龙蟠科技公告称，公司股票于2025年11月25 - 26日连续2个交易日收盘价格涨幅偏离值累计超20%，属 异常波动。2023 - 2025年前三季度，公司营收分别为87.29亿元、76.73亿元、58.25亿元，净利润分别为 - 12.33亿元、 - 6.36亿元、 - 1.10亿元。公司拟筹划向特定对象发行A股股票，尚需审核批复；拟授予 685万份股票期权激励，尚需股东会审议。控股股东石俊峰及其一致行动人累计质押3000万股，占总股 本4.38%。提醒投资者注意风险。 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-145 江苏龙蟠科技集团股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示 江苏龙蟠科技集团股份有限公司（以下简称"公司"）股票于 2025 年 11 月 25 日、11 月 26 日连续 2 个交易日内收盘价格涨幅偏离值累计超过 20%，根 据《上海证券交易所交易规则》有关规定，属于股票交易异常波动情形。 2023 年至 2025 年前三季度，公司分别实现营业收入为 87.29 亿元、76.73 亿元、58.25 亿元；实现归属于上市公司股东的净利润分别为-12.33 亿元、-6.36 亿元、-1.10 亿元。敬请广大投资者注意经营业绩风险。 公司于 2025 年 11 月 25 日在上海证券交易所网站（www.sse.com.cn）披 露《江苏龙蟠科技集团股份有限公司关于签署日常经营重大合同的进展公告》（公 告编号：2025-143）。本次协议为合作协议，具体执行以实际订单为准，实际履 约情况存在不确定性，敬 ...

近日，菏泽市相关部门对外公示了 山东锂源科技有限公司 投资建设的 11 万吨高性能磷酸盐型正极材料项目 的环评受理信息。公告显示，该 项目选址于菏泽鄄城县化工产业园， 总投资达 10 亿元 ， 目前已进入环评公示阶段。 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下2000+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/孚能科技/德赛电池/陀普科技/蓝京新能源/中比新能源/北 测新能源/亿鑫丰/达力智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/恩捷股份/尚太科技/超业精密/科 倒计时22天 山东锂源科技有限公司成立于 2021 年 9 月 10 ...

Group 1 - Four companies have received court approval for restructuring investments [2] - Aowannianqing's product, Zhongzubei Dingchuan Wan, focuses on treating respiratory issues [2] - Beida Pharmaceutical has expanded its business scope to include both chemical synthesis and biopharmaceuticals [2] - Zhongheng Group's subsidiary acquired a technology for treating chronic heart failure for 55 million yuan [2] - Huaren Health is focused on the pharmaceutical distribution industry, with Alibaba Health as a significant shareholder [2] - Haiwang Biological is one of the largest national pharmaceutical commercial enterprises in China [2] - Fuyuan Pharmaceutical's Lansoprazole enteric-coated capsules have been approved for registration [2] - People's Tongtai is the largest pharmaceutical commercial company in Heilongjiang Province [2] - Yinghe Group is a regional leader in pharmaceutical distribution in Zhejiang Province [2] - Ruikang Pharmaceutical has completed special item approval for the import of Evusheld, a COVID-19 prevention drug [2] - Jindike is one of the first companies to achieve the approval and sale of quadrivalent influenza vaccines [2] Group 2 - Dairong has completed the transfer of shares with Zhongdao Chenying [3] - Boyong Generation is a leader in the domestic ETC chip field [3] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology [3] - Mingwei Electronics collaborates with major manufacturers for chip production [3] - Qipilong is a leading Chinese men's clothing brand [3] - Dongxin Co. is one of the few companies in mainland China providing complete solutions for NAND, NOR, and DRAM chips [3] - The National Space Administration has issued a plan to promote the high-quality development of commercial aerospace [3] - Sanwei Tiandi has clients including China Aerospace for its digital inspection and testing management services [3] - Leike Defense has developed a comprehensive satellite application business [3] - Tianqimo has sufficient orders for its aviation parts business [3] Group 3 - The implementation plan to enhance the adaptability of supply and demand for consumer goods has been issued [4] - Maoye Commercial is a retail market leader in Hohhot [4] - Jialinjie is a leader in functional fabrics for outdoor sports [4] - Xueqi Electric specializes in the production of refrigerators and commercial display cabinets [4] - Guangbai Co. is the largest department store chain in Guangzhou [4] - Mengjie Co. has launched the first children's home textile brand in the industry [4] - Juran Smart Home has signed a strategic cooperation agreement following the chairman's passing [4] - Haixin Food is a leading company in the frozen fish ball market [4] - Sanjiang Shopping is the largest local supermarket chain in Zhejiang Province [4] - Jiangxi Province's first listed company in the commercial circulation industry is Guoguang Chain [4] Group 4 - The company is a leading e-commerce platform for liquor, with various brand partnerships [5] - Shiji Group plans to acquire a 95% stake in Fujian Shuchuan Ming Shang for 184.6 million yuan [5] - Laizhi Group specializes in new materials for construction additives [5] - Dahua Intelligent has developed a complete quantum secure satellite internet communication solution [5] - Haitong Development operates dry bulk shipping services across over 200 ports [5] - Qingshan Paper is a major supplier of optical communication modules and components [5] Group 5 - Ningbo Color Masterbatch has launched a high-transparency POE film crosslinking masterbatch [6] - BOLE FREE STARS' app surpassed 10 million downloads in its first week [6] - Hainan Free Trade Port is set to launch on December 18 [6] - Hainan Ruize focuses on concrete and new wall materials production [6] - Tianpu Co. has completed the transfer of shares with Zhonghuang Chenying [6] - Longsao Technology has increased its sales contract for lithium iron phosphate materials significantly [6] Group 6 - The company has developed energy storage products covering various systems and collaborated with international wind power leaders [7] - Huanyue Century has established an AI joint laboratory for content production [7] - Luoping Zinc Electric is the only enterprise in the zinc smelting industry with a tri-production model [7] - Meiyan Jixiang operates seven hydropower stations in Guangdong [7] - Qingshang Co. has developed smart city products using streetlights as a platform [7] - Meike Home focuses on domestic retail and international wholesale of home products [7] Group 7 - Chitianhua is the largest methanol producer in Guizhou, with an annual capacity of 300,000 tons [8] - Weiyuan Co. is the largest producer of phenol and acetone in China [8] - Teli A is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [8] - Hongmian Co. is a state-owned enterprise in Guangzhou focusing on daily chemical products [8] - Zhonghuan Hailu produces various industrial metal forgings for multiple sectors [8]

格隆汇11月26日｜龙蟠科技(603906.SH)今日再度涨停，报价19.87元，为连续第二日涨停。 6月初，锂源(亚太)与亿纬锂能（维权）海外全资孙公司Eve Energy签署了生产定价协议。锂源(亚太)及其关联企业预计将自2026-2030年间，合计向Eve Energy及其关联企业销售15.2万吨磷酸铁锂正极材料。 9月，锂源(亚太)与宁德时代签署采购合作协议，预计自2026年二季度至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。 消息面上，龙蟠科技11月24日晚公布，公司控股子公司常州锂源及控股孙公司南京锂源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了 《<生产材料采购合作协议>之补充协议二》，对原协议相关条款进行补充与修订。如按照预计数量及市场价格估算，《补充协议二》与《原协议》总销售 金额超450亿元。 龙蟠科技今年以来已披露多个磷酸铁锂大额订单： 今年年初，龙蟠科技控股孙公司锂源(亚太)与福特汽车旗下的Blue Oval签署了供应协议，协议约定由锂源(亚太)自2026-2030年向后者销售磷酸铁锂正极材 料。 ...

每经AI快讯，龙蟠科技(02465.HK)涨超5%，截至发稿涨5.68%，报16港元，成交额2亿港元。 （文章来源：每日经济新闻） ...

消息面上，龙蟠科技公告，公司对楚能新能源的总销售金额，预计从此前超50亿元调整为超450亿元。 据悉，5月9日，龙蟠科技方面与楚能新能源方面签署15万吨磷酸铁锂正极材料销售协议，协议有效期自 2025年4月30日起至2030年4月30日止。如今，双方签署了补充协议，合同有效期延长至2030年底，标的 产品磷酸铁锂正极材料销售量增加至130万吨。 智通财经APP获悉，龙蟠科技(02465)再涨超6%，截至发稿，涨5.68%，报16港元，成交额2亿港元。 ...

消息面上，龙蟠科技公告，公司对楚能新能源的总销售金额，预计从此前超50亿元调整为超450亿元。 据悉，5月9日，龙蟠科技方面与楚能新能源方面签署15万吨磷酸铁锂正极材料销售协议，协议有效期自 2025年4月30日起至2030年4月30日止。如今，双方签署了补充协议，合同有效期延长至2030年底，标的 产品磷酸铁锂正极材料销售量增加至130万吨。 龙蟠科技（603906）(02465)再涨超6%，截至发稿，涨5.68%，报16港元，成交额2亿港元。 ...

| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份數目 | | | (語參閱上述*註 | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分成 | | CS20251125E00193 | JPMorgan Chase & Co. | 1001(L) | | 3,165,000(L) | HKD 14.2772 | 6.374.000(L | 5.31(L)20/11/2025 | | | | 1403(S) | | 165,000(S) | | 3,232,000(S) | 2.69(S) | | | | | | | | O(P) | 0.00(P) | | 股份代號: | 02465 | | --- | --- | | 上市法國名稱: | 江蘇龍蟠科技集團股份有限公司 | | 日期 (日 / 月 / 年): | 26/10/2025 - ...

11月24日晚，龙蟠科技公告，公司对楚能新能源股份有限公司（以下简称"楚能新能源"）的总销售金额，预计从 此前超50亿元调整为超450亿元。 长江商报消息 ●长江商报记者 沈右荣 龙蟠科技（603906.SH）签下锂电大单。 5月9日，龙蟠科技方面与楚能新能源方面签署15万吨磷酸铁锂正极材料销售协议，协议有效期自2025年4月30日起 至2030年4月30日止。如今，双方签署了补充协议，合同有效期延长至2030年底，标的产品磷酸铁锂正极材料销售 量增加至130万吨。 二级市场上，11月25日，或受450亿元超级订单影响，龙蟠科技股价一字涨停。 长江商报记者注意到，龙蟠科技已经签下多项大单。9月，龙蟠科技与宁德时代签署了15.75万吨的磷酸铁锂正极 材料供应协议，预计总销售金额超过60亿元。此外，公司还曾与LG新能源签署百亿级磷酸铁锂正极材料销售协 议。 公开信息显示，截至目前，龙蟠科技磷酸铁锂正极材料总产能约为32万吨。 需求强劲，为了应对下游头部客户需求，龙蟠科技加速扩产。8月，龙蟠科技曾披露定增预案，拟募资不超过20亿 元用于扩产。市场需求强劲，龙蟠科技有望借此扭亏为盈。 龙蟠科技签450亿超级大单 龙蟠 ...