Putailai(SH:603659) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-04-08 23:06Core Viewpoint - The company has signed a Memorandum of Understanding (MoU) with MOLL Batterien GmbH to collaborate on the development and production of sodium-ion batteries, marking a significant step in its overseas strategy and enhancing its capabilities in the international market [1][7]. Group 1: MoU Background - The MoU was signed in response to customer demands, with the company establishing a sales service team in Europe to provide localized solutions [1]. - MOLL is a well-known German manufacturer of starter batteries with over 75 years of production experience, focusing on battery innovation [1]. Group 2: Project Overview - MOLL plans to build a sodium-ion battery factory in Germany, targeting an annual production capacity of 500 MWh to 1 GWh, aimed at the energy storage sector [2]. Group 3: Scope of Cooperation - The company will provide OEM services, including process design for battery electrode production, equipment for electrode processing, and prototype development [3]. - Comprehensive support will be offered for the successful construction and operation of the sodium-ion battery factory, including research and development of sample equipment, production equipment supply, technical training, and after-sales service [4]. - The company will supply various materials necessary for the production of sodium-ion batteries, ensuring MOLL receives optimal products in terms of performance, quality, and cost-effectiveness [5]. Group 4: Duration and Termination - The MoU is effective for 24 months from the date of signing, unless terminated early by mutual agreement [6]. Group 5: Impact on the Company - The signing of the MoU represents a significant advancement in the company's overseas strategy, indicating the establishment of a strong overseas performance capability and high recognition from international clients for its "materials + equipment" solution model [7]. Group 6: Response to Market Changes - The company is closely monitoring international trade environment changes, particularly the recent "reciprocal tariff" policy announced by the U.S., which has a minimal direct impact on its business due to low export revenue to the U.S. [9]. - Future strategies will focus on exploring collaborative service models in overseas markets, integrating materials and equipment services, and enhancing the company's competitive edge in the global landscape [9].