龙蟠科技(603906.SH)控股孙公司与宁德时代签署磷酸铁锂正极材料采购合作协议
智通财经网·2025-09-15 13:24

Core Viewpoint - Longpan Technology (603906.SH) announced a procurement cooperation agreement with CATL for the supply of lithium iron phosphate cathode materials, indicating a significant business development opportunity for both companies [1] Group 1: Agreement Details - The agreement involves LBM NEW ENERGY (AP) PTE. LTD. (referred to as "Lithium Source (Asia Pacific)") selling a total of 157,500 tons of lithium iron phosphate cathode materials to CATL from Q2 2026 to 2031 [1] - The total sales amount from the contract is estimated to exceed RMB 6 billion based on projected quantities and market prices [1] Group 2: Future Adjustments - The demand volume may be adjusted according to the progress of CATL's overseas projects and forecasted requirements, with final procurement quantities to be confirmed through subsequent framework, annual, or individual purchase contracts [1]