柴油发动机尾气处理液

Search documents
龙蟠科技涨2.03%,成交额3.19亿元,主力资金净流出1591.54万元
Xin Lang Zheng Quan· 2025-09-30 02:21
Core Viewpoint - Longpan Technology has shown significant stock performance with a year-to-date increase of 64.58%, indicating strong market interest and potential growth in the automotive chemical and lithium iron phosphate material sectors [1][2]. Company Overview - Longpan Technology, established on March 11, 2003, and listed on April 10, 2017, is based in Nanjing, Jiangsu Province, China. The company primarily engages in the sales of automotive fine chemicals and lithium iron phosphate (LFP) cathode materials [2]. - The company's revenue composition includes 65.14% from LFP cathode materials, 26.40% from automotive fine chemicals, 7.81% from lithium carbonate and raw material processing, and 0.66% from other businesses [2]. Financial Performance - For the first half of 2025, Longpan Technology reported a revenue of 3.622 billion yuan, reflecting a year-on-year growth of 1.49%. However, the net profit attributable to shareholders was a loss of 85.1534 million yuan, despite a significant year-on-year improvement of 61.45% [3]. - The company has distributed a total of 256 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [4]. Shareholder Information - As of June 30, 2025, Longpan Technology had 101,300 shareholders, an increase of 57.93% from the previous period. The average number of circulating shares per shareholder decreased by 36.68% to 5,577 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.6338 million shares, a decrease of 821,900 shares compared to the previous period [4].
龙蟠科技股东将股票由港股通(沪)转入港股通(深) 转仓市值8191.2万港元
Zhi Tong Cai Jing· 2025-09-22 00:24
Group 1 - Hong Kong Stock Exchange data shows that on September 19, Longpan Technology (603906)(02465) shareholders transferred stocks from Hong Kong Stock Connect (Shanghai) to Hong Kong Stock Connect (Shenzhen), with a transfer market value of 81.912 million HKD, accounting for 5.69% [1] - Longpan Technology announced that the average sales prices of its main products for the first half of 2025 decreased compared to the same period last year: lubricating oil by 7.20%, diesel engine exhaust treatment fluid by 8.45%, coolant by 0.19%, and lithium iron phosphate cathode materials by 16.70% [1]
龙蟠科技上半年同比减亏,董事长石俊峰年过六旬、妻子任董事
Sou Hu Cai Jing· 2025-08-28 12:25
Core Viewpoint - Longpan Technology (SH603906) reported a narrowed net loss in the first half of 2025 compared to the previous year, indicating potential recovery in financial performance [1] Financial Performance - The company's operating revenue for the first half of 2025 was 3.622 billion, a year-on-year increase of 1.49% [2] - The total profit was -983.15 million, showing a significant improvement from -1.984 billion in the same period last year [2] - The net profit attributable to shareholders was -851.53 million, a 61.45% improvement year-on-year [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -1.317 billion, reflecting a 55.75% improvement [2] - Basic earnings per share were -0.13 yuan [2] Profitability Metrics - The gross profit margin for the first half of 2025 was 13.84%, an increase of 3.68 percentage points year-on-year [3] - The net profit margin was -3.04%, an increase of 4.35 percentage points compared to the previous year [3] Expense Management - Total operating expenses for the first half of 2025 were 566 million, a decrease of 18.06 million from the previous year [3] - The expense ratio was 15.62%, down 0.74 percentage points year-on-year [3] - Sales expenses decreased by 13.71%, while management expenses increased by 0.84% [3] - Research and development expenses decreased by 6.63%, and financial expenses increased by 4.21% [3] Shareholder Information - The chairman of Longpan Technology, Shi Junfeng, received a salary of 968,100 yuan in 2024, a 22.96% increase from 787,300 yuan the previous year [5] Company Overview - Longpan Technology primarily engages in the sales of automotive fine chemicals and lithium iron phosphate cathode materials [7] - The company operates through three divisions, focusing on a diverse range of automotive fine chemical products [7]
龙蟠科技沪港两市融资超30亿负债率增速仍远超同行 产能利用率不足拟定增再募20亿
Xin Lang Zheng Quan· 2025-08-27 11:39
Core Viewpoint - Longpan Technology announced a plan to raise 2 billion yuan through a private placement to fund high-performance phosphate cathode material projects and supplement working capital, despite facing rapid increases in debt levels compared to peers [1][2][8]. Financing Activities - Longpan Technology has raised over 3 billion yuan through various financing methods since its A-share listing in 2017, including convertible bonds, private placements, and Hong Kong IPOs [7]. - The company plans to raise 2.06 million shares, totaling 2 billion yuan, for projects involving 11,000 tons and 8,500 tons of high-performance phosphate cathode materials [2][8]. - Previous financing activities include 400 million yuan from convertible bonds in April 2020 and 2.2 billion yuan from a private placement in June 2022 [3][4]. Debt Levels - Longpan Technology's debt ratio has increased significantly, reaching 78.41% by June 2025, with interest-bearing liabilities totaling 11.6 billion yuan, a 50-fold increase from 245 million yuan at the end of 2017 [10]. - The company's debt growth rate is notably faster than that of comparable companies such as Hunan Youneng and Defang Nano [8]. Capital Expenditure and Utilization - The company has consistently engaged in large capital expenditures, yet its overall capacity utilization remains below 80%, with additional capacity under construction [14]. - Longpan Technology's research and development expenditure has been increasing, significantly outpacing that of comparable companies, but this has not translated into improved profitability [12][15]. Market Performance - Despite the ongoing financing and investment efforts, Longpan Technology's stock price has halved compared to the price during its previous private placement in 2021, raising concerns about the effectiveness of its financing and investment strategies [15].
龙蟠科技(603906):铁锂出海迎收获,碳酸锂步入正轨
Great Wall Securities· 2025-08-26 12:49
Investment Rating - The report maintains a "Buy" rating for the company, expecting the stock price to outperform the industry index by more than 15% in the next six months [4][16]. Core Views - The company is experiencing growth in its overseas lithium iron phosphate (LiFePO4) shipments and has stabilized its lithium carbonate business. The overseas production capacity is expected to generate significant revenue and profit due to high-priced orders [2][3]. - The traditional business segments, including lubricants and automotive maintenance products, have shown stable performance, contributing to a slight increase in overall revenue [3]. - The company is projected to achieve revenues of 86.86 billion, 104.47 billion, and 123.86 billion yuan from 2025 to 2027, with net profits of 0.88 billion, 2.84 billion, and 6.4 billion yuan respectively, indicating substantial growth rates [3]. Financial Summary - For 2023, the company reported a revenue of 8,729 million yuan, with a year-over-year decline of 38%. The net profit attributable to shareholders was -1,233 million yuan, reflecting a significant loss [1]. - The revenue is expected to recover to 7,673 million yuan in 2024, with a projected growth of 13.2% in 2025, reaching 8,686 million yuan [1]. - The company’s return on equity (ROE) is forecasted to improve from -36.2% in 2023 to 15.1% by 2027, indicating a recovery in profitability [1]. Business Segments - The company shipped approximately 78,000 tons of lithium iron phosphate materials in the first half of 2025, generating revenue of 2.314 billion yuan. The average selling price per ton increased by 8.2% in Q2 [2]. - The lithium carbonate processing plant in Yichun is ramping up production, with external sales of 7,066.34 tons in the first half of the year, contributing 280 million yuan to revenue [2]. - The traditional business segments, including lubricants and automotive maintenance products, achieved stable sales volumes, with a slight overall revenue increase of 0.07% [3].
龙蟠科技涨2.04%,成交额2.47亿元,主力资金净流出878.95万元
Xin Lang Cai Jing· 2025-08-25 03:49
Group 1 - The stock price of Longpan Technology increased by 2.04% on August 25, reaching 14.99 yuan per share, with a total market capitalization of 10.269 billion yuan [1] - Year-to-date, Longpan Technology's stock price has risen by 44.69%, with a recent decline of 0.66% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent occurrence on June 25 [1] Group 2 - Longpan Technology, established on March 11, 2003, and listed on April 10, 2017, primarily engages in the sales of automotive fine chemicals and lithium iron phosphate cathode materials [2] - The revenue composition of Longpan Technology includes 73.23% from lithium iron phosphate cathode materials, 23.93% from automotive environmental fine chemicals, and 2.14% from other products [2] - The company operates in the electric equipment industry, specifically in battery and battery chemicals, and is associated with concepts such as National VI standards, energy storage, exhaust treatment, hydrogen energy, and BYD concepts [2] Group 3 - As of June 30, the number of shareholders for Longpan Technology increased to 101,300, a rise of 57.93%, while the average circulating shares per person decreased by 36.68% [3] - For the first half of 2025, Longpan Technology reported a revenue of 3.622 billion yuan, a year-on-year increase of 1.49%, while the net profit attributable to shareholders was -85.1534 million yuan, reflecting a year-on-year growth of 61.45% [3] Group 4 - Longpan Technology has distributed a total of 256 million yuan in dividends since its A-share listing, with 105 million yuan distributed over the past three years [4] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 3.6338 million shares, a decrease of 821,900 shares from the previous period [4]
港股异动 | 龙蟠科技(02465)绩后跌超4% 上半年股东应占亏损同比收窄61.6%
智通财经网· 2025-08-21 02:43
Core Viewpoint - Longpan Technology (02465) experienced a decline of over 4% following the release of its financial results, with a current share price of 9.2 HKD and a trading volume of 76.31 million HKD [1] Financial Performance - For the six months ending June 30, 2025, the company reported a revenue of 3.622 billion RMB, reflecting a year-on-year growth of 1.5% [1] - The loss attributable to the owners of the company was 84.194 million RMB, which represents a year-on-year reduction of 61.6% [1] - The basic loss per share was reported at 0.12 RMB [1] Product Pricing Trends - The average selling price of the company's main products in the first half of 2025 saw the following declines compared to the same period last year: - Lubricants: down 7.20% - Diesel engine exhaust treatment fluid: down 8.45% - Coolants: down 0.19% - Lithium iron phosphate cathode materials: down 16.70% [1] Raw Material Price Changes - The average procurement prices for key raw materials in the first half of 2025 showed varied changes: - Base oil: decreased by 616.46 RMB/ton, down 7.14% - Ethylene glycol: increased by 148.27 RMB/ton, up 3.79% - Urea: decreased by 419.19 RMB/ton, down 19.81% - Phosphate: decreased by 173.73 RMB/ton, down 1.98% - Lithium carbonate: decreased by 22,674.64 RMB/ton, down 26.08% [1]
龙蟠科技绩后跌超4% 上半年股东应占亏损同比收窄61.6%
Zhi Tong Cai Jing· 2025-08-21 02:43
Core Viewpoint - Longpan Technology (龙蟠科技) reported a revenue of 3.622 billion RMB for the six months ending June 30, 2025, reflecting a year-on-year growth of 1.5%, but the company experienced a net loss attributable to shareholders of 84.194 million RMB, which is a 61.6% reduction compared to the previous year [1] Financial Performance - Revenue for the first half of 2025 was 3.622 billion RMB, up 1.5% year-on-year [1] - Net loss attributable to shareholders was 84.194 million RMB, a decrease of 61.6% year-on-year [1] - Basic loss per share was 0.12 RMB [1] Product Pricing Changes - Average selling price of lubricants decreased by 7.20% compared to the same period last year [1] - Average selling price of diesel engine exhaust treatment fluid decreased by 8.45% year-on-year [1] - Average selling price of coolants decreased by 0.19% year-on-year [1] - Average selling price of lithium iron phosphate cathode materials decreased by 16.70% year-on-year [1] Raw Material Price Changes - Average procurement price of base oil decreased by 616.46 RMB/ton, down 7.14% year-on-year [1] - Average procurement price of ethylene glycol increased by 148.27 RMB/ton, up 3.79% year-on-year [1] - Average procurement price of urea decreased by 419.19 RMB/ton, down 19.81% year-on-year [1] - Average procurement price of phosphoric acid decreased by 173.73 RMB/ton, down 1.98% year-on-year [1] - Average procurement price of lithium carbonate decreased by 22,674.64 RMB/ton, down 26.08% year-on-year [1]
龙蟠科技上半年度主要产品润滑油平均销售价格同比下降7.20%
Zhi Tong Cai Jing· 2025-08-20 14:57
Core Viewpoint - Longpan Technology (603906) reported a decline in average sales prices for its main products in the first half of 2025 compared to the same period last year, indicating potential challenges in pricing power and market conditions [1] Price Changes - The average sales price of lubricating oil decreased by 7.20% year-on-year - The average sales price of diesel engine exhaust treatment fluid decreased by 8.45% year-on-year - The average sales price of coolant decreased by 0.19% year-on-year - The average sales price of lithium iron phosphate cathode materials decreased by 16.70% year-on-year [1] Raw Material Price Changes - The average procurement price of base oil decreased by 616.46 yuan/ton, a decline of 7.14% year-on-year - The average procurement price of ethylene glycol increased by 148.27 yuan/ton, an increase of 3.79% year-on-year - The average procurement price of urea decreased by 419.19 yuan/ton, a decline of 19.81% year-on-year - The average procurement price of phosphoric acid decreased by 173.73 yuan/ton, a decline of 1.98% year-on-year - The average procurement price of lithium carbonate decreased by 22,674.64 yuan/ton, a decline of 26.08% year-on-year [1]
龙蟠科技(603906) - 江苏龙蟠科技集团股份有限公司关于2025年上半年度主要经营数据的公告
2025-08-20 10:00
证券代码:603906 证券简称:龙蟠科技 公告编号:2025-108 江苏龙蟠科技集团股份有限公司 关于 2025 年上半年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十八号——化工》及相 关规定要求,现将公司2025年上半年度主要经营数据情况披露如下: 均价较上年同期减少616.46元/吨,下降7.14%;乙二醇采购均价较上年同期增加 148.27元/吨,增长3.79%;尿素采购均价较上年同期减少419.19元/吨,下降19.81%; 磷酸铁采购均价较上年同期减少173.73元/吨,下降1.98%;碳酸锂采购均价较上 年同期减少22,674.64元/吨,下降26.08%。 三、报告期内其他对公司生产经营具有重大影响的事项 二、主要产品和原材料的价格变动情况 (一)主要产品价格变动情况 公司2025年上半年度主要产品润滑油平均销售价格较上年同期下降7.20%; 柴油发动机尾气处理液平均销售价格较上年同期下降8.45%;防冻液平均销售价 格较上年同期下降0 ...