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盛屯礦業(600711.SH)與廈鎢新能源簽訂戰略合作框架協議
格隆匯 06-01 19:11

格隆匯6月1日丨盛屯礦業(600711.SH)公佈,公司與廈門廈鎢新能源材料股份有限公司簽訂戰略合作框架協議,盛屯礦業具有國內外有色金屬資源開發的經驗和優勢,擁有優質的鈷、鎳等礦山及原料生產資源;乙方具有鈷酸鋰、三元材料及前驅體的研發和製造優勢,目前鋰離子電池材料產銷量處於行業領先水平,預計將來有較大的擴產計劃,對鈷、鎳、鋰金屬需求巨大。此次合作主要內容和模式如下:

(1)鈷資源開發和應用

①盛屯礦業秉承市場化原則,在同等商務條件下應優先銷售含鈷原料、四氧化三鈷等產品給廈鎢新能源;

②廈鎢新能源秉承市場化原則,在同等商務條件下應優先採購來自盛屯礦業的含鈷原料、四氧化三鈷等產品;

③因四氧化三鈷等相關產品設計品質認證問題,廈鎢新能源在協議簽署後將加速推進認證工作;

④原則上廈鎢新能源從盛屯礦業購買的鈷中間品應在盛屯礦業全資子公司珠海市科立鑫金屬材料有限公司(以下簡稱“珠海科立鑫”)進行加工,廈鎢新能源從其它渠道購買的原料應在市場同等商務條件下優先考慮珠海科立鑫。

(2)鎳資源開發和應用方面

①以市場化原則,盛屯礦業優先銷售鎳中間品、硫酸鎳、三元前驅體等產品給廈鎢新能源。

②廈鎢新能源優先對盛屯礦業產品進行品質認證、採購使用和相應的技術交流。

③必要時,協議雙方可相互安排委託加工。

協議為框架協議,預計對公司 2020年度經營業績不產生重大影響。協議的簽署將建立起雙方更緊密的戰略合作關係,發揮各自優勢,實現各自優質資產、業務、人才的有效整合和優化配置,加強產業鏈上下游聯合,提升公司核心競爭力,進一步穩定公司在新能源金屬領域的市場份額,擴大公司業務規模,增強公司效益,符合公司整體戰略發展規劃。

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