中国基金报·2025-11-05 10:57Core Viewpoint - Jia Yuan Technology has signed a cooperation framework agreement with CATL to deepen their business relationship and expand collaboration in the supply and development of battery materials [2][4]. Group 1: Cooperation Agreement Details - The agreement establishes a long-term partnership for the supply, research, and production of negative electrode collector materials, including copper foil for solid-state batteries [4]. - CATL will prioritize Jia Yuan Technology as a preferred supplier for new products, contingent on meeting specific requirements [5]. - From 2026 to 2028, Jia Yuan Technology's estimated minimum production capacities are projected to be 157,000 tons, 204,000 tons, and 265,000 tons, respectively [5]. Group 2: Business Impact and Relationship - The partnership aims to achieve deep collaboration in technology research, market expansion, and supply chain optimization, enhancing competitiveness for Jia Yuan Technology and providing stable, high-quality products for CATL [9]. - The signing of the agreement is not expected to significantly impact Jia Yuan Technology's financial status or operating performance for the current year [9]. - Future impacts on operating performance will depend on the signing and implementation of specific project cooperation agreements between the two parties [9]. Group 3: Company Background - Jia Yuan Technology emphasizes that CATL is a leading global company in renewable energy innovation with a strong track record of business cooperation and fulfillment capabilities [7]. - There is no related party relationship between Jia Yuan Technology and CATL [8].