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鼎勝新材(603876.SH):與寧德時代簽訂戰略合作協議

格隆匯3月21日丨鼎勝新材(603876.SH)公佈,近日,公司及全資子公司杭州五星鋁業有限公司(“五星鋁業”)、內蒙古聯晟新能源材料有限公司(“聯晟新材”)與寧德時代新能源科技股份有限公司(“寧德時代”)簽訂了《戰略合作協議》。在2023年-2025年期間,基於鼎勝新材生產較行業水平具有一定競爭優勢,為寧德時代提供最具有競爭力的產品。同時公司供應寧德時代的鋰電池鋁箔份額不低於其需求的50%,在同等條件下,根據乙方實際質量提升情況,增加乙方在甲方的供應配額,最終供應量按照雙方後續具體訂單為準。雙方將進一步加強海外多區域的相關業務合作,進而增強雙方的核心競爭力和可持續發展能力,構建全球化合作關係。

《戰略合作協議》的簽訂進一步穩固和擴大雙方供需合作,也驗證了公司在新能源汽車動力電池用鋁箔領域的競爭力,為公司中長期可持續發展提供保障,符合公司和股東的利益。

具體採購數量取決於寧德時代的需求情況、公司生產情況、產品價格的波動、原材料供應及雙方未來合作等多種因素,最終以雙方日常業務往來的正式訂單為準,對公司2023年度生產經營業績不構成重大影響。

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