嘉元科技与宁德时代签订合作框架协议

Core Insights - Guangdong Jiayuan Technology Co., Ltd. has signed a cooperation framework agreement with CATL to deepen their collaboration in the supply, research, and production of anode current collector materials for new battery technologies [1][2] Company Summary - Jiayuan Technology will prioritize meeting CATL's product demands and offer competitive pricing [2] - The company has projected production capacities of 157,000 tons, 204,000 tons, and 265,000 tons for the years 2026 to 2028 respectively [3] - The establishment of a long-term partnership with CATL is expected to enhance Jiayuan Technology's competitiveness through technological collaboration, market expansion, and supply chain optimization [3] Industry Summary - Jiayuan Technology has seen significant growth in copper foil production, achieving a production volume of approximately 41,400 tons in the first half of the year, a year-on-year increase of 72.46%, and sales of 40,700 tons, up 63.01% [3] - The company has made technological advancements in solid-state battery copper foil, with products like high specific surface area copper foil and double-sided nickel-plated copper foil already in small-scale production [3] - The expected shipment volume of solid-state battery copper foil is projected to be around 100 tons by 2025 [3] - The industry is witnessing a shift towards solid-state batteries, which require higher performance copper foil materials compared to traditional batteries, indicating a potential for increased demand and market share for Jiayuan Technology [4]