消息面上，龙蟠科技公告，控股孙公司与Sunwoda签署磷酸铁锂正极材料长期采购协议，预计销售金额约45-55亿元。公告显示，此次约定采购量为卖方自 2026年至2030年间合计向买方销售10.68万吨符合双方约定规格的磷酸铁锂正极材料。销售价格受原材料波动影响，双方将依据协议条款逐月确认。 高开逾7%，截至发稿，涨10.72%，报16.32港元，成交额1557.95万港元。 值得注意的是，11月24日，公司方面与楚能新能源全资子公司签署《补充协议二》，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，总销售金额超过450亿元。 编辑/Rocky ...

值得注意的是，11月24日，公司方面与楚能新能源全资子公司签署《补充协议二》，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，总销售金额超过450亿元。 智通财经获悉，龙蟠科技(02465)高开逾7%，截至发稿，涨7.26%，报15.81港元，成交额1318.55万港 元。 本文源自：智通财经网 消息面上，龙蟠科技公告，控股孙公司与Sunwoda签署磷酸铁锂正极材料长期采购协议，预计销售金额 约45-55亿元。公告显示，此次约定采购量为卖方自2026年至2030年间合计向买方销售10.68万吨符合双 方约定规格的磷酸铁锂正极材料。销售价格受原材料波动影响，双方将依据协议条款逐月确认。 ...

Market Overview - The market experienced a downturn on December 3, with all three major indices declining: Shanghai Composite Index down 0.42%, Shenzhen Component Index down 0.68%, and ChiNext Index down 0.69% [1] Sector Performance Financial Sector - The diversified financial sector saw gains, with Ruida Futures hitting the daily limit, and companies like New Power Financial, Nanhua Futures, and COFCO Capital also rising [1] Food Sector - The food sector remained active, with Hai Xin Food achieving six consecutive trading limits, An Ji Food with two consecutive limits, and other companies like Yike Food, Nanjiao Food, and Ziyan Food also increasing [1][3] - Central China Securities noted that despite a slowdown in the food and beverage industry, emerging opportunities exist in niche markets, recommending investments in soft drinks and health products [3] Battery Sector - The battery sector surged, with Longpan Technology hitting the daily limit and companies like Defang Nano, Wanrun New Energy, Hunan Youneng, and Haike New Source following suit [1][5] - The price of lithium iron phosphate is increasing, with leading companies issuing price hike notices to clients, indicating a turning point in supply and demand within the lithium battery industry [5] Institutional Insights Currency and Foreign Investment - Dongfang Caifu Securities indicated a strong expectation for the appreciation of the RMB, which may accelerate foreign investment in the A-share market due to improved relative returns on RMB assets [7] Market Conditions for Index Breakthrough - Xinda Securities outlined three conditions for a potential index breakthrough: 1. Incremental policy catalysts, particularly from the upcoming Central Economic Work Conference [8] 2. Improvement in economic data and corporate earnings [9] 3. Significant inflow of retail funds into the market [9] Industry Rotation - Huaxi Securities observed that the slowdown in incremental capital entering the market has led to an acceleration in industry rotation, with a focus on sectors that promote consumption and new productivity [10][11]

Group 1 - The Hang Seng Index opened lower by 0.44%, while the Hang Seng Tech Index decreased by 0.51% [1] - New stock LeMo Technology opened high at 62%, established in 2014, is a provider of machine massage services [1] - Longpan Technology opened high at 7.26%, signing a long-term procurement agreement for lithium iron phosphate cathode materials with Sunwoda, with expected sales amounting to approximately 4.5 to 5.5 billion [1]

每经AI快讯，龙蟠科技(02465.HK)高开逾7%，截至发稿涨7.26%，报15.81港元，成交额1318.55万港 元。 ...

消息面上，龙蟠科技公告，控股孙公司与Sunwoda签署磷酸铁锂正极材料长期采购协议，预计销售金额 约45-55亿元。公告显示，此次约定采购量为卖方自2026年至2030年间合计向买方销售10.68万吨符合双 方约定规格的磷酸铁锂正极材料。销售价格受原材料波动影响，双方将依据协议条款逐月确认。 值得注意的是，11月24日，公司方面与楚能新能源全资子公司签署《补充协议二》，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，总销售金额超过450亿元。 智通财经APP获悉，龙蟠科技(02465)高开逾7%，截至发稿，涨7.26%，报15.81港元，成交额1318.55万 港元。 ...

Group 1 - The battery sector opened high, with Longpan Technology hitting the daily limit up, while Defang Nano, Wanrun New Energy, Hunan Youneng, and Haike Xinyuan also opened high [1]

消息面上，龙蟠科技公告，控股孙公司与Sunwoda签署磷酸铁锂正极材料长期采购协议，预计销售金额 约45-55亿元。公告显示，此次约定采购量为卖方自2026年至2030年间合计向买方销售10.68万吨符合双 方约定规格的磷酸铁锂正极材料。销售价格受原材料波动影响，双方将依据协议条款逐月确认。 龙蟠科技（603906）(02465)高开逾7%，截至发稿，涨7.26%，报15.81港元，成交额1318.55万港元。 值得注意的是，11月24日，公司方面与楚能新能源全资子公司签署《补充协议二》，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，总销售金额超过450亿元。 ...

Group 1 - The National Development and Reform Commission and other departments encourage local governments to utilize computing power vouchers, model vouchers, and data vouchers to provide convenience and discounts in computing power, algorithms, and data [1] - The Shanghai Cyberspace Administration has guided platforms like Xiaohongshu and Bilibili to self-check and clean up over 40,000 pieces of illegal and harmful information related to the real estate market [1] - Major US stock indices closed higher, with Intel rising over 8% and Boeing soaring over 10% [1] - WTI January crude oil futures fell over 1.14%, closing at $58.64 per barrel [1] - The US SEC chairman plans to introduce new capital market regulations in January to encourage more companies to go public [1] - Amazon has launched its latest AI chip, challenging Nvidia and Google [1] - The scale of US money market assets has surpassed $8 trillion for the first time [1] - The OECD has raised China's economic growth forecast for 2025 to 5% [1] Group 2 - A-share new account openings in November reached 2.38 million, a month-on-month increase of 3% but a year-on-year decrease of 12% [1] - Hong Kong's total value of residential sale and purchase agreements in November increased by 1.2% month-on-month but decreased by 9.8% year-on-year [1] - The order volume for effective drugs against influenza has surged nearly 9 times, indicating that the flu is at a moderate epidemic level nationwide [1] - Dragon Power Technology is communicating with customers regarding the reasons for the price increase of lithium iron phosphate [1] - Tianfu Communication's directors and executives plan to reduce their holdings by no more than 0.0611% of shares [1]

【智通财经12月3日早间新闻精选】 1、国家发改委等五部门发布关于加强数据要素学科专业建设和数 字人才队伍建设的意见。意见指出，鼓励地方利用算力券、模型券、数据券等方式，在算力、算法、数 据等方面提供便利和优惠。 2、六大行官方APP及手机银行查询发现，目前各银行大额存单期限结构已 明显"短期化"，全面停售5年期大额存单。 3、中国药品价格登记系统正式上线。中国医药、同仁堂等9 家医药企业在现场进行药品价格首批登记。 4、福建发布12条惠台政策措施，包括加大台资企业用地用 海保障；鼓励闽台（南靖）精密机械产业园台资企业项目建设；对台资水产养殖企业实施保费优惠等。 5、2025年11月A股新开户238万户，环比10月231万户增长3%，2025年前11个月已累计新开2484万户， 同比增长7.95%。 6、有报道称，磷酸铁锂行业正在发生一场集体提价行动。龙蟠科技表示，正与客户 沟通涨价事由，公司对磷酸铁锂未来价格走势比较乐观。 7、"豆包AI助手"手机出圈，大摩认为，主要 手机厂商和超级应用更倾向于自研AI助手，因此大摩维持对应用层股票的看好，重申对腾讯、阿里巴 巴和美图的"增持"评级。 8、OECD预估202 ...