智通财经APP获悉，龙蟠科技(02465)早盘涨近12%，截至发稿，涨9.45%，报4.98港元，成交额6274.29万港元。
湘财证券发布研报称，需求端依旧保持较高景气度，铁锂企业出货顺畅，大厂继续冲量，头部企业订单饱满，前期停产中小企业仍未复工，头部企业装置开工维持在8-9成左右，部分企业负荷拉满。周内铁锂库存小幅下调，企业现金流持续承压下以去库为主，同时因订单周期缩短，生产较为谨慎，库存维系低位。铁锂产销两旺下场内挺价减亏情绪渐起，然近期碳酸锂价格波动下行，成本面缺乏支撑，铁锂价格推涨困难，实单价格推涨受限。
华创证券指出，龙蟠科技是润滑油与车用尿素龙头，2021年收购贝特瑞子公司贝特瑞（天津）与江苏贝特瑞100%股权，并在四川、江苏设立子公司投建磷酸铁锂产线，由此进入磷酸铁锂正极领域。贝特瑞下游客户覆盖主流电池厂宁德时代、比亚迪等企业。公司通过收购龙头企业的形式介入磷酸铁锂行业，相比钛白粉、磷化工转型做磷酸铁锂的企业而言更具客户优势，同时产品开发期大大降低，或将更快受益本轮磷酸铁锂景气周期。
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