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中偉股份(300919.SZ)與廈鎢新能籤達成戰略合作伙伴關係

格隆匯9月14日丨中偉股份(300919.SZ)公佈,於2021年9月14日,公司作為乙方與廈鎢新能(688778.SH)作為甲方簽署《戰略合作框架協議》,雙方一致同意在礦產資源開發、產品供銷、產品加工、信息合作等層面建立密切、長久及融洽的戰略合作伙伴關係。具體為:

1.礦產資源開發:雙方同意在上游礦產資源方面開展合作,共同尋找鎳、鈷、錳等優質礦產資源進行合作開發,獲取優勢資源,帶動產業鏈上下游業務與技術的深入合作,保障供應穩定性以及成本優勢。

2.產品供銷:甲、乙雙方將就四氧化三鈷、三元前驅體等產品建立長期供銷關係。

3.產品加工:甲、乙雙方將就四氧化三鈷、三元前驅體等產品加工進行合作。

4.信息合作:建立有效溝通機制,互相傳遞國內外行業相關信息,互通有無。

甲乙雙方本着戰略合作精神,將在產品供銷、加工方面進行長期穩定合作,力求月度均衡購銷。自協議簽署之日至2023年12月31日,甲乙雙方預計四氧化三鈷產品的供需量約為2萬-2.5萬噸/年;三元前驅體產品的供需量約為1.5萬-3.5萬噸/年。

廈鎢新能作為鋰離子電池正極材料領域的重要企業之一,正極材料(包含鈷酸鋰和三元材料)總體產銷量及市場佔有率持續居國內正極材料行業首位,其中鈷酸鋰產品市佔率接近40%,是行業絕對龍頭。

公司表示,其與廈鎢新能簽署戰略合作協議有利於雙方建立長期、穩定的戰略合作關係,發揮雙方業務協同效應,促進產能釋放與規模擴展,全面提升公司盈利能力與效益增長。該次合作符合公司的發展戰略,屬於公司產業鏈合作的重要舉措,為公司新建產能釋放提供充分保障。

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