金额或超200亿，华友控股“锁单”盛新锂能

Core Viewpoint - The collaboration between Shengxin Lithium Energy and Huayou Holding Group for lithium salt products is a strategic move to secure supply amid rising demand and prices in the lithium market [1][2][3] Group 1: Company Developments - Shengxin Lithium Energy plans to sign a cooperation framework agreement with Huayou Holding Group for the procurement of 221,400 tons of lithium salt products from 2026 to 2030, with specific annual quantities to be determined in sub-orders [1] - The total value of this procurement agreement is expected to exceed 20 billion yuan based on the current lithium carbonate futures price of 93,520 yuan per ton [1] - Huayou Holding Group recently became a strategic investor in Shengxin Lithium Energy, committing to subscribe for 1.128 billion yuan worth of shares, which will make it a shareholder with over 5% ownership [1] Group 2: Market Dynamics - The demand for lithium carbonate in China reached 120,000 tons in October, reflecting an 8% month-on-month increase, while inventory levels dropped below 120,000 tons, reducing available supply days from over 50 to less than 30 [2] - The recent shortage of lithium carbonate has led to a significant price surge, with prices exceeding 100,000 yuan per ton and increasing over 30% in the past month [3] - Future demand for lithium carbonate is projected to grow by 30% by 2026, reaching 1.9 million tons, while supply is expected to increase by only 250,000 tons, indicating potential price increases if demand growth exceeds expectations [3]