龙蟠科技今日盘中大涨12.5%,主要受益于旗下子公司与韩国电池厂LG新能源修订长期供货协议,订单大增的利好消息。
根据公告,龙蟠科技子公司常州锂源及亚太锂源与LG新能源修订了今年2月签署的《长期供货协议》,将2028年前向LG新能源的磷酸铁锂正极材料销售数量从原先的16万吨大幅增至26万吨。按照当前市价测算,这份订单的整体市值接近人民币100亿元,被称为今年全球磷酸铁锂市场签订的最大一笔交易合同。
龙蟠科技原是传统钛白粉和磷化工行业龙头,2021年通过收购进入磷酸铁锂正极材料领域。该举措使公司能避免自主开发产品的漫长周期,更快获取下游知名电池厂客户,助力抓住本轮磷酸铁锂景气周期的机遇。
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