智通财经网·2025-09-15 13:53Core Viewpoint - Longpan Technology (02465) has signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, indicating a significant partnership in the battery materials sector [1] Group 1: Agreement Details - The agreement stipulates that Longpan's subsidiary, Lithium Source (Asia Pacific), will sell a total of 157,500 tons of lithium iron phosphate cathode materials to CATL's overseas factories from Q2 2026 to 2031 [1] - The total sales amount from this contract is estimated to exceed RMB 6 billion, subject to actual sales orders [1] Group 2: Market Implications - The demand for the materials will be adjusted based on the progress of CATL's overseas projects and forecasted needs, indicating a dynamic supply chain relationship [1] - The specific pricing for the materials will be determined through negotiations between the two parties, reflecting market conditions [1]