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厦钨新能:与中伟股份签署战略合作框架协议
Xin Lang Cai Jing·2025-09-29 09:04

Core Viewpoint - The company has established a strategic partnership with Zhongwei Co., focusing on product supply, resource development, R&D, and information sharing, which is expected to enhance supply chain stability [1] Group 1: Strategic Cooperation Agreement - The strategic cooperation framework agreement was signed on September 29, 2025, and will be effective until September 30, 2028 [1] - The estimated annual supply and demand for various products are as follows: 40,000 tons for cobalt tetroxide, 50,000 tons for ternary precursors, 15,000 tons for lithium carbonate/lithium phosphate, and 10,000 tons for recycled materials [1] - These estimates are based on current market conditions and may be adjusted according to actual circumstances [1] Group 2: Impact on Company Performance - The agreement is expected to have a minor impact on the company's performance in 2025 [1]