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].

补充资料：Notifiable interest first occurred due to increase in Equity shares.BBPLCs interests in891000shares long and short and BCSLs interests in891000shares short as disclosed at box22pertain to an intragroup hedge between BBPLC and BCSL.Interests arising under the hedge are not double counted at BPLCs level. 香港联交所最新数据显示，11月26日，Barclays PLC增持龙蟠科技（603906）(02465)171.1万股，每股作 价15.3802港元，总金额约为2631.55万港元。增持后最新持股数目为695.95万股，持股比例为5.8%。 ...

智通财经APP获悉，香港联交所最新数据显示，11月26日，Barclays PLC增持龙蟠科技(02465)171.1万 股，每股作价15.3802港元，总金额约为2631.55万港元。增持后最新持股数目为695.95万股，持股比例 为5.8%。 补充资料：Notifiable interest first occurred due to increase in Equity shares. BBPLCs interests in 891000 shares long and short and BCSLs interests in 891000 shares short as disclosed at box 22 pertain to an intragroup hedge between BBPLC and BCSL. Interests arising under the hedge are not double counted at BPLCs level. ...

| 新股发行及今日交易提示 | 2025/12/2 | 星期二 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/12/2 | 新股上市 | 证券代码 | 证券简称 | 发行价格 | | | | | | | 920035 | 精创电气 | 12.10 | 2025/12/2 | 内地市场权益提示 | | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=605255&announcementId=12248320 | 要约收购 | 要约申报期：2025年11月20日至2025年12月19日 | 605255 | 天普股份 | | 75&orgId=9900039799&announcementTime=2025 | -11-28 | https://www.cninfo.com.cn/new/disclosure/detail?stock ...

沪指12月2日下跌0.42%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为石油石化、轻工制 造，涨幅分别为0.71%、0.55%。跌幅居前的行业为传媒、有色金属，跌幅分别为1.75%、1.36%。电力 设备行业今日下跌1.18%。 资金面上看，两市主力资金全天净流出464.99亿元，今日有7个行业主力资金净流入，轻工制造行业主 力资金净流入规模居首，该行业今日上涨0.55%，全天净流入资金6.79亿元，其次是农林牧渔行业，日 跌幅为0.34%，净流入资金为5.85亿元。 主力资金净流出的行业有24个，电子行业主力资金净流出规模居首，全天净流出资金80.48亿元，其次 是电力设备行业，净流出资金为59.57亿元，净流出资金较多的还有通信、计算机、有色金属等行业。 电力设备行业今日下跌1.18%，全天主力资金净流出59.57亿元，该行业所属的个股共364只，今日上涨 的有62只，涨停的有1只；下跌的有296只。以资金流向数据进行统计，该行业资金净流入的个股有93 只，其中，净流入资金超亿元的有9只，净流入资金居首的是龙蟠科技，今日净流入资金2.29亿元，紧 随其后的是航天机电、宁德时代，净流入资金分别为2. ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603906 龙蟠科技 | | 2.23 亿 | 12.10% | -9284.58万 | -5.03% | -1.31 Z | -7.07% | | 300750 宁德时代 | | 2.01亿 | 3.24% | -2.241Z | -3.60% | 2259.14万 | 0.36% | | 300568 星源材质 | | 1.65 Z | 5.12% | 3028.97万 | + 0.94% | -1.95 Z | -6.05% | | 688275 万润新能 | | 1.34 Z | 11.93% | -3755.67万 | -3.35% | -9633.63万 | -8.58% | | 600884 杉杉股份 | | 1.33 Z | 15.05% | -4399.10万 | -4.99% | -8878.38万 | -10.06% | | 301358 湖 ...