天赐材料连签两个长单！

Core Viewpoint - The recent procurement contracts signed by Tianqi Materials with Guoxuan High-Tech and Zhongchuang Xinhang for the supply of electrolyte products from 2026 to 2028 signify a strategic move to establish long-term partnerships, enhancing the company's market position and profitability [2][3]. Group 1: Procurement Contracts - Tianqi Materials' subsidiary signed a contract with Guoxuan High-Tech for an estimated total of 870,000 tons of electrolyte products for the years 2026-2028 [2]. - A framework agreement was also signed with Zhongchuang Xinhang for a total supply of 725,000 tons of electrolyte products during the same period [2]. - These agreements are expected to positively impact the company's operating performance from 2026 to 2028, enhancing its sustainable profitability and market share [2]. Group 2: Market Dynamics - The supply-demand balance for core raw material lithium hexafluorophosphate has reached a tight equilibrium, with market prices showing signs of recovery [3]. - The company's electrolyte product pricing is linked to the price of lithium hexafluorophosphate, with adjustments based on market conditions and customer agreements [3]. - Other significant contracts include an agreement with Ruipu Lanjun for a minimum of 800,000 tons of electrolyte products by the end of 2030 and another with Chuangneng New Energy for at least 550,000 tons [3]. Group 3: Industry Trends - The lithium battery industry is witnessing a rebound from previous lows, with key raw material prices, including lithium hexafluorophosphate, on the rise [4]. - New contracts in the electrolyte sector are expected to reflect the latest pricing trends of lithium hexafluorophosphate, enhancing pricing transmission efficiency [4].