您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:龙蟠科技2025 中期报告 - 发现报告

龙蟠科技2025 中期报告

2025-09-19港股财报E***
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龙蟠科技2025 中期报告

2 4 8 9 24 32 33 35 37 39 20253,621,880,10084,193,900 LG26202516Blue Oval Battery ParkBlue OvalEve Energy Malaysia Sdn. Bhd.Eve Energy20262030 320259 CNAS474138 11111D392D392 15 H202561220,000,000H1.2020252LBM New EnergyINAAisis2LG1,597.091112 ERPWMS 202552025202520252025 20256303,621.920243,568.61.5% LFP20246302,475.66.5%20252,313.6LFPLFP 2024630970.11.8%2025981.5 202463042.7571.7%2025286.8 202463080.250.1%202540.0 20246303,224.63.2%20253,120.7 2025630501.22024344.045.7%LFP 20256302024630134.127.7%202596.9 202563011.1202430.5 202463080.713.8%202569.6 20246302025275.6274.7 2024630205.07.3%2025190.1 202463011.920258.9 2024630130.48.2%2025141.1 202463066.7202511.8 2025630109.12024261.6 202412311,392.54.7%20256301,327.6 202412311,460.66.3%20256301,552.5 202412316,787.920256306,597.8 202412312025630214.2214.2 2024123120256301,239.61,199.4 202412311,997.16.1%20256301,874.6 202412312025630505.41,573.8 20241231202563092.341.7 2024123116,055.2202563017,844.52024123112,032.2202563013,991.42024123174.9%202563078.4%2024123120256300.8 202412312,509.66.1%20256302,663.92025630 100%20241231299.09%2025630363.12%LBM New Energy (a) 20256309,526.8202412318,883.37.2%202412312025630 202563010,515.19202412319,625.08,934.38202412317,306.0 202412312025630878.0893.42021102024220245 (b) 202412312025630871.6836.8 20241231562.5169.47%20256301,515.7890,000LFP 20256303,95320246304,354324.32024630321.7 2023 2025630 20256301,134.357.6202412311,373.163.42025630192.82024123193.62025630844.420241231844.4 202563031.620241231163.4 2025630 (A)LG 2025221LBM New EnergyPT LBMLGLGLBM New EnergyPT LBMLGLGPT LBMLGLG255,930.64PTLBM15,970,911.12PT LBM20%LG20252212025327 (B) 2025529369.705655.5164.03%66.42%202552920256162025627 (C) 20256301,220.41,221.36.84%20256305% 2025182025310202552620256172025624 (A) 20241030495.0550.02025630 (B) 202564202561220256420,000,000H20,000,000H6.00202564H6.592025612 H5.84116.89(i)(ii)(iii)202520256302025630 (1) (2)401002.8%202591120241231 a.LG 2025221202541720258112025327LG66.42%LBM New Energy 56.04%LBM New EnergyLBM New Energy Singapore Pte.Ltd.PT LBM 80%LGPT LBM20%PT LBM b. 20257222025882025813202572220258820252025813 Jiangsu Lopal Tech. Co., Ltd.Jiangsu Lopal Tech. Group Co., Ltd. 2025630 42220241231 20256302024630 2025630H 2023 20239222023A2023(i)(ii)(iii) 202320235,295,000A10%20231%2023202392220232023202320233620231A25%20235%2023 202551620232,920,000A2,375,000A20256300.35% 20231720232023— A.— 5. 2023 6302023 (1)202320239221224 (2)50%2024922202592150%20259222026921 202563020232,375,000A20256300.35% 2023 202588 13.51B(1) 2025630XVXV78352 (A) (1)(2)2025630565,078,903A120,000,000H(3)2025630685,078,9032023(4)(5)20256302,082,400AXV2,082,400A202563056,800,000A(6)(7)90%10%(8)202563033,056A 2025630XVXV78352 (B) 2025630XV23336 (4)Harvest International Premium Value (Secondary Market) Fund SPCHarvest Oriental SP20,000,000H91%100%40% 2025630XV23336 2023 22(d) C.2.12003C.2.1 C.1.3 20232025630 3.10(2)3.212025630 2025630 2025630 1. 20256303420241231 2025630109202463026220256301,24720241,4471,431 (i)(ii)(iii)(iv) 20 1. 20 2. 20241231 21 21 3. (i)(ii)(iii) 3. 3. 4. 4. (a)BC202463010% (b)DE202563010% 5. 6. 7. 2025630 7. 202563025%202463025%3,000,00025%202425%20%202463020%202563015%202463015% 17%202463017% 16.5%2024630 22%0% 8. 20256302024630 9. 666,330,0002024630562,997,000 2024630 9. 10. 20256302024630 11. (a) 20256302024630 11. (b) 12. 2025630 13. (b) 14. 14. (a) (b) 20256300.05%1.40%202412310.05%1.80%192,836,00020241231265,957,000 4.25% 17. (a)20256302.15%4.06%202412312.65%3.65% 2025630805,148,96020241231809,609,214 20256301,370,000,00020241231800,000,000 2025630606,888,00020241231380,000,0001,470,766,000202412311,657,201,000 (b)15 (c)202110AA34520%A(i)10%(ii) 345,000,000 (d)2024220245BB100285.4271.93%5.50%B(i)8%(ii) 100,000,000285,427,000 2025210LBM New Energy66,387,000A200,000,0001,433,980,000 LBM New Energy16%ALBM New Energy AA 16%ALBMNew Energy 2025630 18. 202563012 19. 20256126.020,000,0001665,079,000685,079,000120,000,000106,951,00020,000,00086,951,000 20241030202410225.5100,000,0001565,079,000665,079,000504,106,000462,196,000100,000,000362,196,000 20. 20256302025121100,539,000100% 20241231 2025630 20. 2024630202412312024630 21. 22. (a) 22. 22. (c) 202412312025630 22. (d) 23. 23. 23. 2025630 2024630 24. LBM New EnergyPT LBMLG Energy Solution, Ltd.LGPTLBM20%PT LBM 2025630