华友钴业与国际知名客户签署供应备忘录

Group 1 - The company signed a binding Memorandum of Understanding (MoU) with an internationally recognized client to supply 79,600 tons of ternary precursor products, which is a preliminary agreement subject to future procurement contracts [2] - The lithium battery new energy materials industry is a core business for the company, and the MoU is expected to enhance its market share and strengthen its competitive advantage in the lithium battery new energy industry chain [2] - The fulfillment of the MoU is not expected to have a significant impact on current performance but is anticipated to positively influence the company's operating performance and overall profitability once formal supply begins [2] Group 2 - For the first three quarters of the year, the company reported operating revenue of 58.941 billion yuan, a year-on-year increase of 29.57%, and a net profit attributable to shareholders of 4.216 billion yuan, up 39.59% year-on-year [3] - In the third quarter, the company achieved operating revenue of 21.744 billion yuan, a year-on-year increase of 40.85%, and a net profit of 1.505 billion yuan, reflecting a year-on-year growth of 11.53% [3] - The recent rise in cobalt prices is expected to positively impact the company's product gross margins, although the effects of price increases may take time to reflect in sales due to the integrated nature of the company's operations [3]