证券日报网讯格林美11月17日在互动平台回答投资者提问时表示，机器人产业是未来科技与产业发展的 重要方向，公司对此持续保持高度关注。作为蔚蓝锂芯最主要的材料供应商，公司于2025年8月22日发 布了《关于与蔚蓝锂芯签署超高比能电池材料联合开发的战略合作协议的公告》，双方同意组织专班， 每月至少开展一次技术交流互通各自的研发进展，在一年内实现超高比能电池技术突破，三年内推动全 固态电池等400Wh/kg以上超高比能锂电池的产业化，将各自技术成果和产品推向市场，达成各自战略 目标。未来，公司将依托在电池材料领域积累的研发与制造优势，进一步加强对机器人等新兴应用市场 的跟踪研判，积极探索相关电池产品的技术路径与市场需求，稳步推进产业链延伸与战略布局，把握产 业发展机遇。 （文章来源：证券日报） ...

Core Viewpoint - Greeenme and Xiamen Tungsten New Energy have signed a strategic cooperation framework agreement to establish a joint industry alliance for ultra-high energy density battery materials, with Greenme expected to supply a total of 450,000 tons of various battery raw materials and products over the next three years [1] Group 1: Supply Chain and Product Details - Greenme will supply Xiamen Tungsten New Energy with 150,000 tons of battery raw materials and products annually from 2026 to 2028, including 36,000 tons of cobalt chloride, 36,000 tons of nickel sulfate, 18,000 tons of cobalt oxide, 36,000 tons of ternary precursors, and 24,000 tons of lithium carbonate/lithium phosphate, all including recycled materials [1] - The cooperation will also involve product research and development, as well as global capacity layout for raw materials [1] Group 2: Technological Collaboration and Market Context - Both companies will collaborate on resource recycling, green nickel resource development, and the manufacturing of raw materials and materials for power and consumer batteries, aiming to leverage advantageous resources [2] - The partnership aims to develop globally leading ultra-high energy density battery materials and solid-state battery industrialization technology to address global challenges related to resources, performance, carbon footprint, and capital [2] Group 3: Market Dynamics and Challenges - The demand for cobalt oxide has increased due to the growth in the 3C product market and the higher requirements from AI technology, presenting new development opportunities for cobalt oxide [2] - On the supply side, trade barriers and export controls on key minerals like lithium, nickel, and cobalt have intensified, with recent measures from the Democratic Republic of Congo impacting the global cobalt market, shifting supply from surplus to shortage and initiating price increases [2] Group 4: Strategic Partnerships - Xiamen Tungsten New Energy also signed a strategic cooperation framework agreement with Zhongwei Co., which includes product supply agreements for cobalt oxide, ternary precursors, and lithium carbonate/lithium phosphate, aligning with the company's development strategy and enhancing supply chain stability [3]

Core Viewpoint - The company, Greeenmei (002340.SZ), has signed a strategic cooperation agreement with Weilan Lithium, aiming to establish a comprehensive partnership in the ultra-high energy density battery sector, focusing on raw material supply, technology research and development, market expansion, and capital support [1] Group 1 - The strategic cooperation will help both companies address the global market demand and challenges for ultra-high energy density battery materials [1] - The partnership aims to create an innovative joint entity for ultra-high energy density battery materials and solid-state battery technology [1] - The collaboration will focus on developing globally leading ultra-high energy density battery materials and solid-state battery industrialization technology [1]