军工股又爆发了。 今天上午A股市场整体强劲上涨，其中国防军工板块走势强劲，一度大涨逾6%，多股盘中涨停，其中华如科技（301302）早盘9:38直线拉升，9:39涨停。 港股市场今天上午整体上行。恒生指数盘中重新突破23000点整数关口。 港股通标的股中，龙蟠科技港股暴涨，盘中涨幅一度超过50%。 国防军工板块爆发 今天上午A股市场整体强劲上涨，主要指数不同程度上涨。截至中午收盘，上证指数上涨0.37%，深证成指上涨1.06%，创业板指上涨1.72%，北证50指数上涨 2.27%。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3354.53 | 10234.09 | 1410.60 | | +12.53 +0.37% | +107.27 +1.06% | +31.29 +2.27% | | 科创50 | 创业板指 | 万得全A | | 1006.18 | 2046.39 | 5109.72 | | -0.14 -0.01% +34.63 +1.72% | | +38.61 +0.76% | | 沪深300 | 中证500 ...

Core Viewpoint - Longpan Technology has signed a significant contract with Chuangneng New Energy, which is expected to stabilize its product sales and improve future revenue [1][2]. Group 1: Contract Details - Longpan Technology will sell a total of 150,000 tons of lithium iron phosphate cathode materials to Chuangneng New Energy from 2025 to 2029, with a total sales amount exceeding 5 billion RMB [1][2]. - The sales model includes both self-supplied lithium carbonate and customer-supplied lithium carbonate, with specific prices to be determined monthly based on the agreement [2]. Group 2: Financial Performance - In Q1 2025, Longpan Technology achieved revenue of 1.592 billion RMB, a year-on-year increase of 7.99%, while the net profit was -25.9488 million RMB, an improvement of 66.98% year-on-year [1][6]. - The company has been reducing its losses, with a significant narrowing of losses in 2024, reporting a revenue of 7.673 billion RMB, down 12.10% year-on-year, and a net profit of -636 million RMB, an improvement of 48.46% year-on-year [6]. Group 3: Business Overview - Longpan Technology primarily engages in the research, production, and sales of lithium iron phosphate cathode materials and automotive environmental fine chemicals, serving the fields of new energy vehicle power batteries and energy storage batteries [4]. - The company has seen a dramatic increase in performance since entering the lithium iron phosphate business in 2021, with a peak revenue of 14.072 billion RMB in 2022, but faced a decline in 2023 with revenue dropping to 8.729 billion RMB, a decrease of 37.96% year-on-year [5][6].

截至2025年5月9日收盘，龙蟠科技(603906)报收于10.18元，下跌0.97%，换手率1.16%，成交量6.53万 手，成交额6615.72万元。 当日关注点 交易信息汇总 5月9日，龙蟠科技的资金流向显示主力资金净流出157.99万元，占总成交额2.39%；游资资金净流出 113.89万元，占总成交额1.72%；散户资金净流入271.89万元，占总成交额4.11%。 交易信息汇总：5月9日主力资金净流出157.99万元，占总成交额2.39%。 公司公告汇总：龙蟠科技为江苏锂源和四川锂源提供总计4亿元人民币的连带责任担保。 公司公告汇总：龙蟠科技与楚能新能源签署协议，在2025至2029年间销售15万吨磷酸铁锂正极材 料，合同总金额超50亿元人民币。 江苏龙蟠科技股份有限公司为江苏锂源和四川锂源向银行申请综合授信提供40,000.00万元人民币的连带 责任担保。江苏锂源获得中国农业银行股份有限公司常州金坛支行25,000.00万元担保，四川锂源获得中 国银行股份有限公司遂宁分行15,000.00万元担保。两公司均为公司控股孙公司，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 ...

Group 1 - Longpan Technology's subsidiaries signed a sales contract for over 5 billion yuan of lithium iron phosphate cathode materials, expecting to sell a total of 150,000 tons from 2025 to 2029 [1] Group 2 - Hengda plans to acquire high-precision CNC grinding business assets from German company SMS for 8.5 million euros, aiming to enhance R&D capabilities and product offerings in intelligent CNC equipment [2] Group 3 - China First Heavy Industries' chairman is under investigation for serious violations of discipline and law, prompting the company to appoint an acting chairman [3] Group 4 - In April, various companies reported their sales performance, with notable figures including: - China Merchants Shekou's sales amounting to 14.764 billion yuan - Shoukai's sales down by 23.77% to 1.46 billion yuan - Tiankang Biological's pig sales revenue at 380 million yuan, up 1.06% month-on-month - Longyuan's pig sales revenue at 125 million yuan, up 14.59% month-on-month and 12.72% year-on-year - New Wufeng's pig sales reaching 408,100 heads, up 36.31% year-on-year - GAC Group's car sales at 116,400 units, down 12.66% year-on-year [6] Group 5 - Red Tower Securities proposed a share buyback of 100 million to 200 million yuan, while Mengbaihe plans to buy back shares worth 85 million to 170 million yuan [6]

Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. has signed a significant daily operational contract with Chuangneng New Energy Co., Ltd., which is expected to generate over RMB 5 billion in sales from the supply of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2029 [1][3][8] Group 1: Contract Overview - The contract includes a strategic cooperation agreement for the procurement of production materials, with a total sales amount exceeding RMB 5 billion based on estimated quantities and market prices [1][3] - The contract is effective from May 9, 2025, and will remain valid until April 30, 2030 [2][7] - The sales model includes both self-supplied lithium carbonate by the seller and customer-supplied lithium carbonate, with specific pricing determined monthly [1][7] Group 2: Impact on Company Performance - The agreement is expected to help establish long-term stable relationships with downstream partners, contributing positively to the company's future performance [2][8] - The contract is categorized as a daily operational sales contract and does not constitute a related party transaction or a major asset restructuring [2][3] - The actual impact on the company's annual performance will be disclosed in periodic reports [2][8] Group 3: Parties Involved - The sellers include Changzhou Liyuan New Energy Technology Co., Ltd. and Nanjing Liyuan Nano Technology Co., Ltd., while the buyers are Wuhan Chuangneng New Energy Co., Ltd., Xiaogan Chuangneng New Energy Innovation Technology Co., Ltd., and Yichang Chuangneng New Energy Innovation Technology Co., Ltd. [4][7] - All buyer companies are wholly-owned subsidiaries of Chuangneng New Energy and have good credit status without any association with the seller in terms of ownership, business, assets, or liabilities [6][7]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-063 江苏龙蟠科技股份有限公司 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。 （二）履行的决策程序 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"）、四 川锂源新材料有限公司（以下简称"四川锂源"），均为江苏龙蟠科技股份有限 公司（以下简称"公司"或"龙蟠科技"）并表范围内的下属公司。 本次担保情况：由公司为上述下属公司合计向银行申请综合授信提供 40,000.00万元人民币的连带责任担保，上述下属公司均为公司的控股孙公司，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。 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 54.14亿元，其中对合并报表范围外的其他方提供担保总额为人民币0.2亿元。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 ...

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-064 合同生效日及有效期：本合同于2025年5月9日签署，自各方代表签字盖 章后生效。协议有效期至2030年4月30日。 根据《上海证券交易所股票上市规则》《公司章程》等相关规定，本次交 易不构成关联交易，亦不构成重大资产重组，公司已履行了签订本协议的内部审 批程序，无需提交董事会及股东会审议。 对公司当期业绩的影响：本协议为日常经营相关的销售合同，公司签订 本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， 江苏龙蟠科技股份有限公司 关于与楚能新能源股份有限公司 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 ...

智通财经5月9日电，龙蟠科技(603906.SH)公告称，公司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武汉楚能、孝感楚能及宜昌楚能共同签署《生产材料采购战略合作协议》及《补 充协议》，预计自2025至2029年间常州锂源及南京锂源合计向买方销售15万吨磷酸铁锂正极材料，总销 售金额预计超50亿元。 龙蟠科技：常州锂源及南京锂源签署超50亿元磷酸铁锂正极材料销售合同 ...

龙蟠科技（603906）公告，公司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武 汉楚能、孝感楚能及宜昌楚能签署《生产材料采购战略合作协议》及《补充协议》。协议约定，自2025 至2029年间，预计将销售15万吨磷酸铁锂正极材料，销售模式包括卖方自供碳酸锂及买方客供碳酸锂。 合同总销售金额预计超过50亿元，最终根据销售订单据实结算。合同于2025年5月9日签署，有效期至 2030年4月30日。交易不构成关联交易及重大资产重组。 ...

FF301 | | | 第 1 頁 共 11 頁 v 1.1.1 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年4月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江蘇龍蟠科技股份有限公司 呈交日期: 2025年5月7日 I. 法定/註冊股本變動 | 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 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000 | RMB | | | 1 RMB | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 100,000,000 | RMB | | | 1 ...