多家龙头企业斩获大单锂电产业链掀起“抢货潮”

Core Viewpoint - The lithium battery supply chain is experiencing a "rush for goods" as leading companies secure long-term contracts and partnerships to ensure supply and meet growing demand in the market [2][6]. Group 1: Company Developments - Rongbai Technology has signed a cooperation agreement with CATL, becoming the primary supplier of sodium battery cathode materials, which signifies recognition of its technological strength and market position [2][3]. - The agreement stipulates that CATL will purchase no less than 60% of its total procurement from Rongbai Technology, with a minimum annual procurement volume of 500,000 tons [3]. - The partnership includes a commitment to prioritize supply for CATL and establish a high-level exchange mechanism to discuss future business development [3][4]. Group 2: Industry Trends - The lithium battery supply chain is witnessing a trend of securing long-term contracts, with companies like Haibo Sichuang and Tianci Materials also entering into significant agreements with CATL to ensure supply [6][7]. - Haibo Sichuang has committed to a cumulative procurement of no less than 200 GWh from CATL over a 10-year period, reflecting the urgency in securing battery supplies amid a tight market [6]. - Tianci Materials has signed agreements to supply a total of 725,000 tons of electrolyte products to two different companies, indicating a strong demand for stable supply relationships in the industry [6][7].