智通财经APP获悉，龙蟠科技(02465)再涨超4%，截至发稿，涨4.13%，报4.79港元，成交额1240.33万港元。
消息面上，1月10日，龙蟠科技孙公司锂源（亚太）与Blue Oval签订供应协议，自2026年至2030年，向Blue Oval供应磷酸铁锂正极材料。据悉，Blue Oval为福特汽车公司旗下磷酸铁锂电池厂，预计2026年投入运营。此前龙蟠科技还与LGES签约，自2024年至2028年期间，公司向LGES销售26万吨磷酸铁锂正极材料产品。
值得注意的是，2021年，龙蟠科技在印尼启动建设全球第一家位于中国以外的磷酸铁锂正极材料工厂——锂源科技印尼生产基地。2025年1月4日，该基地产品成功出货。据悉，该工厂总规划建设产能达12万吨，目前一期3万吨年产能已建成，二期9万吨产线建设也已蓄势待发。
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