智通财经APP获悉，龙蟠科技(02465)涨超3%，截至发稿，涨3.58%，报11.27港元，成交额3205.87万港元。
消息面上，据证券时报报道，2月9日，龙蟠科技下属子公司锂源科技与法恩莱特签署战略合作协议。据悉，本次双方合作将聚焦磷酸铁锂技术路线，围绕重卡新能源项目开展深度协同，组建专项合作小组，构建“材料+电解液”联合研发与应用体系。锂源科技表示，未来双方将以重卡项目为切入点，持续深化磷酸铁锂路线技术创新与场景应用。
本次双方合作聚焦的新能源重卡领域，目前正处于快速发展阶段。终端上牌数据显示，2025年我国新能源重卡累计销量达23.11万辆，同比大增182%，远高于新能源商用车整体增速。其中12月销量为4.53万辆，创单月销量历史新高。业内人士认为，伴随着成本下降、技术迭代以及补能设施完善，新能源重卡将逐步从短倒场景向中长途干线物流领域渗透，未来仍具备较大增量空间。
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