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龙蟠科技(02465.HK)附属向宁德时代提供磷酸铁锂正极材料
Ge Long Hui·2025-09-15 12:22

Core Viewpoint - Longpan Technology (02465.HK) has entered into a procurement cooperation agreement with CATL to supply lithium iron phosphate cathode materials from Q2 2026 to December 31, 2031, ensuring stable demand for these materials [1] Group 1: Agreement Details - The total quantity of lithium iron phosphate cathode active materials to be supplied for CATL's overseas projects is expected to be 157,500 tons from 2026 to 2031 [1] - The agreement is anticipated to facilitate business growth for Longpan Technology by establishing a solid customer base through its partnership with CATL, leveraging CATL's scale, reputation, and purchasing power [1] Group 2: Strategic Benefits - The established relationship between Longpan Technology and CATL is expected to maintain stable product demand for similar specifications, models, types, and quality of materials [1] - The pricing of lithium iron phosphate cathode materials provided by CATL is considered competitive compared to independent third parties, aligning with the interests of the company and its shareholders [1]