节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
去年以来正极材料领域大额订单频发，容百科技与宁德时代签署为期5年的磷酸铁锂正极材料采购协议，总金额预计超1200亿元。根据公告，协议自2026年第一季度至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料305万吨，该订单规模显著高于行业同类协议——2025年龙蟠科技与多家企业签署的5年期协议，单份规模多为10万-15万吨，金额45亿-55亿元。
双方协议约定，容百科技需持续成本优化，在同等商业条件下利用成本优势提供具竞争力价格。按305万吨对应1200亿元计算，每吨价格约39344元；而1个月...
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