Ju Chao Zi Xun·2025-11-17 04:01Core Points - Rongbai Technology has signed a cooperation agreement with CATL to become the primary supplier of sodium battery cathode materials, marking a significant partnership in the new energy battery industry [2][3] - The agreement stipulates that CATL will purchase no less than 60% of its total procurement from Rongbai Technology annually, with potential price reductions if annual purchases exceed 500,000 tons [2][3] - The partnership aims to enhance both companies' market share in power, energy storage, and digital sectors through strategic collaboration and development plans [2][3] Agreement Details - The agreement is effective from the signing date until December 31, 2029, with automatic renewal unless either party objects three months prior to expiration [3] - CATL's sodium battery has received certification under the new national standard GB38031-2025, becoming the first sodium-ion battery globally to achieve this [3] - Rongbai Technology's sodium battery cathode materials have been recognized for their technical strength and market position, indicating a strong competitive edge in the industry [3] Strategic Implications - The collaboration includes establishing a high-level exchange mechanism and comprehensive technical cooperation on sodium battery products [3] - Rongbai Technology has maintained strategic investments in the sodium battery sector, achieving leading performance in various metrics such as stability and cost control [3] - The partnership is expected to contribute to the development of safer and lower-carbon new energy solutions [3]