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厦钨新能:与格林美签框架协议,2026-2028年预计供45万吨原料
Xin Lang Cai Jing· 2025-10-24 11:00
Core Viewpoint - The announcement indicates a strategic partnership between the company and Greeenmei, focusing on the supply of battery raw materials and collaborative efforts in product development and capacity planning from 2026 to 2028 [1] Group 1: Strategic Partnership - The company signed a Strategic Cooperation Framework Agreement with Greeenmei on October 24, 2025 [1] - Greeenmei is expected to supply 150,000 tons of various battery raw materials and products annually from 2026 to 2028, totaling 450,000 tons over three years [1] - The supplied materials will include cobalt chloride and nickel sulfate, with a portion sourced from recycled materials [1] Group 2: Collaboration Areas - The partnership will involve collaboration in advanced battery raw material supply, capacity layout, and product research and development [1] - The implementation period of the agreement is set for 2026 to 2028, with minimal impact on the company's performance in 2025 [1] - Specific cooperation details will be formalized in a subsequent agreement [1]