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當升科技(300073.SZ):與LGES簽訂長期供貨協議
格隆匯 03-10 19:53

格隆匯3月10日丨當升科技(300073.SZ)公佈,公司及其子公司江蘇當升材料科技有限公司、當升科技(常州)新材料有限公司、當升科技(芬蘭)新材料有限公司與LGEnergySolution,Ltd.(稱“LGES”或“買方”)在韓國首爾簽訂了《LONGTERMSUPPLYAGREEMENT》。根據協議約定,LGES預計在2025年至2027年向當升科技採購110,000噸高鎳及中鎳等多型號鋰電正極材料,具體訂單情況以後續實際執行情況爲準。

本次公司與LGES簽訂長期供貨協議,在高鎳和中鎳高電壓產品等多元材料領域展開合作,不僅彰顯了國際客戶對公司技術研發能力和產品性能的高度認可,也爲雙方建立長期穩定的戰略合作夥伴關係奠定了堅實基礎。LGES是韓國LG集團旗下的電池業務子公司,致力於爲全球市場提供高性能的電池產品,涵蓋動力電池、小型電池和儲能電池等領域,在全球電池市場佔據重要地位。通過本次合作,實現資源整合與優勢互補,有助於公司進一步融入全球高端電動汽車產業鏈,提升在鋰電正極材料市場的全球影響力和核心競爭力,加速完善全球化產業佈局。按照當前市場價格估算,協議總金額預計人民幣140億元。因具體收入受協議履約、交貨進度、市場價格波動等因素影響,協議履行金額存在不確定性。如本協議得到充分履行,預計將對公司2025年至2027年度經營業績產生積極影響。

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