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中偉股份(300919.SZ):與騰遠鈷業在新能源汽車動力電池領域開展戰略合作

格隆匯3月8日丨中偉股份(300919.SZ)公佈,公司與贛州騰遠鈷業新材料股份有限公司於2022年2月16日簽署《戰略合作備忘錄》。雙方本着平等協商、互惠互利、優勢互補、合作發展的原則,經友好協商,決定在新能源汽車動力電池領域積極開展戰略合作。合作內容包括:

(1)共同探索國內外礦產資源的合作機會

隨着新能源汽車行業步入快速發展階段,動力電池上游鋰、鎳、鈷等金屬資源的供應穩定性更加受到重視,國內一些上市公司紛紛斥巨資收購、維護海外優質礦山資源。雙方可利用各自在國內外的資源,共同探索優質礦產資源的合作機會(包括但不限於聯合收購),增強原料供應保障能力、降低原料採購價格波動風險、提高競爭優勢。

(2)強化產品供應領域合作

雙方作為電池領域的上下游,繼續鞏固良好的產品供應合作關係。雙方本着戰略合作精神,將在產品供銷、加工等方面進行長期穩定合作,力求月度均衡購銷,從2022-2025年,雙方預計鈷鹽的供需總量為10-20萬實物噸,年均2.5-5萬實物噸。

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