格隆汇8月20日丨龙蟠科技(02465.HK)公告，截至2025年6月30日止六个月，集团录得收入人民币3,621.9 百万元，较2024年同期增加约1.5%，主要由于碳酸锂业务增加。毛利约为人民币501.2百万元，较2024 年同期增加约45.7%；及亏损约为人民币109.1百万元，较2024年同期减少约58.3%。 ...

Core Viewpoint - Longpan Technology (02465) reported a revenue of 3.622 billion RMB for the six months ending June 30, 2025, reflecting a year-on-year growth of 1.5% while the loss attributable to shareholders narrowed by 61.6% to 84.194 million RMB, with a basic loss per share of 0.12 RMB [1] Group 1: Financial Performance - Revenue for the reporting period was 3.622 billion RMB, showing a year-on-year increase of 1.5% [1] - The loss attributable to shareholders was 84.194 million RMB, which is a reduction of 61.6% compared to the previous year [1] - Basic loss per share was reported at 0.12 RMB [1] Group 2: Business Strategy and Market Position - The company is committed to its mission of building a better global life through core materials in green new energy, supporting the sustainable development of the new energy industry [1] - The company is pursuing a dual-track approach in its industrial layout, focusing on both new energy and traditional businesses [1] - In the field of automotive environmental fine chemicals, the company continues to innovate based on traditional products such as lubricants, coolants, brake fluids, and exhaust treatment fluids, diversifying its offerings to adapt to industry changes and maintain market leadership [1] Group 3: Operational Insights - Despite ongoing market competition leading to continued net losses, the company has implemented a series of proactive measures to improve the capacity utilization rate of its lithium iron phosphate factory [1] - The company has a healthy order backlog, and the sales volume of its main products is steadily increasing [1]

Group 1 - The company Longpan Technology (SH 603906) announced on August 20 that its 41st board meeting of the fourth session was held, discussing the special report on the use of raised funds for the first half of 2025 [2] - For the year 2024, the revenue composition of Longpan Technology is as follows: lithium iron phosphate cathode materials account for 75.13%, automotive environmental fine chemicals account for 24.17%, and other businesses account for 0.7% [2]

Group 1 - The company Longpan Technology announced a provision for impairment amounting to 77.8592 million yuan for the first half of 2025, which will reduce the total profit in the consolidated financial statements for that period by the same amount [2] - In the year 2024, the revenue composition of Longpan Technology is as follows: lithium iron phosphate cathode materials account for 75.13%, automotive environmental fine chemicals account for 24.17%, and other businesses account for 0.7% [2]

Core Viewpoint - The company reported a slight increase in revenue while significantly reducing its net loss compared to the previous year, indicating improved operational efficiency and market positioning in the lithium iron phosphate sector. Financial Performance - The company achieved operating revenue of 3.622 billion yuan in the first half of the year, representing a year-on-year increase of 1.49% [3] - The net profit attributable to shareholders was -85.15 million yuan, a substantial improvement from the adjusted loss of -222.31 million yuan in the same period last year [3] - The net cash flow from operating activities was 6.07 million yuan, a decrease of 90.32% compared to the previous year [3] - Total assets increased by 11.14% to 17.845 billion yuan compared to the end of the previous year [3] Market Position and Strategy - The company ranks among the industry leaders in lithium iron phosphate shipments and has established long-term stable partnerships with major global lithium battery manufacturers, including CATL and others [1] - The company has expanded its international strategy, securing long-term supply agreements with top international battery manufacturers such as Blue Oval and Eve Energy [1] Production Capacity and Development - The company is accelerating the construction of multiple production bases, with the first phase of a 30,000-ton lithium iron phosphate project in Indonesia starting mass production in 2025 [2] - The second phase of the 90,000-ton lithium iron phosphate project in Indonesia is actively under construction, indicating further expansion of overseas production capacity [2] Research and Development - The company has three major R&D centers in Shenzhen, Nanjing, and Changzhou, focusing on lithium iron phosphate, sodium-ion battery materials, and solid-state battery technologies [4] - As of the end of the reporting period, the company holds 474 valid patents, including 138 invention patents, reflecting its commitment to innovation [4]

每经AI快讯，龙蟠科技（SH 603906，收盘价：15.13元）8月20日晚间发布半年度业绩报告称，2025年 上半年营业收入约36.22亿元，同比增加1.49%；归属于上市公司股东的净利润亏损约8515万元；基本每 股收益亏损0.13元。2024年同期营业收入约35.69亿元；归属于上市公司股东的净利润亏损约2.22亿元； 基本每股收益亏损0.39元。 （记者 张喜威） 截至发稿，龙蟠科技市值为104亿元。 每经头条（nbdtoutiao）——最火游资不再是方新侠、章盟主、佛山无影脚？这名95后声名鹊起！ ...

Group 1 - The core point of the article is that Longpan Technology (603906.SH) announced a plan to issue A-shares to specific targets in 2025, aiming to raise no more than 2 billion RMB, which will be used for high-performance phosphate-based cathode material projects and to supplement working capital [1] Group 2 - The total amount of funds to be raised is capped at 2 billion RMB, including the principal [1] - The net proceeds after deducting related issuance costs are intended for the following projects: 110,000 tons of high-performance phosphate-based cathode materials and 85,000 tons of high-performance phosphate-based cathode materials [1] - The company also plans to use part of the funds to supplement its working capital [1]

证券代码：603906 证券简称：龙蟠科技 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票方案的 论证分析报告 二〇二五年八月 为满足公司经营战略和业务发展的资金需求，进一步优化资本结构，提升持 续经营能力和市场竞争力，根据《中华人民共和国公司法》《中华人民共和国证 券法》和《上市公司证券发行注册管理办法》等有关法律、行政法规、部门规章 或规范性文件及《江苏龙蟠科技集团股份有限公司章程》的规定，公司编制了《江 苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票方案的论证分 析报告》。 如无特别说明，本论证分析报告相关用语与《江苏龙蟠科技集团股份有限公 司 2025 年度向特定对象发行 A 股股票预案》含义相同。 一、本次向特定对象发行股票的背景和目的 （一）本次向特定对象发行股票的背景 1、"双碳"背景下，新能源汽车与储能等行业迎来广阔发展空间 在加快推进实现"双碳"目标的背景下，交通运输行业作为碳减排的重要领 域，向新能源转型的趋势已经确立，新能源汽车行业正面临着前所未有的发展机 遇；随着传统能源向清洁能源转型成为全球共识，风光等清洁能源渗透率快速提 升，但新能源发 ...

预案披露事项不代表审批机关对于公司 2025 年度向特定对象发行 A 股股票 相关事项的实质性判断、确认或批准，预案所述公司 2025 年度向特定对象发行 A 股股票相关事项尚需公司股东会审议通过、上海证券交易所审核通过，并经中 国证券监督管理委员会同意注册后方可实施，敬请广大投资者注意投资风险。 江苏龙蟠科技集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票 预案披露的提示性公告 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。 江苏龙蟠科技集团股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日 召开了第四届董事会第四十一次会议，会议审议通过了关于公司 2025 年度向特 定对象发行 A 股股票事项的相关议案。公司已于 2025 年 8 月 21 日在上海证券 交易所网站（www.sse.com.cn）和指定信息披露媒体上披露了《江苏龙蟠科技集 团股份有限公司 2025 年度向特定对象发行 A 股股票预案》及相关文件，敬请投 资者注意查阅。 证券代码：603906 证券简称：龙蟠科技 公告编号：2 ...

江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 二〇二五年八月 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存 在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担法律 责任。 股票简称：龙蟠科技 股票代码：603906 （南京市经济开发区恒通大道 6 号） 2、本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行 负责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 3、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之相反 的声明均属不实陈述。 4、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 5、本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事 项的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待公司股东会审议通过、上交所审核通过并获得中国证监会同意注 册的批复。 2 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 重大 ...