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]

Core Viewpoint - Long-term sales agreements have been established between Longpan Technology's subsidiaries and Chuaneng New Energy, which are expected to significantly impact future performance positively [1][2] Group 1: Agreement Details - Longpan Technology's subsidiaries, Changzhou Lithium Source and Nanjing Lithium Source, signed a supplementary agreement with Chuaneng New Energy's subsidiaries, which modifies previous procurement agreements [1] - The total estimated sales amount from the supplementary agreement and the original agreement exceeds RMB 45 billion, based on expected quantities and market prices [1] Group 2: Strategic Implications - The signing of these agreements is aimed at establishing long-term stable relationships with downstream partners, which aligns with the company's strategic development plan [2] - Successful execution of these agreements is anticipated to have a positive impact on the company's future performance [2]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-143 江苏龙蟠科技集团股份有限公司 关于签署日常经营重大合同的进展公告 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。 重要内容提示： 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"）及控股孙公司南京锂源纳米科 技有限公司（以下简称"南京锂源"，与"常州锂源"合称为"卖方"）与楚能新 能源股份有限公司（以下简称"楚能新能源"）全资子公司武汉楚能新能源有限 公司（以下简称"武汉楚能"）、孝感楚能新能源创新科技有限公司（以下简称"孝 感楚能"）及宜昌楚能新能源创新科技有限公司（以下简称"宜昌楚能"，与"武 汉楚能"、"孝感楚能"合称为"买方"）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》（以 下合称"《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 ...

Buyback - Naxin Micro plans to repurchase company shares for an amount between 200 million to 400 million RMB [1] Mergers and Acquisitions - Shangwei Co. intends to invest 520 million RMB to acquire a controlling stake of 51% in Sichuan Zhongfu Taihua New Material Technology Co., which is currently in the process of building its production lines and has not yet officially commenced operations, except for a small hydrogen peroxide business [2] Investment Cooperation and Operational Status - Industrial Fulian refutes rumors regarding a downward adjustment of its fourth-quarter profit target, stating that overall operations, including the shipment of products like GB200 and GB300, are proceeding as planned with strong customer demand [3] - Longpan Technology has signed a significant contract for the sale of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2030, with a supplementary agreement for an additional 1.3 million tons, estimating total sales exceeding 45 billion RMB [3] - Haichuang Pharmaceutical has received clinical trial approval for its oral PROTAC drug HP518 for the treatment of advanced prostate cancer, with no similar products approved for market in China or abroad [3] - Panjiang Co. is increasing capital by 1.334 billion RMB to fund the construction of the Guizhou Energy Puding Power Plant project [4] - Zhongding Co.'s subsidiary has become a supplier for liquid cooling dummy loads, with an expected project total of 15 million RMB [5] - Dongfang Zirconium's wholly-owned subsidiary is investing in a project to produce 60,000 tons of battery-grade chlorinated zirconia and 12,000 tons of high-purity zirconium-hafnium separation oxides, with a budget of 737 million RMB [5] - Tianfu Cultural Tourism has signed a cooperation framework agreement for the integration of film and tourism development with the Deyang Bureau of Culture, Radio, Television and Tourism, and Aba Dajiu Zhai Tourism Group [6] - Zai Jing Pharmaceutical's injectable ZG006 for the treatment of advanced neuroendocrine cancer has been included in the list of breakthrough therapy designations [7] - Jinbei Automotive has signed a strategic framework agreement with JD.com to become a supplier for JD's automotive business [8] - Jingyan Technology plans to use up to 1.6 billion RMB of idle funds for entrusted wealth management [9]

Group 1 - The core point of the article is that Longpan Technology (603906.SH) has signed a supplementary agreement with its subsidiaries and Chuaneng New Energy, which is expected to generate over RMB 45 billion in total sales based on estimated quantities and market prices [1][2] - The supplementary agreement, effective from November 24, 2025, revises terms of the original procurement agreement, enhancing the stability of sales and fostering long-term relationships with downstream partners [1][2] - The successful execution of these agreements is anticipated to have a positive impact on the company's future performance [2]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-143 江苏龙蟠科技集团股份有限公司 关于签署日常经营重大合同的进展公告 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。 重要内容提示： 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"）及控股孙公司南京锂源纳米科 技有限公司（以下简称"南京锂源"，与"常州锂源"合称为"卖方"）与楚能新 能源股份有限公司（以下简称"楚能新能源"）全资子公司武汉楚能新能源有限 公司（以下简称"武汉楚能"）、孝感楚能新能源创新科技有限公司（以下简称"孝 感楚能"）及宜昌楚能新能源创新科技有限公司（以下简称"宜昌楚能"，与"武 汉楚能"、"孝感楚能"合称为"买方"）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》（以 下合称"《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 ...