恩捷股份(002812.SZ):與法國ACC簽訂6.55億歐元的鋰電池隔離膜的供應合同
格隆匯5月4日丨恩捷股份(002812.SZ)公佈,近日,公司下屬子公司SEMCORP Hungary Korlátolt Felelőss égű Társas á g (“ SEMCORP Hungary Kft”)與法國Automotive Cells Company SE (“ACC”)基於雙方合作意願籤訂 Purchasing Agreement(“合同”),約定2024年至2030年SEMCORP Hungary Kft向ACC供應約6.55億歐元的鋰電池隔離膜產品,合同自雙方簽署之日起生效。
公吿顯示,ACC致力於開發和生產具有良好性能和高安全性的電動汽車電池電芯及模組,總投資額約70億歐元,全球領先的汽車製造商Stellantis集團、Mercedes-Benz(梅賽德斯-奔馳)和全球領先的多元化能源公司Total Energies(道達爾能源)分別持有ACC三分之一的股權,結合前述企業的商業規模和經營情況,公司認為ACC具備相應的履約能力。
公司是全球鋰電池隔離膜的龍頭企業,產品均獲得多家國內外知名客户的廣泛認可,市場競爭優勢明顯。該合同的簽訂,標誌着公司在動力電池隔離膜海外市場開拓方面取得積極進展,有助於進一步提升公司的盈利能力,鞏固公司在國際市場中的競爭優勢。
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