Ge Long Hui A P P·2025-09-29 09:55Core Insights - The strategic cooperation agreement between Zhongwei Co., Ltd. and Xiamen Xatong New Energy Materials Co., Ltd. focuses on the supply chain of key battery materials in emerging fields such as consumer electronics, power batteries, low-altitude economy, AI, and robotics [1][2] - The collaboration aims to leverage both companies' strengths in technology, engineering, resources, production lines, and capacity to achieve mutual benefits [1] Summary by Sections Strategic Cooperation - The agreement was signed on September 29, 2025, and emphasizes long-term stable cooperation in product supply and processing [1] - The expected cooperation volume over the next three years is approximately 115,000 tons per year, with a total of about 345,000 tons over three years [1] Product Focus - Key products include ternary precursors, cobalt tetroxide, solid-state precursors, and lithium-rich manganese-based precursors, along with recycling and lithium products [1][2] - Specific estimated annual volumes include approximately 40,000 tons of cobalt tetroxide, 50,000 tons of ternary precursors, 15,000 tons of lithium carbonate/lithium phosphate, and 10,000 tons from recycling [1] Technological Advancements - The partnership aims to accelerate breakthroughs in new material research and shorten product development cycles, addressing market demands for high energy density and fast-charging batteries [2] - The collaboration is expected to solidify the companies' leading position in solid-state battery technology and enhance their supply capabilities in various sectors [2] Resource Development - The cooperation includes mineral resource development and global capacity collaboration to ensure stable supply of key resources such as nickel, cobalt, and manganese [2] - This strategic move allows the companies to expand their supply capabilities in diverse materials for power, energy storage, consumer electronics, and low-altitude applications [2]