FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江蘇龍蟠科技股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 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 (-) 0 RMB 0 本月底結存 120,000,000 RMB 1 RMB 120,000,000 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 本月底法定/註冊股本總額： RMB 685,078,903 備註： 第 1 頁 共 11 頁 v 1.1.1 FF301 本公司乃於中華人民共和國註冊成立的股份有限公司，因此，「 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The platinum and palladium markets are characterized by high supply concentration and low elasticity, with significant influence from factors such as mine production, recycling, and demand in various sectors. The Chinese market has a high dependence on imports for platinum - palladium resources, and the recycling sector is becoming increasingly important. The development of platinum - palladium futures and options provides new investment opportunities [15][22][86] - The demand for platinum and palladium in the automotive catalyst sector is affected by factors such as the development of new - energy vehicles and emission standards. The potential for growth in the hydrogen energy sector offers new prospects for the consumption of platinum and palladium [37][47][77] 3. Summary by Directory 3.1 Platinum and Palladium Variety Overview - Platinum and palladium, along with rhodium, ruthenium, osmium, and iridium, form the platinum - group metals (PGMs), which are precious metals. Platinum and palladium have higher demand than other PGMs. Platinum has a crustal content of 0.005 ppm, and palladium has 0.0006 ppm [6] - Platinum (Pt) has a high melting point, good ductility, and excellent electrical and thermal conductivity. It is mainly used in industrial catalysts, jewelry, electronics, etc. Palladium (Pd) can adsorb gases, is corrosion - resistant, and is mainly used in the catalyst field [7][8] - Platinum - group metal deposits can be divided into primary and secondary sand deposits. The main formation causes include magmatic action, hydrothermal processes, and exogenous deposition [10] 3.2 Platinum - Group Metal Industry Chain - The supply chain of platinum - group metals has an "oligopoly" structure. Most raw material supply and smelting are in the hands of a few integrated mining and smelting producers. The separation and purification processes of platinum - group metals vary according to the raw material composition. The current mainstream purity of platinum and palladium in the spot market is not less than 99.95%, and the Guangzhou Futures Exchange requires the delivery purity to be no less than 99.95% [15][19] - The extraction of platinum - group metals involves steps such as exploration, mining development, ore extraction, processing, and refining. Recycling of platinum - group metals is highly valued due to their low crustal content [16][20] 3.3 Global Platinum Supply - Demand Pattern - The main platinum - supplying countries are South Africa, Zimbabwe, and Russia. In 2024, South Africa's platinum output accounted for 71% of the global total. The global platinum output declined in 2024, and it is expected to decline further in 2025 [55][57] - The main platinum - consuming regions are China, Europe, North America, and Japan. In 2024, the global platinum demand decreased by 1.6% to 198 tons, with a supply gap of 1.98 tons. The demand in the automotive industry, jewelry, and other sectors showed different trends [59][65] 3.4 Global Palladium Supply - Demand Pattern - The main palladium - supplying countries are Russia, South Africa, Canada, and the United States. In 2024, Russia and South Africa accounted for 43% and 41% of the global total respectively. The global palladium output increased by 0.7 tons to 25.6 tons in 2024, with a supply surplus of 2.4 tons [69][71][77] - The main palladium - consuming regions are China, the United States, Europe, and Japan. The demand for palladium in the automotive catalyst sector decreased due to factors such as the substitution of new - energy vehicles [73][77] 3.5 Chinese Platinum - Group Resource Pattern - China's platinum - group metal resources are extremely scarce, with most of the reserves in Gansu. In 2024, China produced 4.9 tons of platinum - palladium metals. The import dependence on platinum - palladium resources is high, and the recycling industry is facing challenges such as waste shortages [82][86] - In 2024, China imported 104.1 tons of platinum and 28.1 tons of palladium. The consumption of platinum and palladium in China showed different trends, with the consumption of palladium in the automotive catalyst sector declining significantly [88][92][100] 3.6 Platinum and Palladium Price Review - The historical price trends of platinum and palladium are influenced by factors such as supply - demand relationships, economic conditions, and geopolitical situations. The price difference between platinum and palladium and the ratio of gold to platinum also show certain patterns [116] 3.7 Draft of Platinum and Palladium Futures of Guangzhou Futures Exchange - The contract text, risk control system, and delivery business of platinum and palladium futures on the Guangzhou Futures Exchange are under development. The current global active platinum and palladium futures markets are mainly in COMEX [52] 3.8 Platinum and Palladium Options - The draft of platinum and palladium options includes the option contract solicitation draft and the risk control system [42]

Industry Overview - The automotive antifreeze industry in China is experiencing steady growth, with a market size projected to reach 12.4 billion yuan in 2024, representing a year-on-year increase of 7.54% [1][11] - The rising number of vehicles is driving demand for automotive maintenance products, including antifreeze, which is essential for vehicle upkeep [1][11] - The cooling systems of electric vehicles differ from traditional fuel vehicles, necessitating higher performance and more environmentally friendly antifreeze products, prompting companies to increase R&D investments [1][11] Industry Chain - The upstream of the antifreeze industry includes raw materials and production equipment, with ethylene glycol being the most commonly used antifreeze component, accounting for 30%-60% of antifreeze costs [4][6] - The midstream involves the production and manufacturing of antifreeze, while the downstream application primarily serves the automotive industry [4] Market Dynamics - In the first half of 2025, China's automotive production reached 15.62 million units, a year-on-year increase of 12.45%, and sales reached 15.65 million units, up 11.43%, directly boosting antifreeze demand [7] - The domestic antifreeze industry is gradually achieving import substitution through technological upgrades and capacity expansion, with imports of antifreeze decreasing by 45.58% year-on-year in early 2025 [9] Key Companies - China Petroleum & Chemical Corporation (Sinopec) leads the high-end market with its OAT antifreeze products, which are priced 30%-50% higher than traditional products [13] - China National Petroleum Corporation (CNPC) follows closely, reducing production costs through vertical integration of ethylene glycol [13] - Jiangsu Longpan Technology Co., Ltd. is a leading private company in the antifreeze sector, focusing on high-performance products and expanding its market presence [16] Industry Trends - The industry is moving towards more environmentally friendly antifreeze solutions, with a focus on reducing harmful components and developing biodegradable products [18] - High-performance antifreeze is becoming a priority, especially for electric vehicles, which require specialized cooling solutions [19][20] - The integration of smart monitoring systems for real-time tracking of coolant status is emerging as a significant trend, enhancing maintenance efficiency [21]

江苏龙蟠科技股份有限公司 会议资料 二〇二五年八月 目 录 一、2025 年第四次临时股东会会议须知 二、2025 年第四次临时股东会会议议程 三、2025 年第四次临时股东会会议议案 江苏龙蟠科技股份有限公司 为维护投资者的合法权益，保障股东及股东代表在公司2025年第四次临时股 东会期间依法行使权利，确保股东会的正常秩序和议事效率，根据《公司法》 《江 苏龙蟠科技股份有限公司章程》的相关规定，特制定本须知，请参加股东会的全 体人员遵照执行。 一、请出席现场会议的股东及股东代表于会议召开前 15 分钟到达会场签到， 并请按规定出示股票账户卡、身份证或法人单位证明、授权委托书以及出席人身 份证等，经验证后领取会议资料，方可出席会议。 二、为保证股东会的严肃性和正常秩序，除出席会议的股东及股东代表、公 司董事、监事、高管人员、聘任律师及董事会邀请的人员外，公司有权依法拒绝 其他人员进入会场。 三、请参会人员自觉遵守会场秩序，进入会场后，请关闭手机或调至振动状 态。 四、本次会议表决方式除现场投票外，还提供网络投票，公司将通过上海证 券交易所交易系统向公司股东提供网络形式的投票平台，股东可以在网络投票时 间内通过 ...

通过天眼查大数据分析，江苏龙蟠科技股份有限公司共对外投资了22家企业，参与招投标项目37次，知 识产权方面有商标信息345条，专利信息135条，此外企业还拥有行政许可72个。 来源：金融界 天眼查商业履历信息显示，江苏龙蟠科技股份有限公司，成立于2003年，位于南京市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本66507.8903万人民币，实缴资本56507.89万人民 币。公司法定代表人为石俊峰。 资金流向方面，今日主力资金净流出3764.91万元，占比成交额11.94%。其中，超大单净流出1600.35万 元、占成交额5.08%，大单净流出2164.56万元、占成交额6.87%，中单净流出流出195.29万元、占成交 额0.62%，小单净流入3960.19万元、占成交额12.56%。 龙蟠科技最新一期业绩显示，截至2025一季报，公司营业总收入15.92亿元、同比增长7.99%，归属净利 润2594.88万元，同比增长66.98%，扣非净利润5368.61万元，同比增长53.27%，流动比率1.052、速动比 率0.880、资产负债率77.78%。 金融界消息 截至2025年7月30日 ...

江苏龙蟠科技股份有限公司 2025 年第四次临时股东会 会议资料 二〇二五年八月 1 目 录 2 一、2025 年第四次临时股东会会议须知 二、2025 年第四次临时股东会会议议程 三、2025 年第四次临时股东会会议议案 1、《关于变更公司名称、取消监事会暨修订＜公司章程＞的议案》 2、逐项审议《关于修订及新增公司部分治理制度的议案》 2.01《关于修订<股东会议事规则>的议案》 2.02《关于修订<董事会议事规则>的议案》 2.03《关于修订<独立董事议事规则>的议案》 2.04《关于修订<防范控股股东及关联方资金占用管理办法>的议案》 2.05《关于修订<对外投资管理办法>的议案》 2.06《关于修订<关联交易管理办法>的议案》 2.07《关于修订<股东会网络投票工作制度>的议案》 2.08《关于修订<内幕信息知情人登记管理制度>的议案》 2.09《关于修订<投资者关系管理制度>的议案》 2.10《关于修订<突发事件应急处理办法>的议案》 2.11《关于修订<重大信息内部报告制度>的议案》 2.12《关于修订<信息披露管理办法>的议案》 2.13《关于修订<对外担保管理办法>的议案》 2.14《关于修订 ...

Core Viewpoint - Longpan Technology's stock price closed at 14.39 yuan on July 29, reflecting a decline of 0.62% from the previous trading day, with a notable intraday rebound observed [1] Group 1: Company Overview - Longpan Technology primarily engages in the research, production, and sales of environmentally friendly fine chemicals for automotive use, including lubricants, engine coolants, and urea for vehicles [1] - The company is associated with sectors such as batteries, energy storage, and solid-state batteries [1] Group 2: Market Activity - On July 29, the net outflow of main funds was 31.52 million yuan, accounting for 0.39% of the circulating market value [1] - The trading volume for the day was 184,569 hands, with a total transaction amount of 266 million yuan [1]

Group 1: Core Insights - The core viewpoint of the article highlights the growth in the shipment volumes of lithium battery cathode materials in China for the first half of 2025, with significant increases in different categories of cathodes [2][4][6]. Group 2: Shipment Volumes of Different Cathode Materials - In the first half of 2025, the shipment volume of ternary cathode materials reached 321,000 tons, representing a year-on-year growth of 4.2% [2]. - The top 10 companies in ternary cathode shipments include Ruixiang New Materials, Rongbai Technology, and Bamo Technology [3]. Group 3: Phosphate Iron Lithium Cathodes - The shipment volume of phosphate iron lithium cathodes was 1,606,000 tons in the first half of 2025, showing a remarkable year-on-year increase of 68.5% [4]. - The leading companies in this category are Hunan Youneng, Wanrun New Energy, and Defang Nano [5]. Group 4: Cobalt Lithium Cathodes - The shipment volume of cobalt lithium cathodes was 53,500 tons in the first half of 2025, with a year-on-year growth of 24.2% [6]. - The top 5 companies in cobalt lithium shipments include Xiamen Tungsten New Energy and Bamo Technology [7].

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-100 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 产品名称 认购金额 （万元） 赎回日期 赎回本金 （万元） 实际收益 （元） 1 中国银行 结构性存款 中国银行挂钩型结 构性存款 3,250 2025/7/22 3,250 136,503.74 2 中国银行 结构性存款 中国银行挂钩型结 构性存款 3,450 2025/7/24 3,450 52,222.6 3 中国银行 结构性存款 中国银行挂钩型结 构性存款 4,900 2025/7/22 4,900 111,713.29 4 中国银行 结构性存款 中国银行挂钩型结 构性存款 5,100 2025/7/24 5,100 30,180.82 一、前次理财产品到期赎回的情况 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 16,700 万元。 注：上述理财 ...

Core Viewpoint - The automotive coolant market in China is experiencing significant growth, with the market size projected to increase from 9.628 billion yuan in 2016 to 28.49 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 14.52% [1][14]. Industry Overview - Automotive coolant, also known as antifreeze, is essential for maintaining engine temperature and preventing overheating, corrosion, and scale formation [3][5]. - The composition of automotive coolant includes antifreeze agents, corrosion inhibitors, and other additives to enhance heat absorption and transfer [3]. Market Growth - The automotive coolant market in China is driven by the rapid growth of the automotive sector, with the number of vehicles expected to rise from 217 million in 2017 to 353 million by 2024, a CAGR of 7.2% [11]. - The sales volume of automotive coolant is projected to reach approximately 1.8793 million tons in 2024, reflecting an 8% year-on-year growth [13]. Industry Development History - The development of automotive coolant began in the 1840s, with significant advancements in the 1920s when ethylene glycol-based coolants were introduced [7]. - The 21st century has seen the introduction of propylene glycol coolants, which are now being promoted for their safety and environmental benefits [7]. Industry Chain - The upstream of the automotive coolant industry includes raw materials such as water, antifreeze agents, and corrosion inhibitors, which are processed to create specialized coolant products [9]. - The downstream market serves both traditional fuel vehicles and electric vehicles, with increasing demands for efficient thermal management systems in the latter [9]. Competitive Landscape - The automotive coolant market features numerous participants, including international brands like Shell and ExxonMobil, as well as domestic brands such as Longpan Technology and Kangputon [17][19]. - Despite the late start of China's automotive coolant industry, local companies are improving their technology and product quality, leading to a trend towards higher quality products [19]. Future Trends - The automotive coolant industry is expected to focus on environmental sustainability, with a shift towards bio-based coolants and low-toxicity formulations [25]. - There is a growing demand for high-efficiency coolants due to advancements in automotive power systems, with new additives enhancing thermal conductivity and corrosion resistance [26]. - The integration of smart technologies for monitoring coolant parameters and optimizing formulations is anticipated to drive the industry's digital transformation [27].