宁德时代再下60亿元磷酸铁锂大单！

Core Viewpoint - The recent partnership between Longpan Technology and CATL signifies a strong commitment to expanding overseas markets, with a significant contract for 157,500 tons of lithium iron phosphate materials valued at approximately 6 billion yuan, highlighting the growing demand in the lithium battery sector [2][4]. Group 1: Company Developments - Longpan Technology's stock performance has been positive, with H shares rising nearly 15% and A shares reaching a 9.99% increase, indicating strong market confidence following the announcement of the new contract [3][10]. - Longpan Technology's subsidiary, Hubei Liyuan, has successfully completed production line upgrades, achieving a production capacity of 50,000 tons of lithium iron phosphate materials, with a total investment of 3 billion yuan [6][7]. - The company announced plans to raise 2 billion yuan through A-share issuance to fund two new lithium phosphate projects, aiming for capacities of 110,000 tons and 85,000 tons respectively [6][7]. Group 2: Market Trends - The market prices for battery-grade lithium carbonate and industrial-grade lithium carbonate are currently at 73,000 yuan/ton and 71,300 yuan/ton, respectively, reflecting a robust demand for lithium materials [3]. - CATL has made significant strides in overseas markets, particularly in energy storage projects, and is set to begin production at its Hungarian factory, which has a planned capacity of 100 GWh [4][10]. - The demand for cathode materials is expected to rise, driven by CATL's ongoing projects and the recovery of lithium mines, indicating a positive outlook for the lithium battery supply chain [11].