海博思创

Core Viewpoint - The strategic cooperation agreement between Haibosichuang and CATL aims to secure battery supply for independent energy storage development, ensuring a minimum procurement of 200 GWh from 2026 to 2028, which is crucial for meeting future demand and maintaining cost advantages [1][2]. Group 1: Supply Assurance and Cost Management - The agreement primarily addresses Haibosichuang's independent energy storage development needs, ensuring supply of 200 GWh of battery cells over the next three years, which is vital if battery cells remain in short supply in the coming two years [2] - Locking in large quantities of battery cells helps maintain cost advantages, thereby safeguarding profitability [2]. Group 2: Domestic Market Development - The agreement reflects confidence in future shipments, with a focus on domestic market development in regions such as Northwest, North China, and Central China, collaborating with companies like Huawei and CATL [3] - A tripartite agreement with the government of Jinchang City, Gansu, supports Haibosichuang's independent energy storage planning and development, enhancing the company's first-mover advantage in domestic market expansion [3]. Group 3: International Market Expansion - Haibosichuang has begun securing large orders in overseas markets, including Europe and North America, with a target of over 10 GWh in overseas shipments by 2026 [4].