恩捷股份(002812.SZ):至2024年末Ultium Cells向上海恩捷采购2.58亿美元以上的锂电池隔离膜
格隆汇6月10日丨恩捷股份(002812.SZ)公布,公司控股子公司上海恩捷新材料科技有限公司(“上海恩捷”)与Ultium Cells, LLC基于双方合作意愿,为了能够稳定地长期合作,于2021年6月9日就采购锂电池隔离膜事宜签署了GENERAL TERMS AND CONDITIONS(“合同”),约定自合同签订日至2024年末Ultium Cells, LLC向上海恩捷采购2.58亿美元以上的锂电池隔离膜。
Ultium Cells, LLC是LG化学和通用汽车共同投资设立的合资企业,总投资额为23亿美元,主营业务为电动车用锂电池的生产制造,Ultium Cells, LLC将使用最先进的锂电池制造技术,向通用汽车北美地区供应电动车用电池。通用汽车是一家致力于提供更安全、更好、更具有可持续性的出行方式的全球性公司;LG 化学是知名的韩国化学企业,在韩国及世界各主要地区建立了生产、销售和研发的全球化网络,向全球提供ABS、偏光板、汽车电池等具备全球竞争力的产品,LG化学是公司的重要客户之一,公司与LG化学建立了长期良好的合作关系,结合前述企业的商业规模和信用状况,公司认为通用汽车与LG化学共同投资设立的Ultium Cells, LLC具备履约能力。
公司是湿法锂电池隔离膜的龙头企业,产品均获得多家国内外知名客户的广泛认可,市场竞争力优势明显。该合同的签订,标志着公司在动力电池隔离膜海外市场开拓方面取得积极进展,有助于进一步提升公司的盈利能力,巩固公司在国际市场中的竞争优势。
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