Zheng Quan Shi Bao·2025-11-05 18:28Core Viewpoint - The partnership between Jia Yuan Technology and CATL aims to enhance collaboration in the supply of copper foil and anode current collector materials for new energy batteries, establishing a long-term cooperative relationship [2][4]. Group 1: Partnership Details - Jia Yuan Technology has been designated as the preferred supplier of copper foil products for CATL, contingent upon meeting CATL's requirements [1][3]. - The framework agreement includes comprehensive cooperation in the supply, research, and production of new battery anode current collector materials, including solid-state battery copper foil [1][2]. Group 2: Supply and Production Commitments - CATL plans to procure a minimum of 626,000 tons of battery anode current collector materials from Jia Yuan Technology between 2026 and 2028, ensuring priority supply to meet CATL's product demands [3]. - Jia Yuan Technology's annual production capacity for electrolytic copper foil has reached over 130,000 tons as of the first half of this year [3]. Group 3: Financial Performance - In the first three quarters of 2025, Jia Yuan Technology reported revenues of 6.5 billion yuan and a net profit of 40.87 million yuan, recovering from a net loss of 144 million yuan in the same period of 2024 [4]. - The turnaround in profitability is attributed to increased sales orders, higher capacity utilization, reduced production costs, and advancements in high-performance electrolytic copper foil product development [4]. Group 4: Strategic Implications - The signing of the framework agreement is expected to facilitate deep collaboration in technology research, market expansion, and supply chain optimization, enhancing the competitive edge of Jia Yuan Technology in the industry [4].