智通财经APP讯，龙蟠科技(02465)发布公告，公司控股孙公司LBM New Energy (AP) Pte. Ltd.(以下简 称"锂源(亚太)")与 Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.(以下简称"Sunwoda")签署 了《长期采购协议》(以下简称"协议")。协议约定，预计将由锂源(亚太)(以下简称"卖方")自2026年至 2030年间合计向Sunwoda(以下简称"买方")销售10.68万吨符合双方约定规格的磷酸铁锂正极材料，并约 定最低采购量与最大供应量，双方约定每两年校准一次需求量纲，校准后的需求量不低于协议已约定的 年度最低采购量。具体单价由双方根据协议条款逐月确定，如按照预计数量及市场价格估算，合同总销 售金额约人民币45-55亿元(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。 本协议为日常经营相关的销售合同，公司签订本协议有助于与下游合作伙伴建立长期稳定的关系，有助 于公司产品的稳定销售，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 ...

Core Viewpoint - The lithium iron phosphate (LFP) industry is experiencing a collective price increase, driven by rising raw material costs and expanding market demand, leading to a significant uptick in stock prices of key companies in the sector [1][2]. Group 1: Price Increase Dynamics - Major companies in the LFP sector have issued price increase notifications to clients, with one leading firm announcing a processing fee increase of 3,000 yuan/ton starting January 1, 2026 [1]. - The China Chemical and Physical Power Industry Association has published a cost study indicating that the average cost of LFP for the first nine months of 2025 will range from 15,714.8 yuan/ton to 16,439.3 yuan/ton, urging companies to adhere to this cost as a pricing reference [2]. - Market data shows a clear upward trend in prices, with the price of power-type LFP reaching 39,485 yuan/ton and mid-to-high-end energy storage LFP averaging 37,930 yuan/ton as of December 1, reflecting an increase of 154 yuan/ton from the previous trading day [2]. Group 2: Industry Response and Outlook - Companies are responding positively to the industry's pricing norms, with Wanrun New Energy indicating that adhering to the cost pricing guidelines will improve operational quality and profitability [2]. - Hunan Youneng has highlighted two main reasons for the price increase: a supply-demand imbalance, particularly for new products, and rising raw material costs, with successful negotiations for price increases already underway [2]. - Despite current losses, companies like Longpan Technology remain optimistic about the long-term prospects of the LFP industry, citing strong demand growth as a key factor for recovery [3].

记者丨李益文 编辑丨叶映橙 12月2日，A股磷酸铁锂板块逆市活跃，龙蟠科技（603906.SH）、湖南裕能（301358.SZ）、万润新能 （688275.SH）等核心企业股价集体上扬，其中龙蟠科技盘中一度涨超9%，收盘涨幅达6.29%，湖南裕 能与万润新能分别收涨1.8%和1.35%，资金对板块的关注度显著提升。 市场波动背后，有报道称，磷酸铁锂行业正在发生一场集体提价行动。该报道显示，近期多家龙头企业 已向客户发出明确的涨价通知。其中一家头部企业明确表示，自2026年1月1日起，全系列铁锂产品加工 费将在现有基础上上调3000元/吨（未税价）。另一家企业则自2025年11月1日起率先实施涨价，对11月 1日前订单仍按原价执行。 对此，21财经・南财快讯记者以投资者身份致电龙蟠科技时，接线工作人员确认，近期行业确实有相关 涨价的行情，目前公司销售人员也正在和客户积极沟通涨价事由。该工作人员直言，当前磷酸铁锂的原 材料价格上涨，磷酸铁锂行业利润空间承压，叠加市场需求持续扩大，价格上涨是行业必然趋势。"公 司对磷酸铁锂未来价格走势比较乐观"。 事实上，此次提价得到了行业的有力支撑。近期中国化学与物理电源行业协会 ...

关于与 Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.签署日常经营重大合同的公告 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-146 江苏龙蟠科技集团股份有限公司 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。 合同类型及金额：江苏龙蟠科技集团股份有限公司（以下简称"公司"） 控股孙公司LBM New Energy (AP) Pte. Ltd.（以下简称"锂源（亚太）"）与 Sunwoda Automotive Energy Technology (Thailand) Co., Ltd（. 以下简称"Sunwoda"） 签署了《长期采购协议》（以下简称"协议"）。协议约定，预计将由锂源（亚太） （以下简称"卖方"）自2026年至2030年间合计向Sunwoda（以下简称"买方"） 销售10.68万吨符合双方约定规格的磷酸铁锂正极材料，并约定最低采购量与最 大供应量，双方约定每两年校准一次需求量纲，校准后的需求量不低于协议已约 定的年度最低采 ...

人民财讯12月2日电，龙蟠科技（603906）12月2日公告，公司控股孙公司锂源(亚太)与Sunwoda签署 《长期采购协议》。协议约定，预计将由锂源(亚太)自2026年至2030年间合计向Sunwoda销售10.68万吨 符合双方约定规格的磷酸铁锂正极材料，并约定最低采购量与最大供应量，双方约定每两年校准一次需 求量纲，校准后的需求量不低于协议已约定的年度最低采购量。具体单价由双方根据协议条款逐月确 定，如按照预计数量及市场价格估算，合同总销售金额45亿—55亿元。 ...

该协议为日常经营相关的销售合同，公司签订本协议有助于与下游合作伙伴建立长期稳定的关系，有助 于公司产品的稳定销售，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。 智通财经APP讯，龙蟠科技(603906.SH)发布公告，公司控股孙公司锂源(亚太)与Sunwoda签署了《长期 采购协议》。协议约定，预计将由锂源(亚太)自2026年至2030年间合计向Sunwoda销售10.68万吨符合双 方约定规格的磷酸铁锂正极材料，合同总销售金额约人民币45-55亿元。 ...

该协议为日常经营相关的销售合同，公司签订本协议有助于与下游合作伙伴建立长期稳定的关系，有助 于公司产品的稳定销售，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。 龙蟠科技（603906）(603906.SH)发布公告，公司控股孙公司锂源(亚太)与Sunwoda签署了《长期采购协 议》。协议约定，预计将由锂源(亚太)自2026年至2030年间合计向Sunwoda销售10.68万吨符合双方约定 规格的磷酸铁锂正极材料，合同总销售金额约人民币45-55亿元。 ...

每经AI快讯，12月2日，龙蟠科技(603906.SH)公告称，公司控股孙公司LBM New Energy (AP) Pte. Ltd. 与Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.签署了《长期采购协议》，预计自2026年 至2030年间合计向Sunwoda销售10.68万吨符合双方约定规格的磷酸铁锂正极材料，合同总销售金额约人 民币45-55亿元。该协议不构成关联交易或重大资产重组，对公司未来业绩有积极影响。 ...

龙蟠科技公告，控股孙公司LBM New Energy (AP) Pte. Ltd.与Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.签署了《长期采购协议》。协议约定，预计将由锂源（亚太）自2026年至2030年间 合计向Sunwoda销售10.68万吨符合双方约定规格的磷酸铁锂正极材料，并约定最低采购量与最大供应 量，双方约定每两年校准一次需求量纲，校准后的需求量不低于协议已约定的年度最低采购量。具体单 价由双方根据协议条款逐月确定，如按照预计数量及市场价格估算，合同总销售金额约人民币45-55亿 元（最终根据销售订单据实结算）。 ...

Core Viewpoint - The article discusses the impact of AI on investment opportunities in the equity market, highlighting the volatility and potential for profit in specific sectors, particularly in Fujian's food industry and the commercial space sector [1][10]. Summary by Sections A-share Market Review - The A-share market experienced fluctuations, with the Shanghai Composite Index down by 0.42%, Shenzhen Component down by 0.68%, and the ChiNext Index down by 0.69% on December 2 [10]. - The total trading volume across the three markets was 16,073.75 billion, a decrease of 2,821.68 million from the previous day [10]. - Over 3,700 stocks declined, while 55 stocks hit the daily limit up, indicating a strong performance in certain sectors, particularly in Fujian [10]. Fujian Sector Insights - Fujian's food sector saw a significant surge following the announcement of 12 policies supporting Taiwanese residents to open Sha County snack stores, leading to a rapid increase in stock prices [1][3]. - Key companies in this sector include: - Hai Xin Food (002702): A century-old brand focusing on frozen foods, with a flagship store in Beijing [3]. - Hui Fa Food (603536): Specializes in frozen prepared dishes suitable for Sha County snacks [3]. - Other notable companies include Fu Ling Pickled Vegetables (002507), Gai Shi Food (920826), and An Ji Food (603696), all of which are positioned to benefit from the Sha County snack concept [3]. Commercial Space Sector - The commercial space sector is gaining momentum, with the Zhuque rocket scheduled for launch on December 3, which is expected to boost related stocks [10]. - The establishment of a dedicated Commercial Space Administration by the National Space Administration marks a significant step towards the development of China's commercial space industry [10]. AI Mobile Phone Concept - The AI mobile phone sector has shown volatility, with a recent surge followed by a decline, raising concerns about its sustainability [2]. - Morgan Stanley noted that the deployment of AI assistants in mobile phones requires deep technical collaboration with manufacturers, which may reshape the value distribution in the mobile market [2]. Market Trends and Predictions - The report from Morgan Stanley anticipates a modest profit growth of around 6-7% for 2026, lower than the market consensus of 15%, indicating potential adjustments in traditional sectors like consumer goods and real estate [6]. - The article emphasizes the need for continued support in the real estate market, with expectations for policy measures to stabilize housing prices and stimulate demand [8]. Investment Opportunities - The article highlights the potential for investment in sectors such as food and commercial space, driven by government policies and market dynamics [1][10]. - The focus on AI technology and its integration into various industries presents new avenues for growth and investment [2].