LOPAL(SH:603906) Zhi Tong Cai Jing·2025-09-05 01:56Group 1 - Longpan Technology (603906) shares rose over 7%, reaching 9.69 HKD with a trading volume of 1.26 billion HKD [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry 2025-2026," aiming for high-quality development in the photovoltaic sector and regulating low-price competition [1] - The Action Plan emphasizes enhancing collaborative efficiency and supporting foundational research in cutting-edge technologies such as artificial intelligence, advanced storage, 3D heterogeneous integrated chips, and all-solid-state batteries [1] Group 2 - CITIC Construction Investment indicated that a significant meeting is approaching, which may present allocation opportunities in the battery sector [2] - The China Society of Automotive Engineers will hold a review meeting for solid-state battery standards on September 10-11, with multiple standards projects being initiated [2] - In the first half of the year, Longpan Technology achieved revenue of 36.22 billion RMB, a year-on-year increase of 1.5%, while the loss attributable to shareholders narrowed by 61.6% to 84.194 million RMB [2] - Changcheng Securities reported that the company's overseas capacity construction is leading, with deep binding to top clients enhancing capacity digestion certainty, and industry concentration and improved prosperity are expected to bring considerable performance elasticity [2]