格林美(002340.SZ):與韓國ECOPRO下屬公司ECOPRO BM簽署26.5萬噸前驅體供應以及二次電池原材料全產業鏈戰略合作備忘錄
格隆匯8月16日丨格林美(002340.SZ)公佈,當前,全球產業競爭加劇,為了應對全球競爭格局變化的挑戰,滿足美國和歐洲市場的要求並最大化雙方的利益,近日,公司與ECOPRO下屬公司ECOPRO BM CO., LTD.(以下簡稱“ECOPRO BM”)簽署了《二次電池原材料全產業鏈戰略合作諒解備忘錄》(以下簡稱“備忘錄”),雙方承諾將各自的資源、技術、製造、資本和客户深度結合起來,以印度尼西亞和韓國為製造基地,共同努力,以確保獲得具有全球競爭力的原材料和前驅體制造,從而通過生產具有競爭力的正極材料來優先確保客户的需求,打造具備全球競爭力的“鎳資源—前驅體—正極材料”的全產業鏈。為此,雙方將印尼鎳供應鏈的優勢發揮極致,GEM將在原材料和前驅體供應方面滿足ECOPRO BM的新增需求,ECOPRO BM將GEM與ECOPRO MATERIALS CO., LTD.(以下簡稱“ECOPRO MATERIALS”)一起作為前驅體供應的核心合作伙伴進行合作,並努力使GEM成為除ECOPRO MATERIALS 以外ECOPRO BM的最大供應商。
為滿足美國和歐洲等市場的新增需求,從2025年到2028年,ECOPRO BM將向格林美新增採購26.5萬噸的前驅體。前驅體生產所需的原材料原則上由GEM以相對於市場價有競爭力的價格確保,對於確保有競爭力的鎳的印度尼西亞MHP項目投資,GEM優先將ECOPRO BM作為合資企業進行審查。
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