港股详情

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龙蟠科技

12.710

+0.7306.09%

成交量：862.05万

成交额：1.07亿

市值：87.06亿

市盈率：-39.57

高：12.720

开：12.000

低：11.980

收：11.980

52周最高：19.800

52周最低：3.880

股本：6.85亿

香港流通股本：1.20亿

量比：0.72

换手率：7.18%

股息：- -

股息率：- -

每股收益(LYR):-0.321

净资产收益率：-3.87%

总资产收益率：1.00%

市净率：2.68

市盈率(LYR):-39.57

市销率: 0.85

数据加载中...

总览公司新闻资讯公告

磷酸铁锂行业掀锁单扩产潮

UBS Group AG减持龙蟠科技(02465)51.3万股每股均价约14.82港元

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原材料涨价引发连锁反应：2025年10-11月磷酸铁锂成本区间突破持续上行

上海有色网

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侯兵hoping的光...

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ITBEAR科技资讯

原材料价格暴涨之下，储能锂电行业为何频出长协大订单？

侯兵hoping的光...

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龙蟠科技斩获超675亿订单，技术出海双驱动能否突围盈利困局？

ITBEAR科技资讯

龙蟠科技，连斩670亿订单！

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

港股概念追踪|隔夜美股锂矿概念持续走强机构重视未来几年产量有显著增长的标的（附概念股）

江苏龙蟠科技 (2465)将召开临时股东大会审议股票期权激励等多项议案

出口量同比大涨1759%！磷酸铁锂再掀“锁单与扩产”潮

我的电池网

磷酸铁锂：从价格低迷到“结构性回暖”

中国化工报

【SMM快讯】龙蟠科技：签署45亿-55亿元磷酸铁锂正极材料订单

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12:28","pubTimestamp":1765686497,"startTime":"0","endTime":"0","summary":"近期，磷酸铁锂电池市场迎来新一轮涨价潮，多家头部企业相继宣布产品价格上调，引发行业广泛关注。这一表态进一步印证了市场对磷酸铁锂电池价格持续走高的预期。2025年以来，碳酸锂价格多次突破历史高位，库存持续消耗导致供需失衡，成本传导效应显著。在原材料价格高位运行和终端需求持续放量的双重作用下，短期内价格回调空间有限，消费者可能面临新能源汽车购车成本上升的压力。","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=nesSN20251214130716a4491e59&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, 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机构重视未来几年产量有显著增长的标的（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2590373821","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590373821?lang=zh_cn&edition=fundamental","pubTime":"2025-12-10 08:14","pubTimestamp":1765325650,"startTime":"0","endTime":"0","summary":"隔夜美股美股锂矿概念持续走强，Sigma Lithium大涨13%，智利矿业化工、美国雅保均上涨。中信建投发布锂产业链2026年投资机遇指出，依然重视资源自给率指标，重视未来几年产量有显著增长的标的；重视低成本优质资源，穿越牛熊的优质标的。资源自给率高意味着原料供应稳定、高毛利，可以摆脱纯锂盐加工未来可能走向薄利加工的风险；随着锂资源地位提升，海外各国对锂愈发重视。","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/1379651.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":["002460","09696","603906","01772","02465","BK1110","BK1594","BK1129","SG9999003461.SGD","BK1509","BK1190","SG9999014674.SGD","002466","BK1592","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160650711","title":"江苏龙蟠科技 (2465)将召开临时股东大会 审议股票期权激励等多项议案","url":"https://stock-news.laohu8.com/highlight/detail?id=1160650711","media":"公告速递","labels":["conferences","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160650711?lang=zh_cn&edition=fundamental","pubTime":"2025-12-09 19:31","pubTimestamp":1765279903,"startTime":"0","endTime":"0","summary":"江苏龙蟠科技集团股份有限公司（2465）宣布，将于2025年12月31日下午2时在中国江苏省南京市南京经济技术开发区恒通大道6号二楼大会议室召开临时股东大会。会议将审议多项特别及普通决议案，包括“2025年股票期权激励计划”及其实施考核管理办法，并拟授权董事会全权处理相关事宜。\n股东大会还将讨论以新一般授权取代现有授权；授权范围覆盖不超过已发行股份总数20%的A股与H股。同时，议程还包括向控股子公司提供财务资助，以及根据《公司条例》延长可暂时停止办理股份过户登记的期限至60日。","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":"0","news_top_title":null,"news_tag":"conferences,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02465"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2590909143","title":"出口量同比大涨1759%！磷酸铁锂再掀“锁单与扩产”潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590909143","media":"我的电池网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590909143?lang=zh_cn&edition=fundamental","pubTime":"2025-12-09 11:57","pubTimestamp":1765252656,"startTime":"0","endTime":"0","summary":"2025年10月中国磷酸铁锂出口量再创新高！共计约5746.87吨，环比9月大增77%，同比增1759%。受需求端高景气影响，今年10月下旬以来，磷酸铁锂领域锁单与扩产消息不断。协议主要修订内容包括，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。据悉，本次11万吨高性能磷酸盐型正极材料项目性质为扩建，具体选址于鄄城县化工产业园区内，新增占地面积约33,867平方米。","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=nesSN20251209145000a72cb7af&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, 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11:26","pubTimestamp":1765250773,"startTime":"0","endTime":"0","summary":"近期，多家磷酸铁锂龙头企业提出提价诉求，每吨上调3000元左右（未税价）。受下游新能源汽车、储能需求爆发等因素影响，第三季度，磷酸铁锂材料价格回升，正经历从长期价格低迷到“结构性回暖”的关键转折点。在储能用锂电池领域，磷酸铁锂的占比更是达到99.9%。受此影响，目前动力型磷酸铁锂均价达到37350元/吨，储能型磷酸铁锂均价达34350元/吨，较10月累计上涨约9%。","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=nesSN20251209112633a72c659d&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, 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Ltd.（简称“锂源(亚太)”）与Sunwoda Automotive Energy Technology (Thailand) Co.,Ltd.（简称“Sunwoda”）签署《长期采购协议》，预计将在2026年至2030年间合计向Sunwoda销售10.68万吨磷酸铁锂正极材料，合同总销售金额约45亿至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。","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=nesSN2025120909162197976fbf&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=nesSN2025120909162197976fbf&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":["02465","BK1110"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":9,"totalSize":200,"code":"91000000","status":"200"}]}}