鑫椤锂电·2025-11-17 08:38Core Viewpoint - The article highlights the strategic partnership between Rongbai Technology and CATL, focusing on the supply of sodium-ion battery cathode materials and the long-term collaboration aimed at enhancing both companies' competitive advantages in the market [1][4]. Group 1: Partnership Details - Rongbai Technology has signed a cooperation agreement with CATL, which will ensure that CATL purchases no less than 60% of its total sodium-ion cathode powder from Rongbai, contingent on meeting quality, cost, and delivery requirements [4]. - If the annual procurement volume reaches or exceeds 500,000 tons, Rongbai Technology will provide further cost reductions and more favorable pricing [4]. - The agreement is effective from the date of signing until December 31, 2029, with automatic renewal clauses included [4]. Group 2: Strategic Collaboration - The partnership represents a deep integration of both companies' capabilities and resources, focusing on strategic goals, long-term product supply, and new product development [4]. - As the primary supplier, Rongbai Technology will align closely with CATL's strategic objectives and product planning, detailing execution paths in capacity building, product iteration, and supply chain optimization [4]. - The collaboration aims to enhance CATL's responsiveness, product quality, and cost control, thereby maintaining its industry leadership while expanding the application of sodium-ion batteries in various markets, including power, energy storage, and digital devices [4].