道氏技術(300409.SZ):子公司拿下浦項化學59億元NCM前驅體(高鎳)大單
格隆匯11月25日丨道氏技術(300409.SZ)公佈,2022年11月25日,公司召開了第五屆董事會2022年第15次會議,審議通過了《關於子公司擬簽訂日常經營重大合同的議案》,同意子公司JIANA HK LIMITED(簡稱“香港佳納”)、廣東佳納能源科技有限公司(簡稱“廣東佳納”)與POSCO CHEMICAL CO., LTD(浦項化學株式會社,簡稱“浦項化學”)簽訂《購買合同》,合同標的為NCM前驅體(高鎳)。
合同期限為三年(自2023年1月1日至2025年12月31日),根據原材料市場價格、當前的美元匯率為重要依據測算,預估合同總金額約為59億元人民幣,佔公司2021年度經審計營業收入的89.82%。該次合同預估金額不構成業績承諾。
此次銷售合同的簽訂對公司發展和戰略落地意義重大,有利於提升行業影響力,擴大產品市場佔有率,優化客户結構,完善海外業務佈局,推進產能規劃的實現,進一步強化公司在新能源鋰電材料領域的競爭力,持續增強公司核心競爭力和盈利能力。
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