Jiangsu Lopal Tech(02465)
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港股异动 | 龙蟠科技(02465)涨超7% 电池行业迎多项催化 机构看好公司业绩弹性
智通财经网· 2025-09-05 01:53
Group 1 - Longpan Technology (02465) saw a stock increase of over 7%, reaching 9.69 HKD with a trading volume of 1.26 billion HKD [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry 2025-2026," which aims to promote high-quality development in the photovoltaic sector and regulate low-price competition [1] - The Action Plan emphasizes enhancing collaborative efficiency in foundational research for cutting-edge technologies such as artificial intelligence, advanced storage, three-dimensional heterogeneous integrated chips, and all-solid-state batteries [1] Group 2 - CITIC Construction pointed out that an important conference is approaching, which may present configuration opportunities for the battery sector [1] - The China Society of Automotive Engineers will hold a review meeting for solid-state battery standards from September 10 to 11, which includes the assembly methods for solid-state battery molds and the evaluation methods for hydrogen production in sulfide all-solid-state batteries [1] - In the first half of the year, Longpan Technology achieved a revenue of 3.622 billion RMB, a year-on-year increase of 1.5%, while the loss attributable to shareholders narrowed by 61.6% to 84.194 million RMB [1] Group 3 - Longpan Technology's overseas production capacity construction is leading, and its deep binding with top clients enhances the certainty of capacity digestion [1] - The improvement in industry concentration and market conditions is expected to bring considerable performance elasticity [1]
龙蟠科技(02465) - 海外监管公告 - 关於对外担保的进展公告
2025-09-04 11:18
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《關於對外擔保的進展公告》如下,僅供參閱。 承董事會命 证券代码:603906 证券简称:龙蟠科技 公告编号:2025-121 江苏龙蟠科技集团股份有限公司 关于对外担保的进展公告 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,并对其内容的真实性、准确性和完整性承担法律责任。 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 ...
智通AH统计|9月4日
智通财经网· 2025-09-04 08:20
Group 1 - The top three AH premium rates are held by Northeast Electric (800.00%), Fudan Zhangjiang (245.38%), and Andeli Juice (241.51%) [1][2] - The bottom three AH premium rates are recorded by Ningde Times (-13.29%), Hengrui Medicine (6.01%), and Zijin Mining (8.06%) [1][2] - Fudan Zhangjiang, Dongjiang Environmental Protection, and Jinli Permanent Magnet have the highest deviation values at 30.70%, 24.70%, and 23.97% respectively [1][2] Group 2 - The top ten AH stocks by premium rate include companies like Northeast Electric, Fudan Zhangjiang, and Andeli Juice, with premium rates exceeding 200% [2] - The bottom ten AH stocks by premium rate include Ningde Times, Hengrui Medicine, and Zijin Mining, with premium rates below 10% [2] - The deviation values for the top ten AH stocks show significant discrepancies, with Fudan Zhangjiang leading at 30.70% [3]
智通港股通占比异动统计|9月4日
智通财经网· 2025-09-04 00:41
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: Increased Holdings - Haotian International Investment (01341) saw the largest increase in holdings, up by 2.83%, bringing its total to 58.85% [2] - Chifeng Jilong Gold Mining (06693) and Shandong Gold (01787) also experienced notable increases of 1.81% and 1.44%, respectively, with holdings of 43.83% and 54.55% [2] - Other companies with significant increases include Yimai Sunshine (02522) at +1.43% (41.36%) and Changfei Optical Fiber Cable (06869) at +1.01% (55.00%) [2] Group 2: Decreased Holdings - Kinglong Magnetics (06680) had the largest decrease in holdings, down by 1.67% to 25.77% [2] - Other notable decreases include Chunli Medical (01858) at -1.41% (46.64%) and Longpan Technology (02465) at -1.17% (50.37%) [2] - Additional companies with reduced holdings include Chongqing Steel (01053) at -0.76% (30.19%) and Tianqi Lithium (09696) at -0.66% (37.65%) [3] Group 3: Five-Day Changes - In the last five trading days, Jingtai Holdings (02228) had the highest increase at +3.39%, with a total holding of 42.87% [3] - Anjiu Food (02648) also saw a significant increase of 3.31% (17.38%) [3] - Shandong Gold (01787) increased by 2.83% (54.55%) during this period [3] Group 4: Twenty-Day Changes - Over the past twenty days, Anjiu Food (02648) experienced the largest increase of 13.05%, bringing its holding to 17.38% [4] - Lens Technology (06613) and Yimai Sunshine (02522) also saw substantial increases of 12.03% (12.56%) and 10.48% (41.36%), respectively [4]
智通港股解盘 | 市场遭遇砸盘但瑕不掩瑜 资金回流避险方向
Zhi Tong Cai Jing· 2025-09-03 12:18
Market Overview - The market initially showed excitement during the military parade but closed down by 0.60% [1] - The parade showcased significant military assets, including various types of missiles and advanced weaponry, enhancing national security and deterrence capabilities [1] - Despite the positive sentiment from the parade, the stock market struggled, with military-related stocks like China Shipbuilding Defense (00317) dropping nearly 9% [2] Gold and Pharmaceuticals - The World Gold Council is seeking to introduce a digital form of gold, potentially transforming the $900 billion physical gold market [3] - Gold prices reached historical highs, with spot gold rising 1.64% to $3532.405 per ounce and COMEX gold futures up 1.51% to $3599.5 per ounce [3] - Pharmaceutical stocks also saw gains, with companies like Heng Rui Pharmaceutical (01276) and SiHuan Pharmaceutical (00460) rising over 8% [3] Robotics Sector - Yushutech announced plans to submit an IPO application by late 2025, with significant revenue growth reported by MicroPort Robotics (02252) [4] - MicroPort's revenue for the first half of the year reached 1.76 billion RMB, a 77% increase year-on-year, driven by overseas market expansion [4] - The robotics sector is seeing increased investment, with Shou Cheng Holdings (00697) investing further in humanoid robotics [5] Solid-State Battery Market - China's solid-state battery shipments are projected to reach 7 GWh in 2024, with expectations of 18 GWh by 2027 and 30 GWh by 2028 [6] - The market is seeing advancements in semi-solid state batteries, which are now entering mainstream pricing [6] Solar Glass and Power Generation - Xinyi Solar (00968) reported a 17.5% increase in solar glass sales volume, despite a 6.5% decline in revenue for the first half of 2025 [7] - The company's solar power generation business achieved revenue of 1.438 billion RMB, a slight increase of 0.7% year-on-year, with a gross margin of 63.5% [8] - The solar glass sector is adjusting to supply-demand imbalances, leading to a new round of production cuts [8]
龙蟠科技(02465) - 截至二零二五年八月三十一日止之股份发行人的证券变动月报表
2025-09-03 09:59
FF301 第 1 頁 共 11 頁 v 1.1.1 本月底法定/註冊股本總額: RMB 685,078,903 2. 股份分類 普通股 股份類別 A 於香港聯交所上市 (註1) 否 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 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 (-) | | | ...
智通AH统计|9月3日
智通财经网· 2025-09-03 08:17
Core Viewpoint - The article discusses the current premium rates of AH shares, highlighting the top and bottom performers in terms of premium rates and deviation values as of September 3rd. Summary by Category Top AH Premium Rates - Northeast Electric (00042) leads with a premium rate of 815.25%, followed by Hongye Futures (03678) at 248.75% and Andeli Juice (02218) at 242.67% [1] - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 232.78% and Sinopec Oilfield Service (01033) at 219.48% [1] Bottom AH Premium Rates - Contemporary Amperex Technology (03750) has the lowest premium rate at -12.29%, followed by Hengrui Medicine (01276) at -1.12% and China Merchants Bank (03968) at 7.33% [1] - Other notable mentions include Midea Group (00300) at 7.91% and Zijin Mining (02899) at 8.22% [1] Deviation Values - Northeast Electric (00042) also has the highest deviation value at 38.79%, with Zhejiang Shibao (01057) at 26.93% and Dongfang Securities (03958) at 24.77% [1] - Conversely, BYD Company (01211) shows the lowest deviation value at -46.31%, followed by Longpan Technology (02465) at -27.67% and Great Wall Motors (02333) at -24.78% [1][2] Additional Insights - The article provides a detailed table of the top and bottom AH stocks based on premium rates and deviation values, indicating significant disparities in market performance among these companies [1][2]
龙蟠科技(02465) - 海外监管公告 - 关於使用閒置募集资金购买理财產品的进展公告
2025-09-02 11:50
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。 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 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。 董事長 石俊峰 中國‧南京 二零二五年九月二日 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 ...
智通AH统计|9月2日
智通财经网· 2025-09-02 08:21
Core Insights - The article highlights the top and bottom AH premium rates for various stocks as of September 2, with Northeast Electric (00042) leading at a premium rate of 770.97% and CATL (03750) at the bottom with -13.13% [1][2] Summary by Category Top AH Premium Rates - Northeast Electric (00042) has a premium rate of 770.97% with H-share priced at 0.310 HKD and A-share at 2.25 CNY [1] - Andeli Juice (02218) follows with a premium rate of 244.59%, H-share at 16.530 HKD and A-share at 47.55 CNY [1] - Hongye Futures (03678) ranks third with a premium rate of 244.34%, H-share at 4.150 HKD and A-share at 11.93 CNY [1] Bottom AH Premium Rates - CATL (03750) shows a negative premium rate of -13.13%, with H-share at 417.600 HKD and A-share at 302.87 CNY [1] - Heng Rui Medicine (01276) has a premium rate of 2.47%, H-share at 80.500 HKD and A-share at 68.87 CNY [1] - Midea Group (00300) has a premium rate of 5.09%, with H-share at 86.800 HKD and A-share at 76.16 CNY [1] Premium Deviation Values - Jinli Permanent Magnet (06680) has the highest deviation value at 33.67%, with a premium rate of 116.12% [1] - Changfei Optical Fiber (06869) follows with a deviation value of 31.15% and a premium rate of 137.88% [1] - Andeli Juice (02218) also ranks high with a deviation value of 27.61% [1] Bottom Premium Deviation Values - BYD (01211) has the lowest deviation value at -54.46%, with a premium rate of 18.94% [2] - Great Wall Motors (02333) has a deviation value of -23.27% [2] - Longpan Technology (02465) shows a deviation value of -21.31% [2]
智通港股通占比异动统计|9月2日
Zhi Tong Cai Jing· 2025-09-02 00:51
Core Insights - The report highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies as of September 1, 2025 [1][2][3]. Group 1: Increased Holdings - Aikang Medical (01789) saw the largest increase in holdings, up by 1.59%, bringing its total to 20.34% [1]. - Yimai Sunshine (02522) and Shanghai Fudan (01385) also experienced notable increases of 1.19% and 0.91%, with new holdings of 38.82% and 41.13% respectively [1]. - Other companies with significant increases include Jingtai Holdings (02228) and Fourth Paradigm (06682), both up by 0.86%, with holdings of 41.75% and 46.65% respectively [1]. Group 2: Decreased Holdings - Hang Seng China Enterprises (02828) experienced the largest decrease, down by 15.91%, now holding only 0.50% [2]. - Other notable decreases include the Tracker Fund of Hong Kong (02800) and Southern Hang Seng Technology (03033), which fell by 7.39% and 2.67%, with holdings of 0.69% and 59.48% respectively [2]. - Companies like Huaxia Hang Seng Biotechnology (03069) and Yuzhou Group (01628) also saw reductions of 1.59% and 1.27%, with holdings of 13.93% and 2.06% respectively [2]. Group 3: Five-Day Changes - Over the last five trading days, Anjijia Food (02648) led with a 4.24% increase, reaching a holding of 16.87% [3]. - Other companies with significant five-day increases include Jinli Permanent Magnet (06680) and Ganfeng Lithium (01772), which rose by 3.94% and 3.34%, with holdings of 28.00% and 34.97% respectively [3]. - Companies like Jingtai Holdings (02228) and Times Angel (06699) also saw increases of 3.12% and 2.06%, with holdings of 41.75% and 23.15% respectively [3]. Group 4: Twenty-Day Changes - In the last twenty days, Anjijia Food (02648) had the highest increase at 14.45%, with a holding of 16.87% [4]. - Changfei Optical Fiber (06869) and Yimai Sunshine (02522) also saw significant increases of 8.06% and 7.96%, with holdings of 54.02% and 38.82% respectively [4]. - Other notable increases include Meizhong Jiahe (02453) and Jingtai Holdings (02228), which rose by 7.16% and 6.99%, with holdings of 37.60% and 41.75% respectively [4].