Core Viewpoint - Longpan Technology (龙蟠科技) has signed a procurement cooperation agreement with CATL (宁德时代) for the supply of lithium iron phosphate cathode materials, which is expected to significantly boost the company's sales and establish long-term relationships with downstream partners [1] Group 1: Agreement Details - Longpan Technology's subsidiary, Lithium Source (亚太), will sell a total of 157,500 tons of lithium iron phosphate cathode materials to CATL's overseas factories from Q2 2026 to 2031 [1] - The total sales amount from this contract is estimated to exceed 6 billion RMB based on expected quantities and market prices [1] Group 2: Strategic Implications - The agreement is part of the company's strategy to establish stable long-term relationships with partners and to capture overseas market opportunities [1] - Successful execution of this contract is anticipated to have a positive impact on the company's future performance [1]

消息面上，龙蟠科技公布，公司控股孙公司锂源(亚太)与宁德时代签署了《磷酸铁锂正极材料采购合作 协议》。协议约定，预计将由锂源（亚太）及其独资或合资子公司自2026年第二季度至2031年间合计向 宁德时代海外工厂销售15.75万吨符合双方约定规格的磷酸铁锂正极材料，具体单价由双方协商确定。 如按照预计数量及市场价格估算，合同总销售金额超人民币60亿元。 智通财经APP获悉，龙蟠科技(02465)高开近15%，截至发稿，涨14.96%，报11.53港元，成交额936.81万 港元。 公告指出，该协议为日常经营相关的销售合作协议，公司签订该协议有助于与下游合作伙伴建立长期稳 定的关系，率先抢占海外市场，符合公司发展战略规划。若该合同能顺利履行，将对公司未来业绩产生 积极影响。 对公司各年度业绩产生的影响请以公司披露的定期报告为准。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 企业公告、公开资料整理 2025年9月15日，江苏龙蟠科技集团股份有限公司（证券代码：603906.SH）发布公告称，公司控股孙公司LBM NEW ENERGY (AP) PTE. LTD.（简称"锂源（亚太）"）与宁德时代新能源科技股份有限公司（证券简称：宁德时代）正式签 署《磷酸铁锂正极材料采购合作协议》。 龙蟠科技在公告中强调，该协议的履行将对公司未来业绩产生积极影响，但实际销售数量、金额及收入存在不确定性。 协议于2025年9月15日完成签署，经双方授权代表签字盖章后正式生效。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） 根据协议内容， 锂源（亚太）及其独资或合资子公司将自2026年第二季度起至2031年间，向宁德时代海外工厂供应总 计15.75万吨符合双方约定规格的磷酸铁锂正极材料。 协议明确，具体采购量将随宁德时代海外项目进度与预测需求量 动态调整，最终采购量将通过双方后续签订的框 ...

除此之外， 6月2日 ，龙蟠科技公与 亿纬锂能 子公司Eve Energy Malaysia Sdn. Bhd.签署15.2万吨磷酸铁锂正 极材料，金额预计超50亿元。 5月 ，与 楚能新能源 全资子公司武汉楚能、孝感楚能及宜昌楚能共同签署15 万吨磷酸铁锂正极材料，总销售金额预计超50亿元； 1月 ，公司被 Blue Oval" 锁单"，将向后者销售磷酸铁 锂正极材料，初始供应期为5年。 磷酸铁锂为什么如此抢手？ 据悉，在新能源汽车领域，磷酸铁锂电池凭借其在成本、安全性等方面的综合优势，受到了众多车企的青 睐，应用范围不断拓展 。在储能领域，随着全球对可再生能源的大力推广以及电网稳定性需求的日益增 长，储能市场发展迅猛，磷酸铁锂电池因其长循环寿命、高安全性等特性，成为储能系统的首选电池类 型，市场需求呈现出爆发式增长。 磷酸铁锂材料按粉体压实密度可分为五代，其中第二代、第三代是市场主流，目前还困于低价泥潭；而第 四代和第五代则代表着未来技术方向，有着较高溢价。 高压密磷酸铁锂就是第四代磷酸铁锂，粉末压实密 度在2.6g/cm³以上，主要应用于中高端动力电池，能提升续航里程和快充性能，当下供不应求。 龙蟠科技 ...

Group 1 - The core viewpoint of the news is that Longpan Technology has signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 6 billion yuan [1] - The agreement is expected to result in the sale of 157,500 tons of lithium iron phosphate cathode materials from Q2 2026 to 2031, helping the company establish long-term stable relationships with downstream partners and seize overseas market opportunities [1] - The agreement is described as a non-binding intention agreement, with demand forecasts subject to adjustments based on CATL's overseas project progress [1] Group 2 - The market demand for cathode materials is rapidly growing, with a projected 68% year-on-year increase in lithium battery shipments in China for the first half of 2025, reaching 776 GWh [2] - Longpan Technology plans to raise up to 2 billion yuan through a private placement to fund projects for high-performance phosphate cathode materials, enhancing its production capacity and market responsiveness [2] - The company aims to build production lines for fourth-generation high-energy-density lithium iron phosphate cathode materials, while also accommodating various high-performance phosphate cathode materials [2] Group 3 - In the first half of the year, Longpan Technology reported revenue of 3.622 billion yuan, a year-on-year increase of 1.49%, but incurred a net loss of 85 million yuan, a reduction of 61.70% compared to the previous year [3] - The company attributed the losses to a significant decline in lithium iron phosphate prices and inventory impairment losses, but managed to narrow the loss through cost reduction and efficiency improvement strategies [3] - The overall lithium battery industry is still at the bottom of the cycle, impacting the performance of leading companies [3]

Group 1 - The core point of the article is that Longpan Technology (603906.SH) announced a significant procurement agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 6 billion RMB [1] Group 2 - The agreement was signed between Longpan Technology's subsidiary LBM NEW ENERGY (AP) PTE. LTD. and CATL, covering the sale of 157,500 tons of lithium iron phosphate cathode materials from Q2 2026 to 2031 [1] - The final procurement volume will be adjusted based on CATL's overseas project progress and demand forecasts, with specific pricing to be determined through negotiations [1] - The total sales amount is estimated to exceed 6 billion RMB, meeting the disclosure standards set by the Shanghai Stock Exchange [1]

| | | 9月15日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 上海处工 | 黄金业务收入占公司营业收入比例较低,历年均不超过营业收入0.5% | | 项目投资 | 斯莱克 | 拟2.3亿元投建新能源电池壳生产线、极柱生产线等 | | 合同中标 | 宏润建设 | 中标1.26亿元工程施工项目 | | 股权收购 | 品展股份 | 拟3.16亿元收购芯边微100%股权 | | 回购 | 如瑞科技 | 拟斥资2000万元全4000万元回购股份 | | 经营数据 | 华侨城A | 8月合同销售金额9.9亿元 同比减少57% | | | 南方航空 | 8月客运运力投入同比上升6.37% | | 增减持 | 災仕达 | 控股股东一致行动人拟减持不超过3%股份 | | | 五洲交通 | 控股股东交投集团拟增持0.85亿元至1.7亿元股份 | | | 中源家居 | 董事长、总经理曹勇拟合计减持不超3%股份 | | 其他 | 英联股份 | 拟定增募资不超过15亿元用于复合集流体项目等 | | | 商络电子 | 拟发行可转债募资不超过10亿元用于收购立功科技股权 ...

Market Overview - The three major A-share indices showed mixed results on September 15, with the ChiNext Index rising by 1.52% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 23,031.8 billion yuan, a decrease of over 240 billion yuan compared to the previous trading day [1] - More than 1,900 stocks closed higher, with 82 stocks hitting the daily limit up [1] - Sectors such as pork and cloud gaming esports saw significant gains, while military information technology, terahertz, and copper cable high-speed connection concepts experienced notable declines [1] Investment Opportunities - According to statistics from Securities Times, 41 buy ratings were issued today, covering 41 stocks [2] - Among the stocks rated by institutions, 9 stocks have an upside potential exceeding 20% based on target prices compared to the latest closing prices [2] - Weili Medical has the highest upside potential at 32.04%, with a target price of 19 yuan set by Huachuang Securities [2] - Other stocks with high upside potential include China Metallurgical Group and Ninghu Expressway, with potential increases of 29.31% and 28.04%, respectively [2] Industry Insights - The machinery and pharmaceutical industries are favored, with 5 stocks from each sector appearing on the institutional buy rating list [3] Northbound Capital Flow - Nine stocks received net purchases from northbound funds today, with Shangtai Technology leading at 133 million yuan [4] - Other notable net purchases include Tianci Materials, Ronglian Technology, and Furui Shares, with amounts of 98.75 million yuan, 75.61 million yuan, and 59.96 million yuan, respectively [4] - Five stocks experienced net selling, with Huilv Ecology facing the largest outflow at 60.77 million yuan [4] Corporate Announcements - New Dazheng (002968) is planning to acquire at least 51% of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd [4] - Junsheng Electronics (600699) has secured project designations from two leading brand OEMs, with an estimated total order value of approximately 15 billion yuan [5] - Longpan Technology (603906) signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 6 billion yuan [6] - Shunlu Electronics (300975) plans to acquire 88.79% of Ligon Technology for 700 million yuan, focusing on authorized distribution of storage chips and various IC products [6] - Jingchen Co., Ltd. (688099) intends to acquire 100% of Chip Micro Semiconductor for 316 million yuan [6] - Purang Co., Ltd. (688766) plans to acquire controlling stakes in high-performance 2D NAND storage chip company SHM [7] - United Precision (001268) intends to acquire 51% of Chengdu Mite Aerospace Manufacturing Co., Ltd [8] - Shanghai Construction Engineering (600170) reported that the increase in gold resource reserves at Koka Gold Mine is not recent information, with gold business revenue historically not exceeding 0.5% [9] - Silek (300382) signed an investment cooperation agreement for a new energy precision structural components project [10] - Huili Pharmaceutical (688553) received overseas marketing approvals for multiple products [11] - Lizhong Group (300428) received a project designation notification for aluminum alloy wheels, with an estimated sales amount of approximately 5.8 billion yuan [12]

龙蟠科技公告，控股孙公司LBM NEW ENERGY (AP) PTE. LTD.与宁德时代新能源科技股份有限公司签 署了磷酸铁锂正极材料采购合作协议。协议预计将在2026年第二季度至2031年间合计向宁德时代海外工 厂销售15.75万吨磷酸铁锂正极材料，合同总销售金额超过人民币60亿元。该交易不构成关联交易或重 大资产重组，已通过公司第四届董事会第四十二次会议审议通过。合同的履行将对公司未来业绩产生积 极影响，但实际销售数量、金额及收入存在不确定性。 ...

龙蟠科技（603906）(02465)公布，公司控股孙公司锂源(亚太)与宁德时代（300750）签署了《磷酸铁锂 正极材料采购合作协议》。协议约定，预计将由锂源(亚太)及其独资或合资子公司自2026年第二季度至 2031年间合计向宁德时代海外工厂销售15.75万吨符合双方约定规格的磷酸铁锂正极材料(以上需求量将 随宁德时代海外项目进度与预测需求量的调整更新，最终采购量通过双方后续签订框架性、年度性的或 者单笔采购合同落实)，具体单价由双方协商确定。 如按照预计数量及市场价格估算，合同总销售金额超人民币60亿元(最终根据销售订单据实结算)，达到 《上海证券交易所股票上市规则》规定的披露标准。 ...