Core Viewpoint - Longpan Technology has revised its total sales amount with Chuangneng New Energy from over 5 billion to over 45 billion RMB, indicating a significant increase in expected revenue from this partnership [2][9]. Group 1: Contract Details - Longpan Technology's subsidiaries signed a supplementary agreement with Chuangneng New Energy, which modifies the previous procurement agreement [5][7]. - The original agreement stipulated the sale of 150,000 tons of lithium iron phosphate cathode materials from April 30, 2025, to April 30, 2030, while the new agreement extends this to a total of 1.3 million tons until December 31, 2030 [8][9]. Group 2: Financial Impact - The total sales amount from the original and supplementary agreements is expected to exceed 45 billion RMB, with the final amount to be settled based on actual sales orders [9]. - The signing of the supplementary agreement is not expected to have a significant impact on Longpan Technology's performance in 2025, but it will help establish long-term stable relationships with downstream partners [9]. Group 3: Industry Context - Lithium iron phosphate is the most widely used cathode material in lithium batteries, and Longpan Technology's domestic clients include leading battery manufacturers such as CATL and A123 Systems [10]. - In the first ten months of 2025, Chuangneng New Energy ranked 13th in domestic power battery installation volume, with a total of 4.24 GWh [10][11].

每天三分钟公告很轻松 金杯汽车：公司与京东签署《合作框架协议》；纳芯微和佩蒂股份拟大额回购公司股份；龙蟠科技：与 楚能新能源签署补充协议二合同总销售金额超450亿元…… 聚焦一：金杯汽车：公司与京东签署《合作框架协议》 公司与北京京东世纪信息技术有限公司（简称"京东"）于2025年11月24日在沈阳市签署《合作框架协 议》。 佩蒂股份：公司拟使用5000万元至7000万元回购股份，回购价格不超过26元/股。回购股份将用于股权 激励或者员工持股计划。 定增&重组 *ST三圣：公司于2025年11月24日收到管理人的通知，管理人账户已收到全体重整投资人支付的全部重 整投资款，合计2.54亿元。 重要事项 龙蟠科技：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股份有限公司（简称"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》（以下简称"《补充协议二》"），对原常州锂源、南京锂源与武汉楚能、孝感楚能、宜昌楚能签订 的《生产材料采购合作协议》及《补充协议》（合称"《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（不考虑客供碳酸锂模 ...

【导读】龙蟠科技与楚能新能源 合作有变， 合同总销售金额 将 超450亿元 中国基金报记者 邱德坤 11月24日晚间，龙蟠科技发布公告称，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50亿元变 为超450亿元。 截至11月24日收盘，龙蟠科技A股股价报16.42元/股，跌幅达2.67%，总市值为106.2亿元。 销售合同金额或增加超400亿元 公告显示，龙蟠科技控股子公司常州锂源新能源科技有限公司及控股孙公司南京锂源纳米科技有限公司（以下合称卖方），与楚能新能源 全资子公司武汉楚能新能源有限公司、孝感楚能新能源创新科技有限公司及宜昌楚能新能源创新科技有限公司（以下合称买方），共同签 署《 〈 生产材料采购合作协议 〉 之补充协议二》（以下简称《补充协议二》）。 龙蟠科技公告称，卖方与买方签订 《补充协议二》 ，主要是 对 两者此前 签订的《生产材料采购合作协议》及《补充协议》（以下合称 《原协议》），进行相关条款的补充与修订。 《原协议》约定，自2025年4月30日起至2030年4月30日止，卖方合计向买方销售15万吨的磷酸铁锂正极材料。 《补充协议二》约定，自2025年 ...

今日晚间， 龙蟠科技(603906.SH)公告称，公司控股子公司常州锂源及控股孙公司南京锂源（合称 为"卖方"）与楚能新能源全资子公司武汉楚能、孝感楚能及宜昌楚能（合称为"买方"）共同签署了 《之补充协议二》，对原协议相关条款进行补充与修订。 《原协议》约定：自2025年至2030年期间，卖方合计向买方销售15万吨磷酸铁锂正极材料产 品。《补充协议二》约定：自2025年至2030年期间，卖方合计向买方销售130万吨磷酸铁锂正 极材料产品。如按照预计数量及市场价格估算， 《补充协议二》与《原协议》总销售金额超人民 币450亿元（最终根据销售订单据实结算）。《补充协议二》自2025年11月24日起生效。 ...

Market Overview - The three major A-share indices experienced a slight increase on November 24, with a total market turnover of 1.74 trillion yuan, a decrease of over 240 billion yuan compared to the previous trading day [1] - More than 4,200 stocks closed higher, with 79 stocks hitting the daily limit up [1] Institutional Ratings - A total of 17 stocks received buy ratings from institutions today, with an average increase of 1.62% for these stocks, outperforming the Shanghai Composite Index [2] - The top gainers among the rated stocks included Capital Online, Dazhong Mining, and Saiwei Times, with increases of 5.2%, 3.9%, and 3.77% respectively [2] - The basic chemical industry was the most favored sector, with five stocks including Huafeng Chemical and Ping An Electric on the buy rating list [2] Stock Market Activity - In the Dragon and Tiger list, nine stocks had net buying, with seven stocks seeing net purchases exceeding 10 million yuan [3] - Dazhong Mining topped the list with a net purchase of 130 million yuan, followed by Delijia and Hainan Haiyao with net purchases of 129 million yuan and 65.64 million yuan respectively [3] - Visual China faced the highest net selling amount at 79.92 million yuan among the stocks sold by institutions [3] Corporate Announcements - Longpan Technology signed a supplementary agreement with Chunan New Energy, estimating total sales exceeding 45 billion yuan based on expected quantities and market prices [4] - Ningbo Energy plans to transfer a 15% stake in Ningbo Lingfeng Comprehensive Energy Service Co., Ltd. for a base price of 16.0625 million yuan [5] - Dongfang Zircon plans to invest 737 million yuan in a project to produce 60,000 tons of battery-grade zirconium oxychloride annually [5] - Jinbei Automobile signed a cooperation framework agreement with JD.com to enhance its sales channels and logistics collaboration [5][6] - Walton Technology approved the establishment of a wholly-owned subsidiary in Nanjing with an investment of 300 million yuan for a project related to membrane materials [6]

11月24日晚间，龙蟠科技（603906.SH，股价16.42元，市值112.49亿元）公告称，公司控股子公司常州锂源及控股孙公司南京锂源（以下简称"卖方"）与楚 能新能源全资子公司武汉楚能、孝感楚能及宜昌楚能（以下简称为"买方"）共同签署了《补充协议二》，对原协议相关条款进行补充与修订。 原协议约定，2025年至2030年，卖方合计向买方销售15万吨磷酸铁锂正极材料产品。此次《补充协议二》约定，2025年至2030年，卖方合计向买方销售130 万吨磷酸铁锂正极材料产品。 《每日经济新闻》记者（以下简称"每经记者"）注意到，公告显示，如按照预计数量及市场价格估算（不考虑客供碳酸锂模式的情况下），《补充协议二》 与原协议总销售金额超450亿元（最终根据销售订单据实结算）。 今年下半年以来，储能需求爆发式增长，造成锂电材料整体供应偏紧。而楚能新能源作为国内储能电芯领域的新势力，且近期正筹划大幅扩产。 9月6日，楚能新能源表示，公司宜昌锂电产业园二期规划年产能80GWh（吉瓦时），研发生产动力电池、储能电池及PACK（包装）模组等新能源产品。 9月15日，楚能新能源又与襄阳市政府签约，公司襄阳锂电池产业园规划年产能 ...

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经11月24日讯（记者 张晨静）磷酸铁锂需求持续回暖，龙蟠科技（603906.SH）今日公告称，与 楚能新能源全资子公司签署补充协议，预计总销售金额超450亿。 龙蟠科技今日公告，其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签署《补充 协议二》，对原协议相关条款进行补充与修订。协议主要修订内容包括，销售数量从原定的15万吨磷酸 铁锂正极材料产品增至130万吨，协议有效期从原定的2030年4月30日延长至2030年12月31日。如按照预 计数量及市场价格估算，《补充协议二》与《原协议》总销售金额超人民币450亿元。 此外，《补充协议二》新增预付款约定，买方在一定期限内支付预付款至卖方账户，卖方开始供货后， 买方支付的相关货款优先从预付款内扣除。 公司同时提示风险，协议合作期限较长，可能存在未能及时供货、产品质量不达要求等情况；市场环境 变化可能导致协议无法如期或全面履 ...

龙蟠科技公告称，其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签署《之补充 协议二》，自2025年11月24日起生效。《补充协议二》对原协议相关条款进行补充修订，预计销售总金 额超50亿元。原协议约定2025 - 2030年销售15万吨磷酸铁锂正极材料，《补充协议二》将数量增至130 万吨，还新增预付款约定。该协议履行有助于稳定产品销售，但存在供货、市场等风险。 ...

Group 1 - Industrial Fulian clarifies that it has not lowered its fourth-quarter profit target and that operations are proceeding as planned with strong customer demand [1] - Moore Threads announces an initial online subscription rate of 0.0242% for its recent issuance, with 4.8266 million valid subscription accounts [1] - Longpan Technology signs a supplementary agreement with Chuangneng New Energy, increasing the total sales amount to over 45 billion RMB for lithium iron phosphate products from 2025 to 2030 [2] Group 2 - Fangda Carbon plans to participate as an investor in the restructuring of Shanshan Group and its wholly-owned subsidiary [3] - Tianqi Lithium's subsidiary appeals to the Chilean Supreme Court against a ruling from the Santiago Court [4] - Pingao Co. reports significant uncertainty regarding the future profitability of Jiangyuan Technology, which has not yet achieved profitability [4] Group 3 - Antai Technology secures a major order worth nearly 70 million RMB for key components in controlled nuclear fusion projects [6] - Petty Co. announces a share repurchase plan of 50 to 70 million RMB, with a maximum price of 26 RMB per share [7] - Huida Technology conducts its first share repurchase, acquiring 120,000 shares at a total cost of approximately 9.57 million RMB [8] Group 4 - Jianghua Micro announces a 1.23% reduction in shares by its chairman through block trading [10] - Lege Co.'s controlling shareholder plans to increase holdings by 40 to 80 million RMB [11] - Hongfu Han's controlling shareholder intends to reduce holdings by up to 2% [12] Group 5 - Tongji Technology's subsidiary wins an 866 million RMB project in Xi'an [16] - Guangdong Construction signs an 1.888 billion RMB contract for a 300MW/1200MWh energy storage project [16] - Jinguang Electric is a candidate for a 32.32 million RMB project with the State Grid [17] Group 6 - Jinbei Automotive signs a cooperation framework agreement with JD.com to become a supplier for JD's automotive business [19] - Shunyu Co. is part of a consortium that has pre-bid for a 1.023 billion RMB project [20] - Huaxia Happiness faces uncertainties regarding its pre-restructuring process, with board members raising objections [21] Group 7 - Beijing Junzheng corrects its third-quarter report, adjusting net profit upwards by 11.44 million RMB [22] - Yidian Tianxia's major shareholder sold shares during stock fluctuations, consistent with prior disclosures [23]

Core Viewpoint - Longpan Technology announced a significant sales agreement with Chuangneng New Energy, with total sales amounting to over RMB 450 billion expected from the revised agreement [1] Group 1: Agreement Details - Longpan Technology's subsidiaries, Changzhou Liyuan New Energy Technology Co., Ltd. and Nanjing Liyuan Nano Technology Co., Ltd., signed a supplementary agreement with Chuangneng New Energy's subsidiaries [1] - The supplementary agreement revises terms of the original production material procurement cooperation agreement, effective from November 24, 2025 [1] - The total sales amount from the supplementary agreement and the original agreement is estimated to exceed RMB 450 billion, based on expected quantities and market prices [1] Group 2: Sales Projections - The original strategic cooperation agreement signed on May 9 stipulates that the seller will supply a total of 150,000 tons of lithium iron phosphate cathode materials to the buyer from 2025 to 2030 [1] - The total sales amount from this original agreement is projected to exceed RMB 50 billion, based on expected quantities and market prices [1] - The pricing model includes both self-supplied lithium carbonate and customer-supplied lithium carbonate, with specific prices determined monthly [1]