港股异动 | 龙蟠科技(02465)高开近15% 控股孙公司与宁德时代签订采购协议 预计合同销售额超60亿元
智通财经网·2025-09-16 01:35

Core Viewpoint - Longpan Technology (02465) experienced a significant stock price increase of nearly 15% following the announcement of a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, indicating strong market confidence in the company's future performance [1] Group 1: Agreement Details - Longpan Technology's subsidiary, Lithium Source (Asia Pacific), signed a procurement cooperation agreement with CATL, which involves the sale of 157,500 tons of lithium iron phosphate cathode materials from Q2 2026 to 2031 [1] - The total sales amount from this contract is estimated to exceed RMB 6 billion based on projected quantities and market prices [1] Group 2: Strategic Implications - The agreement is characterized as a routine sales cooperation, aimed at establishing long-term stable relationships with downstream partners and capturing overseas market opportunities [1] - The successful execution of this contract is expected to have a positive impact on the company's future performance [1]