盛新锂能:拟与华友控股集团签署锂盐产品合作框架协议 2026-2030年供应22.14万吨锂盐

Core Viewpoint - The company, Shengxin Lithium Energy, plans to sign a cooperation framework agreement with Huayou Holding Group for lithium salt product business from 2026 to 2030, with an expected procurement of 221,400 tons of lithium salt products during this period [2] Group 1: Business Cooperation - The agreement constitutes a related party transaction and requires approval from the company's shareholders [2] - The transaction is not expected to impact the company's operating performance for the current year, while future impacts will depend on subsequent agreements and implementation [2] Group 2: Market Opportunity - The rapid development of the global new energy vehicle and energy storage industries is driving continuous growth in lithium product demand, providing significant market space and development opportunities for the company [2] - As a leading lithium salt producer, the company is actively expanding and consolidating relationships with high-quality downstream customers to enhance market competitiveness [2] Group 3: Strategic Benefits - The signing of the cooperation framework agreement is beneficial for the company's lithium salt business expansion and strengthens long-term stable strategic partnerships with quality customers [2] - This agreement is expected to enhance the stability and sustainability of the company's future operations, thereby increasing market competitiveness and aligning with the company's development strategy [2]