龙蟠科技：与楚能新能源签署补充协议，合同总销售金额超450亿元

Core Viewpoint - Longpan Technology announced a significant sales agreement with Chuangneng New Energy, with total sales amounting to over RMB 450 billion expected from the revised agreement [1] Group 1: Agreement Details - Longpan Technology's subsidiaries, Changzhou Liyuan New Energy Technology Co., Ltd. and Nanjing Liyuan Nano Technology Co., Ltd., signed a supplementary agreement with Chuangneng New Energy's subsidiaries [1] - The supplementary agreement revises terms of the original production material procurement cooperation agreement, effective from November 24, 2025 [1] - The total sales amount from the supplementary agreement and the original agreement is estimated to exceed RMB 450 billion, based on expected quantities and market prices [1] Group 2: Sales Projections - The original strategic cooperation agreement signed on May 9 stipulates that the seller will supply a total of 150,000 tons of lithium iron phosphate cathode materials to the buyer from 2025 to 2030 [1] - The total sales amount from this original agreement is projected to exceed RMB 50 billion, based on expected quantities and market prices [1] - The pricing model includes both self-supplied lithium carbonate and customer-supplied lithium carbonate, with specific prices determined monthly [1]