HUAYOU COBALT(SH:603799) 智通财经网·2025-09-29 12:38Core Viewpoint - Huayou Cobalt Co., Ltd. has signed supply agreements with LGES for the provision of ternary precursor products and ternary cathode materials, which are expected to positively impact the company's performance from 2026 to 2030 [1] Group 1: Agreements and Supply Details - Huayou's subsidiary, Quzhou New Energy, will supply approximately 76,000 tons of ternary precursor products to LGES and its designated purchasers from 2026 to 2030 [1] - The subsidiary Chengdu Bamo and Hungary Bamo will supply a total of approximately 88,000 tons of battery ternary cathode materials to LGES and its Polish factory during the same period [1] Group 2: Financial Impact - The contracts signed will not have a significant impact on the current period, but are expected to have a positive effect on the company's operating performance from 2026 to 2030 [1] - Revenue recognition will be based on specific order situations and accounting principles, subject to final audit by the accounting firm [1]