新宙邦(300037.SZ):與Ultium Cells交易額從3.67億美元變更為9.24億美元
格隆匯9月22日丨新宙邦(300037.SZ)公佈,由於Ultium Cells, LLC動力電池建設項目進度加快、規劃產能持續擴大,原材料鋰離子電池電解液需求量增加。2022年9月20日,經公司與Ultium Cells, LLC協商一致,雙方在保持原先供貨合同框架的情況下,重新簽訂了《Material Statement of Requirements》以及《Ultium Cells, LLC Purchase Order》兩份附屬文件,對應交付的產品型號、履約價格、交付數量、合作期間重新進行約定。變更後,公司與Ultium Cells,LLC交易金額從約3.67億美元變更為約9.24億美元,執行期限由2025年底延長至2028年底。
合同的簽訂標誌着公司在鋰離子電池電解液產品海外市場開拓方面取得積極進展,確保了未來在北美市場的訂單需求,也為公司在美國市場的佈局奠定了基礎,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;同時,變更後的合同所涉及的交易金額顯著增加,與Ultium Cells, LLC和合作時間更持久,説明海外客户對公司產品品質、交付能力、交付速度及服務能力的充分認可,在當前的國際局勢下,此長協訂單的簽署能有效減少政策對業務潛在影響的不確定性,對公司在北美的投資和後續的本地化工廠的長期訂單有保障。
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