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]

格林美(002340.SZ)公告称，公司与蔚蓝锂芯签署战略合作协议，双方将建立全面的战略合作伙伴关 系，在超高比能电池领域的原料供应、技术研发、市场开拓、资本要素保障等方面开展深度合作。本次 公司与蔚蓝锂芯签署战略合作协议，有利于双方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和固态电池创新联合体，携手开发全球领先的超高比能电池材料与固态电池产业 化技术。 ...