半固态锂电材料
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厦钨新能与格林美签署战略合作框架协议,三年拟采购45万吨电池原料
Ju Chao Zi Xun· 2025-10-25 07:15
双方将针对消费电子、动力电池,以及低空飞行器、eVTOL、AI、机器人等新兴领域锂电池用三元材料、钴酸锂、固态锂电材料、半固态锂电材料、富锂 锰基等产品,建立长期原材料供应链合作关系,保障厦钨新能在多应用场景下的原料稳定供应。 10月24日,厦钨新能发布公告,宣布当日与格林美股份有限公司(以下简称"格林美")在厦门市签署《战略合作框架协议》。双方将充分发挥在关键金属资 源循环利用、原料供应、技术研发、市场开拓等领域的优势,开展深度长期合作,共同应对全球超高比能电池材料市场需求与挑战,实现互利共赢。 根据协议约定,2026年至2028年期间,格林美预计每年向厦钨新能供应各类电池原料与材料产品15万吨,三年合计供应规模达45万吨,供应品类全面覆盖新 能源电池生产核心原料,具体包括: 值得注意的是,上述供应品类均包含回收料,格林美将根据厦钨新能实际需求提供保供支持。 此次战略合作并非局限于单一原料供应,而是围绕新能源产业链构建多维度、深层次合作体系,主要涵盖四大核心领域: 氯化钴:约3.6万吨/年 硫酸镍:约3.6万吨/年 四氧化三钴:约1.8万吨/年 三元前驱体:约3.6万吨/年 碳酸锂/磷酸锂:约2.4万吨/年 ...
格林美(002340.SZ)拟与厦钨新能战略合作 打造超高比能电池材料产业联合体
智通财经网· 2025-10-24 15:01
据悉,双方一致同意就消费电子、动力以及低空飞行器、eVTOL、AI、机器人等领域锂电池用三元材 料、钴酸锂、固态锂电材料、半固态锂电材料、富锂锰基等产品的原材料供应链建立长期合作伙伴关 系。根据战略合作框架协议,2026年-2028年,公司预计每年向厦钨新能源供应各类电池原料与材料产 品15万吨,三年合计供应45万吨。 智通财经APP讯,格林美(002340.SZ)公告,公司多年来作为厦门厦钨新能源材料股份有限公司("厦钨新 能源")最主要的材料供应商,双方一直保持着良好的战略合作关系,双方于2025年10月24日签署了战略 合作框架协议,一致同意发挥各自优势,共同应对全球市场对超高比能电池材料的需求和挑战,打造超 高比能电池材料产业联合体。 ...
晚间公告丨10月24日这些公告有看头
第一财经· 2025-10-24 13:33
Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting investment opportunities and financial performance. Group 1: Major Announcements - Yueda Investment has established joint ventures with China Resources Power and others to invest in offshore wind power projects, holding 20% and 30% stakes in two projects with total investments of 2 billion and 3.9 billion yuan respectively, enhancing its position in the renewable energy sector [4] - Hunan Development plans to invest 2.4 billion yuan in a photovoltaic power generation project with a capacity of 800MW, scheduled for construction from 2026 to 2029 [8] - Longjiang Power's controlling shareholder has received a loan commitment of up to 7.2 billion yuan for stock repurchase, with 2.531 billion yuan already spent on acquiring shares [9] - Huitong Co. plans to invest 81 million yuan in a high-temperature nylon and PEEK polymerization project [10] - Wiston intends to acquire a 36.7483% stake in Liangtou Technology and increase its investment, making it a subsidiary [11] Group 2: Financial Performance - Jincai Hulin reported a net profit increase of 1697.84% year-on-year for the first three quarters, despite a revenue decline of 17.32% [15] - Guoxuan High-Tech's net profit surged by 1434.42% in Q3, with a revenue increase of 20.68% [16] - Tian'ao Electronics achieved a net profit growth of 1329.08% in Q3, despite a revenue decline [18] - Morning Light Bio's net profit increased by 385.3% year-on-year for the first three quarters, despite a slight revenue decline [19] - Donggang Co. reported a net profit increase of 373.51% in Q3, driven by growth in its smart card and printing businesses [20] Group 3: Other Notable Financial Results - Xinjiang Tianye's Q3 net profit rose by 363.19%, while its revenue increased by 8.6% [21] - Jinkai Biotechnology reported a net profit growth of 339.92% in Q3, with a revenue increase of 11.27% [22] - Antong Holdings saw a net profit increase of 311.77% in Q3, with a revenue growth of 18.85% [23] - Wen Tai Technology's net profit grew by 265.09% in Q3, despite a significant revenue decline [25] - Chahua Co. reported a 240.5% increase in Q3 revenue, driven by business restructuring [27]
格林美:与厦钨新能源签署先进电池原料和材料供应的战略合作框架协议
Zheng Quan Shi Bao Wang· 2025-10-24 08:57
人民财讯10月24日电,格林美(002340)10月24日公告,公司与厦门厦钨新能源材料股份有限公司(简 称"厦钨新能源")签署先进电池原料和材料供应的战略合作框架协议。双方一致同意就消费电子、动力 以及低空飞行器、eVTOL、AI、机器人等领域锂电池用三元材料、钴酸锂、固态锂电材料、半固态锂 电材料、富锂锰基等产品的原材料供应链建立长期合作伙伴关系。根据协议,2026年—2028年,公司预 计每年向厦钨新能源供应各类电池原料与材料产品15万吨,三年合计供应45万吨。 ...