11月13日，龙蟠科技涨超13%，股价创历史新高！磷酸铁锂需求端持续快速增长，公司前三季度业绩大幅减亏。
根据则言咨询数据，2024年/2025年1-10月我国磷酸铁锂产量为244.5/306万吨，同比增长54%/59%，10月磷酸铁锂和磷酸铁产量达到40/33.5万吨，产能利用率达到75.9/76.7%。中金认为，储能需求的高速增长将驱动2026年磷酸铁锂产销量继续快速增长，由于磷酸铁锂对磷矿石单耗较高且对磷矿石品位要求高，磷酸铁锂将继续成为我国磷矿石的重要需求增量。
中金表示，随着磷酸铁锂需求端持续快速增长，传统化工企业磷酸铁产能利用率明显提升，2025年以来多数企业磷酸铁盈利大幅减亏。此前，龙蟠科技公布2025年前三季度业绩，营业收入约58.25亿元，同比增长2.91%；归属于上市公司股东的净亏损约1.1亿元，同比收窄63.53%；基本每股亏损0.16元。
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