.31% and Kaisheng New Energy (01108) at 18.78% [1][2] - Other companies with significant deviation values include Dongjiang Environmental (00895) at 16.43% and Tianqi Lithium (09696) at 16.34% [2] Group 4: Bottom Deviation Values - Fosun Pharma (02196) has the lowest deviation value at -21.97%, followed by Longyuan Power (00916) at -20.23% and Longpan Technology (02465) at -17.81% [1][3] - Additional companies with low deviation values include BYD Company (01211) at -15.75% and Jiangxi Copper (00358) at -15.61% [3]