诺德股份拿下中创新航近400亿元铜箔订单

Core Insights - Nord Holdings' wholly-owned subsidiary, Baijiada, has signed a copper foil supply agreement with Zhongchuang Xinhang for the years 2026 to 2028, with a total supply volume of 373,000 tons, valued at nearly 40 billion yuan based on current mainstream tax-inclusive prices [2] Supply Agreement Details - The annual supply volumes are set at 58,000 tons, 130,000 tons, and 185,000 tons for the respective years, which represent 41%, 93%, and 132% of Nord's current annual production capacity of 140,000 tons [2] - The scale of the order exceeds the company's current peak production capacity [2] Future Capacity Plans - Nord has planned to expand its global total production capacity to 300,000 tons per year by 2030, covering the fields of lithium batteries and high-end electronic circuit copper foil [2]