港股详情

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龙蟠科技

15.330

+0.6604.50%

成交量：1,636.10万

成交额：2.48亿

市值：105.01亿

市盈率：-12.74

高：15.530

开：15.160

低：14.600

收：14.670

52周最高：16.860

52周最低：3.690

股本：6.85亿

香港流通股本：1.20亿

量比：0.74

换手率：13.63%

股息：- -

股息率：- -

每股收益(LYR):-1.203

净资产收益率：-14.41%

总资产收益率：-1.28%

市净率：3.21

市盈率(LYR):-12.74

市销率: 1.23

数据加载中...

总览公司新闻资讯公告

智通AH统计|11月17日

港股异动 | 龙蟠科技(02465)涨近4% 磷酸铁锂行业明显升温公司三季度大幅收窄亏损

龙蟠科技盘中异动早盘股价大涨5.04%

磷酸铁锂市场产销两旺头部企业订单已排至明年

中国经营网

龙蟠科技11月14日主力净流出530.0万元散户资金买入

锂电池产业链核心材料深度解析(附股)

乐晴智库精选

历史上第三轮锂电大牛市，加速了！

智通AH统计|11月13日

港股锂电池板块午后持续走高！龙蟠科技涨超26%，瑞浦兰钧涨超14%

老虎资讯综合

港股固态电池板块持续拉升龙蟠科技涨超10%

南方财经网

龙蟠科技股价创历史新高！磷酸铁锂需求端持续快速增长，公司前三季度业绩大幅减亏

老虎资讯综合

储能股逆市走高龙蟠科技(02465)涨7.30% 机构指国产储能产业链具备明显优势

开工率翻倍、头部逼近110%，磷酸铁锂盈利拐点将至

【券商聚焦】中金公司：电网与储能或将是解决新能源消纳问题、构建新型能源体系的核心环节

智通港股通占比异动统计|11月13日

贵州60万吨磷酸铁建设项目！最新公示

电池工业网

智通港股通占比异动统计|11月12日

调研| 下一个6F？锂电材料再迎密集催化，添加剂大涨，净化湿法磷酸酝酿传导涨价（附股）

龙蟠科技11月11日主力净流入168.5万元散户资金抛售

2025年前三季度全球电动汽车电池正极材料装机量达178.6万吨，同比增长38.8%

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早盘股价大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584626294","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584626294?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 09:33","pubTimestamp":1763343226,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时33分，龙蟠科技股票出现波动，股价大幅上涨5.04%。截至发稿，该股报15.410港元/股，成交量319.75万股，换手率2.66%，振幅3.61%。资金方面，该股资金流入1669.59万港元，流出2446.74万港元。龙蟠科技股票所在的能源储存装置行业中，整体跌幅为8.44%。其相关个股中，龙蟠科技、瑞浦兰钧、中创新航涨幅较大，振幅较大的相关个股有中国安储能源、龙蟠科技、宁德时代，振幅分别为4.21%、3.61%、2.95%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170933479508c5fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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04:02","pubTimestamp":1763150520,"startTime":"0","endTime":"0","summary":"随着下游需求持续增长，磷酸铁锂行业自2025年三季度起明显回暖，景气度持续提升。目前市场需求依然旺盛，公司产品“产销两旺”。“部分头部企业订单已排至2026年上半年，叠加政策支持强化市场信心，预计行业高景气度有望延续至2026年。”苗敏也指出，当前磷酸铁锂行业产能利用率持续提升，头部及一线企业已基本维持满负荷生产状态，供需格局呈现动态平衡。头部企业该类产品订单已排至2026年上半年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115085102950577d5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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龙蟠科技股价跌6.68%，报收14.67元，成交金额2.0亿元，换手率11.21%，振幅8.91%，量比0.46。龙蟠科技今日主力资金净流出530.0万元，上一交易日主力净流入2038.3万元。该股近5个交易日上涨15.06%，主力资金累计净流入2479.3万元；近20日主力资金累计净流入6298.1万元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114161516a4a10b23&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114161516a4a10b23&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02465","BK1110"],"gpt_icon":0},{"id":"2583545131","title":"锂电池产业链核心材料深度解析(附股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2583545131","media":"乐晴智库精选","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583545131?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 07:57","pubTimestamp":1763078239,"startTime":"0","endTime":"0","summary":"新型储能装机规模快速增长，带动锂电产业链需求预期持续上修。本文重点梳理锂电池产业链上游材料核心赛道。锂电池产业链我国锂电池产业链完整，分为上游资源开采和锂电池材料制造，中游锂电池制造，下游锂电池应用和回收。其中，石墨材料因其高电导率、结构稳定性和低成本，是目前最主流的锂电池负极材料。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110721281994f5cb7d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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机构指国产储能产业链具备明显优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2583535875","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583535875?lang=zh_cn&edition=fundamental","pubTime":"2025-11-13 10:11","pubTimestamp":1762999913,"startTime":"0","endTime":"0","summary":"金吾财讯 | 储能股逆市走高，截至发稿，龙蟠科技 涨7.30%，瑞浦兰钧涨3.64%，中创新航涨2.41%，天能动力涨1.59%，正力新能涨1.04%，宁德时代涨1.09%。我们认为国产储能产业链具备明显优势，电芯、储能系统环节全球份额持续提升，建议关注布局海外储能产业链的头部厂商，看好储能系统集成商、电芯供应商及PCS供应商。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969565","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1540","02465","BK0229","BK1610","LU1960683339.HKD","LU1807302812.USD","00666","603906","00819","BK1116","LU1993786604.SGD","BK1110","BK1144","03931","03677"],"gpt_icon":0},{"id":"2583623531","title":"开工率翻倍、头部逼近110%，磷酸铁锂盈利拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2583623531","media":"高工锂电","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583623531?lang=zh_cn&edition=fundamental","pubTime":"2025-11-13 09:35","pubTimestamp":1762997735,"startTime":"0","endTime":"0","summary":"近期，磷酸铁锂产业链迎来强势复苏。在储能需求爆发与原材料成本上行的双重驱动下，业内普遍认为，磷酸铁锂的盈利拐点已清晰可见。储能级磷酸铁锂自二季度以来累计涨价约1000元/吨，高压实动力级涨幅更高，达3000元/吨。按碳酸锂8万元/吨测算，目前磷酸铁锂综合成本约3.6万元/吨，头部企业已接近盈亏平衡，部分企业开始实现微利。综合来看，储能需求的集中爆发，正将磷酸铁锂产业链推入一个高景气周期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113093948a49da370&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:57","pubTimestamp":1762937823,"startTime":"0","endTime":"0","summary":"近日，毕节市生态环境局织金分局发布了《贵州毕节磷煤化工一体化项目(一期)年产60万吨磷酸铁建设项目环境影响评价第二次信息公示》，标志着项目即将从规划走向实施。此次友山新材料科技（贵州）有限公司投建的年产60万吨磷酸铁建设项目，便是贵州毕节磷煤化工一体化项目的重要组成部分。10月23日，贵州安达新能源材料有限公司“45万吨/年磷酸铁锂前驱体项目-A区30万吨/年磷酸铁锂前驱体项目”环评进行批前公示。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112165854976463d4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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下一个6F？锂电材料再迎密集催化，添加剂大涨，净化湿法磷酸酝酿传导涨价（附股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2582311436","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582311436?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 19:05","pubTimestamp":1762859100,"startTime":"0","endTime":"0","summary":"三季度仍然全行业亏损，业界多认同，后续很可能加速涨价。特别是VC，在铁锂电池中使用比例远大于三元，供需矛盾加剧，价格弹性更大。同时，EC自供的添加剂公司能大幅降低运输、仓储成本。公司锂电溶剂近80万吨世界第一，市占率接近40%，遥遥领先。云南黄磷上涨100元。储能及锂电景气下，需求好于预期，供需紧平衡支撑磷矿景气度。需求端，受益于新能源需求释放，2021 2024年磷酸铁需求量复合增速约49%，预计2025 2027年约30%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111201847a6f1fd03&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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龙蟠科技股价涨1.16%，报收13.07元，成交金额2.1亿元，换手率13.11%，振幅5.03%，量比0.60。龙蟠科技今日主力资金净流入168.5万元，上一交易日主力净流出224.4万元。该股近5个交易日上涨17.94%，主力资金累计净流入2680.2万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入3573.6万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111161832976212d1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Research发布的《2025年10月全球电动汽车与电池月度追踪报告》数据显示,2025年1-9月,全球电动汽车使用的正极材料总装机量约为178.6万吨,同比增长38.8%。除中国市场外,全球其他地区的正极材料使用量为64.8万吨,增长率为31.9%,呈现稳定增长态势。三元材料市场:中国企业增长显著在三元正极材料领域,2025年前三季度装机量为72.7万吨,同比增长15.3%,保持稳步增长。同期LFP正极材料总装机量为105.9万吨,同比大幅增长61.4%,增速远超三元材料。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111141958a4990ad2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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