金吾财讯 | 龙蟠科技(02465)早盘股价强势走高，截至发稿，报7.1港元，涨37.33%，成交额3.48亿港元。消息面上，公司控股子公司常州锂源及控股孙公司南京锂源与楚能新能源全资子公司武汉楚能、孝感楚能及宜昌楚能共同签署《生产材料采购战略合作协议》及《补充协议》，预计自2025至2029年间合计向买方销售15万吨磷酸铁锂正极材料，总销售金额预计超50亿元。该合同为日常经营相关销售合同，有助于公司与下游合作伙伴建立长期稳定关系，稳定产品销售，符合公司发展战略规划。但合同履行过程中，公司可能面临未能及时供货、产品质量不达要求等风险，且实际销售数量、金额及收入存在一定不确定性。
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