智通财经APP获悉,龙蟠科技(02465)涨超8%,截至发稿,涨8.18%,报6.48港元,成交额2.07亿港元。
消息面上,据证券时报报道,近期,锂电行业频现磷酸铁锂大单,头部企业确认产品涨价消息,磷酸铁锂赛道景气度攀升。本轮磷酸铁锂涨价,是市场需求持续放量及产品迭代双轮驱动的结果。据悉,龙蟠科技在布局磷酸铁产能的同时,聚焦上游锂资源,携手宁德时代在江西宜春合资建设了年产4万吨碳酸锂加工厂,目前项目已全部投产。
此外,龙蟠科技公告称,为积极拓展海外市场,提升公司在锂电材料领域的市场竞争力和海外影响力,公司三级控股子公司锂源印尼拟通过增资扩股方式引入LG新能源作为战略投资者。交易完成后,LG新能源将取得锂源印尼20%股权。
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