海博思创与宁德时代达成十年战略合作

Core Insights - Haibo Shichuang has signed a ten-year strategic cooperation agreement with CATL, effective from January 1, 2026, to December 31, 2035, aimed at integrating core advantages and achieving resource optimization and mutual benefits [1] - The company has shifted its focus to the energy storage sector, having divested from power battery and electric vehicle leasing businesses, and has established a comprehensive application layout covering large-scale storage, industrial and commercial storage, household storage, and multi-load scenarios [1] - The partnership with CATL is a deepening of an existing relationship, as CATL has been the largest supplier for Haibo Shichuang from 2021 to 2023, ensuring supply security through long-term procurement agreements [1] Cooperation Details - The agreement stipulates that Haibo Shichuang will procure no less than 200 GWh of electricity from CATL from January 1, 2026, to December 31, 2028, with annual updates on cooperation goals [2] - Both companies will explore innovations in business models and supply chain collaboration, including the establishment of an energy storage project industry fund and a comprehensive management platform for development, investment, operation, and maintenance [2] - A working group will be formed to facilitate communication and coordination of specific business matters, ensuring the effective implementation of the cooperation [2] Growth Drivers - The growth for Haibo Shichuang in 2025 is expected to be driven by three main factors: the long-term growth trend of domestic energy storage, rapid expansion in overseas markets, particularly in North America, Europe, and Southeast Asia, and the development of new application scenarios such as high-power charging combined with energy storage [3]