龙蟠科技(02465)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。

关闭

02465 龙蟠科技

休市中 12-05 16:09:06

14.740

-0.510

-3.34%

最高15.150	最低14.470	成交量1,224万
今开14.910	昨收15.250	日振幅4.46%
总市值100.97亿	流通市值17.69亿	总股本6.85亿
成交额1.80亿	换手率10.20%	流通股本1.20亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

{"stockData":{"symbol":"02465","market":"HK","secType":"STK","nameCN":"龙蟠科技","latestPrice":14.74,"timestamp":1764922146442,"preClose":15.25,"halted":0,"volume":12236500,"delay":0,"floatShares":120000000,"shares":685000000,"eps":-1.2111097272387599,"marketStatus":"休市中","change":-0.51,"latestTime":"12-05 16:09:06","open":14.91,"high":15.15,"low":14.47,"amount":180459320,"amplitude":0.04459,"askPrice":14.74,"askSize":33500,"bidPrice":14.73,"bidSize":24500,"shortable":0,"etf":0,"ttmEps":-0.7229554365425335,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1765157400000},"marketStatusCode":7,"adr":0,"listingDate":1730217600000,"exchange":"SEHK","adjPreClose":15.25,"openAndCloseTimeList":[[1764898200000,1764907200000],[1764910800000,1764921600000]],"volumeRatio":0.4856251155860744,"lotSize":500,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"603906","market":"SH","secType":"STK","nameCN":"龙蟠科技","latestPrice":21.15,"timestamp":1764918000000,"preClose":22,"halted":0,"volume":65938100,"delay":0,"premium":"-36.70"}},"requestUrl":"/m/hq/s/02465","defaultTab":"news","newsList":[{"id":"2589189983","title":"磷酸铁锂龙头掀起涨价潮：单吨加工费上涨3000元，行业告别“价格内卷”","url":"https://stock-news.laohu8.com/highlight/detail?id=2589189983","media":"储能早知道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589189983?lang=zh_cn&edition=full","pubTime":"2025-12-05 13:06","pubTimestamp":1764911179,"startTime":"0","endTime":"0","summary":"近日，多家磷酸铁锂龙头企业已向客户发出明确的涨价通知。另一家磷酸铁锂龙头企业已于11月进行了一次价格上调：自2025年11月1日起，对新订单执行涨价，加工费上涨3000元/吨。01 行业动向近期磷酸铁锂行业的集体提价并非孤立事件。高压实密度磷酸铁锂产品成为此轮涨价的引领者。电解液核心材料六氟磷酸锂的价格也出现显著上涨。龙头企业调整价格是践行“反内卷”治理政策、顺应行业规范发展的必要举措。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205133612a725313d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205133612a725313d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2589589398","title":"锂电涨价潮轮到磷酸铁锂？企业：涨价理由充分，正和下游客户商议","url":"https://stock-news.laohu8.com/highlight/detail?id=2589589398","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589589398?lang=zh_cn&edition=full","pubTime":"2025-12-04 22:02","pubTimestamp":1764856920,"startTime":"0","endTime":"0","summary":"近日，磷酸铁锂涨价传闻高涨，有媒体称一家磷酸铁锂龙头企业自2026年1月1日起上调3000元/吨。企业涨价意愿强磷酸铁锂是重要的锂电正极材料，其占锂电池整体成本的比例达40%以上。由于深嵌锂产业链，磷酸铁锂价格随同上下游一起波动。即便有了涨价苗头，但从历史行情来看，磷酸铁锂目前价格仍处于低位，因此厂家涨价意愿较为强烈，希望走出亏损泥潭。如此一来，磷酸铁锂涨价似乎成了顺理成章的事情。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120422054697900784&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120422054697900784&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2589858931","title":"山西新建！10万吨高性能磷酸铁锂项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2589858931","media":"电池工业网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589858931?lang=zh_cn&edition=full","pubTime":"2025-12-04 16:50","pubTimestamp":1764838206,"startTime":"0","endTime":"0","summary":"01 高性能产品渐成主流磷酸铁锂是锂电池的核心原材料之一。时至年底，磷酸铁锂价格再度出现大涨。此次“山西鹏博新材料有限公司年产10万吨高性能锂离子正极材料项目”便采用草酸亚铁法制备磷酸铁锂。此次新建的10万吨项目环评显示，项目生产主要原料为草酸亚铁、磷酸二氢锂、葡萄糖，并通过掺杂、包覆改性技术，以及形貌控制技术进一步提升产品性能，提高产品的竞争力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204165319978f90fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204165319978f90fd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1110","02465"],"gpt_icon":0},{"id":"2589858676","title":"预计45","url":"https://stock-news.laohu8.com/highlight/detail?id=2589858676","media":"中国粉体网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589858676?lang=zh_cn&edition=full","pubTime":"2025-12-04 16:19","pubTimestamp":1764836392,"startTime":"0","endTime":"0","summary":"具体单价由双方根据协议条款逐月确定，如按照预计数量及市场价格估算，合同总销售金额约人民币45-55亿元。不久前，龙蟠科技发布公告，公司对楚能新能源的总销售金额，预计从此前超50亿元调整为超450亿元。仅在9月，其与宁德时代达成协议，预计2026年至2031年间供应15.75万吨材料，销售额超60亿元；6月与亿纬锂能的协议涉及15.2万吨，预计销售额超50亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204161957a4cc2eee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204161957a4cc2eee&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2589585898","title":"龙蟠科技为两子公司新增提供2亿元担保","url":"https://stock-news.laohu8.com/highlight/detail?id=2589585898","media":"雷达财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589585898?lang=zh_cn&edition=full","pubTime":"2025-12-04 15:12","pubTimestamp":1764832323,"startTime":"0","endTime":"0","summary":"雷达财经 文|杨洋 编|李亦辉12月3日，龙蟠科技发布公告称，将为旗下子公司锂源（江苏）科技有限公司及湖北锂源新能源科技有限公司向银行申请综合授信提供合计20,000.00万元人民币的连带责任担保。截至公告日，公司及其下属公司实际发生的担保余额为55.60亿元，占公司2024年度经审计归属于上市公司股东的净资产的比例为175.42%，无逾期担保。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204151249a4cc0a17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204151249a4cc0a17&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2588300132","title":"爆单！一个月内数千亿元订单砸下！锂电行业上行周期要开启了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2588300132","media":"我的电池网","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588300132?lang=zh_cn&edition=full","pubTime":"2025-12-04 14:24","pubTimestamp":1764829499,"startTime":"0","endTime":"0","summary":"近期，多家机构预判，锂电行业供需拐点已现，产业链价格企稳回升。展望2026年，中金公司看好锂电新一轮上行周期启动，储能有望成为核心“推手”。若以预计供货量及当前市价进行初步估算，整体订单规模已达数千亿元。前述产品预计销量均为初步约定，最终销售数量以双方后续签订的采购订单为准。合作协议自签署之日起生效，有效期至2029年12月31日，并设有自动续约条款。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204154610a4cc1afc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204154610a4cc1afc&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0880133367.SGD","BK1144","LU1807302812.USD","03931","LU1960683339.HKD","BK1116","03750","LU0067412154.USD","LU1152091754.HKD","LU1993786604.SGD","02465","LU1152091168.USD","BK1610","LU1008478684.HKD"],"gpt_icon":1},{"id":"2589858937","title":"PriceSeek重点提醒：龙蟠科技与Sunwoda签磷酸铁锂采购协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2589858937","media":"生意社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589858937?lang=zh_cn&edition=full","pubTime":"2025-12-04 09:20","pubTimestamp":1764811216,"startTime":"0","endTime":"0","summary":"PriceSeek评析磷酸铁锂，多空评分：2龙蟠科技与Sunwoda签署的磷酸铁锂长期采购协议，合计销售10.68万吨，预计金额45-55亿元，期限2026-2030年。这一协议大幅提升磷酸铁锂的长期需求预期，确保稳定大额订单，将推动现货市场供应收紧和价格上涨。多空评分：重大利好+2，因为该协议强化需求基本面，增强市场信心，利好现货价格上行趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204095206a4cb7c40&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204095206a4cb7c40&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1110","02465"],"gpt_icon":0},{"id":"2588433060","title":"智通港股解盘 | 汇率创高点大宗商品走强 龙蟠科技(02465)又签下大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2588433060","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588433060?lang=zh_cn&edition=full","pubTime":"2025-12-03 19:48","pubTimestamp":1764762535,"startTime":"0","endTime":"0","summary":"11月25日龙蟠科技就签订了一个50亿的大单，这又来一个，公司公告，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。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。另外，根据联交所最新权益披露资料显示，2025年11月26日，龙蟠科技获Barclays PLC以每股均价15.3802港元增持好仓171.1万股，涉资约2631.55万港元。目前，美的集团业务已覆盖200多个国家和地区。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1377215.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1807302812.USD","02631","00300","BK1169","LU0149721374.USD","BK1110","BK1214","02465","LU1993786604.SGD","LU1880383366.USD","BK1513","02600","BK0229","LU1880383440.USD","BK1592","000979.SH","603906","BK1568","BK1190","BK1514","01055","161715","BK1123","LU1481107354.HKD","LU1960683339.HKD","BK1175","BK1561","03993","IE00B0169L03.USD","LU0164880469.USD","BK1594"],"gpt_icon":0},{"id":"2588973340","title":"签下约50亿元磷酸铁锂正极材料大单 龙蟠科技：客户主要用于动力电池","url":"https://stock-news.laohu8.com/highlight/detail?id=2588973340","media":"每日经济新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588973340?lang=zh_cn&edition=full","pubTime":"2025-12-03 12:12","pubTimestamp":1764735120,"startTime":"0","endTime":"0","summary":"　　12月3日上午，龙蟠科技相关负责人对《每日经济新闻》记者表示，Sunwoda采购的磷酸铁锂正极材料主要用于动力电池，目前公司海外产能扩张序列中，印尼锂源二期9万吨项目正在进行设备安装调试，预计在2026年一季度满产。　　值得注意的是，12月2日有消息称，两家头部磷酸铁锂厂商将自2026年起上调加工费。对此，龙蟠科技上述负责人表示，目前也在和客户沟通涨价事宜，原因主要是原材料价格上涨的传导。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-12-03/doc-infznvhh1461627.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-12-03/doc-infznvhh1461627.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0229","02465","603906","BK1110"],"gpt_icon":0},{"id":"2588096536","title":"电池板块高开，龙蟠科技竞价涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2588096536","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588096536?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:39","pubTimestamp":1764725988,"startTime":"0","endTime":"0","summary":"南方财经12月3日电，电池板块高开，龙蟠科技竞价涨停，万润新能、湖南裕能、海科新源纷纷高开。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203095232a7205149&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203095232a7205149&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"1146330126","title":"龙蟠科技控股孙公司与Sunwoda签近50亿元长单","url":"https://stock-news.laohu8.com/highlight/detail?id=1146330126","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1146330126?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:37","pubTimestamp":1764725824,"startTime":"0","endTime":"0","summary":"12月3日，$龙蟠科技(02465)$盘初涨幅扩大至逾12%！控股孙公司与Sunwoda签近50亿元长单。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"51ce85a765c1406940874c26154ad1be","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"龙蟠科技控股孙公司与Sunwoda签近50亿元长单","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0229","02465","BK1110","603906"],"gpt_icon":0},{"id":"1115664753","title":"异动解读 | 龙蟠科技盘中大涨12.21%，孙公司与Sunwoda签署45-55亿元磷酸铁锂正极材料长单","url":"https://stock-news.laohu8.com/highlight/detail?id=1115664753","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1115664753?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:36","pubTimestamp":1764725804,"startTime":"0","endTime":"0","summary":"龙蟠科技(02465)今日盘中大幅上涨12.21%，引起市场广泛关注。消息面上，公司控股孙公司锂源(亚太)与Sunwoda签署了《长期采购协议》，预计自2026年至2030年间合计销售10.68万吨磷酸铁锂正极材料，总销售金额约45-55亿元人民币。这一重大订单有望为公司未来业绩提供稳定支撑，并巩固其在新能源材料领域的市场地位。此外，近期Barclays PLC增持龙蟠科技171.1万股，显示出机构投资者对公司发展前景的看好。这一系列利好消息共同推动了股价的强劲表现。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"51ce85a765c1406940874c26154ad1be","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02465"],"gpt_icon":0},{"id":"2588409312","title":"异动快报：龙蟠科技（603906）12月3日9点30分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2588409312","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588409312?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:36","pubTimestamp":1764725803,"startTime":"0","endTime":"0","summary":"证券之星12月3日盘中消息，9点30分龙蟠科技触及涨停板。其所属行业电池目前下跌。该股为磷酸铁锂，动力电池回收，钠电池概念热股，当日磷酸铁锂概念上涨0.74%，动力电池回收概念上涨0.72%，钠电池概念上涨0.61%。12月2日的资金流向数据方面，主力资金净流入2.23亿元，占总成交额12.1%，游资资金净流出9284.58万元，占总成交额5.03%，散户资金净流出1.31亿元，占总成交额7.07%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120300006018.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1110","BK0229","603906","02465"],"gpt_icon":0},{"id":"1181858376","title":"异动解读 | 龙蟠科技盘中大涨12.21%，孙公司与Sunwoda签署45-55亿元长期采购协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1181858376","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1181858376?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:36","pubTimestamp":1764725788,"startTime":"0","endTime":"0","summary":"龙蟠科技(02465)今日盘中大涨12.21%，引起市场广泛关注。消息面上，公司控股孙公司锂源(亚太)与Sunwoda签署了《长期采购协议》，预计自2026年至2030年间合计向Sunwoda销售10.68万吨磷酸铁锂正极材料，预计销售金额约45-55亿元人民币。该协议有助于公司与下游合作伙伴建立长期稳定的关系，稳定产品销售，符合公司发展战略规划。若合同顺利履行，将对公司未来业绩产生积极影响。龙蟠科技在磷酸铁锂正极材料领域具有领先地位，此次大额订单进一步增强了市场对其未来增长潜力的信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"51ce85a765c1406940874c26154ad1be","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02465"],"gpt_icon":0},{"id":"2588965390","title":"龙蟠科技盘中异动 早盘股价大涨9.23%报16.100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588965390","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588965390?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:30","pubTimestamp":1764725404,"startTime":"0","endTime":"0","summary":"2025年12月03日早盘09时30分，龙蟠科技股票出现异动，股价快速拉升9.23%。截至发稿，该股报16.100港元/股，成交量120.5万股，换手率1.00%，振幅2.37%。资金方面，该股资金流入436.41万港元，流出135.695万港元。龙蟠科技股票所在的能源储存装置行业中，整体涨幅为3.76%。其相关个股中，天臣控股、龙蟠科技、瑞浦兰钧涨幅较大，振幅较大的相关个股有龙蟠科技、宁德时代、洪桥集团，振幅分别为2.37%、0.59%、0.00%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512030930059527c0b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512030930059527c0b5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2588909333","title":"港股异动 | 龙蟠科技(02465)高开逾7% 控股孙公司与Sunwoda签近50亿元长单","url":"https://stock-news.laohu8.com/highlight/detail?id=2588909333","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588909333?lang=zh_cn&edition=full","pubTime":"2025-12-03 09:26","pubTimestamp":1764725182,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，龙蟠科技高开逾7%，截至发稿，涨7.26%，报15.81港元，成交额1318.55万港元。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。如按照预计数量及市场价格估算，总销售金额超过450亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"51ce85a765c1406940874c26154ad1be","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1376854.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1110","603906","BK0229","02465"],"gpt_icon":0},{"id":"2588569096","title":"多家磷酸铁锂企业提出涨价诉求","url":"https://stock-news.laohu8.com/highlight/detail?id=2588569096","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588569096?lang=zh_cn&edition=full","pubTime":"2025-12-03 08:33","pubTimestamp":1764721981,"startTime":"0","endTime":"0","summary":"2025年12月，多家磷酸铁锂龙头企业提出涨价诉求。行业人士表示，提价是出于企业理性考量，旨在缓解长期作为产业链“夹心层”所承受的上下游挤压压力，因原材料成本高企及产品价格低迷，近年行业普遍亏损。此次调价能否落地，取决于产业链各方的谈判结果。推动磷酸铁锂环节健康有序发展，将有助于锂电产业链整体高质量发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512030834379527a693&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512030834379527a693&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2588096314","title":"603906，又签大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2588096314","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588096314?lang=zh_cn&edition=full","pubTime":"2025-12-03 00:19","pubTimestamp":1764692340,"startTime":"0","endTime":"0","summary":"近期，宁德时代等头部动力电池企业频繁与上游材料商签订大单。《长期采购协议》约定，2026年至2030年，锂源亚太将向泰国欣旺达动力销售10.68万吨符合双方约定规格的磷酸铁锂正极材料，并约定最低采购量与最大供应量。近年来，龙蟠科技的磷酸铁锂正极材料业务亏损减少，其整体亏损金额呈现下降趋势。2026年至2028年，嘉元科技的预估最低产能分别为15.7万吨、20.4万吨、26.5万吨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203002400a71f952e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203002400a71f952e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1960683339.HKD","LU0880133367.SGD","LU1152091754.HKD","LU0067412154.USD","LU1008478684.HKD","BK1116","91215","02465","LU1807302812.USD","BK1110","LU1152091168.USD","LU1993786604.SGD","BK1610"],"gpt_icon":1},{"id":"2588053258","title":"龙蟠科技最新公告：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","url":"https://stock-news.laohu8.com/highlight/detail?id=2588053258","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588053258?lang=zh_cn&edition=full","pubTime":"2025-12-02 21:01","pubTimestamp":1764680470,"startTime":"0","endTime":"0","summary":"龙蟠科技(603906.SH)公告称，公司控股孙公司LBM New Energy (AP) Pte. Ltd.与Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.签署了《长期采购协议》，预计自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，合同总销售金额约人民币45-55亿元。该协议不构成关联交易或重大资产重组，对公司未来业绩有积极影响。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120200037240.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","603906","02465","BK1110"],"gpt_icon":0},{"id":"2588670032","title":"Barclays PLC增持龙蟠科技(02465)171.1万股 每股作价约15.38港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588670032","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588670032?lang=zh_cn&edition=full","pubTime":"2025-12-02 18:58","pubTimestamp":1764673134,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新数据显示，11月26日，Barclays PLC增持龙蟠科技171.1万股，每股作价15.3802港元，总金额约为2631.55万港元。增持后最新持股数目为695.95万股，持股比例为5.8%。补充资料：Notifiable interest first occurred due to increase in Equity shares. BBPLCs interests in 891000 shares long and short and BCSLs interests in 891000 shares short as disclosed at box 22 pertain to an intragroup hedge between BBPLC and BCSL. Interests arising under the hedge are not double counted at BPLCs level.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1376636.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02465","BK0229","BK1110","FIYY","603906"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.lopal.com.cn","stockEarnings":[{"period":"1week","weight":-0.0061},{"period":"1month","weight":0.2033},{"period":"3month","weight":0.4494},{"period":"6month","weight":1.3103},{"period":"1year","weight":1.8566},{"period":"ytd","weight":2.0082}],"compareEarnings":[{"period":"1week","weight":0.0087},{"period":"1month","weight":0.0058},{"period":"3month","weight":0.0262},{"period":"6month","weight":0.0964},{"period":"1year","weight":0.3336},{"period":"ytd","weight":0.3004}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"江苏龙蟠科技集团股份有限公司（原名：江苏龙蟠科技股份有限公司）是一家主要从事磷酸铁锂（LFP）正极材料和车用环保精细化学品的研发、生产和销售的中国公司。该公司主要通过三个分部开展业务。销售车用精细化学品业务分部主要从事润滑油、柴油发动机尾气处理液、冷却液以及车用养护品等的生产及销售。销售LFP正极材料业务分部主要从事磷酸铁锂正极材料的生产及销售。碳酸锂及原材料加工分部主要从事碳酸锂、磷酸铁副产品等的加工。","exchange":"SEHK","name":"龙蟠科技","nameEN":"LOPAL TECH"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"龙蟠科技(02465)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供龙蟠科技(02465)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"龙蟠科技,02465,龙蟠科技股票,龙蟠科技股票老虎,龙蟠科技股票老虎国际,龙蟠科技行情,龙蟠科技股票行情,龙蟠科技股价,龙蟠科技股市,龙蟠科技股票价格,龙蟠科技股票交易,龙蟠科技股票购买,龙蟠科技股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"龙蟠科技(02465)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供龙蟠科技(02465)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}