固态电池概念股盘初拉升，湘潭电化（002125）涨停走出4连板，诺德股份（600110）、振华新材涨超 7%，华盛锂电、金龙羽（002882）、龙蟠科技（603906）跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Group 1 - The "Su Super" league has gained significant popularity, with a record attendance of 36,712 spectators for a match between Changzhou and Nanjing, including over 10,000 attendees from outside the province [1] - The league has positively impacted local consumption in tourism, dining, and other sectors, with companies leveraging diverse channels to enhance their visibility and contribute to a robust event economy [1][2] - Companies like China Dinosaur Park have creatively engaged with the league by launching themed products and events, enhancing their brand presence [1] Group 2 - Jiangsu Tianmu Lake Tourism Co., Ltd. has utilized the league's popularity to promote local tourism, offering free tickets and encouraging visitors to explore the region [2] - The league has attracted a growing number of sponsors, increasing from 6 to 21 sponsors since its inception, including notable companies like Jiangsu Longpan Technology Co., Ltd. [3] - The sponsorship landscape includes various consumer and technology companies, which are leveraging the league's visibility to enhance brand recognition and consumer engagement [3] Group 3 - The provincial football league is entering a new development phase, with significant potential for growth in the event economy [4] - Companies are encouraged to innovate and integrate deeply into the event economy through sponsorships, advertising, and collaborative efforts to enhance brand awareness and consumer affinity [4]

Core Viewpoint - The "Su Super" league has gained significant attention this summer, not only for the exciting matches but also for the surrounding economic activities and cultural phenomena, indicating a growing integration of sports, economy, and culture [4][21]. Match Summary - On June 21, the match between Changzhou and Nanjing ended with a score of 0-4, marking Changzhou's fifth consecutive loss and placing Nanjing at the top of the league with a total of 10 points [5][11]. - The match attracted over 36,712 spectators, breaking the previous single-match attendance record for the "Su Super" league [5][11]. Economic Impact - The "Su Super" league has initiated a "ticket root economy," where match tickets serve as a pass for various local consumption benefits, including discounts on movie tickets and restaurant vouchers [14][15]. - The league has seen a surge in sponsorship, with the number of sponsors increasing from 6 to 21 within a short period, including major brands like Yili, JD.com, and Xiaomi [17][19]. - The league's commercial value has increased significantly, with online viewership reaching over 8.57 million for the June 21 match, setting a new record for the league [17][22]. Community Engagement - Changzhou has implemented various services for match attendees, such as pet care and luggage storage, enhancing the overall experience and driving local tourism [14][21]. - The league has fostered a sense of community and engagement, with local businesses participating in sponsorship and promotional activities, reflecting a low barrier for entry into the sponsorship landscape [19][21]. Future Prospects - The "Su Super" league is expected to generate over 300 million yuan in comprehensive economic benefits throughout the season, highlighting its potential as a powerful economic driver [22].

Core Viewpoint - The lithium iron phosphate (LFP) market is experiencing a downward price trend while witnessing a surge in large orders from major companies like Longpan Technology, Wanrun New Energy, and Fulian Precision Engineering, with industry giants such as CATL and BYD actively expanding their positions in the market [1][3]. Group 1: Market Dynamics - The recent large orders are driven by strong market demand and the current low prices of lithium iron phosphate, which highlight cost advantages [3]. - From January to May this year, the cumulative installation of power batteries in China increased by 50.4%, with LFP batteries accounting for 81.4% of the total [3]. - In 2024, LFP batteries are expected to represent 92.5% of global energy storage batteries [3]. Group 2: Company Collaborations - Fulian Precision Engineering's subsidiary signed a supplementary agreement with CATL, where CATL prepaid 500 million yuan to support capacity construction, and Jiangxi Shenghua committed to prioritize CATL's needs from 2025 to 2029, with a promise to purchase no less than 80% of the committed capacity annually [3]. - Wanrun New Energy will supply approximately 1.3231 million tons of lithium iron phosphate to CATL from May 2025 to May 2030, with a total transaction amount exceeding 40 billion yuan [3]. - Longpan Technology signed a supply agreement for 150,000 tons with Chuangneng New Energy in May, with an expected amount exceeding 5 billion yuan, and another sales agreement exceeding 5 billion yuan with EVE Energy's overseas subsidiary [3]. Group 3: Product Development and Industry Trends - The collaboration between Wanrun New Energy and CATL aims to advance the iteration and mass production of high-voltage dense lithium iron phosphate products [4]. - Longpan Technology's fourth-generation high-voltage dense lithium iron phosphate cathode material is expected to gradually ramp up production in the second half of the year, with a price premium of 2,000 to 3,000 yuan per ton compared to standard third-generation products [4]. - Industry experts predict that while LFP prices may remain weak in the short term, the industry will shift from price competition to value competition, leading to the accelerated exit of outdated production capacities [4].

Core Insights - The "Su Super" league has seen a significant increase in sponsorship, growing from 6 sponsors at the start to 19 sponsors by June 13, indicating strong commercial interest and engagement in the league [1][3]. Sponsorship Growth - The initial sponsors included Jiangsu Bank as the main title sponsor, with strategic partners and other sponsors totaling 6 [1]. - By the fourth round of matches, the number of sponsors had expanded to 19, with new strategic partners such as Longpan Technology, Ideal Auto, and KFC joining the league [1]. - The league's official sponsors increased to 5, with new additions like Nubia and Yili, while the number of official suppliers rose to 4 [1]. Comparison with Other Leagues - The number of sponsors for "Su Super" has surpassed that of the 2025 Chinese Super League (CSL), which had fewer than 10 sponsors listed [4]. - Despite the higher number of sponsors, the sponsorship fees for "Su Super" are significantly lower than those for the CSL, with the entire season's sponsorship price reaching 3 million yuan, while the CSL's title sponsorship can exceed 100 million yuan [4][5].

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-081 江苏龙蟠科技股份有限公司 关于使用闲置募集资金购买理财产品的进展公告 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。 重要内容提示： 履行的审议程序：江苏龙蟠科技股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开第四届董事会第三十四次会议与第四届监事会第二十六次 会议，审议通过了《关于公司使用部分闲置募集资金进行现金管理的议案》，公 司（含下属公司）拟使用闲置非公开发行股票募集资金不超过人民币 6 亿元进行 现金管理。 现金管理投资种类：银行理财产品。 现金管理投资金额：人民币 20,000 万元。 （二）现金管理投资金额 截至本公告日，公司已使用非公开发行股票募集资金 26,700 万元购买理财 产品（不含本次），未超过公司董事会对使用闲置募集资金进行现金管理的授权 额度。 （三）资金来源 1、资金来源的一般情况 特别风险提示：尽管公司投资安全性高、流动性好的现金管理产品，总 体风险可控，但金融市场受宏观经济的影响较大，不排除该项投资 ...

智通财经6月17日电，龙蟠科技在互动平台表示，龙蟠科技目前是苏超联赛的战略合作伙伴。龙蟠科技 将依托自身品牌实力与创新精神，为"苏超联赛"提供有力支持，并在赛事推广、品牌联动、球迷互动等 多维度展开深度协作。 龙蟠科技：目前是苏超联赛的战略合作伙伴 ...

Core Viewpoint - Jiangsu Lopal Tech. Co., Ltd. has entered into a capital increase agreement with Changzhou Lithium Source, a non-wholly owned subsidiary, and the valuation report indicates that the valuation is based on the income approach, which constitutes a profit forecast under the listing rules [1][2]. Valuation Report Summary - The valuation report outlines that the assessment of the total equity value of shareholders is based on three fundamental methods: income approach, market approach, and asset-based approach [3][5]. - The income approach focuses on the future earning capacity of the assessed unit, converting expected future earnings into present value using an appropriate discount rate [6][18]. - The market approach involves analyzing comparable companies and transaction prices to determine the enterprise value, utilizing market multiples such as price-to-earnings and price-to-book ratios [8][19]. Financial Performance and Forecast - Changzhou Lithium Source was profitable in 2022, but due to significant fluctuations in lithium carbonate prices, it is expected to incur losses in 2023 and 2024. However, management anticipates a return to positive gross margins starting in 2025 as high-cost inventory is depleted [5][21]. - The projected compound annual growth rate (CAGR) for operating revenue from 2024 to 2029 is estimated at 9.3%, with a stable sales price expected due to the stabilization of lithium carbonate prices [21][22]. - The total equity value of Changzhou Lithium Source is assessed at approximately RMB 4.84 billion (approximately USD 0.66 billion) based on the income approach, while the market approach yields a value of approximately RMB 4.58 billion (approximately USD 0.64 billion) [19][20]. Industry Context - The lithium iron phosphate (LFP) cathode material is crucial for lithium batteries, with a projected increase in demand as the market for new energy and energy storage continues to expand. In 2024, China's lithium battery shipments are expected to reach 1,175 GWh, a year-on-year increase of 32.6% [20][21]. - The industry is currently facing price adjustments, but the long-term outlook remains positive due to the growing market for renewable energy and energy storage solutions [20][21].

江蘇龍蟠科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2465） 進一步公告 關連交易 增資協議 茲提述江蘇龍蟠科技股份有限公司（「本公司」）日期為2025年5月29日之公告（「該公 告」），內容有關與常州鋰源（本公司的一家非全資附屬公司）及常州鋰源股東訂立增 資協議。除另有界定外，本公告所用詞彙與該公告所界定者具有相同涵義。 遵照上市規則 誠如該公告所披露，由於估值報告採用收益法，該等估值構成上市規則第14.61條項 下的盈利預測（「盈利預測」）。本公告載列上市規則第14.60A條就盈利預測所規定的 相關資料。 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. Co., Ltd. 估值報告 估值報告之進一步詳情載於該公告附錄一。 – 1 – 盈利預測 — 確認 根據上市規則第14.60A(2)條規定，本公司已聘請大華馬施雲會計師事務所有限公 司擔任申報會計師（「申報會計師」）對估值報 ...

Core Insights - The 17th International Automotive Powertrain Technology Conference (TMC2025) was held in Nantong, focusing on technological innovation and strategy in five core areas [1] - Longpan Technology's Director of R&D presented on magnesium alloy electric drive system cooling fluids, highlighting industry interest [1][3] Group 1: Magnesium Alloy Cooling Solutions - The demand for lightweight materials in cooling systems for electric vehicles is increasing, with magnesium alloys being a focal point due to their low density and high strength [3] - Longpan has developed a low electrical conductivity cooling fluid specifically for magnesium alloys, which suppresses pitting and corrosion [5] - This cooling fluid meets the latest GB 29743.2 standards and has passed durability tests by domestic electric drive manufacturers, filling a gap in the market [8] Group 2: Advanced Lubricants and Products - Longpan showcased new ultra-low viscosity synthetic gasoline engine oils, AX 0W-8 and 0W-12, designed for modern low-emission, high-efficiency internal combustion engines [9] - The company also presented a range of high-end products, including hybrid automatic transmission oils and ethanol windshield washer fluid, attracting significant attention at the conference [11] - Longpan's participation at TMC2025 demonstrates its technical strength and deep commitment to the new energy vehicle technology ecosystem [11]