智通财经APP获悉，龙蟠科技(02465)一度涨超9%，截至发稿，涨6.07%，报6.64港元，成交额1.41亿港元。
消息面上，龙蟠科技近日公布，控股孙公司锂源(亚太)与Eve Energy签署《生产定价协议》。据此，自2026至2030年，预计将由锂源(亚太)及其关联企业向Eve Energy及其关联企业合计销售15.2万吨磷酸铁锂正极材料。按预计数量及市场价格估算，合同总销售金额逾50亿人民币。值得一提的是，今年以来，龙蟠科技已与楚能新能源、Blue Oval(福特电池工厂)、宁德时代等签订磷酸铁锂大额订单，粗略计算，公司今年签订的供货合同总金额或高达170亿元。
国泰海通证券指出，车端开启路测，全固态电池产业化进程加速，近期催化密集落地，看好全固态电池产业化趋势。龙蟠科技此前表示，目前针对固态电池的高镍前驱体和富锂锰基前驱体正在和客户展开验证，三金锂电还推出了针对固态电池量身开发的D系列高镍三元前驱体材料，通过元素掺杂、结构调节等优化措施使其更加稳定、更加安全以及更加长效，可以较好地解决固态电池存在的正极材料开裂、材料高温分解等问题。
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