Core Viewpoint - Longpan Technology (02465) saw a 7.44% increase in stock price, currently at HKD 9.67, with a trading volume of HKD 155 million [1] Group 1: Government Policy and Industry Outlook - 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 orderly layout in the photovoltaic and lithium battery industries and supports foundational research in cutting-edge technologies such as artificial intelligence and all-solid-state batteries [1] Group 2: Company Performance - Longpan Technology reported a revenue of RMB 3.622 billion in the first half of the year, reflecting a year-on-year growth of 1.5% [1] - The company's loss attributable to shareholders narrowed to RMB 84.194 million, a decrease of 61.6% year-on-year [1] Group 3: Market Opportunities - Citic Securities indicated that a significant meeting is approaching, which may present configuration opportunities for the battery sector [1] - The China Automotive Engineering Society will hold a review meeting for solid-state battery standards on September 10-11, which may influence industry developments [1] - Longpan Technology's overseas production capacity construction is leading, with deep ties to major clients enhancing capacity digestion certainty, suggesting potential performance elasticity due to industry concentration and improving market conditions [1]