本月底法定/註冊股本總額： RMB 685,078,903 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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江蘇龍蟠科技集團股份有限公司 呈交日期: 2025年10月6日 I. 法定/註冊股本變動 | 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 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 120,000,000 | RMB | ...

Core Viewpoint - The demand for high-pressure lithium iron phosphate (LFP) is increasing due to advancements in energy storage and power batteries, while the production capacity is still limited among manufacturers [2][3][4]. Group 1: Market Demand and Supply - The demand for high-pressure LFP is driven by the performance improvements in energy storage and power batteries, which require larger capacity, higher energy density, and fast charging capabilities [2]. - As of the first half of 2025, the monthly shipment of high-pressure LFP materials has exceeded 40,000 tons, indicating a significant demand gap in the short term [3]. - The domestic energy storage market saw a cumulative installed capacity of 23.03 GW/56.12 GWh in the first half of 2025, a year-on-year increase of 68% [9]. Group 2: Industry Dynamics - The pricing mechanism for LFP has shifted, with processing fees becoming a major profit source for manufacturers, leading to a competitive landscape where top companies dominate the market [3][4]. - The fourth generation of high-pressure LFP (≥2.6 g/cm³) is primarily produced by leading companies such as Fulin Precision, Hunan Youneng, and Longpan Technology, which limits the survival space for smaller firms [3][4]. - The industry is experiencing a structural oversupply and price competition, with many companies operating at a loss, although some are beginning to narrow their losses as they expand into fourth-generation products [5][6]. Group 3: Technological Advancements - The mainstream density of LFP materials is currently between 2.5-2.55 g/cm³, with ongoing developments aimed at achieving higher densities and longer cycle lives [11][12]. - Major battery manufacturers are enhancing their products' performance, which directly increases the demand for high-pressure LFP [13][14]. - Companies like Fulin Precision and Hunan Youneng are advancing their production capabilities for fourth-generation LFP, with significant investments and partnerships to secure stable material supplies [16][18]. Group 4: Future Outlook - The upcoming 2025 High-Performance Lithium Battery Conference will gather industry leaders to discuss the latest trends and challenges in the lithium battery supply chain [7][20]. - The demand for high-pressure LFP is expected to grow significantly, particularly in the energy storage sector, as companies explore larger capacity batteries [20].

Group 1 - The research team from the Chinese Academy of Sciences has made a breakthrough in solid-state lithium batteries, addressing key issues such as high interfacial resistance and low ionic conductivity [1] - Solid-state batteries are considered a significant development direction for next-generation energy storage technology due to their high safety and energy density [1] - The new material developed by the research team integrates ionic conductive ethoxy groups and electrochemically active short sulfur chains, achieving interfacial integration at the molecular level [1] Group 2 - The integrated flexible battery based on the new material exhibits excellent bending resistance, capable of withstanding 20,000 cycles of bending [1] - When used as a polymer electrolyte in composite cathodes, the energy density of the composite cathode increases by 86% [1] - The research provides new material design ideas and research paradigms for the development of high-performance and high-safety solid-state batteries [1] Group 3 - CICC reports that solid-state batteries are expected to become the next generation of lithium battery technology, with accelerated industrialization driven by material innovation and process iteration [2] - The solid-state battery supply chain is anticipated to open up mainline investment opportunities, particularly for battery, material, and equipment manufacturers [2] - GF Securities highlights that in 2024, profits in the new energy vehicle supply chain will remain highly concentrated in the battery segment, with leading companies maintaining stable profitability even in downturns [2] Group 4 - Related Hong Kong stocks in the solid-state battery supply chain include CATL, Ganfeng Lithium, Tianqi Lithium, Longpan Technology, Ruipu Lanjun, Zhongchuang Xinhang, BYD, GAC Group, and Shuangdeng Co [3]

种类 利润估算 外购锂辉石精矿现金成本 75433 H 利 # 王 -2953 外购锂辉石精矿利润 78729 F 外购锂云母精矿现金成本 外购锂云母精矿利润 -8238 龙蟠时代已于9月25日停产，大部分员工已放假，可能要到11月才正式复产。本周三晚上，记者从锂电业内人士处获悉，因为宁德时代官春摆矿 V IT 停止供应原材料，宁德时代和龙蟠科技合资公司龙蟠时代将在周四停产。9月28日，记者实探位于江西省宣春市宜丰县工业园的龙赣时代工 厂内部人士向记者确认，龙蠅时代已于9月25日停产，大部分员工已经放假，预计可能要到11月才正式复产。值得注意的是，今年11月 德时代宜春视下窝锂矿复工复产的市场传闻时间。(第一财经) H 污灾方面,新能源车传统旺季将至,下游有备货需求;容量电价提高和现货价差扩大后,独立储能经济性显现,装机需求旺盛。从社会库存 终端实质消化增加持续去库，且下游备货积极，支撑期价。供给方面，产量整体增加，是压制期价的主要因素。短期内，需求增加导致 错配,支撑期价,但中长期看,供给过剩格局未变。 贡 免 告中的信息均源于公开可获得的资料,国贸期货力求准确可靠。但不对上述信息的准确性及完整性做低何保证 ...

Core Viewpoint - Longpan Technology has shown significant stock performance with a year-to-date increase of 64.58%, indicating strong market interest and potential growth in the automotive chemical and lithium iron phosphate material sectors [1][2]. Company Overview - Longpan Technology, established on March 11, 2003, and listed on April 10, 2017, is based in Nanjing, Jiangsu Province, China. The company primarily engages in the sales of automotive fine chemicals and lithium iron phosphate (LFP) cathode materials [2]. - The company's revenue composition includes 65.14% from LFP cathode materials, 26.40% from automotive fine chemicals, 7.81% from lithium carbonate and raw material processing, and 0.66% from other businesses [2]. Financial Performance - For the first half of 2025, Longpan Technology reported a revenue of 3.622 billion yuan, reflecting a year-on-year growth of 1.49%. However, the net profit attributable to shareholders was a loss of 85.1534 million yuan, despite a significant year-on-year improvement of 61.45% [3]. - The company has distributed a total of 256 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4]. Shareholder Information - As of June 30, 2025, Longpan Technology had 101,300 shareholders, an increase of 57.93% from the previous period. The average number of circulating shares per shareholder decreased by 36.68% to 5,577 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.6338 million shares, a decrease of 821,900 shares compared to the previous period [4].

倒计时38天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 金秋到来，奋斗大半年的锂电池产业也将迎来收获的果实。 起点锂电获悉，今日 A 股和港股锂电池趋势持续向好，开盘港股锂电池概念股涨幅居前，代表公司有 中创 ...

| | 锂云母 | 1140 | | ■ 电碳-工碳价差 元/吨 | 一工业级碳酸锂-平均价 一 电池级碳酸锂-平均价 T. / H4 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1875 | | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 6150 | | | | | | 磷锂铝石 (Li20:7%-8%) | 7285 | | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 33650 | -40 | | | | | 三元材料811(多晶/动力型) | 148800 | 750 | | | | | 三元材料523(单晶/动力型) | 121350 | 600 | | | | | 三元材料613(单晶/动力型) | 126200 | 600 | | | | | 名称 | 现值 | 变化值 | | | | | 电碳-工碳 | 2250 | F | | | | 价 差 | 电碳-主 ...

9月28日，据第一财经报道，因为宁德时代宜春锂矿停止供应原材料，宁德时代和龙蟠科技合资公司龙蟠时代将在周四停产。 经观能源 公开资料显示，龙蟠时代成立于2022年3月，是宁德时代宜春锂矿矿区配套的冶炼厂之一，龙蟠科技持股70％，宁德时代持股30％。主要从事电池级碳酸锂 产品的加工、生产和销售。 通过实探位于江西省宜春市宜丰县工业园的龙蟠时代工厂，工厂内部人士表示，龙蟠时代已于9月25日停产，大部分员工已经放假，预计可能要到11月才正 式复产。 值得注意的是，今年11月，正是宁德时代宜春枧下窝锂矿复工复产的市场传闻时间。龙蟠科技相关人士表示，龙蟠时代9月仍在正常生产，之后生产情况取 决于原材料的采购情况。龙蟠时代现在也在积极拓展采购来源，包括一些省（江西省）外的矿，会尽最大的努力，把产线尽快运营起来。 ...

2025.09.28 8月11日早间，宁德时代在投资者互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开 采作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产。 龙蟠时代外采矿目前来看操作难度不小，上述知情人士表示，因为宁德时代枧下窝锂矿是江西宜春在产 规模最大的锂矿，其他矿虽然目前仍在开采，但都没法取代这部分产能。 根据中粮期货研究院报告，宜春自然资源局辖区内8座大型矿山的实际在产规模为4390万吨/年，而宁德 时代枧下窝锂矿未停产前的在产规模就达到3000万吨/年，占比超过68%。 龙蟠科技相关人士向第一财经记者表示，龙蟠时代九月仍在正常生产，之后生产情况取决于原材料的采 购情况。龙蟠时代现在也在积极拓展采购来源，包括一些省（江西省）外的矿，会尽最大的努力，把产 本文字数：919，阅读时长大约1.5分钟 作者 |第一财经 肖逸思 宁德时代（300750.SZ）宜春锂矿停产事宜，已经产生了连锁反应。 本周三晚上，第一财经记者从锂电业内人士处获悉，因为宁德时代宜春锂矿停止供应原材料，宁德时代 和龙蟠科技（603906.SH）合资公司龙蟠时代将在周四停产。 9月28日，记者实探位于 ...

【实探|#宁德时代宜春锂矿配套冶炼厂之一停产#】宁德时代（300750.SZ）宜春锂矿停产事宜，已经产 生了连锁反应。#龙蟠时代已于25日停产# 本周三晚上，第一财经记者从锂电业内人士处获悉，因为宁德时代宜春锂矿停止供应原材料，宁德时代 和龙蟠科技（603906.SH）合资公司龙蟠时代将在周四停产。 9月28日，记者实探位于江西省宜春市宜丰县工业园的龙蟠时代工厂，工厂内部人士向记者确认，龙蟠 时代已于9月25日停产，大部分员工已经放假，预计可能要到11月才正式复产。值得注意的是，今年11 月，正是宁德时代宜春枧下窝锂矿复工复产的市场传闻时间。 相关知情人士向第一财经记者表示，龙蟠时代大部分矿产来源，是来自于宁德时代宜春枧下窝锂矿。宁 德时代该锂矿在8月9日停产后，龙蟠时代生产主要依赖消耗库存，以及小部分的外采（从市场上去购买 锂矿原材料）。 ...