2025 年四季度以来，江苏龙蟠科技集团股份有限公司（以下简称"公司"） 控股子公司常州锂源新能源科技有限公司（以下简称"常州锂源"）磷酸铁锂产 线已超负荷运转，为确保磷酸铁锂生产线安全、稳定、高效运行，自 2026 年 1 月 1 日起，常州锂源将对部分产线按照预定计划进行减产检修，预计检修时间为 期一个月。 本次部分产线减产检修系为保障磷酸铁锂生产线的持续稳定运转，本次检修 预计减少常州锂源磷酸铁锂产量 5,000 吨左右，预计不会对公司 2026 年经营业 绩产生重大影响。公司将根据相关规定持续关注本次减产检修的进展情况，及时 履行信息披露义务，敬请广大投资者注意投资风险。 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-158 江苏龙蟠科技集团股份有限公司 关于控股子公司部分产线减产检修的公告 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。 江苏龙蟠科技集团股份有限公司董事会 2025 年 12 月 30 日 特此公告。 ...

江苏龙蟠科技集团股份有限公司 关于使用闲置募集资金购买理财产品到期赎回的公告 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法律责任。 重要内容提示： 基本情况 | 赎回金额 | 22,700 万元 | | --- | --- | | 投资种类 | 银行理财 | | 资金来源 | 募集资金 | 已履行的审议程序 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-157 尽管公司投资安全性高、流动性好的现金管理产品，总体风险可控，但金融 市场受宏观经济的影响较大，不排除该项投资受到市场波动的影响，存在一定的 系统性风险。公司将根据经济形势以及金融市场的变化适时适量地介入，降低市 场波动引起的投资风险。 序号 受托方 产品类型 产品名称 认购金额 （万元） 赎回日期 赎回本金 （万元） 实际收益 （元） 1 中国银行 结构性存款 中国银行公司客户 结构性存款 4,214 2025/12/23 4,214 41,562.74 2 中国银行 结构性存款 中国银行公司客户 结构性存款 3,978 2025/12/24 3,978 1 ...

每经AI快讯，12月29日，龙蟠科技(603906.SH)公告称，公司控股子公司常州锂源磷酸铁锂产线已超负 荷运转，为确保生产线安全稳定高效运行，自2026年1月1日起，将对部分产线进行减产检修，预计检修 时间一个月，预计减少磷酸铁锂产量5,000吨左右，预计不会对公司2026年经营业绩产生重大影响。 ...

人民财讯12月29日电，龙蟠科技（603906）12月29日公告，控股子公司常州锂源磷酸铁锂产线已超负荷 运转，为确保生产线安全稳定高效运行，自2026年1月1日起，将对部分产线进行减产检修，预计检修时 间一个月，预计减少磷酸铁锂产量5000吨左右，预计不会对公司2026年经营业绩产生重大影响。 ...

长江商报消息 ●长江商报记者 沈右荣 超170万吨，按照5年计算，年均34万吨。龙蟠科技的产能缺口明显。 2023年以来，受市场波动、产品价格下跌影响，龙蟠科技持续亏损，陷入盈利困境，这也导致公司资金 不足。截至2025年9月末，公司有息负债约95亿元。 市场回暖，产能不足，资金不足，龙蟠科技极速扩产，需要警惕风险。 170万吨订单与产能不足 困境反转，订单潮涌，龙蟠科技（603906.SH）正承受着产能不足的烦恼。 12月24日晚，龙蟠科技发布变更部分募集资金投资项目建设内容公告，拟将"新能源汽车动力与储能电 池正极材料规模化生产项目"三期项目的产能由6.25万吨/年，调整为10万吨/年，预计2026年5月建设完 成。 12月18日，龙蟠科技披露定增说明书（申报稿），公司拟募资20亿元，建设19.5万吨高性能磷酸盐型正 极材料项目，建设期18个月。 截至2025年9月，龙蟠科技的磷酸盐型正极材料产能在20万吨左右。这远远不能满足订单需求。 2025年，龙蟠科技相继与楚能新能源、宁德时代、亿纬锂能、欣旺达等签订了合计超过170万吨的锂电 正极材料供货协议，订单总额约为675亿元。 龙蟠科技频频签下订单，但公司 ...

Core Viewpoint - Longpan Technology plans to increase the production capacity of its "New Energy Vehicle Power and Energy Storage Battery Cathode Material Scale Production Project" from the originally planned 62,500 tons/year to 100,000 tons/year, reflecting a strong response to growing market demand and supporting its expansion strategy [2][4]. Group 1: Production Capacity and Expansion Plans - The project originally aimed for a total capacity of 150,000 tons/year of lithium iron phosphate cathode materials, with the first two phases (25,000 tons/year and 62,500 tons/year) already completed, bringing the current total capacity to 87,500 tons/year [2]. - The total capacity of the project will be raised to 187,500 tons/year after the adjustment, with an expected completion date in May 2026 and a total investment of approximately 910 million yuan [4]. - Longpan Technology has secured multiple long-term supply agreements, including a partnership with Ford Group's Blue Oval for 2026-2030 and a supply agreement worth over 5 billion yuan with EVE Energy [2][3]. Group 2: Market Trends and Demand - The lithium battery industry is entering a fourth upward cycle, with the cathode materials market experiencing a supply-demand imbalance [5]. - The global energy storage battery shipment is expected to exceed 650 GWh this year, with a year-on-year growth rate of over 80% [3]. - Chinese companies have received over 260 GWh of overseas energy storage orders in the first eleven months of this year, indicating a strong demand across multiple regions [3]. Group 3: Strategic Positioning and Technological Development - Longpan Technology is building a "vertical integration + horizontal globalization" strategy, focusing on lithium refining, cathode materials, and battery recycling to create a complete industrial loop [5]. - The company plans to significantly expand production capacity by the end of next year, focusing on high-voltage lithium iron phosphate, which is a mainstream product in market demand [5]. - Longpan Technology aims to collaborate with downstream customers to advance the research and development of cathode materials, addressing key technological directions such as high energy density and long cycle life [5].

为缓解当前交付压力，满足下游客户需求，今年磷酸铁锂领域 "拿单大户"再度扩充产能。 12 月 25 日晚间，龙蟠科技发布公告，宣布调整其 2021 年定增募投项目的建设规划。根据公告，公司将把位于四川遂宁的 " 新能源汽车 动力与储能电池正极材料规模化生产项目 " 的第三期年产能，从原计划的 6.25 万吨提升至 10 万吨，以更好地满足下游市场的快速增长需 求。 三期产能提升后，该项目磷酸铁锂总产能将达 18.75 万吨 / 年。 该项目由公司控股孙公司四川锂源新材料有限公司负责实施，总体规划为总投资 12.9 亿元，分三期建设年产 15 万吨磷酸铁锂正极材料。截 至 2025 年 11 月 30 日，项目已累计使用募集资金约 7.33 亿元。 此前，公司已于 2025 年 3 月将项目整体达到预定可使用状态的时间，从原计划的 2025 年 5 月延期至 2026 年 5 月。目前，一期（年产 2.5 万吨）与二期（年产 6.25 万吨）已建成投产。 公告指出，此次产能上调是基于对市场前景的审慎判断。近年来，全球新能源汽车与储能产业高速发展，带动磷酸铁锂作为主流正极材料的需 求持续攀升。公司表示， 当前磷酸 ...

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 12 月24日，龙蟠科技召开董事会，审议通过了《关于变更部分募集资金投资项目建设内容的议案》，同 意公司将" 新能源汽车动力与储能电池正极材料规模化生产项目" 三期产能由6.25万吨/年提升至10万 吨/年 ，并同意提请股东会授权经营管理层全权办理与本次变更相关的事项。 预订电话：18964001371（微信同） 从建设进度来看，该募投项目分三期在四川遂宁推进， 一期2.5万吨/年、二期6.25万吨/年产能已顺利投 产 ，三期产能原为6.25万吨/年，同时 龙蟠科技 董事会、监事会在今年3月审议通过相关议案， 同意将 该项目达到预定可使用状态的时间由原定2025年5月延长至2026年5月。 鑫椤报告预售： 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） END ...

Group 1 - Guangqi Technology's controlling shareholder proposed a share buyback of 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1] - Xingyuan Zhuomai received a supplier designation from a domestic electric vehicle manufacturer to develop and supply reducer shell components, with expected sales of approximately 575 million yuan over four years from 2027 to 2030 [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Hongda Electronics disclosed uncertainty regarding the IPO progress of its associate Jiangsu Zhanxin, in which it holds a 13.79% stake [4] - Kangchen Pharmaceutical received FDA approval to conduct clinical trials for its KC1086 project, aimed at treating advanced recurrent or metastatic solid tumors [5] - Kweichow Moutai adjusted its share buyback price ceiling to 1863.67 yuan per share, effective from December 19, 2025 [6] Group 3 - Mousse Co. announced that its controlling shareholder and actual controllers committed not to reduce their holdings within one year [7] - Tongxingbao's subsidiary signed a business contract worth 43.166 million yuan for a cloud expansion project [8] - Kaifa Electric announced plans for three shareholders to collectively reduce their holdings by 0.6999% [9] Group 4 - Longpan Technology plans to increase the production capacity of lithium iron phosphate cathode materials from 62,500 tons per year to 100,000 tons per year [10] - Zhuhai Guanyu announced plans for two shareholders to reduce their holdings by up to 3% [11] - Jiaheng Home Textiles is planning a change in control, leading to a temporary suspension of its stock [12] Group 5 - Kehua Bio's subsidiary received a medical device registration certificate for a gene polymorphism detection kit [13] - Saitex New Materials' actual controller plans to reduce holdings by up to 3% [14] - Sanhui Electric announced a shareholder's plan to reduce holdings by up to 2% [15] Group 6 - Binhua Co. plans to establish a venture capital fund with a total scale of 400 million yuan, focusing on strategic emerging industries [16] - Jindun Co. announced plans for two shareholders to reduce their holdings by up to 4% [17] - Hengdian East Magnetic's controlling shareholder plans to reduce holdings by up to 1% [18][19] Group 7 - Luxin Investment's controlling shareholder plans to reduce holdings by up to 1% [20] - Huakang Clean announced a joint bid for a hospital procurement project worth 157 million yuan [21] - Xuedilong plans to reduce its repurchased shares by up to 488,560 shares [22] Group 8 - Enhua Pharmaceutical's subsidiary signed an exclusive commercial cooperation agreement for three long-acting antipsychotic products [23] - Aier Eye Hospital plans to acquire partial equity in 39 institutions for a total of 963 million yuan [24] - Gaozheng Mining plans to acquire 100% equity of Overseas Explosives for 510 million yuan [25] Group 9 - Donghong Co. plans to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [26] - Bear Electric's controlling shareholder plans to reduce holdings by up to 0.64% [27] - *ST Zhengping announced the initiation of pre-restructuring by the Xining Intermediate Court [28][29] Group 10 - Caesar Travel's shareholder plans to reduce holdings by up to 3% [30] - Lianchuang Electronics announced a change in controlling shareholder to Jiangxi State-owned Assets Supervision and Administration Commission [31] - Beixin Road and Bridge plans to transfer 5.33% equity in Henan Yuhang for 243 million yuan [32] Group 11 - Fenglong Co. is planning a change in control, with stock resuming trading [33]

Core Viewpoint - Longpan Technology plans to increase the production capacity of its lithium iron phosphate project from 62,500 tons/year to 100,000 tons/year, aiming to enhance operational efficiency and align with market demand [1][6]. Group 1: Project Details - The project originally aimed for a total production capacity of 150,000 tons of lithium iron phosphate, divided into three phases: Phase 1 (25,000 tons/year) and Phase 2 (62,500 tons/year) have been completed, while the increased Phase 3 will bring total capacity to 187,500 tons/year [1][6]. - The investment for the Phase 3 capacity expansion is approximately 910 million yuan, with equipment investment accounting for 789 million yuan and working capital of 66.74 million yuan [3][8]. - The internal rate of return for the project is estimated at 12.59%, with a payback period of 7.64 years [3][8]. Group 2: Market Context - The demand for lithium iron phosphate batteries is rising due to the rapid growth of the electric vehicle and energy storage sectors, making lithium iron phosphate the most widely used cathode material in new energy batteries [3][8]. - Longpan Technology has established partnerships with major lithium-ion battery manufacturers, including CATL and LG Energy, to meet the increasing demand for lithium iron phosphate [3][8]. - Competitors in the industry, such as Hunan Youneng and Wanhu Chemical, are also expanding their production capacities, indicating a competitive market landscape [3][10]. Group 3: Financial Progress - As of November 30, 2022, the cumulative investment in the lithium iron phosphate project was 733 million yuan, representing 56.85% of the total committed investment of 1.29 billion yuan [2][7]. - Other projects funded by the 2.176 billion yuan raised in May 2022 have exceeded 100% of their investment progress, highlighting the company's focus on the lithium iron phosphate project [2][7]. Group 4: Regulatory and Approval Status - The Phase 3 project has completed administrative approvals but still requires environmental and energy assessments before full implementation [3][8].