Core Viewpoint - Longpan Technology has signed a production pricing agreement with Eve Energy Malaysia, expecting to sell 152,000 tons of lithium iron phosphate cathode materials from 2026 to 2030, with a total sales amount exceeding 5 billion yuan [1][2]. Group 1: Agreement Details - The agreement allows Eve Energy to adjust the expected demand within a certain range, with specific pricing determined quarterly [2]. - Longpan Technology's subsidiary, LBM NEW ENERGY, has already established an annual production capacity of 30,000 tons of lithium iron phosphate cathode materials and has begun large-scale shipments since January [1][2]. Group 2: Future Projects - Longpan Technology is constructing a second phase project with a capacity of 90,000 tons per year, expected to complete building and equipment debugging by the end of this year [1][5]. - The company is also investing approximately 2.9 billion USD (around 21 billion yuan) in a large-scale production project for new energy vehicle power and energy storage battery cathode materials in Indonesia [4]. Group 3: Strategic Partnerships - Longpan Technology has signed a five-year supply agreement with LG Energy Solution for 260,000 tons of materials and a long-term supply agreement with Blue Oval Battery Park, Michigan [5][6]. - The partnership with Eve Energy is seen as a way to establish long-term stable relationships with downstream partners, contributing positively to the company's future performance [2].

当日关注点 关于新增外汇套期保值业务的公告 公司及下属公司拟开展外汇套期保值业务，以控制汇率风险，降低汇率波动对公司经营业绩的不利影 响。交易品种包括但不限于美元、欧元、印度尼西亚盾、港币等币种，交易工具包括即期外汇现货、远 期结售汇等。交易金额不超过5,000万美元或等值外币，前述额度在授权有效期内可循环滚动使用。该 议案尚需提交股东会审议。 截至2025年5月30日收盘，龙蟠科技(603906)报收于11.51元，下跌0.78%，换手率3.06%，成交量17.29万 手，成交额2.0亿元。 交易信息汇总 5月30日，龙蟠科技的资金流向显示，主力资金净流出517.24万元；游资资金净流出522.43万元；散户资 金净流入1039.67万元。 公司公告汇总第四届董事会第三十七次会议决议公告 江苏龙蟠科技股份有限公司第四届董事会第三十七次会议于2025年5月29日召开，会议审议通过以下议 案：- 审议通过《关于对下属公司增资暨关联（连）交易暨累计对外投资的议案》。公司拟向控股子公 司常州锂源新能源科技有限公司增资36,970.56万元，其中5,551.2923万元计入注册资本，剩余 31,419.2677万元计 ...

6月2日晚，龙蟠科技发布公告称，公司旗下控股公司LBM NEW ENERGY（AP）PTE.LTD.（以下简 称"锂源亚太"）与EveEnergy Malaysia Sdn.Bhd.（以下简称"Eve Energy"）签署了《生产定价协议》，双 方约定预计将由锂源亚太及其关联企业自2026至2030年间合计向Eve Energy及其关联企业销售15.2万吨 符合双方约定规格的磷酸铁锂正极材料，合同总销售金额超50亿元。 公告显示，该协议为公司日常经营相关的销售合同，公司签订该协议有助于与下游合作伙伴建立长期稳 定的关系，有助于公司产品的稳定销售，符合公司发展战略规划。若该合同能顺利履行，将对公司未来 业绩产生积极影响。 2024年，龙蟠科技实现营业总收入76.73亿元。其中，磷酸铁锂正极材料产品实现营业收入57.64亿元。 今年以来，龙蟠科技磷酸铁锂正极材料业务多点开花。2025年1月份，公司控股孙公司与Blue Oval（福 特电池工厂）成功签订供应协议，约定由公司控股孙公司自2026年至2030年期间提供磷酸铁锂正极材 料。当月，公司还与宁德时代签订磷酸铁锂正极材料年度采购协议，2025年度采购上限设为7 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-074 江苏龙蟠科技股份有限公司 关于与 Eve Energy Malaysia Sdn. Bhd. 签署日常经营重大合同的公告 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。 ? 合同类型及金额：江苏龙蟠科技股份有限公司（以下简称"公司"）控股 孙公司LBM NEW ENERGY (AP) PTE. LTD.（以下简称"锂源（亚太）"）与Eve Energy Malaysia Sdn. Bhd.（以下简称"Eve Energy"）签署了《生产定价协议》 （以 下简称"协议"）。协议约定，预计将由锂源（亚太）及其关联企业（以下简称"卖 方"）自2026至2030年间合计向Eve Energy及其关联企业（以下简称"买方"）销 售15.2万吨符合双方约定规格的磷酸铁锂正极材料，并且允许买方在满足提前通 知期限的前提下在一定范围内调整预计需求量，具体单价由双方根据本协议条款 逐季度确定，如按照预计数量及市场价格估算，合同总销售金额超人民币50亿元 （最终根据销售订单据 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-074 江苏龙蟠科技股份有限公司 关于与 Eve Energy Malaysia Sdn. Bhd. 签署日常经营重大合同的公告 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。 合同类型及金额：江苏龙蟠科技股份有限公司（以下简称"公司"）控股 孙公司LBM NEW ENERGY (AP) PTE. LTD.（以下简称"锂源（亚太）"）与Eve Energy Malaysia Sdn. Bhd.（以下简称"Eve Energy"）签署了《生产定价协议》（以 下简称"协议"）。协议约定，预计将由锂源（亚太）及其关联企业（以下简称"卖 方"）自2026至2030年间合计向Eve Energy及其关联企业（以下简称"买方"）销 售15.2万吨符合双方约定规格的磷酸铁锂正极材料，并且允许买方在满足提前通 知期限的前提下在一定范围内调整预计需求量，具体单价由双方根据本协议条款 逐季度确定，如按照预计数量及市场价格估算，合同总销售金额超人民币50亿元 （最终根据销售订单据实结算 ...

龙蟠科技：与Eve Energy Malaysia Sdn. Bhd.签署50亿元磷酸铁锂正极材料销售合同 智通财经6月2日电，龙蟠科技(603906.SH)公告称，控股孙公司锂源（亚太）与Eve Energy Malaysia Sdn. Bhd.签署《生产定价协议》，预计自2026至2030年间向Eve Energy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。 ...

Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. is actively managing its idle funds and expanding its investment in subsidiaries while also implementing foreign exchange hedging strategies to mitigate risks associated with currency fluctuations [2][4][5]. Group 1: Stock Performance - As of May 30, 2025, Longpan Technology's stock closed at 11.51 yuan, down 6.57% from the previous week's 12.32 yuan [1]. - The stock reached a weekly high of 12.77 yuan on May 28, 2025, and a low of 11.46 yuan on May 30, 2025 [1]. - The company's current total market capitalization is 7.655 billion yuan, ranking 47th out of 95 in the battery sector and 2008th out of 5146 in the A-share market [1]. Group 2: Financial Management - The company announced the use of up to 600 million yuan of idle raised funds for cash management, with 67 million yuan already utilized for purchasing financial products [2]. - An additional 200 million yuan will be used to purchase structured deposit products from the Bank of China, with expected annual yields of 0.6000% or 2.4354% and 0.6000% or 2.4371% for different products [2]. Group 3: Corporate Governance - The 2024 annual shareholders' meeting was held on May 28, 2025, where multiple resolutions, including the 2024 Board of Directors and Supervisors reports, were approved [3]. Group 4: Investment Activities - The company plans to increase its investment in its subsidiary, Changzhou Lithium Source New Energy Technology Co., Ltd., by 369.7056 million yuan, with part of the funds allocated to registered capital and the remainder to capital reserves [4]. - Changzhou Lithium Source intends to further invest 1.4 million USD in its subsidiary, LBM NEW ENERGY(AP) PTE. LTD. [4]. Group 5: Risk Management - The company and its subsidiaries plan to engage in foreign exchange hedging activities to control currency risk, with a maximum transaction amount of 50 million USD or equivalent foreign currency [5].

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-071 公司本次监事会会议由公司监事会主席薛杰先生召集和主持。公司本次监事 会会议的召集程序、召开程序以及参与表决的监事人数符合《中华人民共和国公 司法》《公司章程》《公司监事会议事规则》等相关规定。 二、监事会会议审议情况 案》 江苏龙蟠科技股份有限公司 第四届监事会第二十九次会议决议公告 本公司监事会及全体监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。 一、 监事会会议召开情况 江苏龙蟠科技股份有限公司（以下简称"公司"）第四届监事会第二十九次 会议（以下简称"本次监事会会议"）通知于 2025 年 5 月 23 日以书面或电话方 式通知了全体监事和其他列席人员。公司本次监事会会议于 2025 年 5 月 29 日在 公司会议室以现场结合通讯表决方式召开。公司本次监事会会议应到监事 3 人， 实到监事 3 人；公司董事会秘书列席了公司本次监事会会议。 关联监事薛杰回避表决。 本议案尚需提交股东会审议。 三、报备文件 第四届监事会第二十九次会议决议 特此公告。 江苏龙蟠科技股份有 ...

Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. plans to increase capital in its subsidiary Changzhou Liyuan New Energy Technology Co., Ltd. using 80% of the funds raised from issuing H shares on the Hong Kong Stock Exchange, amounting to approximately RMB 369.71 million [1][3][12]. Group 1: Capital Increase Details - The capital increase will involve RMB 55.51 million being added to the registered capital of Changzhou Liyuan, raising its total registered capital from RMB 778.61 million to RMB 834.13 million [1][3]. - The remaining RMB 314.19 million will be allocated to the capital reserve of Changzhou Liyuan [1][3]. - Following this, Changzhou Liyuan plans to inject USD 14 million into its subsidiary Liyuan (Asia Pacific) PTE. LTD., increasing its registered capital from USD 14.64 million to USD 15.10 million [1][3]. Group 2: Related Party Transactions - The existing shareholders of Changzhou Liyuan, including Nanjing Jinbeili Venture Capital Center, Changzhou Youbeili Venture Capital Center, and Nanjing Chaoli Venture Capital Center, are considered related parties due to their management's involvement in the company [2][4]. - These shareholders have opted not to proportionally increase their capital in Changzhou Liyuan, leading to the classification of this capital increase as a related party transaction [2][4]. Group 3: Financial Performance and Valuation - Changzhou Liyuan's total assets were reported at RMB 952.49 million, with a net asset attributable to the parent company of RMB 94.62 million [6]. - The company reported a revenue of RMB 105.70 million and a net loss of RMB 8.05 million for the year [6]. - The valuation of Changzhou Liyuan was assessed at RMB 4.84 billion using the income approach, reflecting a 123.70% increase over its book value [8][9]. Group 4: Approval Process - The board of directors approved the capital increase proposal on May 29, 2025, which will be submitted for shareholder approval [3][4]. - Independent directors and the supervisory board have reviewed and supported the proposal, confirming that it adheres to legal and regulatory requirements [17][18]. Group 5: Strategic Implications - The capital increase aligns with the company's strategic planning and is intended to enhance the financial strength and competitiveness of Changzhou Liyuan and its subsidiaries [1][3][17]. - The funding will support production and operational needs, ensuring that the company remains a controlling entity in both Changzhou Liyuan and its subsidiary [1][3].