Group 1 - Longpan Technology (603906) shares rose over 9%, currently up 8.48% at HKD 12.03, with a trading volume of HKD 202 million [1] - SMM analysis indicates that lithium hexafluorophosphate production is expected to increase by approximately 13.8% month-on-month in October 2025, with a further 3.7% growth anticipated in November [1] - The production of electrolytes is also expected to rise in October, with demand support continuing to increase in November [1] Group 2 - A third-party report shows that the price of ternary materials (5 series, digital type) for lithium battery cathodes increased slightly week-on-week from October 29 to November 4 [1] - Guosheng Securities notes that current iron phosphate enterprises maintain a high operating rate, primarily producing based on long-term contracts [1] - With favorable demand and cost conditions, there is potential for price increases in the future [1] Group 3 - On October 30, Longpan Technology released its Q3 2025 report, showing a revenue of CNY 5.825 billion, a year-on-year increase of 2.91% [1] - The company reported a net loss of CNY 110 million, significantly narrowing the loss by 63.52% year-on-year [1]

Group 1 - Longpan Technology (02465) saw its stock price increase by over 9%, currently trading at 12.03 HKD with a transaction volume of 202 million HKD [1] - SMM analysis indicates that the production of lithium hexafluorophosphate is expected to rise by approximately 13.8% month-on-month in October 2025, with a further expected increase of 3.7% in November [1] - The production of electrolytes is also projected to rise in October, with continued demand support expected in November [1] Group 2 - A third-party report shows a slight month-on-month increase in the price of ternary materials for lithium battery cathodes during the week of October 29 to November 4 [1] - Guosheng Securities notes that current iron phosphate lithium enterprises maintain a high operating rate, primarily producing based on long-term contracts [1] - The company reported its Q3 2025 results, achieving a revenue of 5.825 billion CNY, a year-on-year increase of 2.91%, and a net loss of 110 million CNY, significantly narrowing the loss by 63.52% year-on-year [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-137 江苏龙蟠科技集团股份有限公司 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： ● 基本情况 ■ ● 已履行的审议程序 江苏龙蟠科技集团股份有限公司（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。 ● 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，不排除该项投资受到市场波动的影响，存在一定的系统性风险。公司将根据经济形势以及金融市场 的变化适时适量地介入，降低市场波动引起的投资风险。 一、前次理财产品到期赎回的情况 ■ 注：序号1和序号2理财内容详见公司于2025年8月8日在上海证券交易所网 ...

格隆汇11月3日丨龙蟠科技(02465.HK)公告，江苏龙蟠科技集团股份有限公司已于 2025 年 10 月 31 日发 布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财 务状况，公司计划于 2025 年 11 月 12 日(星期三)13:00-14:00 举行 2025 年第三季度业绩说明会，就投资 者关心的问题进行交流。 ...

Group 1 - UBS increased its stake in Longpan Technology (603906) (02465) by 87,500 shares at a price of HKD 11.5954 per share, totaling approximately HKD 1.0146 million [1] - After the increase, UBS's total shareholding in Longpan Technology reached 8.4695 million shares, representing a holding percentage of 7.06% [1]

Core Viewpoint - UBS increased its stake in Longpan Technology (02465) by purchasing 87,500 shares at a price of HKD 11.5954 per share, totaling approximately HKD 1.0146 million, raising its total holdings to 8.4695 million shares, which represents a 7.06% ownership [1] Summary by Category - **Share Purchase Details** - UBS acquired 87,500 shares of Longpan Technology at HKD 11.5954 each [1] - The total investment amounted to approximately HKD 1.0146 million [1] - **Ownership Status** - Following the purchase, UBS's total shareholding in Longpan Technology reached 8.4695 million shares [1] - The new ownership percentage stands at 7.06% [1]

江苏龙蟠科技集团股份有限公司 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： 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-137 基本情况 | 投资金额 | 万元 7,800 | | --- | --- | | 投资种类 | 银行理财 | | 资金来源 | 募集资金 | 已履行的审议程序 江苏龙蟠科技集团股份有限公司（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。 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，不排除该项投资受到市场波动的影响，存在一定的 系统性风险。公司将根据经济形势以及金融市场的变化适时适量地介入，降低市 场波动引起的投资风险。 序号 受托方 产品类型 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-138 江苏龙蟠科技集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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，并对其内容的真实性、准确性和完整性承担法律责任。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 11 月 12 日（星期三）13:00-14:00 （二） 会议召开地点：上证路演中心 重要内容提示： 会议召开时间：2025 年 11 月 12 日（星期三）13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 05 日（星期三）至 11 月 11 日（星期二）16:0 ...

Core Insights - The lithium battery materials industry has shown significant improvement in the third quarter of 2025, with many companies turning losses into profits and a clear trend of recovery in the sector [1][3] Group 1: Performance of Positive Electrode Material Companies - Tianqi Lithium's revenue for the first three quarters was 7.397 billion yuan, down 26.5%, but it achieved a net profit of 180 million yuan, marking a turnaround [2] - Ganfeng Lithium reported a revenue of 14.625 billion yuan, a growth of 5.02%, with a net profit of 2.552 billion yuan, also a turnaround [2] - Huaneng Technology and other companies have seen significant profit increases, with Huaneng's revenue reaching 23.226 billion yuan, up 46.27%, and a net profit of 645 million yuan, up 31.51% [2][3] Group 2: Trends in Positive Electrode Materials - High-pressure compact lithium iron phosphate has become a focal point for companies, driven by strong demand in the energy storage sector and advancements in technology [3][4] - The price of battery-grade lithium carbonate has rebounded, maintaining a range of 80,300 to 81,700 yuan per ton, contributing to the positive performance of many positive electrode material companies [4] - Major companies like Longpan Technology have secured large orders from leading firms, enhancing their market position [4] Group 3: Performance of Negative Electrode Material Companies - The negative electrode materials sector has also seen a recovery, with a total shipment of 201.1 million tons in the first nine months of 2025, a year-on-year increase of 35.1% [7] - Shanshan Co. achieved a net profit of 33.14 million yuan in Q1, marking a successful turnaround, and its stock price has rebounded significantly [7][8] - Companies like BTR and Putailai are expanding their overseas business and solid-state battery technology, contributing to their recovery and growth [8]

Core Insights - Longpan Technology (603906.SH) reported its Q3 2025 results, revealing that as of October 30, 2025, institutional investors held a total of 141 million shares, accounting for 20.60% of the company's total equity, a slight decrease of 0.15 percentage points from the previous quarter [1] Institutional Holdings - Eight institutional investors disclosed their holdings in Longpan Technology, including HKSCC NOMINEES LIMITED and several private equity funds, contributing to a total institutional holding of 20.60% [1] - The number of public funds that disclosed holdings decreased, with only one new disclosure, Tianzhi Research Driven Mixed A, while 14 public funds were no longer disclosed, including notable funds like Dongfang New Energy Theme Mixed and Huaxia Dingpei Bond A [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.25% compared to the previous quarter, while HKSCC NOMINEES LIMITED saw a slight decrease in its holdings [2] - UBS AG was noted as a foreign institution that did not disclose its holdings in the current period [2]