Zhi Tong Cai Jing·2025-11-25 10:19Core Viewpoint - The agreement between Chengdu Bamo Technology and EVE Energy Co., Ltd. marks a significant step in the supply of high-nickel ternary cathode materials, enhancing the strategic partnership and market position in the lithium battery sector [1][2] Group 1: Agreement Details - Chengdu Bamo is set to supply approximately 127,800 tons of high-nickel ternary cathode materials to EVE Energy from 2026 to 2035, with an estimated 126,500 tons to be supplied between 2027 and 2031 [1] - The sales volume mentioned is preliminary and will be finalized through subsequent purchase orders [1] Group 2: Strategic Implications - The agreement focuses on meeting the demands of high-end automotive manufacturers in Europe, which is crucial for the company's integration strategy [2] - This partnership is expected to enhance the company's market share in lithium battery materials and strengthen its core competitiveness within the lithium battery supply chain [2] - The agreement is aligned with the company's long-term development strategy and aims to maximize shareholder value, although it will not have a significant impact on current performance [2]