证券代码：603906 证券简称：龙蟠科技 公告编号：2025-075 江苏龙蟠科技股份有限公司 股票交易异常波动公告 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： ● 江苏龙蟠科技股份有限公司（以下简称"公司"）股票于2025年6月3日、 交易所交易规则》有关规定，属于股票交易异常波动情形。 ● 经公司自查，并书面问询控股股东及实际控制人，截至本公告披露日，确 认不存在应披露而未披露的重大信息。 ● 重大风险提示：公司提醒广大投资者以公司指定的信息披露媒体《中国证 券报》及上海证券交易所网站刊登的公告信息为准，公司将按照有关法律法规的 规定和要求做好信息披露工作，敬请广大投资者注意投资风险。 一、股票交易异常波动的具体情况 公司于2025年5月28日召开2024年年度股东会，审议通过了《关于提请股东 会授权董事会以简易程序向特定对象发行股票的议案》及《关于公司行使一般性 授权在香港联合交易所有限公司主板配售股份的议案》，公司董事会将择机分别 发行不超过年度股东会当天已发行A股股份总数和H股股份总数的20%的 ...

| | | | イ・ガブ アメ | 自屈服 | 权力領別 | H | 広自危險文則工山 (註 1) | | ਸਿ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 603906 | 説明 | Ａ股 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底结存 | | | 565,078,903 RMB | | 1 RMB | | 565,078,903 | | 增加 / 減少 (-) | | | | | IRMB | | | | 本月底結存 | | | 565,078,903 RMB | | 1 RMB | | 565,078,903 | FF301 FF301 FF301 | 100,000,000 | | --- | | 565,078,903 | | 1. 股份分類 | 普通股 | | 股份類別 | A | | | 於香港聯交所上市(註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-075 江苏龙蟠科技股份有限公司 股票交易异常波动公告 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： ● 江苏龙蟠科技股份有限公司（以下简称"公司"）股票于2025年6月3日、 6月4日连续2个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券 交易所交易规则》有关规定，属于股票交易异常波动情形。 ● 经公司自查，并书面问询控股股东及实际控制人，截至本公告披露日，确 认不存在应披露而未披露的重大信息。 ● 重大风险提示：公司提醒广大投资者以公司指定的信息披露媒体《中国证 券报》及上海证券交易所网站刊登的公告信息为准，公司将按照有关法律法规的 规定和要求做好信息披露工作，敬请广大投资者注意投资风险。 一、股票交易异常波动的具体情况 截至2025年6月4日上海证券交易所收盘，公司股票于6月3日、6月4日连续2 个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规 则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核 ...

Core Viewpoint - Longpan Technology (603906.SH) has secured a significant overseas order for lithium iron phosphate (LFP) cathode materials, indicating a growing demand for LFP in the international market [1][2]. Group 1: Company Developments - Longpan Technology's subsidiary, LBM NEW ENERGY (AP) PTE. LTD., signed a pricing agreement with Eve Energy Malaysia Sdn. Bhd. to sell a total of 152,000 tons of LFP from 2026 to 2030, with an estimated total sales value exceeding RMB 5 billion [1]. - This marks the third overseas LFP order disclosed by Longpan Technology since last year, following agreements with LG Energy and Blue Oval Battery Park [2]. - Longpan Technology is the first company to establish overseas LFP production capacity and achieve normal shipments, giving it a competitive advantage in securing international orders [4]. Group 2: Industry Trends - The global demand for LFP is on the rise, with many international automakers, including Tesla and General Motors, beginning to adopt LFP batteries due to their cost and safety advantages [3]. - In Q1 2023, LFP batteries accounted for 51.5% of the global power battery installation volume, highlighting their growing market share [3]. - The overseas LFP supply chain is struggling to keep pace with demand, leading to increased orders directed towards established Chinese LFP manufacturers like Longpan Technology [3]. Group 3: Production Capacity and Technology - Longpan Technology's overseas production capacity is primarily located in Indonesia, with a planned annual capacity of 120,000 tons, and the first phase is expected to achieve mass production by January 2025 [5]. - The company is also developing advanced fourth-generation high-density LFP products, which are expected to attract more customers due to their enhanced performance [5][7]. - Longpan Technology's latest product, S526, utilizes a single-sintering process to improve efficiency and reduce energy consumption, with mass production expected to begin in the second half of the year [7].

Core Viewpoint - Longpan Technology has signed a production pricing agreement with Eve Energy, expecting to sell 152,000 tons of lithium iron phosphate cathode materials from 2026 to 2030, with total sales expected to exceed 5 billion yuan [1]. Group 1: Company Developments - Longpan Technology's subsidiary, LBMNEWENERGY(AP)PTE.LTD., will supply Eve Energy and its affiliates with lithium iron phosphate materials [1]. - Longpan Technology is the first domestic company to establish overseas production of lithium iron phosphate, with its factory construction primarily focused in Indonesia [4]. - The first phase of the Indonesian lithium source project, with a capacity of 30,000 tons, is expected to commence production in early 2025, maintaining a high capacity utilization rate [5]. Group 2: Investment and Financing - Longpan Technology plans to increase its stake in its subsidiary, Changzhou Lithium Source New Energy Technology Co., Ltd., from approximately 64.03% to 66.42% through an H-share stock issuance, raising 370 million yuan [6]. - The funds raised will also be used to further invest in the subsidiary LBMNEWENERGY(AP)PTE.LTD., with an additional investment of 14 million USD planned [6]. - Recent investments in the Indonesian factory have included agreements with investors, with INA and Aisis committing 150 million USD and 50 million USD respectively for equity stakes [5].

Market Overview - The three major A-share indices rose collectively in the morning session, with the Shanghai Composite Index up 0.43%, the Shenzhen Component Index up 0.91%, the ChiNext Index up 1.22%, and the North Star 50 Index up 1.16% [1] - The total market turnover for the half-day was 742.5 billion yuan, a decrease of 21.4 billion yuan compared to the previous day, with nearly 4,000 stocks rising [1] Sector Performance - Leading sectors included copper cable high-speed connections, solid-state batteries, consumer goods, and delisting stocks, while airport shipping and logistics sectors saw declines [2] - The consumer goods sector was notably active, with stocks such as Jinling Sports, Lehui International, and others hitting the daily limit [2] - Solid-state battery stocks also performed well, with companies like Keheng Co. and Longpan Technology reaching the daily limit [2] - AI hardware concepts rebounded, with stocks like Huamai Technology and Derun Electronics hitting the daily limit [2] - The logistics sector experienced declines, with companies like Baoshui Technology and Xinning Logistics among the biggest losers [2] Hot Stocks and Trends - The strongest sectors included new energy vehicles, e-commerce, and the Guangdong-Hong Kong-Macao Greater Bay Area, with multiple stocks hitting the daily limit [4] - In the new energy vehicle sector, nine stocks reached the daily limit, with three stocks achieving consecutive limit-ups [4] - The e-commerce sector also saw nine stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] - The Greater Bay Area sector had eight stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] Specific Stock Movements - Stocks with significant movements included Hainan Haiyao, Zhongheng Design, and Yongyue Technology, which achieved three consecutive limit-ups [3] - Other notable stocks with two consecutive limit-ups included Jiu Zhi Tang, Cuihua Jewelry, and Jinling Sports [3] News Impacting Specific Sectors - The drone sector is gaining attention following the UK's commitment to provide 100,000 drones to Ukraine by April 2026, significantly increasing the scale of support [5] - The football concept is also gaining traction, with the "Super League" matches attracting significant viewership and attendance [5] - Nvidia regained its position as the world's most valuable publicly traded company, with its stock rising approximately 3% on Tuesday and a cumulative increase of nearly 24% over the past month [7]

固态电池概念走强，科恒股份（300340）、龙蟠科技（603906）、圣阳股份（002580）涨停，力王股 份、雄韬股份（002733）、天能股份、长虹能源、亿华通等纷纷走高。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...

Core Viewpoint - Longpan Technology has secured significant contracts for lithium iron phosphate cathode materials, indicating a positive outlook for future performance and stock price appreciation [1][2][5]. Group 1: Contract Details - Longpan Technology's subsidiary, LBM NEW ENERGY, signed a production pricing agreement with Eve Energy, with a total sales amount exceeding 5 billion yuan, covering the sale of 15,200 tons of lithium iron phosphate cathode materials from 2026 to 2030 [2]. - The company has signed multiple long-term contracts since 2025, with total contract amounts potentially reaching 17 billion yuan [4]. - In early 2025, Longpan Technology signed a procurement agreement with CATL, with a maximum procurement limit set at 7 billion yuan for the same material [3]. Group 2: Financial Performance - Longpan Technology's revenue has shown significant growth since its listing, with revenue increasing from 1.297 billion yuan in 2017 to 14.072 billion yuan in 2022, marking a 247.15% year-on-year increase [6]. - However, in 2023, the company faced a downturn, with revenue dropping to 8.729 billion yuan, a decrease of 37.96%, and a net loss of 1.233 billion yuan [7]. - The company has shown signs of recovery in 2024, with revenue of 7.673 billion yuan, a decline of 12.10%, and a reduced net loss of 636 million yuan, down 48.46% year-on-year [8]. Group 3: Product Development - Longpan Technology has introduced a new generation of lithium iron phosphate cathode materials, which utilize a unique one-step sintering process, offering high cost-performance and competitive advantages [8].

Investment Rating - The report maintains a "Recommendation" rating for the electric vehicle industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [18]. Core Insights - In May 2025, new energy vehicle deliveries from various manufacturers totaled 311,797 units, representing a year-on-year increase of 53% and a month-on-month increase of 41%. Zeekr led the sales with 46,538 units, showing a year-on-year increase of 150% and a month-on-month increase of 239% [5]. - Cumulative deliveries of new energy vehicles from domestic manufacturers reached 1,143,627 units by May 2025, reflecting a year-on-year increase of 327% [5]. - The report highlights that battery components are the most valuable parts of electric vehicles, suggesting a focus on upstream supply chains due to stable delivery growth from new energy vehicle manufacturers [5]. Summary by Sections Industry Basic Data - The electric vehicle industry comprises 300 listed companies with a total market capitalization of 48,588.68 billion and a circulating market capitalization of 42,362.62 billion [2]. Relative Index Performance - The absolute performance of the industry over the past month is 2.5%, with a 6-month performance of -8.5% and a 12-month performance of 3.3%. The relative performance shows a 0.6% increase over the past month, a -6.5% decrease over 6 months, and a -3.5% decrease over 12 months [3]. Delivery Performance - The report details the delivery performance of various new energy vehicle manufacturers in May 2025, with significant year-on-year growth for brands like Xiaopeng (230%), Li Auto (17%), and others, indicating a robust market demand [5].

正极材料只是一方面，用于制造电池还将引发一系列其他材料出现连锁反应，例如周边印尼的镍矿或也将受到影响， 国际贸易壁垒 也会进一 步减弱。 两家国内头部企业在海外做生意，也反映出当前国内出海企业对供应链的把控较强 ，将中国成熟的 机制 复制到了海外市场 ， 。 锂电产业的转移绝不仅仅是电芯厂的出海，更是整条产业链的出海，亿纬与龙蟠的合作仅仅作为缩影，就能从中管中窥豹瞥见当前出海的强劲 势头。 01 亿纬锂能：押注储能与两轮车 50 亿大单重磅落地马来西亚。 起点锂电获悉， 6 月 2 日龙蟠科技公告称 旗下公司 锂源与 亿纬锂能马来西亚公司 签署协议， 预计自 2026 至 2030 年间向 亿纬马来西 亚公司发货 15.2 万吨磷酸铁锂正极材料，金额预计超 50 亿元。 亿纬马来西亚工厂 主要生产制造圆柱电池 ，用于两轮车和电动工具领域， 投资约 30 亿人民币，今年 2 月开始投产运营 ，并且刚建好就迎 来大单： 与美洲某集团签署协议达成长期购销关系。 此单侧面反映出 中国 电池厂正全力发展海外业务，并在马来西亚等国家形成了完善产业链，出海实现本土制造以指日可待。 出海方面，亿纬锂能在东南亚和南亚市场表现强 ...