容百科技(688005.SH):與格林美簽訂戰略合作協議
格隆匯2月28日丨容百科技(688005.SH)公佈,公司與格林美股份有限公司(“格林美”)於近日簽訂了《戰略合作協議》。根據協議約定,容百科技與格林美將共同構建基於“鎳鈷資源開採—動力電池回收—三元前驅體制造—三元材料製造”產業鏈的戰略合作體系,在動力電池回收、海外鎳資源冶煉、前驅體產品供銷等領域建立長期緊密合作關係。
根據協議約定,公司計劃以參股方式投資格林美控股的從事動力電池回收、拆解利用、梯次利用和粉料分選業務的武漢動力電池再生技術有限公司(“動力再生”)18%的股權或股份,動力再生董事會中一名董事由容百科技提名人員擔任;動力再生所生產的不少於26%的材料產品(以最終產品中金屬質量的佔比計算),以公允價格供應容百科技。格林美關聯公司將出讓其在PT.QMB NEW ENERGY MATERIALS (“印尼青美邦”)中8%的股份給容百科技,容百科技與其他合作股東享受同股同權的權益。投資完成後,容百科技及其關聯方持有印尼青美邦8%的股份。該交易對價尚未確定,以後續簽訂的投資協議為準。2022年至2026年,在格林美前驅體產品的技術、質量、成本、交付及服務等各方面滿足公司要求且有競爭優勢的前提下,公司預計向格林美採購前驅體不低於30萬噸,具體供應數量及價格以雙方另行籤署的購銷訂單為準。
容百科技與格林美達成此次戰略合作,是公司“新一體化”戰略的有效實踐。該協議的簽署,是公司通過投資手段佈局動力電池回收領域及海外鎳資源的開始,有利於公司打造具有競爭力的高鎳三元材料產業鏈,使高鎳電池不僅具備性能優勢,還將具備成本競爭力;同時容百科技與格林美建立起資本紐帶,打造生態化產業鏈,形成業務協同、創新協同、戰略協同,可以加速行業的進步,推動新能源汽車行業的發展。
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