智通财经APP获悉，龙蟠科技(0265)午后涨近6%，截至发稿，涨3.66%，报4.81港元，成交额2079.66万港元。
消息面上，12月24日，龙蟠科技旗下的常州锂源及亚太锂源与韩国LG新能源（LGES）修订了长期供货协议，将在2024年至2028年期间向LGES销售26万吨磷酸铁锂正极材料产品，较原协议增加10万吨。按照目前的市场价格测算，这一最新订单的整体市场价值接近人民币100亿元。
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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.