LOPAL(SH:603906) Zhi Tong Cai Jing·2025-11-05 03:42Group 1 - Longpan Technology (603906) shares rose over 9%, currently up 8.48% at HKD 12.03, with a trading volume of HKD 202 million [1] - SMM analysis indicates that lithium hexafluorophosphate production is expected to increase by approximately 13.8% month-on-month in October 2025, with a further 3.7% growth anticipated in November [1] - The production of electrolytes is also expected to rise in October, with demand support continuing to increase in November [1] Group 2 - A third-party report shows that the price of ternary materials (5 series, digital type) for lithium battery cathodes increased slightly week-on-week from October 29 to November 4 [1] - Guosheng Securities notes that current iron phosphate enterprises maintain a high operating rate, primarily producing based on long-term contracts [1] - With favorable demand and cost conditions, there is potential for price increases in the future [1] Group 3 - On October 30, Longpan Technology released its Q3 2025 report, showing a revenue of CNY 5.825 billion, a year-on-year increase of 2.91% [1] - The company reported a net loss of CNY 110 million, significantly narrowing the loss by 63.52% year-on-year [1]