容百科技(688005.SH):與寧德時代簽訂戰略合作暨長期供貨協議
格隆匯1月7日丨容百科技(688005.SH)公佈,公司與寧德時代新能源科技股份有限公司(“寧德時代”)於近日簽訂《戰略合作協議》,雙方將在電池和材料領域的戰略、市場、商務、技術、產品開發、供應鏈等開展全面深度合作,達成戰略伙伴關係,共同推進產業發展。雙方建立不定期高層互訪機制,就未來戰略發展目標和戰略規劃進行探討與分享,指引雙方業務合作,使得雙方在動力、儲能及數碼等終端市場取得最大的市場份額。
根據協議約定,寧德時代預計在2022年向公司採購高鎳三元正極材料數量約10萬噸;2023年至2025年底,寧德時代將容百科技作為其三元正極粉料第一供應商,並向公司採購不低於一定比例的高鎳三元正極材料。
作為高鎳三元正極材料市佔率領先企業,該協議的簽訂標誌着寧德時代對公司的產品開發與質量管理能力、工程裝備與技術能力、產品供應能力等方面的高度認可,表明了公司的高鎳正極產品在新能源汽車終端市場擁有廣泛的應用需求,且未來需求將進一步提升。該協議的簽訂是公司“新一體化”戰略的成功實踐,有利於公司與寧德時代共同推動高鎳電池在終端市場的應用與發展。
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