LOPAL(SH:603906) Zhi Tong Cai Jing·2025-09-08 08:09Group 1 - Longpan Technology (603906) shares rose over 10% to a new high of 11.35 HKD, with a current price of 11.25 HKD and a trading volume of 322 million HKD [1] - The company specializes in the research, production, and sales of lithium iron phosphate cathode materials and automotive environmental fine chemicals, establishing strong business relationships with major lithium-ion battery manufacturers such as CATL, LG Energy, and others [1] - Longpan Technology's wholly-owned subsidiary, Jiangsu Sanjin Lithium Battery Technology Co., Ltd., is involved in the development of solid-state battery ternary precursors, which are currently in the research and trial phase [1] Group 2 - Dongwu Securities highlights that the solid-state battery sector is a "0-1" industry trend, with mid-term growth logic difficult to disprove, and numerous industry catalysts expected to emerge within the year, potentially attracting investment [1] - Great Wall Securities believes that Longpan Technology's overseas capacity construction is leading, with deep ties to top clients enhancing capacity digestion certainty, and an increase in industry concentration and improvement in market conditions expected to bring considerable performance elasticity [1]