二季度以来，龙蟠科技（603906SH/2465HK）在资本市场的表现堪称亮眼。自4月9日的本轮低点8.16元 开始启动，今日报收14.41元，累计涨幅达到76.59%，期间累计获得5个涨停板，最高涨幅接近100%， 突破近一年来的新高。 消息面上，公司近期在业务拓展方面捷报频传，接连斩获大单成为股价表现的直接催化剂，同时资本市 场固态电池概念热度也为其添了一把火。 尤其值得一提的是，近期引爆全民关注热潮的国民级赛事IP——江苏省城市足球联赛（苏超）中，龙蟠 科技同样身影闪现。作为江苏本土企业，龙蟠科技于上周末正式官宣，成为"苏超"的官方战略合作伙 伴，与苏超赛事开展全方位的合作。 无论是从业务拓展的强劲势头，还是固态电池等前沿领域的前瞻布局，乃至热点体育营销大事件赋能品 牌塑造的创新实践，不难看到龙蟠科技展现出的独特竞争力和长期成长潜力，不妨就此进一步挖掘当下 公司的机会所在。1、频频斩获大单，彰显核心竞争力 时近年中，磷酸铁锂市场在经历了两年多的深层次调整后，行业格局逐步开始重塑，头部企业的优势正 持续显现。 3月份，龙蟠科技还推出了包括四代高压实磷酸铁锂正极材料（S526）、一代磷酸铁锂正极材料再生技 ...

本文来源：企业公告 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 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~ -广告- 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 6月2日晚间， 龙蟠科技 公告，控股孙公司 LBMNEWENERGY(AP)PTE.LTD.(简称"锂源(亚太 )")与 EveEnergyMalaysiaSdn.Bhd.（简 称"EveEnergy"）签署《生产定价协议》， 预计自2026至2030年间 向EveEnergy及其关联企业销售15.2万吨磷酸铁锂正极材料，合同总销售金额预计超50亿元。 Eve Energy是头部 电池 企业之一 亿纬锂能 的海外子公司 ， 主要生产制造圆柱形锂离子电动工具、两 轮车和清洁工具电池。今年2月，亿纬锂能马来西亚工厂首颗电池下线，标志着亿纬锂能首个海外工厂开 始生产运营。 据悉，龙蟠科技是国内首家赴海外建厂生产磷酸铁锂的企业，其海外工厂建设主要集中在印尼。2021年， 龙蟠科技 宣布将在印尼建立磷酸铁锂生产基地，总规划建 ...

Core Viewpoint - The Chinese lubricating oil industry is guided by a series of government policies aimed at promoting high-end lubricating oil development and large-scale industrial growth, with a focus on green development and resource recycling. Policy History - The policy history indicates a continuous effort to guide the lubricating oil industry, emphasizing the development of synthetic base oils and recycling technologies during the "12th Five-Year Plan" period, encouraging low-temperature Fischer-Tropsch synthesis oil production during the "13th Five-Year Plan," and promoting high-quality development of the petrochemical industry in the "14th Five-Year Plan" [1]. National Policy Summary and Interpretation - The management of the lubricating oil industry is primarily reflected in the formulation of industrial policies, strategic planning, and optimization of the development environment, focusing on green development and supporting business operations [4]. Policy Details - A summary of key policies includes: - **2024.11**: Encouragement for high-end chemical manufacturing [5] - **2024.09**: Guidelines for agricultural machinery maintenance [5] - **2024.05**: Suspension of certain tariff reductions on lubricating oil products from Taiwan [5] - **2023.10**: Guidance on promoting green innovation in the refining industry [5] - **2022.08**: Establishment of a carbon emission accounting system [6] - **2021.11**: Promotion of clean production audits across various industries [6] Provincial Policy Summary - Various provinces are focusing on high-end lubricating oil development, with some also promoting high-end lubricating oil additives and foundational industries to enhance the entire lubricating oil supply chain towards high-end and green development [13]. Industrial Green Development Planning - The "14th Five-Year Plan for Industrial Green Development" aims for a 13.5% reduction in energy consumption per unit of industrial added value by 2025, with significant improvements in resource utilization and pollution reduction [10][11]. Energy Efficiency Standards - The 2023 version of the energy efficiency benchmark levels expands the scope of energy efficiency constraints, adding 11 new sectors, including the petrochemical industry, which accounts for approximately 80% of the total energy consumption in the industry [9]. Conclusion - The policies and plans outlined reflect a comprehensive approach to enhancing the lubricating oil industry in China, focusing on sustainability, innovation, and high-quality development, which are crucial for future growth and competitiveness in the global market [12][13].

Core Viewpoint - The global expansion of Chinese lithium battery companies has entered a new phase characterized by "capacity landing" since 2025, focusing on establishing overseas production bases to drive a systematic global layout across the entire industry chain [1][7]. Group 1: Industry Trends - The trend of "capacity landing" is particularly evident in Southeast Asia, with Indonesia serving as a clear example, highlighted by the successful production of a 30,000-ton lithium iron phosphate (LFP) factory by Longpan Technology [1][2]. - Longpan's new five-year supply agreement worth over 5 billion RMB with battery manufacturer EVE Energy reflects the recognition of its established production capacity [2]. - The establishment of local production capabilities for key materials such as cathodes and separators in Southeast Asia marks the initial formation of industry collaboration [4]. Group 2: European Expansion - The lithium battery layout in Europe is accelerating, with companies like Tianci Materials planning to invest approximately 2 billion RMB in Morocco to build an integrated base for electrolyte and key raw materials [4][6]. - Hungary is emerging as a lithium battery industry hub, with companies like Tian Technology and Kunlun New Materials planning significant investments in production facilities [5]. Group 3: Market Dynamics - The shift from "announcement" to "landing" in 2025 is driven by the demand from downstream battery manufacturers, which are entering a capacity release phase [7]. - The competitive environment in the domestic market, particularly in the cathode materials sector, has led to a decline in average gross margins to around 3%, pushing companies to seek new profit growth points overseas [8]. Group 4: Strategic Collaborations - Wanhu Chemical's strategy in Europe illustrates a mature approach, transitioning from technical cooperation to becoming a core supplier for European battery manufacturers [9][10]. - The successful signing of new overseas orders by equipment manufacturers like Haimeixing Laser indicates a robust demand for established equipment in overseas battery factories, ensuring construction speed and production efficiency [11]. Group 5: Industry Ecosystem - A highly efficient lithium battery industry cluster is forming in regions like Southeast Asia and Hungary, characterized by close collaboration between battery manufacturers and local material suppliers [12]. - The comprehensive output of technology, standards, management, and ecosystem from Chinese enterprises signifies a shift in the global lithium battery landscape, moving beyond mere capital outflow and capacity replication [12].

Core Viewpoint - The article discusses the transformation of the lithium battery industry towards a new phase characterized by "capacity landing" since 2025, emphasizing the establishment of localized production capabilities in Southeast Asia and Europe, driven by the demand from downstream battery manufacturers [3][10][15]. Group 1: Industry Trends - The globalization of Chinese lithium battery companies has entered a new stage focused on establishing overseas production bases, particularly in Southeast Asia, with Indonesia serving as a key example [3]. - Dragon Power Technology's lithium iron phosphate (LFP) factory in Indonesia, with a capacity of 30,000 tons, has successfully commenced production, marking a significant milestone in localizing supply chains [3][4]. - The establishment of long-term supply agreements, such as the five-year contract worth over 5 billion RMB with Yiwei Lithium Energy, highlights the recognition of the value of localized production [4]. Group 2: Regional Developments - In Malaysia, Yiwei Lithium Energy's first overseas factory began production in January, and another project by Xingyuan Material is set to launch in June, indicating a trend of local production capabilities for key lithium battery materials [7]. - European expansion is also accelerating, with companies like Tianci Materials planning a 2 billion RMB investment in Morocco for an integrated base producing 150,000 tons of electrolyte and key raw materials [9]. - Hungary is emerging as a lithium battery industry hub, with significant investments from membrane manufacturers and other key players [8]. Group 3: Market Dynamics - The shift from "announcement" to "landing" in 2025 is driven by the need for efficient local supply chains to support the new capacities being released by battery manufacturers like CATL and Yiwei Lithium Energy [10]. - The competitive environment in the domestic market, particularly in the cathode materials sector, has led to a decline in average gross margins, pushing companies to seek new profit growth points overseas [11][12]. - Companies like Wanhua Chemical are strategically positioning themselves in Europe, transitioning from technology partners to core suppliers in the supply chain [13]. Group 4: Ecosystem Development - The integration of equipment suppliers, such as Haimeixing Laser, into the global supply chain is crucial for ensuring the efficiency and consistency of overseas production [14]. - The formation of efficient lithium battery industry clusters in regions like Southeast Asia and Hungary allows for rapid response to supply needs and fosters innovation through close collaboration [15]. - The article concludes that the globalization of the lithium battery industry is evolving beyond mere capital outflow and capacity replication to encompass comprehensive technology, standards, management, and ecosystem exports [15].

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-080 江苏龙蟠科技股份有限公司 关于提前归还暂时补充流动资金的闲置募集资金的公告 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。 2025年3月28日，江苏龙蟠科技股份有限公司（以下简称"公司"）召开了 第四届董事会第三十四次会议，审议通过了《关于公司使用部分闲置募集资金暂 时补充流动资金的议案》，同意公司使用总额不超过人民币5亿元的非公开发行 股票闲置募集资金暂时补充流动资金，使用期限自董事会审议通过之日起不超过 12个月，到期后公司将及时、足额将该部分资金归还至募集资金专户。具体情况 详见公司于2025年3月29日披露在上海证券交易所网站（www.sse.com.cn）及公 司指定媒体上的《江苏龙蟠科技股份有限公司关于使用部分闲置募集资金暂时补 充流动资金的公告》（公告编号：2025-042）。 截至本公告披露日，公司已将用于临时补充流动资金的募集资金5亿元全部 归还至募集资金专用账户。同时，公司已将上述募集资金的归还情况及时通知了 公司的持续督导机构及保荐 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-079 江苏龙蟠科技股份有限公司 关于控股股东及其一致行动人权益变动的提示性公告 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： 本次权益变动为江苏龙蟠科技股份有限公司（以下简称"公司"）配售 H 股股票原因导致控股股东及其一致行动人持股比例被动减少，本次权益变动事项 未触及要约收购。 本次权益变动后，石俊峰先生及其一致行动人朱香兰女士、南京贝利创业 投资中心（有限合伙）（以下简称"南京贝利"）合计持有公司股份 238,182,052 股，持股比例从 35.8126%减少至 34.7671%。 本次权益变动不触及控股股东和实际控制人发生变化。 注册地址：南京市溧水区柘塘镇柘宁东路 347 号 3 幢 执行事务合伙人：龙蟠国际控股有限公司（委托朱香兰为代表） （一）信息披露义务人基本情况 1、信息披露义务人一 石俊峰先生：境内自然人，1965 年出生，中国国籍，无境外永久居留权， 现任公司董事长，为公司实际控制人。 2、信息披露义务人二 朱香兰女士： ...

江苏龙蟠科技股份有限公司 简式权益变动报告书 上市公司名称：江苏龙蟠科技股份有限公司 股票上市地点：上海证券交易所（A股）/香港联合交易所（H股） 股票简称：龙蟠科技（A股）/龍蟠科技（H股） 股票代码：603906（A股）/2465（H股） 信息披露义务人一：石俊峰 住所：南京市栖霞区 通讯地址：南京市栖霞区 信息披露义务人二：朱香兰 住所：南京市栖霞区 通讯地址：南京市栖霞区 信息披露义务人三：南京贝利创业投资中心（有限合伙） 通讯地址：南京市溧水区柘塘镇柘宁东路347号3幢 股份变动性质：持股比例被动稀释 简式权益变动报告书签署日期：2025年6月12日 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及 相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 | 信息披露义务人 | 指 | 石俊峰、朱香兰、南京贝利创业投资中心（有限合伙） | | --- | --- | --- | | ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-078 根据配售协议的条款及条件，配售代理已按每股配售股份 6.00 港元的配售 价，成功向不少于六名承配人配售合共 20,000,000 股配售股份，占经配发及发行 配售股份扩大后的 H 股总数约 16.67%；及经配发及发行配售股份扩大后的已发 行股份总数约 2.92%。据董事经作出一切合理查询后所深知、尽悉及确信，承配 人及其各自最终实益拥有人均为独立第三方；及紧随配售事项完成后，概无承配 人成为本公司的主要股东。经扣除佣金和估计费用后的配售所得款项净额约为 116.89 百万港元。 二、本次配售对公司股权结构的影响 由于发行配售股份，公司的已发行股份总数由 665,078,903 股增加至 685,078,903 股。于完成后，已发行 H 股总数由 100,000,000 股 H 股增加至 120,000,000 股 H 股，而 A 股的数目维持不变为 565,078,903 股 A 股。公司在配 售完成前后的股权结构如下： 1 江苏龙蟠科技股份有限公司 关于完成配售 H 股的公告 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、 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 第 2 頁 共 6 頁 v 1.3.0 FF305 公司名稱： 江蘇龍蟠科技股份有限公司 呈交日期： 2025年6月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 | H | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) 02465 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行 ...