Group 1 - The company has completed the registration of business changes and obtained a new business license, reflecting its updated corporate structure and governance [1] - The company name has been changed to Jiangsu Longpan Technology Group Co., Ltd., and the supervisory board has been abolished as part of the governance restructuring [1] - The registered capital of the company is 685.078903 million yuan, and it was established on March 11, 2003 [1] Group 2 - The company's business scope includes the production of disinfectants (excluding hazardous chemicals), transportation of goods (excluding hazardous materials), and sales of lubricants and chemical products [1] - The new business license was issued by the Nanjing Market Supervision Administration, indicating compliance with local regulatory requirements [1] - The company operates in various sectors, including technology services, import and export of goods, and sales of automotive parts [1]

Group 1 - The company has changed its Chinese name from "江苏龙蟠科技股份有限公司" to "江苏龙蟠科技集团股份有限公司" [1] - The company's English name has been updated from "Jiangsu Lopal Tech.Co.,Ltd." to "Jiangsu Lopal Tech.Group Co.,Ltd." [1] - After the name change, the company's stock code and the Chinese and English abbreviations for trading its shares will remain unchanged [1]

智通财经APP讯，龙蟠科技(02465)发布公告，公司的中文名称已由"江苏龙蟠科技股份有限公司"更改 为"江苏龙蟠科技集团股份有限公司"及公司的英文名称已由"Jiangsu Lopal Tech. Co., Ltd."更改 为"Jiangsu Lopal Tech. Group Co., Ltd."。于更改公司名称后，公司的股份代号、买卖公司股份的中文股 份简称及英文股份简称将维持不变。 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-106 近日，公司已完成相关工商变更登记手续，并取得南京市市场监督管理局换 发的《营业执照》。新《营业执照》基本信息如下： 统一社会信用代码：913201927453848380 经营范围：许可项目：消毒剂生产（不含危险化学品）；道路货物运输（不 含危险货物）（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以审批结果为准）；一般项目：润滑油销售；专用化学产品销售（不 含危险化学品）；石油制品销售（不含危险化学品）；汽车零配件批发；汽车零配 件零售；化工产品销售（不含许可类化工产品）；技术服务、技术开发、技术咨 名称：江苏龙蟠科技集团股份有限公司 类型：股份有限公司（上市、自然人投资或控股） 住所：南京市经济技术开发区恒通大道 6 号 法定代表人：石俊峰 注册资本：68,507.8903 万元 成立时间：2003 年 3 月 11 日 营业期限：2003-03-11 至无固定期限 询、技术交流、技术转让、技术推广；消毒剂销售（不含危险化学品）；技术进 出口；货物进出口（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动） ...

Core Insights - JPMorgan Chase & Co. has increased its stake in Longpan Technology (02465.HK) by acquiring 2.452 million shares at an average price ranging from HKD 7.0513 to HKD 7.1299, totaling approximately HKD 17.36 million [1] - Following this acquisition, JPMorgan's total holdings in Longpan Technology rose to 7.2195 million shares, increasing its ownership percentage from 3.97% to 6.01% [1] Summary by Sections - **Acquisition Details** - JPMorgan Chase & Co. purchased 2.452 million shares of Longpan Technology between August 6 and August 7, 2025 [1] - The average purchase price per share was between HKD 7.0513 and HKD 7.1299, amounting to a total investment of approximately HKD 17.36 million [1] - **Ownership Changes** - After the acquisition, JPMorgan's total shareholding in Longpan Technology increased to 7.2195 million shares [1] - The ownership percentage rose from 3.97% to 6.01% following the transaction [1]

格隆汇8月13日丨根据联交所最新权益披露资料显示，2025年8月6日-8月7日，龙蟠科技(02465.HK)获JPMorgan Chase & Co.以每股均价7.0513-7.1299港元合 计增持好仓245.2万股，涉资约1736万港元。 | 股份代號: | 02465 | | --- | --- | | 上市法國名稱: | 江蘇龍蟠科技股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 13/07/2025 - 13/08/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 泉内 | 股份數目 | | 請參閱上班 * 註 | 有技票權版 期(日/月) | 樓信 | | | | | | | | 份自分比 年) | | | CS20250812E00252 | JPMorgan Chase & Co. 883.000(L) | 1101(L) ...

智通财经APP获悉，香港联交所最新数据显示，8月7日，摩根大通增持龙蟠科技(02465)88.3万股，每股 作价7.1299港元，总金额约为629.57万港元。增持后最新持股数目为721.95万股，持股比例为6.01%。 （原标题：摩根大通增持龙蟠科技(02465)88.3万股 每股作价约7.13港元） ...

香港联交所最新数据显示，8月7日，摩根大通增持龙蟠科技（603906）(02465)88.3万股，每股作价 7.1299港元，总金额约为629.57万港元。增持后最新持股数目为721.95万股，持股比例为6.01%。 ...

Investment Rating - The report maintains a "Buy" rating for the photovoltaic and wind power sectors, indicating a positive outlook for these industries in the near to medium term [4][5]. Core Insights - The photovoltaic industry is undergoing a "de-involution" movement at the national strategic level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the supply chain. The industry is currently at the bottom of the cycle, with future policy strength being a key variable influencing its trajectory. In the medium to long term, the photovoltaic sector is expected to enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [4]. - The wind power sector in China has a strong global competitive advantage, with a relatively reasonable supply-demand structure and robust profitability among companies. The year 2025 is anticipated to be a significant year for offshore wind power development in China, with accelerated construction and favorable export trends [4]. Weekly Market Review - From August 4 to August 8, 2025, the Shanghai Composite Index rose by 2.11%, while the Shenzhen Component Index and the ChiNext Index increased by 1.25% and 0.49%, respectively. The Shenwan Electric Power Equipment Index rose by 1.94%, outperforming the CSI 300 by 0.71 percentage points. Within sub-sectors, photovoltaic equipment, wind power equipment, batteries, and grid equipment experienced changes of +1.29%, +4.50%, +0.99%, and +3.08%, respectively [12][18]. Key Sector Tracking - **Photovoltaic Sector**: The report highlights a significant project where JA Solar is the candidate for a 50MW photovoltaic component procurement project in Tibet, with a bid amount of approximately 36 million CNY and a unit price of 0.7215 CNY/W [3][21]. - **Wind Power Sector**: The report emphasizes the strong profitability of domestic wind power companies in the first half of the year and suggests focusing on leading companies such as Goldwind Technology and Dongfang Cable [4]. Investment Recommendations - **Photovoltaic**: Focus on segments that have undergone sufficient corrections, such as silicon materials, glass, and battery cells. Recommended companies include Aiko Solar, Flat Glass Group, GCL-Poly Energy, and Junda Technology [4]. - **Wind Power**: Maintain a positive outlook on the domestic wind power supply chain, with recommendations for companies like Goldwind Technology and Zhongtian Technology [4]. - **New Energy Vehicles**: The sector continues to grow rapidly, with recommendations to focus on battery and structural components benefiting from low upstream raw material prices, including companies like CATL and EVE Energy [5]. Industry Price Data - The report includes price trends for key materials in the photovoltaic supply chain, indicating fluctuations in silicon material, battery cell, and module prices, which are critical for assessing market dynamics [35][36][38].

龙蟠科技 龙蟠科技 分时图 日K线 周K线 月K线 15.24 0.93 6.50% 8.32% 5.52% 2.80% 0.00% 2.80% 5.52% 8.32% 13.12 13.52 13.91 14.31 14.71 15.10 15.50 09:30 10:30 11:30/13:00 14:00 15:00 0 106万 212万 318万 龙蟠科技（603906）(02465)发布公告，完成已根据认购协议的条款及条件落实。截至本公告日期，认 购事项的相关登记仍待完成。于完成后，本公司持有常州锂源约66.42%的股权，而常州锂源持有 LBM56.04%股权。LBM及LBM Singapore(LBM的全资附属公司)合共持有目标公司80%的股权，而投资 者持有目标公司剩余20%的股权。于完成后，目标公司将继续为本公司的附属公司，而其财务业绩将继 续于本集团综合入账。 ...