异动解读 | 龙蟠科技盘中大涨12.21%，孙公司与Sunwoda签署45-55亿元磷酸铁锂正极材料长单

异动解读12-03

龙蟠科技(02465)今日盘中大幅上涨12.21%，引起市场广泛关注。

消息面上，公司控股孙公司锂源(亚太)与Sunwoda签署了《长期采购协议》，预计自2026年至2030年间合计销售10.68万吨磷酸铁锂正极材料，总销售金额约45-55亿元人民币。这一重大订单有望为公司未来业绩提供稳定支撑，并巩固其在新能源材料领域的市场地位。

此外，近期Barclays PLC增持龙蟠科技171.1万股，显示出机构投资者对公司发展前景的看好。这一系列利好消息共同推动了股价的强劲表现。

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