Zhi Tong Cai Jing·2025-09-29 10:01Group 1 - The core viewpoint of the news is the strategic partnership established between Xiamen Tungsten Co., Ltd. (厦钨新能) and Zhongwei New Materials Co., Ltd. (中伟股份) to enhance collaboration in product supply, resource development, and research [1][2] - The strategic cooperation framework agreement was signed on September 29, 2025, and is set to last until September 30, 2028, focusing on various product categories including cobalt oxide, ternary precursors, lithium carbonate, and recycled materials [1][2] - The estimated annual supply and demand for the products are approximately 40,000 tons for cobalt oxide, 50,000 tons for ternary precursors, 15,000 tons for lithium carbonate/lithium phosphate, and 10,000 tons for recycled materials [1] Group 2 - Zhongwei New Materials is a comprehensive service provider in lithium battery new materials, primarily engaged in the research, production, processing, and sales of lithium battery cathode material precursors, aligning with national strategic emerging industries [2] - The collaboration is expected to create a long-term and stable strategic partnership, enhancing business synergy and improving supply chain stability for both companies [2] - The impact of this agreement on the company's performance in 2025 is expected to be minimal, indicating a focus on long-term benefits rather than immediate financial gains [2]