三元前驱体业务合作
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华友钴业:与国际知名客户签署7.96万吨三元前驱体产品供应备忘录
Xin Lang Cai Jing· 2025-12-16 10:23
Core Viewpoint - Huayou Cobalt (603799.SH) has signed a binding Memorandum of Understanding (MOU) with an internationally renowned client to supply 79,600 tons of ternary precursor products, which is expected to positively impact the company's operating performance after formal supply begins [1] Group 1: Agreement Details - The MOU stipulates that the company's subsidiary will supply the specified quantity of products to the client's designated buyer [1] - The agreement has a long duration, indicating a commitment to a sustained business relationship [1] Group 2: Financial Impact - The fulfillment of the MOU is not expected to have a significant impact on the company's operating performance for the fiscal year 2025 [1] - Actual sales quantities may have uncertainties due to potential influences from policies, market conditions, and environmental factors [1] Group 3: Pricing and Profitability - Product pricing will be determined based on the market prices of core raw materials and processing costs [1] - Future fluctuations in core raw material prices may introduce uncertainties regarding profitability after the agreement is executed [1]