603906 龙蟠科技
已收盘 12-05 15:00:00
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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
华夏时报网 · 12-04 22:02
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
龙蟠科技回落逾8% 锂源亚太与Sunwoda签订长期采购协议
智通财经 · 12-04 15:43
龙蟠科技回落逾8% 锂源亚太与Sunwoda签订长期采购协议
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
智通财经 · 12-03 19:48
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
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
每日经济新闻 · 12-03 12:12
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
龙蟠科技控股孙公司与Sunwoda签近50亿元长单
老虎资讯综合 · 12-03 09:37
龙蟠科技控股孙公司与Sunwoda签近50亿元长单
异动快报:龙蟠科技(603906)12月3日9点30分触及涨停板
证券之星 · 12-03 09:36
异动快报:龙蟠科技(603906)12月3日9点30分触及涨停板
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
智通财经 · 12-03 09:26
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
603906,又签大单
中国基金报 · 12-03 00:14
603906,又签大单
龙蟠科技与泰国瑞沃达汽车能源科技签署重要日常运营合同
美股速递 · 12-02
龙蟠科技与泰国瑞沃达汽车能源科技签署重要日常运营合同
江苏龙蟠科技集团子公司与顺威达汽车能源科技(泰国)签署长期采购协议,提供磷酸铁锂正极材料,预计2026-2030年销售收入约为45-55亿元
美股速递 · 12-02
江苏龙蟠科技集团子公司与顺威达汽车能源科技(泰国)签署长期采购协议,提供磷酸铁锂正极材料,预计2026-2030年销售收入约为45-55亿元
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
证券之星 · 12-02
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
Barclays PLC增持龙蟠科技(02465)171.1万股 每股作价约15.38港元
智通财经 · 12-02
Barclays PLC增持龙蟠科技(02465)171.1万股 每股作价约15.38港元
磷酸铁锂涨价潮来袭?龙蟠科技:正与客户沟通涨价事由
21世纪经济报道 · 12-02
磷酸铁锂涨价潮来袭?龙蟠科技:正与客户沟通涨价事由
港股异动 | 龙蟠科技(02465)涨超5% 机构看好锂电产业链材料各环节盈利改善
智通财经 · 12-02
港股异动 | 龙蟠科技(02465)涨超5% 机构看好锂电产业链材料各环节盈利改善
一份协议超十年营收总和,龙蟠科技450亿豪赌“锂”想
新京报 · 12-01
一份协议超十年营收总和,龙蟠科技450亿豪赌“锂”想
龙蟠科技(02465)股东将股票由花旗银行转入UBS Securities Hong Kong Limited 转仓市值8723.92万港元
智通财经 · 12-01
龙蟠科技(02465)股东将股票由花旗银行转入UBS Securities Hong Kong Limited 转仓市值8723.92万港元
行业再现预付款订单!拿下超450亿元“楚能大单”,603906成交额创上市以来新高
时代周报 · 11-27
行业再现预付款订单!拿下超450亿元“楚能大单”,603906成交额创上市以来新高
龙蟠科技最新公告:公司目前生产经营正常无应披露而未披露的重大事项
证券之星 · 11-26
龙蟠科技最新公告:公司目前生产经营正常无应披露而未披露的重大事项
龙蟠科技(02465.HK)涨超5%
每日经济新闻 · 11-26
龙蟠科技(02465.HK)涨超5%
港股异动 | 龙蟠科技(02465)再涨超6% 公司扩大与楚能新能源合作规模 总销售金额超450亿元
智通财经 · 11-26
港股异动 | 龙蟠科技(02465)再涨超6% 公司扩大与楚能新能源合作规模 总销售金额超450亿元
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公司概况
公司名称:
江苏龙蟠科技集团股份有限公司
所属行业:
化学原料和化学制品制造业
上市日期:
2017-04-10
主营业务:
江苏龙蟠科技集团股份有限公司的主营业务是磷酸铁锂正极材料和车用环保精细化学品的研发、生产和销售。公司的主要产品是S系列磷酸铁锂正极材料、T系列铁锂一号、Z系列磷酸铁锂正极材料、M系列磷酸锰铁锂正极材料、“一次烧结”高压密磷酸铁锂正极材料、润滑油、柴油发动机汽车处理液、冷却液、车用养护品。公司连续获得多项行业荣誉:旗下润滑油产品连续多年获评“中国润滑油十大品牌”,彰显了公司在车用环保精细化学品领域的市场地位和品牌影响力;2025年5月,龙蟠润滑油荣获零跑汽车颁发的十年“风雨同舟”合作伙伴奖;2025年汽车供应链新生态大会上,公司荣获“技术创新生态伙伴奖”;“2025高工新能源新材料产业大会”上,常州锂源荣获“2025新能源新材料创新企业”;此外公司还获得前程无忧“2025杰出雇主”奖。这些成就标志着公司在绿色化学与新能源材料领域的综合竞争力持续提升。
发行价格:
9.52
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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":["603906","BK0229","02465","BK1110"],"gpt_icon":0},{"id":"2588065849","title":"603906,又签大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2588065849","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588065849?lang=zh_cn&edition=full","pubTime":"2025-12-03 00:14","pubTimestamp":1764692040,"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":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656329160&idx=2&sn=3d9491c09f6bbc3f58fa7d4f8c13da42&chksm=8afec5ccfc12b319824656799a2d9af54a070329803d93c475aab6f6e0041f693905933bc45d&scene=0#rd","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656329160&idx=2&sn=3d9491c09f6bbc3f58fa7d4f8c13da42&chksm=8afec5ccfc12b319824656799a2d9af54a070329803d93c475aab6f6e0041f693905933bc45d&scene=0#rd","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":null,"symbols":["603906","BK0229"],"gpt_icon":0},{"id":"1170603164","title":"龙蟠科技与泰国瑞沃达汽车能源科技签署重要日常运营合同","url":"https://stock-news.laohu8.com/highlight/detail?id=1170603164","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170603164?lang=zh_cn&edition=full","pubTime":"2025-12-02 23:00","pubTimestamp":1764687616,"startTime":"0","endTime":"0","summary":"龙蟠科技与泰国瑞沃达汽车能源科技签署重要日常运营合同","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["603906","BK0229"],"gpt_icon":0},{"id":"1119573984","title":"江苏龙蟠科技集团子公司与顺威达汽车能源科技(泰国)签署长期采购协议,提供磷酸铁锂正极材料,预计2026-2030年销售收入约为45-55亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1119573984","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1119573984?lang=zh_cn&edition=full","pubTime":"2025-12-02 21:01","pubTimestamp":1764680474,"startTime":"0","endTime":"0","summary":"江苏龙蟠科技集团宣布,其子公司与顺威达汽车能源科技(泰国)签署了一项长期采购协议,将于2026年至2030年期间提供磷酸铁锂正极材料,预计销售收入约为45-55亿元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK0229","603906"],"gpt_icon":0},{"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},{"id":"2588903413","title":"磷酸铁锂涨价潮来袭?龙蟠科技:正与客户沟通涨价事由","url":"https://stock-news.laohu8.com/highlight/detail?id=2588903413","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588903413?lang=zh_cn&edition=full","pubTime":"2025-12-02 18:34","pubTimestamp":1764671640,"startTime":"0","endTime":"0","summary":"12月2日,A股磷酸铁锂板块逆市活跃,龙蟠科技、湖南裕能、万润新能等核心企业股价集体上扬,其中龙蟠科技盘中一度涨超9%,收盘涨幅达6.29%,湖南裕能与万润新能分别收涨1.8%和1.35%,资金对板块的关注度显著提升。 市场波动背后,有报道称,磷酸铁锂行业正在发生一场集体提价行动。该工作人员直言,当前磷酸铁锂的原材料价格上涨,磷酸铁锂行业利润空间承压,叠加市场需求持续扩大,价格上涨是行业必然趋势。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/bxjj/2025-12-02/doc-infzmaxc2629561.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, 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10:54","pubTimestamp":1764644040,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,龙蟠科技涨超5%,截至发稿,涨4.8%,报14.84港元,成交额2.38亿港元。该行指出,需求向好叠加供给显著放缓,储能电池及多数锂电材料供需已偏紧,电池、六氟磷酸锂、湿法隔膜、磷酸铁锂、负极逐步迎来涨价拐点,看好锂电产业链材料各环节盈利改善,实现量利齐升。今年5月9日,龙蟠科技方面与楚能新能源方面签署15万吨磷酸铁锂正极材料销售协议,协议有效期自2025年4月30日起至2030年4月30日止。","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/1376386.html","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":"stock_zhitongcaijing","symbols":["02465","BK0229","603906","BK1110"],"gpt_icon":0},{"id":"2588485437","title":"一份协议超十年营收总和,龙蟠科技450亿豪赌“锂”想","url":"https://stock-news.laohu8.com/highlight/detail?id=2588485437","media":"新京报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588485437?lang=zh_cn&edition=full","pubTime":"2025-12-01 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转仓市值8723.92万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588719434","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588719434?lang=zh_cn&edition=full","pubTime":"2025-12-01 08:19","pubTimestamp":1764548392,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,11月28日,龙蟠科技(02465)股东将股票由花旗银行转入UBS Securities Hong Kong Limited,转仓市值8723.92万港元,占比5.01%。此前龙蟠科技发布公告,公司股票于2025年11月25日、11月26日连续2个交易日内收盘价格涨幅偏离值累计超过20%,根据《上海证券交易所交易规则》有关规定,属于股票交易异常波动情形。","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":"http://www.zhitongcaijing.com/content/detail/1375732.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0098860793.USD","LU0130102774.USD","LU2360032135.SGD","LU0320765646.SGD","BK4207","LU0130517989.USD","IE00BSNM7G36.USD","LU0162691827.USD","LU1244550221.USD","LU1244550494.USD","BK4534","LU2236285917.USD","LU2417539215.USD","02465","BK4566","LU0052756011.USD","BK0229","LU0980610538.SGD","LU1791807156.HKD","LU1668664300.SGD","BK1110","LU0128525689.USD","LU1366192091.USD","LU1162221912.USD","LU2125154935.USD","BK4585","LU0477156953.USD","LU0170899867.USD","LU2462157665.USD","LU1201861249.SGD","BK4588","BK4504","LU1244550577.SGD","603906","LU2456880835.USD","BK4559","LU0648001328.SGD","LU0310800965.SGD","LU1267930227.SGD","LU2125154778.USD","LU0072461881.USD","LU0106831901.USD"],"gpt_icon":0},{"id":"2586226786","title":"行业再现预付款订单!拿下超450亿元“楚能大单”,603906成交额创上市以来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2586226786","media":"时代周报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586226786?lang=zh_cn&edition=full","pubTime":"2025-11-27 23:09","pubTimestamp":1764256163,"startTime":"0","endTime":"0","summary":"拿下超450亿元磷酸铁锂正极材料订单后,龙蟠科技(603906.SH)11月25日、26日连续涨停。11月26日晚间,龙蟠科技发布股票交易异常波动公告。11月25日、26日连续两个交易日内,公司收盘涨幅偏离累计超过20%,触及上交所认定的“股票交易异常波动”标准。市场情绪主要来自两天前更新的一则“超级订单”。","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":"http://finance.eastmoney.com/a/202511273576906195.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["603906","BK0229"],"gpt_icon":0},{"id":"2586255476","title":"龙蟠科技最新公告:公司目前生产经营正常无应披露而未披露的重大事项","url":"https://stock-news.laohu8.com/highlight/detail?id=2586255476","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586255476?lang=zh_cn&edition=full","pubTime":"2025-11-26 18:50","pubTimestamp":1764154227,"startTime":"0","endTime":"0","summary":"龙蟠科技(603906.SH)公告称,公司股票于11月25日、26日连续两个交易日内收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。公司目前生产经营正常,主营业务未发生重大变化,市场环境、行业政策未发生重大调整。公司业绩连续亏损,2023年至2025年前三季度分别实现营业收入87.29亿元、76.73亿元、58.25亿元,净利润分别为-12.33亿元、-6.36亿元、-1.10亿元。公司不存在应披露而未披露的重大事项或信息。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":"fut","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/RB2025112600029329.shtml","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":"stockstar","symbols":["BK0229","02465","603906","BK1110"],"gpt_icon":0},{"id":"2586896862","title":"龙蟠科技(02465.HK)涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586896862","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586896862?lang=zh_cn&edition=full","pubTime":"2025-11-26 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总销售金额超450亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2586286124","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586286124?lang=zh_cn&edition=full","pubTime":"2025-11-26 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