龙蟠科技早盘一度急升逾15%,截至发稿,股价上涨10.88%,现报4.89港元,成交额6041.81万港元。市场近日有消息称,比亚迪12月15日临时决定率先启动磷酸铁锂招标,先于负极材料、铜箔等环节。兴业证券指出,磷酸铁锂正极需求增速快于锂电行业整体增速;快充铁锂趋势明显,催化高压实密度铁锂正极需求;磷酸铁锂供需逐渐好转,高端产品供给趋于紧张;行业盈利处于低位,高压实密度产品有望带来利润弹性。华创...
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