龙蟠科技12月3日发布公告，公司控股孙公司锂源(亚太)与欣旺达泰国子公司签署2026-2030年10.68万吨 磷酸铁锂正极材料长期采购协议，预计销售金额45亿-55亿元。销售价格受原材料波动影响，双方将依 据协议条款逐月确认。 11月24日，龙蟠科技控股子公司常州锂源新能源科技有限公司及控股孙公司南京锂源纳米科技有限公司 与楚能新能源全资子公司签署协议，销售数量从原定的15万吨磷酸铁锂正极材料产品增至130万吨，协 议有效期从原定的2030年4月30日延长至2030年12月31日。如按照预计数量及市场价格估算，总销售金 额超过450亿元。 ...

Group 1 - Zhongwei New Materials (02579.HK) closed at HKD 27.10, a decline of 2.378%, marking its lowest price since listing. The stock has dropped 20.29% since its IPO [1] - The company was listed on the Hong Kong Stock Exchange on November 17, 2025, with a total of 104,225,400 shares issued, including 10,422,600 shares for public offering in Hong Kong and 93,802,800 shares for international offering [1] - The final offer price was HKD 34.00, raising a total of HKD 3,543,663,600, with a net amount of HKD 3,432,609,775 after deducting estimated listing expenses of HKD 111,053,825 [1] Group 2 - The joint sponsors and coordinators for the issuance include Morgan Stanley Asia Limited and Huatai Financial Holdings (Hong Kong) Limited, among others [2] - Key cornerstone investors include Guizhou New Industrialization Development Equity Investment Fund, Baoda Investment (Hong Kong) Limited, and several others [3]

Core Viewpoint - The article highlights the strong performance of Longpan Technology in the lithium iron phosphate (LFP) market, driven by significant long-term supply agreements and increasing demand for high-quality LFP materials [3][4][5]. Group 1: Supply Agreements - Longpan Technology signed a long-term procurement agreement with Sunwoda for a total of 106,800 tons of LFP materials from 2026 to 2030, with an estimated sales value of approximately 4.5 to 5.5 billion [3]. - The total order volume received by Longpan Technology's overseas factory has reached 676,300 tons, averaging over 130,000 tons per year over a five-year delivery period [5]. - A revised agreement with LGES increased the sales volume from 160,000 tons to 260,000 tons of LFP materials from 2024 to 2028 [6]. Group 2: Production Capacity - Longpan Technology's Indonesian base is expected to reach a production capacity of 120,000 tons per year, becoming a key supply hub for Southeast Asia and global markets [5]. - The first phase of the Indonesian base, with a capacity of 30,000 tons, is ramping up production, receiving high recognition from overseas customers [5]. - Domestic factories are also experiencing a surge in production, with significant increases in sales data reported in November [5]. Group 3: Market Demand - The tightening export controls on high-end LFP materials in China have made Longpan Technology's products highly sought after, leading to numerous long-term agreements with downstream customers [4]. - The overall demand in the new energy industry chain is expected to remain high, supported by favorable policy environments and increasing market needs [5].

每经记者｜黄鑫磊 每经编辑｜黄博文 12月3日，磷酸铁锂龙头龙蟠科技（SH603906，股价23.41元，市值160.38亿元）股价涨停，报23.41元/ 股，而在前一日收盘价为21.28元/股，涨幅达6.29%。 消息面上，12月2日，龙蟠科技公告称，公司控股孙公司LBM New Energy(AP)Pte.Ltd.（以下简称"锂源 亚太"）与Sunwoda Automotive Energy Technology(Thailand)Co.,Ltd.（以下简称"Sunwoda"）签署了《长 期采购协议》，预计将由锂源亚太自2026年至2030年间合计向Sunwoda销售10.68万吨符合双方约定规格 的磷酸铁锂正极材料，合同总销售金额为45亿至55亿元。 据披露，买方Sunwoda为欣旺达（SZ300207，股价29.16元，市值538.54亿元）旗下的泰国公司，由香港 欣旺达动力持股99%，欣旺达动力直接持股1%。Sunwoda主要从事锂离子电池、电池管理系统、能源管 理系统、电池管理系统和分销系统的制造、合同制造、包装、组装设计、分销、测试、研发，并提供售 后服务和技术援助等。 协议显示，锂源亚太与Su ...

Group 1 - The China Battery Theme Index decreased by 0.92% as of December 3, 2025, with mixed performance among constituent stocks, led by Better Energy up 2.26% and Penghui Energy up 1.60% [1] - The Ministry of Industry and Information Technology held a meeting on November 28 with key industry players, emphasizing the need to implement decisions to address "involution" competition and promote high-quality development in the battery industry [1] - Huatai Securities forecasts a month-on-month increase in lithium battery production in December, with a 2.3% rise to 143.3 GWh, marking the first month-on-month increase since 2022, driven by strong demand and a significant slowdown in supply [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the China Battery Theme Index accounted for 55.63%, including major companies like Sungrow Power, CATL, and EVE Energy [2] - The Battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [2] - Investors without stock accounts can also access battery industry investment opportunities through the Battery ETF linked fund (016567) [3]

消息面上，龙蟠科技公告，控股孙公司与Sunwoda签署磷酸铁锂正极材料长期采购协议，预计销售金额约45-55亿元。公告显示，此次约定采购量为卖方自 2026年至2030年间合计向买方销售10.68万吨符合双方约定规格的磷酸铁锂正极材料。销售价格受原材料波动影响，双方将依据协议条款逐月确认。 高开逾7%，截至发稿，涨10.72%，报16.32港元，成交额1557.95万港元。 值得注意的是，11月24日，公司方面与楚能新能源全资子公司签署《补充协议二》，销售数量从原定的15万吨磷酸铁锂正极材料产品增至130万吨，协议有 效期从原定的2030年4月30日延长至2030年12月31日。如按照预计数量及市场价格估算，总销售金额超过450亿元。 编辑/Rocky ...

来源：新浪基金∞工作室 中证500ETF景顺（159935）业绩比较基准为中证500指数，管理人为景顺长城基金管理有限公司，基金 经理为龚丽丽，成立（2013-12-26）以来回报为121.35%，近一个月回报为-3.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 12月3日，中证500ETF景顺（159935）开盘涨0.27%，报2.216元。中证500ETF景顺（159935）重仓股方 面，胜宏科技开盘跌0.29%，华工科技跌0.19%，先导智能涨0.48%，芯原股份跌0.29%，巨人网络跌 0.42%，卧龙电驱跌0.24%，指南针涨0.39%，欣旺达涨0.21%，赤峰黄金跌0.32%，通富微电涨0.44%。 ...

Group 1 - The Hang Seng Index opened lower by 0.44%, while the Hang Seng Tech Index decreased by 0.51% [1] - New stock LeMo Technology opened high at 62%, established in 2014, is a provider of machine massage services [1] - Longpan Technology opened high at 7.26%, signing a long-term procurement agreement for lithium iron phosphate cathode materials with Sunwoda, with expected sales amounting to approximately 4.5 to 5.5 billion [1]

Core Viewpoint - Longpan Technology has signed a long-term procurement agreement with Sunwoda's subsidiary in Thailand, with an estimated sales amount of 4.5 billion to 5.5 billion yuan, which is expected to positively impact the company's future performance [1][5][6]. Group 1: Agreement Details - The agreement stipulates that from 2026 to 2030, Longpan's subsidiary LBM New Energy (AP) Pte. Ltd. will supply 106,800 tons of lithium iron phosphate cathode materials to Sunwoda Automotive Energy Technology (Thailand) Co., Ltd. [5][17]. - The total sales amount is estimated to be between 4.5 billion and 5.5 billion yuan, depending on actual sales orders [5][17]. Group 2: Company Performance - Longpan Technology's main business includes lithium iron phosphate cathode materials and automotive environmental fine chemicals, with the former's shipment volume ranking among the top in the industry [6][18]. - The company's losses in the lithium iron phosphate cathode materials business have been decreasing, with net losses for the first three quarters of 2025 reported at -110 million yuan and -172 million yuan for net profit attributable to the parent company [7][19]. Group 3: Industry Context - Major battery manufacturers, including CATL, have been frequently signing long-term supply agreements with upstream material suppliers to ensure supply chain stability as the lithium battery industry shows signs of recovery [10][21]. - In the domestic battery market, Sunwoda ranked 6th in installed capacity from January to October 2025, with a total of 19.29 GWh, representing a 3.34% market share [21][20].

转自：智通财经 智通财经12月2日讯（记者 刘梦然）在新能源汽车和储能市场爆发的双重加持下，"抢"和"涨"成为近期 锂电材料行业的动态。不久前刚刚签下450亿元磷酸铁锂销售长单的龙蟠科技（603906.SH），又与 Sunwoda签署了磷酸铁锂正极材料长期采购协议，预计销售金额约45-55亿元。 Sunwoda主要从事锂离子电池等制造、分销等业务。股权结构方面，香港欣旺达动力持胡该公司99%的 股份，欣旺达动力直接持股1%。 因此，仅以楚能新能源的长协订单计算，其未来五年的年均采购量即达到26万吨磷酸铁锂，就已经超过 龙蟠科技当前设计产能，考验其供应能力。 为了应对下游客户需求，龙蟠科技也在加速扩产。今年8月，公司披露定增预案，拟募资不超过20亿 元，用于建设11万吨高性能磷酸盐型正极材料项目、8.5万吨高性能磷酸盐型正极材料项目及补充流动 资金等。 智通财经记者注意到，从供给端来看，磷酸铁锂产业过去吸引了较多企业参与市场竞争，行业产能扩张 增速已显著超越市场需求增速，也导致其成为锂电产业链中竞争最激烈、利润承压最严重的环节。2024 年，龙蟠科技磷酸铁锂正极材料毛利率为2.52%，比上年增加10.34个百分 ...