Ge Long Hui A P P·2025-11-25 10:01Core Viewpoint - The company Huayou Cobalt (603799.SH) has signed a product supply framework agreement with Yiwei Lithium Energy, indicating a significant supply commitment for high-nickel ternary cathode materials from its subsidiary Chengdu Bamo Technology from 2026 to 2035 [1] Group 1 - Chengdu Bamo is expected to supply approximately 127,800 tons of high-nickel ternary cathode materials to Yiwei Lithium Energy's Hungarian factory during the agreement period [1] - The supply volume from 2027 to 2031 is projected to be around 126,500 tons, highlighting a substantial commitment to future production [1] - The sales figures mentioned are preliminary agreements, with final quantities to be determined through subsequent purchase orders between the two companies [1]