Core Viewpoint - Longpan Technology (02465) has signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, indicating a significant partnership in the battery materials sector [1] Group 1: Agreement Details - The agreement stipulates that Longpan's subsidiary, Lithium Source (Asia Pacific), will sell a total of 157,500 tons of lithium iron phosphate cathode materials to CATL's overseas factories from Q2 2026 to 2031 [1] - The total sales amount from this contract is estimated to exceed RMB 6 billion, subject to actual sales orders [1] Group 2: Market Implications - The demand for the materials will be adjusted based on the progress of CATL's overseas projects and forecasted needs, indicating a dynamic supply chain relationship [1] - The specific pricing for the materials will be determined through negotiations between the two parties, reflecting market conditions [1]

Core Viewpoint - Longpan Technology (603906.SH) announced a procurement cooperation agreement with CATL for the supply of lithium iron phosphate cathode materials, indicating a significant business development opportunity for both companies [1] Group 1: Agreement Details - The agreement involves LBM NEW ENERGY (AP) PTE. LTD. (referred to as "Lithium Source (Asia Pacific)") selling a total of 157,500 tons of lithium iron phosphate cathode materials to CATL from Q2 2026 to 2031 [1] - The total sales amount from the contract is estimated to exceed RMB 6 billion based on projected quantities and market prices [1] Group 2: Future Adjustments - The demand volume may be adjusted according to the progress of CATL's overseas projects and forecasted requirements, with final procurement quantities to be confirmed through subsequent framework, annual, or individual purchase contracts [1]

Core Viewpoint - Longpan Technology (603906.SH) announced a procurement cooperation agreement with CATL for the supply of lithium iron phosphate cathode materials, indicating a significant business development in the energy sector [1] Group 1: Agreement Details - The agreement involves LBM NEW ENERGY (AP) PTE. LTD. (referred to as "Lithium Source (Asia Pacific)") selling a total of 157,500 tons of lithium iron phosphate cathode materials to CATL from Q2 2026 to 2031 [1] - The sales volume will be adjusted based on the progress of CATL's overseas projects and forecasted demand, with final procurement amounts to be confirmed through subsequent contracts [1] - The total sales amount is estimated to exceed RMB 6 billion based on projected quantities and market prices [1] Group 2: Strategic Implications - This partnership highlights the growing demand for lithium iron phosphate materials in the electric vehicle and energy storage sectors, aligning with industry trends towards sustainable energy solutions [1] - The collaboration with a leading company like CATL positions Longpan Technology favorably within the competitive landscape of the new energy market [1]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-123 江苏龙蟠科技集团股份有限公司 关于与宁德时代新能源科技股份有限公司 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：江苏龙蟠科技集团股份有限公司（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 宁德时代新能源科技股份有限公司（以下简称"宁德时代"）签署了《磷酸铁锂 正极材料采购合作协议》（以下简称"协议"）。协议约定，预计将由锂源（亚太） 及其独资或合资子公司自2026年第二季度至2031年间合计向宁德时代海外工厂 销售15.75万吨符合双方约定规格的磷酸铁锂正极材料（以上需求量将随宁德时 代海外项目进度与预测需求量的调整更新，最终采购量通过双方后续签订框架性、 年度性的或者单笔采购合同落实），具体单价由双方协商确定。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60亿元（最终根据销售订单据实结算）， 达到《上海证券交易所股票上市规则 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Jiangsu Lopal Tech. Group Co., Ltd. 江蘇龍蟠科技集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2465） 公告 持續關連交易 持續關連交易 於2025年9月15日，LBM AP（本公司之間接非全資附屬公司）與寧德時代訂立採 購合作協議，據此，LBM AP集團須向寧德時代提供磷酸鐵鋰正極材料，自2026 年第二季度起至2031年12月31日止。 上市規則涵義 由於寧德時代直接全資擁有宜春時代及宜春時代為龍蟠時代（本公司的非全資附 屬公司）的主要股東，寧德時代為本公司於附屬公司層面的關連人士。因此，根 據上市規則第14A章，採購合作協議及其項下擬進行的交易構成本公司的持續關 連交易。 根據上市規則第14A.101條，由於(i)寧德時代為本公司於附屬公司層面的關連人 士；(ii)採購合作協議項下擬進行的交易乃按正常商業條款訂立；及(iii)董事會 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-122 江苏龙蟠科技集团股份有限公司 第四届董事会第四十二次会议决议公告 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。 一、董事会会议召开情况 江苏龙蟠科技集团股份有限公司（以下简称"公司"）第四届董事会第四十 二次会议（以下简称"本次董事会会议"）于 2025 年 9 月 15 日以现场结合通讯 表决方式召开。本次会议通知于 2025 年 9 月 12 日以书面或电话方式通知公司全 体董事和高级管理人员。公司本次董事会会议应到董事 10 人，实到董事 10 人； 公司全体高级管理人员列席了本次董事会会议。 公司本次董事会会议由公司董事长石俊峰先生召集和主持。公司本次董事会 会议的召集程序、召开程序以及表决的董事人数符合《中华人民共和国公司法》 （以下简称"《公司法》"）《江苏龙蟠科技集团股份有限公司章程》（以下简称"《公 司章程》"）《江苏龙蟠科技集团股份有限公司董事会议事规则》等相关规定。 二、董事会会议审议情况 公司董事就提交董事会审议的事项进行了充分审议 ...

Group 1 - The core point of the article is that Longpan Technology announced a significant board meeting to discuss a continuous related transaction agreement with CATL, indicating ongoing strategic partnerships in the industry [1] - Longpan Technology's revenue composition for the year 2024 is as follows: lithium iron phosphate cathode materials account for 75.13%, automotive environmental fine chemicals account for 24.17%, and other businesses account for 0.7% [1] - As of the report, Longpan Technology has a market capitalization of 10.6 billion yuan [1]

Group 1 - The core point of the article is that Longpan Technology announced a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 6 billion RMB [1] - The agreement involves the sale of 157,500 tons of cathode materials from Q2 2026 to 2031, intended for CATL's overseas factories [1] - The signed agreement is non-binding and subject to adjustments based on the progress of CATL's overseas projects [1]

Core Viewpoint - Longpan Technology (02465.HK) has entered into a procurement cooperation agreement with CATL to supply lithium iron phosphate cathode materials from Q2 2026 to December 31, 2031, ensuring stable demand for these materials [1] Group 1: Agreement Details - The total quantity of lithium iron phosphate cathode active materials to be supplied for CATL's overseas projects is expected to be 157,500 tons from 2026 to 2031 [1] - The agreement is anticipated to facilitate business growth for Longpan Technology by establishing a solid customer base through its partnership with CATL, leveraging CATL's scale, reputation, and purchasing power [1] Group 2: Strategic Benefits - The established relationship between Longpan Technology and CATL is expected to maintain stable product demand for similar specifications, models, types, and quality of materials [1] - The pricing of lithium iron phosphate cathode materials provided by CATL is considered competitive compared to independent third parties, aligning with the interests of the company and its shareholders [1]

与宁德时代订立采购合作协议将使集团能够确保磷酸铁锂正极材料的稳定需求。采购合作协议项下拟进 行的交易有利于集团业务的增长，原因是公司将为宁德时代海外项目的磷酸铁锂正极材料的供应商并可 以利用宁德时代的庞大规模、声誉及购买力获得稳固的客户基础，从而扩大公司的生产能力。监于公司 与宁德时代间已建立的关系，董事认为，就类似规格、型号、类型及质量的材料而言，宁德时代能够维 持稳定的产品需求，且所提供的磷酸铁锂正极材料价格较独立第三方具竞争力，故订立采购合作协议符 合集团及股东的利益。 格隆汇9月15日丨龙蟠科技(02465.HK)公告，于2025年9月15日，LBMAP(公司间接非全资附属公司)与宁 德时代订立采购合作协议，据此，LBMAP集团须向宁德时代提供磷酸铁锂正极材料，自2026年第二季 度起至2031年12月31日止。 ...