港股异动 | 龙蟠科技(02465)涨超3% 据报行业头部企业酝酿调价 公司对磷酸铁锂未来价格走势比较乐观
智通财经网·2025-12-10 03:09

Core Viewpoint - Dragon Power Technology (02465) has seen a stock price increase of over 3%, currently trading at 14.74 HKD, with a transaction volume of 84.35 million HKD. The market is reacting to price increase demands from leading lithium iron phosphate manufacturers, which is expected to impact the industry positively [1]. Company Summary - Dragon Power Technology acknowledges the recent price increase trends in the lithium iron phosphate sector and is actively communicating with clients regarding the reasons for these price adjustments. The company is optimistic about the future price trends of lithium iron phosphate due to rising raw material costs and expanding market demand [1][1]. Industry Summary - Several leading lithium iron phosphate manufacturers plan to raise processing fees by 3,000 RMB per ton starting in 2026, indicating a significant shift in pricing strategies within the industry [1]. - Analysts predict that 2025 will be a pivotal year for the lithium iron phosphate industry, characterized by explosive demand growth contrasted with structural supply issues, leading to a unique high-growth, low-profit scenario [1]. - The industry is expected to transition away from fierce competition towards a new phase focused on technology and value, with positive changes anticipated in pricing, supply-demand dynamics, and overall industry outlook [1].