智通财经网·2025-11-25 10:19Core Viewpoint - The agreement between Chengdu Bamo and EVE Energy marks a significant step in the supply of high-nickel ternary cathode materials, enhancing the strategic partnership and positioning the company within the European electric vehicle supply chain [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's Hungarian factory 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 core business in lithium battery new energy materials [2]. - This partnership is expected to deepen the strategic cooperation between the two companies, enhancing the market share of lithium battery new energy materials while reinforcing the company's integrated development advantages [2]. - The agreement aligns with the company's long-term development strategy and aims to maximize shareholder interests, although it is not expected to have a significant impact on current performance [2].