智通财经APP获悉，龙蟠科技(02465)早盘涨超11%，截至发稿，涨9.19%，报5.23港元，成交额4075.72万港元。
消息面上，3月21日，龙蟠科技首届全球新技术发布会在南京隆重举办。作为"LOPALDAY"的启幕之作，本次发布会向全球展示了龙蟠科技在新能源核心材料领域的最新技术突破与战略布局。3月底，龙蟠科技发布年度业绩，该集团期内取得收入76.73亿元人民币，同比减少12.1%；公司所有人应占亏损6.33亿元，同比收窄48.67%。
长城证券指出，龙蟠科技在印尼建设的3万吨磷酸铁锂正极材料项目是海外首个万吨级以上的铁锂产能，二期产能在引入印尼国家主权基金以及调整项目主体后也有望加速推进，印尼具备制造成本及税收政策等方面的综合优势，提振公司签单情况。除此之外，公司向上游延伸强化原材料自主可控，通过战略参股或自建生产基地保证碳酸锂、磷酸铁等核心原材料的供应。海外订单饱满有望支撑产能利用率高企享受市场红利，叠加一体化产业链布局趋于完善，公司铁锂产品利润弹性有望领先行业。
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