异动解读 | 龙蟠科技盘中大涨12.21%，孙公司与Sunwoda签署45-55亿元长期采购协议

异动解读12-03

龙蟠科技(02465)今日盘中大涨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年间合计向Sunwoda销售10.68万吨磷酸铁锂正极材料，预计销售金额约45-55亿元人民币。该协议有助于公司与下游合作伙伴建立长期稳定的关系，稳定产品销售，符合公司发展战略规划。若合同顺利履行，将对公司未来业绩产生积极影响。

龙蟠科技在磷酸铁锂正极材料领域具有领先地位，此次大额订单进一步增强了市场对其未来增长潜力的信心。

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