Group 1 - The lithium battery sector experienced a significant decline, with Longpan Technology (02465) dropping over 9% and nearly 20% in the last four days, trading at 12.36 HKD with a transaction volume of 91.88 million HKD [1] - The Chinese phosphate iron lithium industry is facing continuous overall losses due to chaotic competition and low-price undercutting, threatening the survival and sustainable development of the entire industry [1] - The China Chemical and Physical Power Industry Association plans to issue a notification recommending that companies use the industry average cost range to guide pricing and avoid engaging in low-price dumping [1] Group 2 - A recent clarification letter from an analyst, dated November 11, has circulated in the investment community, acknowledging that the research team mistakenly communicated unverified information regarding the price increase of phosphate iron lithium products by CATL [1]
港股异动 | 龙蟠科技(02465)跌超9% 近四日股价累跌近两成 磷酸铁锂行业推进反内卷