Group 1 - Longpan Technology (02465) saw its stock price increase by over 9%, currently trading at 12.03 HKD with a transaction volume of 202 million HKD [1] - SMM analysis indicates that the production of lithium hexafluorophosphate is expected to rise by approximately 13.8% month-on-month in October 2025, with a further expected increase of 3.7% in November [1] - The production of electrolytes is also projected to rise in October, with continued demand support expected in November [1] Group 2 - A third-party report shows a slight month-on-month increase in the price of ternary materials for lithium battery cathodes during the week of October 29 to November 4 [1] - Guosheng Securities notes that current iron phosphate lithium enterprises maintain a high operating rate, primarily producing based on long-term contracts [1] - The company reported its Q3 2025 results, achieving a revenue of 5.825 billion CNY, a year-on-year increase of 2.91%, and a net loss of 110 million CNY, significantly narrowing the loss by 63.52% year-on-year [1]