异动解读｜龙蟠科技盘中上涨8.65%，8月锂电排产超预期叠加磷酸铁锂龙头拟涨价

行情直击07-27

7月27日，龙蟠科技盘中上涨8.65%，报10.42港元，成交额1.1亿港元。

消息面上，行业调研数据显示，预计8月中国锂电全市场排产约304GWh，环比增长7.4%，全球动力+储能+消费类电池产量约317GWh，环比增长7.1%，超出此前预判的3%-5%增长区间。同时，磷酸铁锂龙头企业湖南裕能宣布自8月1日起对全系列磷酸铁锂产品加工费统一上调2000元/吨，释放行业景气回升信号。龙蟠科技作为磷酸铁锂正极材料主要供应商，此前已披露上半年业绩预增公告，预计归母净利润3.73亿元至4.48亿元，实现扭亏为盈，受益于动力电池及储能电池需求增长带动的销量与规模效益提升。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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