恩捷股份(002812.SZ):至2024年末Ultium Cells向上海恩捷採購2.58億美元以上的鋰電池隔離膜
格隆匯6月10日丨恩捷股份(002812.SZ)公佈,公司控股子公司上海恩捷新材料科技有限公司(“上海恩捷”)與Ultium Cells, LLC基於雙方合作意願,為了能夠穩定地長期合作,於2021年6月9日就採購鋰電池隔離膜事宜簽署了GENERAL TERMS AND CONDITIONS(“合同”),約定自合同簽訂日至2024年末Ultium Cells, LLC向上海恩捷採購2.58億美元以上的鋰電池隔離膜。
Ultium Cells, LLC是LG化學和通用汽車共同投資設立的合資企業,總投資額為23億美元,主營業務為電動車用鋰電池的生產製造,Ultium Cells, LLC將使用最先進的鋰電池製造技術,向通用汽車北美地區供應電動車用電池。通用汽車是一家致力於提供更安全、更好、更具有可持續性的出行方式的全球性公司;LG 化學是知名的韓國化學企業,在韓國及世界各主要地區建立了生產、銷售和研發的全球化網絡,向全球提供ABS、偏光板、汽車電池等具備全球競爭力的產品,LG化學是公司的重要客户之一,公司與LG化學建立了長期良好的合作關係,結合前述企業的商業規模和信用狀況,公司認為通用汽車與LG化學共同投資設立的Ultium Cells, LLC具備履約能力。
公司是濕法鋰電池隔離膜的龍頭企業,產品均獲得多家國內外知名客户的廣泛認可,市場競爭力優勢明顯。該合同的簽訂,標誌着公司在動力電池隔離膜海外市場開拓方面取得積極進展,有助於進一步提升公司的盈利能力,鞏固公司在國際市場中的競爭優勢。
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