江苏博迁新材料股份有限公司关于签署日常经营重大合同的公告

Core Viewpoint - Jiangsu Boqian New Materials Co., Ltd. has signed a strategic cooperation agreement with a company referred to as Company X, which is expected to generate sales of nickel powder products worth approximately 4.3 to 5 billion yuan from August 2025 to December 2029 [2][6][19]. Group 1: Contract Details - The agreement stipulates that the company and its subsidiary, Ningbo Guangxin Import and Export Co., Ltd., will sell between 5,420 to 6,495 tons of nickel powder to Company X, with the final sales amount dependent on actual orders [2][6]. - The estimated sales amount of the agreement is projected to be around 4.3 to 5 billion yuan, based on current pricing and exchange rates [2][6]. - The contract will take effect upon signing and does not constitute a related party transaction or a major asset restructuring [5][7]. Group 2: Impact on Company Performance - The agreement is expected to positively impact the company's operating performance for the current and subsequent years, aligning with the company's strategic development plan [3][19]. - The cooperation is anticipated to establish a long-term stable relationship with the client, enhancing the company's market position [19]. Group 3: Risk Factors - The agreement includes provisions for potential adjustments in procurement quantities based on market demand changes, which introduces uncertainty in actual sales figures [3][20]. - The pricing model is influenced by raw material costs, which are subject to fluctuations in commodity prices, potentially affecting sales revenue [20]. - The agreement includes a delivery timeline, and revenue recognition may vary based on the fulfillment of the contract [20].