证券日报网讯 1月5日，龙蟠科技在互动平台回答投资者提问时表示，公司高度重视舆情管理工作，严 格按照《江苏龙蟠科技集团股份有限公司舆情管理制度》进行监测和处置。对于网络不实信息，公司会 及时调查核实，若属重大负面舆情将启动工作组机制，通过官方渠道澄清并做好投资者沟通工作。当前 公司经营一切正常，相关信息请以公司公告为准。 （编辑 任世碧） ...

Core Viewpoint - Longpan Technology (603906.SH) has approved a plan to invest up to 2 billion yuan in a high-performance lithium battery cathode material project, which will be implemented by its wholly-owned subsidiary, Liyuan (Jiangsu) Technology Co., Ltd. [1][8] Investment Project - The project will be constructed in two phases, with the first phase aiming for a production capacity of 120,000 tons of lithium iron phosphate, expected to start construction in Q1 2026 and be completed in Q3 2026. The company will initiate the second phase based on market conditions [2][9] - This new capacity will increase the total planned capacity from a previous 62,500 tons per year to 100,000 tons per year, further solidifying its position in the lithium iron phosphate cathode material sector [2][9] Company Overview - Longpan Technology, established in 2003, initially focused on lubricants but has expanded into three main sectors: lithium materials, automotive chemicals, and hydrogen energy. The company has undergone significant transformations, including the acquisition of the lithium iron phosphate cathode material business from BETTERI in 2021 [3][10] - The company went public on the Hong Kong Stock Exchange in 2024, becoming a dual-listed entity, and has a current A-share market capitalization of approximately 14 billion yuan [3][10] - Longpan Technology has established a strong position in the lithium iron phosphate cathode material market, with stable partnerships with major global lithium battery manufacturers, and ranks among the top in domestic shipments [3][10] Financial Performance - Longpan Technology is currently in a transformation phase, with net losses of 1.233 billion yuan and 636 million yuan expected for 2023 and 2024, respectively [5][11] - In the first three quarters of 2025, the company reported revenue of 5.825 billion yuan, a slight increase of 2.91% year-on-year, with a net loss of approximately 110 million yuan, a significant reduction of 63.53% compared to the same period last year [5][11] - The automotive fine chemicals segment performed well, generating 2.64 billion yuan in revenue, a profit increase of 35.2% to 124 million yuan, while the lithium iron phosphate cathode material segment saw a revenue decline of 6.3% to 2.359 billion yuan, but its losses narrowed by 36.7% to 186 million yuan [12][11] Major Orders and Investments - In addition to the 2 billion yuan investment project, Longpan Technology has secured significant customer orders, including a deal to supply 1.3 million tons of lithium iron phosphate cathode materials from 2025 to 2030, estimated to exceed 45 billion yuan in total sales [6][12] - The company also signed a long-term procurement agreement with a subsidiary of XINWANDA in Thailand to supply a total of 106,800 tons of lithium iron phosphate cathode materials from 2026 to 2030, with an estimated contract value of 4.5 billion to 5.5 billion yuan [6][13]

Core Viewpoint - EVE Energy has re-submitted its IPO application to the Hong Kong Stock Exchange due to the expiration of its initial application, with a focus on funding the construction of its production base in Hungary [2][6]. Group 1: IPO Application and Process - EVE Energy submitted its initial IPO application on June 30, 2025, which became invalid on December 30, 2025, after the six-month validity period [2][6]. - The company clarified that the re-submission is a normal procedure and will not significantly impact the overall IPO process [2][6]. Group 2: Fund Utilization and Strategic Focus - The revised fundraising plan emphasizes the ongoing construction of the Hungary production base, with funds allocated for factory construction and equipment procurement [2][6]. - EVE Energy has secured land use rights for the Hungary production base, which is expected to commence production in 2027 with a planned capacity of 30 GWh, primarily for 46 series cylindrical power batteries [2][6]. Group 3: Global Expansion Strategy - The previous fundraising purpose related to the third phase of the Malaysia base has been removed, indicating progress in the Malaysia facility, which began production in 2025 [3][7]. - EVE Energy's fundraising aligns with its global strategy, as stated by the chairman, focusing on "global manufacturing, global delivery, and global service" [3][7]. - The company has established overseas factories in Malaysia, the United States, and Hungary, with the Hungary factory strategically located near a major client, BMW [3][7]. Group 4: Industry Trends and Collaborations - The European market is becoming a key destination for domestic lithium battery companies due to high electrification demand and favorable local policies [3][7]. - Other companies, such as CATL and Contemporary Amperex Technology Co., are also expanding their production capabilities in Europe, indicating a trend of localization among Chinese lithium battery manufacturers [8]. - The collaboration among leading battery manufacturers and material suppliers is fostering a globalized lithium battery supply chain [8].

（来源：锂电行业动态） 建设地点：江苏省金坛华罗庚高新技术产业开发区 总投资额：不超过20亿元（资金来源：自有资金或自筹资金） 龙蟠科技（603906.SH）1月5日发布公告称，公司第四届董事会第四十七次会议于2026年1月4日审议通过多项议案，其中核心议题为控股子公司常州锂源 新能源科技有限公司（下称"常州锂源"）拟投资建设高性能锂电池正极材料项目，总投资额不超过20亿元。 产能规划：年产24万吨高压实磷酸铁锂（分两期建设，一期12万吨） 项目内容：研发中心及生产基地建设 来源：电池工业网 公告显示，为进一步扩大高性能磷酸铁锂产能，常州锂源拟与江苏省金坛华罗庚高新技术产业开发区管理委员会签署相关合作协议，由其全资子公司锂源 （江苏）科技有限公司具体实施该项目。项目将建设研发中心及年产24万吨高压实磷酸铁锂生产基地，分两期推进，一期计划建设12万吨产能，二期将根 据市场情况适时启动。 该项目资金来源为公司自有资金或自筹资金，具体投资金额以实际投入为准。据了解，磷酸铁锂作为锂电池正极材料的重要品类，近年来在新能源汽车、 储能等领域需求持续增长，龙蟠科技此次扩产计划旨在抓住行业发展机遇，提升核心业务竞争力。 此外 ...

2 起点锂电 \ 2 起点固态电池 先手检修减产，后手扩建产能， 龙蟠科技又要新建产能！ 1月4日龙蟠科技发布公告称，公司控股子公司常州锂源新能源科技有限公司拟与江苏省金坛华罗庚高新技术产业开发区管理委员会签署合作 协议，投资建设高性能锂电池正极材料项目。 项目计划总投资不超过20亿元，资金来源为公司自有资金或自筹资金。 项目分为两期实施，其中一期计划建设12万吨，预计建设周期为9个月。项目产品主要为磷酸铁锂，公司承诺项目于2026年一季度启动建 设，2026年三季度竣工投产，一期项目建成后产能不低于12万吨/年。 往 期 回 顾 | 01 | ｜ 全球第二递表港交所！斩获储能订单超69GWh | | --- | --- | | 02 | ｜ 20.8亿元！盛新锂能全资控股木绒锂矿 | | 03 | ｜ 央视聚焦！新能安"雪豹电池"已量产交付数十万套 | | 04 | ｜ 2026起点锂电两轮车换电大会暨轻型动力电池鲁班奖颁奖典礼定档2026年4月深圳 | | | 举办！ | 起点锂电&固态年度计划表 01月~02月 2026起点锂电&固态电池全国行 04月10日 2026 (第6届)起点锂电两轮车换电大会 ...

生意社01月05日讯龙蟠科技拟在江苏省金坛华罗庚高新技术产业开发区投建年产24万吨磷酸铁锂生产基 地。 PriceSeek评析 定价公式：结算价=生意社基准价×K＋C K：调整系数，包括账期成本等因素。 C：升贴水，包括物流成本、品牌价差、区域价差等因素。 生意社01月05日讯龙蟠科技拟在江苏省金坛华罗庚高新技术产业开发区投建年产24万吨磷酸铁锂生产基 地。 PriceSeek评析 磷酸铁锂，多空评分：-1 龙蟠科技计划在江苏省金坛华罗庚高新技术产业开发区投建年产24万吨磷酸铁锂生产基地，新增产能将 显著增加市场供应。当前电动车市场需求增长虽稳定，但供应扩张速度可能超过需求增速，导致现货价 格承压下行。该消息对磷酸铁锂现货市场构成一般利空影响，预计价格短期面临回调风险。 磷酸铁锂，多空评分：-1 龙蟠科技计划在江苏省金坛华罗庚高新技术产业开发区投建年产24万吨磷酸铁锂生产基地，新增产能将 显著增加市场供应。当前电动车市场需求增长虽稳定，但供应扩张速度可能超过需求增速，导致现货价 格承压下行。该消息对磷酸铁锂现货市场构成一般利空影响，预计价格短期面临回调风险。 【大宗商品公式定价原理】生意社基准价是基于价格大数 ...

Core Viewpoint - Longpan Technology plans to invest up to 2 billion yuan to build a 240,000-ton high-pressure lithium iron phosphate production base, with construction starting in Q1 2026 and production expected by Q3 2026 [1] Company Summary - Longpan Technology's subsidiary, Changzhou Liyuan, commits to a production capacity of no less than 120,000 tons per year after the first phase, while also planning to increase its existing capacity from 62,500 tons to 100,000 tons per year [1] - The company reported interest-bearing liabilities of 9.576 billion yuan as of mid-2025, a year-on-year increase of 6.90%, with an asset-liability ratio of 52.89% [1] - By the end of Q3 2025, the asset-liability ratio rose to 79.24%, up from 78.41% in mid-2025 [1] - Despite raising 1.846 billion yuan through financing activities, the company's cash balance can cover over 70% of short-term borrowings as of mid-2025 [1] Industry Summary - The lithium iron phosphate industry is facing unprecedented challenges, with average market prices at 14,704.8 yuan per ton in November 2025, while production costs range from 16,798.2 yuan to 17,216.3 yuan per ton, leading to losses of approximately 2,000 to 2,500 yuan per ton produced [2][3] - Major companies, including Longpan Technology, have announced production cuts scheduled for January 2026 due to these market pressures [2] - The industry has seen a significant increase in production, with a total output of 3.48 million tons from January to November 2025, a year-on-year increase of 57.9% [4] - Market forecasts suggest that global shipments of lithium iron phosphate cathode materials could reach 5.25 million tons in 2026, a 36% increase year-on-year [5]

Market Overview - On January 5, the spot settlement price for battery-grade lithium carbonate (99.5%) was 122,000 CNY/ton, an increase of 2,000 CNY from the previous working day [1] - The settlement price for battery-grade lithium hydroxide (56.5% coarse particles) was 98,000 CNY/ton, also up by 2,000 CNY [1] - In the futures market, the main contract for lithium carbonate closed at 129,980 CNY/ton, rising by 9,340 CNY from the previous trading day, with an increasing open interest [1] Price Trends - The price of lithium concentrate (6.0%) increased from 1,590 CNY to 1,600 CNY, a rise of 10 CNY [2] - Battery-grade lithium carbonate rose from 12,000 CNY to 12,200 CNY, an increase of 200 CNY [2] - Lithium hydroxide (56.5% coarse particles) increased from 9,600 CNY to 9,800 CNY, also up by 200 CNY [2] - The average price level for lithium iron phosphate cells indicates that the terminal's tolerance for lithium carbonate prices is around 112,000 CNY [2] Industry Sentiment - Recent U.S. actions to control Venezuela are expected to have a significant impact on the new energy market, with nearly 60% of industry clients believing it will be beneficial for new energy in the short term [5] - Concerns exist among automotive and lithium battery companies regarding the potential impact of U.S. strategies in Latin America on Chinese enterprises' development in countries like Chile, Argentina, and Brazil, which may affect lithium salt resource supply [5] Project Developments - Longpan Technology signed a cooperation agreement to invest in a high-performance lithium battery cathode material project, with a total investment not exceeding 2 billion CNY, aiming to produce lithium iron phosphate [8] - The project plans to construct 120,000 tons in the first phase, with an expected construction period of 9 months, and is set to commence in Q1 2026 [8] - Recent events in Mali, including a kidnapping incident, have not affected local lithium mining and transportation operations [8] Market Dynamics - The lithium carbonate market is currently characterized by a hesitant upward trend, with active inquiries but limited actual transaction volumes [9] - Some overseas institutions have made aggressive predictions regarding a lithium carbonate equivalent shortage of 50,000 to 100,000 tons by 2026 [9] - Short-term market sentiment is expected to continue to ferment, but caution is advised regarding risk management and inventory trends [9]

Core Viewpoint - The lithium carbonate price is approaching 130,000 yuan per ton, leading to a surge in A-share lithium battery-related stocks, with several companies hitting new highs [1]. Industry Overview - The global first mandatory safety standard for mining lithium batteries has been implemented, significantly raising industry technical barriers and driving the activity level in the sector [2][3]. - The new standard, developed by China Pingmei Shenma Group and CATL, establishes a safety technical framework for the entire lifecycle of batteries, ensuring "no leakage, no fire, no explosion" [3]. - The export of lithium batteries from Shanghai to the EU has increased by 56.4% year-on-year, with exports to the EU accounting for over 50% of total exports, indicating strong growth in international demand [4]. Company Developments - Longpan Technology plans to invest up to 2 billion yuan to build a research and development center and a production base for high-performance lithium iron phosphate, with an expected production capacity of 240,000 tons [6]. - CATL, as a leading global lithium battery company, has core competitiveness in safety applications under extreme conditions and is expanding into new application scenarios with its mining explosion-proof battery technology [6]. - Salt Lake Co., a leader in the domestic salt lake lithium extraction industry, continues to release lithium salt product capacity, benefiting from high lithium resource prices due to growing demand [6]. - Tianqi Co. focuses on the recycling of waste lithium batteries, with a processing capacity of 100,000 tons, producing cobalt sulfate and battery-grade lithium carbonate, benefiting from recycling policies and market demand [6].

Group 1 - The company Longpan Technology announced plans to invest up to 2 billion yuan in a high-performance lithium battery cathode material project through its subsidiary Changzhou Liyuan New Energy Technology Co., Ltd [2] - The project will involve the construction of a research and development center and a production base with an annual capacity of 240,000 tons of high-pressure lithium iron phosphate, to be built in two phases [2] - The first phase will have a capacity of 120,000 tons, with a construction period of 9 months, expected to start in Q1 2026 and be completed by Q3 2026 [2] Group 2 - The project will be located in the Huaguo Geng High-tech Industrial Development Zone in Jiangsu Province, with 160 acres of industrial land allocated for a 50-year usage period [2] - The management committee of the Huaguo Geng High-tech Zone will ensure the land meets the "seven connections and one leveling" standard and will cover all costs related to site preparation and municipal infrastructure [3] - The committee will provide a green channel for project implementation, assist in obtaining necessary permits, and coordinate favorable pricing for electricity and gas [3] Group 3 - The investment is a strategic move based on market demand and the company's current situation, aimed at expanding high-performance lithium iron phosphate capacity and enhancing overall competitiveness [3] - The company intends to leverage existing customer relationships and market structure to achieve reasonable business extension and synergistic effects [3]