重要内容提示： 被担保人：锂源（江苏）科技有限公司（以下简称"江苏锂源"）和湖 北锂源新能源科技有限公司（以下简称"湖北锂源"）均为江苏龙蟠科技集团股 份有限公司（以下简称"公司"或"龙蟠科技"或"保证人"）并表范围内的下 属公司。 本次担保情况：由公司为上述公司合计向银行申请综合授信提供 20,000.00万元人民币的连带责任担保，江苏锂源和湖北锂源为公司控股孙公司， 其余股东未同比例提供担保，公司对其生产经营、财务管理等方面具有充分控制 权，担保风险处于公司可控范围内。 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-147 江苏龙蟠科技集团股份有限公司 关于对外担保的进展公告 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法律责任。 本次担保无反担保。 截至目前，公司及其下属公司（含本次担保）已实际发生的担保余额为 55.60亿元。无逾期担保。 特别风险提示：公司及其下属公司（不含本次担保）对外担保总额已超 过上市公司2024年度经审计归属于母公司净资产100%，被担保对象江苏锂源、 湖北锂源最近一期资产负债率超过 ...

龙蟠科技12月3日发布公告，公司控股孙公司锂源(亚太)与欣旺达泰国子公司签署2026-2030年10.68万吨 磷酸铁锂正极材料长期采购协议，预计销售金额45亿-55亿元。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。 11月24日，龙蟠科技控股子公司常州锂源新能源科技有限公司及控股孙公司南京锂源纳米科技有限公司 与楚能新能源全资子公司签署协议，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。 ...

FF301 本月底法定/註冊股本總額： RMB 685,078,903 第 1 頁 共 11 頁 v 1.1.1 備註： | 證券代號 (如上市) | 603906 | 說明 | A股 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 565,078,903 RMB | | 1 RMB | | 565,078,903 | | 增加 / 減少 (-) | | | 0 | | RMB | | 0 | | 本月底結存 | | | 565,078,903 RMB | | 1 RMB | | 565,078,903 | | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02465 | 說明 | H股 | | | | | | | | ...

Core Viewpoint - The lithium iron phosphate (LFP) industry is attempting to recover from significant price declines and collective losses by implementing a price increase of 3000 yuan/ton for processing fees, while also securing long-term procurement agreements exceeding 3 million tons [2][4][10]. Group 1: Price Increase and Cost Analysis - The recent price adjustment of 3000 yuan/ton is aimed at restoring profitability to a sustainable level, moving from a state of significant losses to a position of barely sustainable operations [5][6]. - The current average price for LFP is approximately 39,950 yuan/ton for power-type and 36,950 yuan/ton for energy storage-type, reflecting a rebound of about 25% from the low point of 34,000 yuan/ton [4][5]. - The average cost for leading companies in the industry is estimated to be between 15,700 to 16,400 yuan/ton, indicating that the recent price adjustments are primarily focused on the processing fee segment to recover lost margins [5][6]. Group 2: Underlying Logic of Price Increase - The price increase is driven by multiple factors, including rising costs of lithium, structural mismatches in production capacity, and increased organization within the industry [6][7]. - Lithium prices have rebounded from a low of 60,000 yuan/ton to a range of 90,000 to 100,000 yuan/ton, significantly impacting the pricing formula for LFP [7]. - The tightening of phosphorus and iron supply due to environmental regulations is expected to limit new production capacity, further supporting price stability [7][8]. Group 3: Long-term Contracts and Market Dynamics - The LFP industry is witnessing a surge in long-term contracts, with companies like Longpan Technology securing nearly 200,000 tons of orders, indicating a strategic shift towards stable supply agreements [10][12][13]. - Long-term contracts are structured to prioritize quantity and cash flow rather than fixed pricing, allowing for dynamic adjustments based on market conditions [17][19]. - The competitive landscape is shifting, with leading companies focusing on high-density products and overseas production to maintain market share and profitability [24][26]. Group 4: Future Price Trends and Market Outlook - The potential for LFP prices to experience extreme fluctuations similar to lithium hexafluorophosphate is limited due to shorter production cycles and existing idle capacity [27][28]. - The industry is expected to stabilize around 45,000 to 50,000 yuan/ton by 2026, with leading companies achieving net profit margins of 5-10% through high-density products and overseas capacity [29][30]. - The recent price adjustments signal a transition from a cost-driven competition to one focused on technological specifications, capacity positioning, and resource control [30].

电力设备行业资金流入榜 沪指12月3日下跌0.51%，申万所属行业中，今日上涨的有6个，涨幅居前的行业为交通运输、有色金 属，涨幅分别为0.69%、0.63%。跌幅居前的行业为传媒、计算机，跌幅分别为2.86%、2.26%。电力设 备行业今日下跌1.02%。 资金面上看，两市主力资金全天净流出578.83亿元，主力资金净流入的行业仅有3个，有色金属行业净 流入资金44.07亿元；煤炭行业净流入资金2.35亿元；交通运输行业净流入资金533.07万元。 主力资金净流出的行业有28个，计算机行业主力资金净流出规模居首，全天净流出资金91.85亿元，其 次是电子行业，净流出资金为81.63亿元，净流出资金较多的还有电力设备、通信、传媒等行业。 电力设备行业今日下跌1.02%，全天主力资金净流出61.40亿元，该行业所属的个股共364只，今日上涨 的有72只，涨停的有5只；下跌的有282只。以资金流向数据进行统计，该行业资金净流入的个股有91 只，其中，净流入资金超亿元的有5只，净流入资金居首的是航天机电，今日净流入资金2.87亿元，紧 随其后的是大金重工、龙蟠科技，净流入资金分别为2.81亿元、1.93亿元。电力设 ...

Core Viewpoint - The article highlights the strong performance of Longpan Technology in the lithium iron phosphate (LFP) market, driven by significant long-term supply agreements and increasing demand for high-quality LFP materials [3][4][5]. Group 1: Supply Agreements - Longpan Technology signed a long-term procurement agreement with Sunwoda for a total of 106,800 tons of LFP materials from 2026 to 2030, with an estimated sales value of approximately 4.5 to 5.5 billion [3]. - The total order volume received by Longpan Technology's overseas factory has reached 676,300 tons, averaging over 130,000 tons per year over a five-year delivery period [5]. - A revised agreement with LGES increased the sales volume from 160,000 tons to 260,000 tons of LFP materials from 2024 to 2028 [6]. Group 2: Production Capacity - Longpan Technology's Indonesian base is expected to reach a production capacity of 120,000 tons per year, becoming a key supply hub for Southeast Asia and global markets [5]. - The first phase of the Indonesian base, with a capacity of 30,000 tons, is ramping up production, receiving high recognition from overseas customers [5]. - Domestic factories are also experiencing a surge in production, with significant increases in sales data reported in November [5]. Group 3: Market Demand - The tightening export controls on high-end LFP materials in China have made Longpan Technology's products highly sought after, leading to numerous long-term agreements with downstream customers [4]. - The overall demand in the new energy industry chain is expected to remain high, supported by favorable policy environments and increasing market needs [5].

MACD金叉信号形成，这些股涨势不错！ 金吾财讯 | 龙蟠科技(02465)高开逾7%，随后涨幅进一步扩大，截止发稿，涨11.47%，报16.43港元，成 交额1.27亿港元。A股龙蟠科技(603906)涨停。 公司发布公告，公司控股孙公司LBM New Energy (AP) Pte. Ltd.(以下简称"锂源(亚太)")与 Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.(以下简称"Sunwoda")签署了《长期采购协议》(以下简 称"协议")。协议约定，预计将由锂源(亚太)(以下简称"卖方")自2026年至2030年间合计向Sunwoda(以下 简称"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，并约定最低采购量与最大供应量， 双方约定每两年校准一次需求量纲，校准后的需求量不低于协议已约定的年度最低采购量。 具体单价由双方根据协议条款逐月确定，如按照预计数量及市场价格估算，合同总销售金额约人民币 45-55亿元(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》规定的披露标准。 金吾财讯 | 龙蟠科技(0246 ...

每经记者｜黄鑫磊 每经编辑｜黄博文 12月3日，磷酸铁锂龙头龙蟠科技（SH603906，股价23.41元，市值160.38亿元）股价涨停，报23.41元/ 股，而在前一日收盘价为21.28元/股，涨幅达6.29%。 消息面上，12月2日，龙蟠科技公告称，公司控股孙公司LBM New Energy(AP)Pte.Ltd.（以下简称"锂源 亚太"）与Sunwoda Automotive Energy Technology(Thailand)Co.,Ltd.（以下简称"Sunwoda"）签署了《长 期采购协议》，预计将由锂源亚太自2026年至2030年间合计向Sunwoda销售10.68万吨符合双方约定规格 的磷酸铁锂正极材料，合同总销售金额为45亿至55亿元。 据披露，买方Sunwoda为欣旺达（SZ300207，股价29.16元，市值538.54亿元）旗下的泰国公司，由香港 欣旺达动力持股99%，欣旺达动力直接持股1%。Sunwoda主要从事锂离子电池、电池管理系统、能源管 理系统、电池管理系统和分销系统的制造、合同制造、包装、组装设计、分销、测试、研发，并提供售 后服务和技术援助等。 协议显示，锂源亚太与Su ...

Group 1 - Xi'an Yicai plans to invest approximately 12.5 billion yuan in the Wuhan silicon material base project, focusing on producing silicon monocrystalline polished wafers and epitaxial wafers for advanced integrated circuits [1] - CATL has repurchased 15.99 million A-shares for a total expenditure of approximately 4.386 billion yuan, representing 0.36% of its total A-share capital [1][2] - Tianpu Co. has completed a stock suspension review after a 451.8% increase in stock price from August 22 to November 27, and its shares will resume trading [2] Group 2 - Jiangbolong plans to raise no more than 3.7 billion yuan through a private placement for high-end memory research and development projects [4] - Ashi Chuang intends to raise no more than 900 million yuan for semiconductor material projects and to supplement working capital [5] - Aike Co. plans to acquire 100% equity of Dongguan Qixiang for 2.2 billion yuan, focusing on products applicable in new energy battery and storage fields [6] Group 3 - Xiangyuan Cultural Tourism's subsidiary intends to acquire 100% equity of Jinxiu Lianhua Mountain for approximately 345 million yuan, which operates a national AAAA-level tourist attraction [7] - Zhongding Co. plans to issue convertible bonds totaling no more than 2.5 billion yuan for various projects including smart robots and new energy vehicle systems [9] - Jingtou Development intends to acquire 45% equity of Shanghai Lishi and related debts, aiming for full ownership of the company [10] Group 4 - Luoyang Molybdenum's subsidiary plans to invest 500 million yuan in a fund focusing on technology, healthcare, and consumer goods [11] - Transsion Holdings has submitted an application for H-share listing on the Hong Kong Stock Exchange [12] - ST Zhiyun's controlling shareholder is set to change, with a new entity gaining control over 18.61% of voting rights [13] Group 5 - Chongqing Construction's second-largest shareholder plans to transfer 12.95% of state-owned shares to other state-owned entities [14] - Longpan Technology's subsidiary signed a long-term procurement agreement to supply 106,800 tons of lithium iron phosphate materials, with a total contract value estimated between 4.5 billion to 5.5 billion yuan [15] - Junting Hotel's controlling shareholder will change to Hubei Cultural Tourism Group, with shares resuming trading [16] Group 6 - Hefei Guotou will become the controlling shareholder of Chuanan Technology after a private placement to raise no more than 1.419 billion yuan for various projects [18] - Xianglu Tungsten's shareholder plans to reduce holdings by up to 1.6 million shares, representing 0.49% of total shares [20] - Ankai Micro plans to acquire 85.79% of Siche Technology for 326 million yuan, focusing on AIoT chip design [20]

Group 1 - The Hang Seng Index fell by 0.97%, down 252 points, closing at 25,842 points, while the Hang Seng Tech Index dropped by 1.3% [1] - China Aluminum (601600) (02600) rose by 5.66% as it plans to acquire stakes in three subsidiaries, enhancing its control [1] - CGN Mining (01164) increased by over 3% due to two major uranium suppliers lowering their 2026 production guidance, tightening supply and supporting uranium prices [1] - Longpan Technology (603906) (02465) surged over 10% after its subsidiary signed a nearly 5 billion yuan long-term contract with Sunwoda [1] - Yunji (02670) rose over 5%, reaching a new high since its listing, up 70% from its IPO price, leading in the smart hotel robot application competition [1] - Yijun Group Holdings (02442) resumed trading and skyrocketed by 66% after a change in controlling stake, receiving a buyout offer at over 80% discount [1] - LeMo Technology (02539) debuted with a 68% increase, recognized as a leader in shared massage equipment [1] - Jinyan Gaoling New Materials (02693) also debuted, rising by 3%, being the largest producer of precision casting mullite materials in China [1] - Yidu International Holdings (00259) increased by over 7% as Muxi Co., Ltd. plans to initiate its Sci-Tech Innovation Board application on December 5 [1] - Capital Market Financial Holdings (00204) plummeted over 50%, with mid-term losses expanding 3.73 times to 50.13 million HKD [1] Group 2 - XPeng Motors-W (09868) fell over 4% as November sales declined by 12% month-on-month, failing to meet the target of 40,000 units [2]