节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
诺德新材料股份有限公司（诺德股份）全资孙公司百嘉达（深圳）新能源材料有限公司与中创新航科技股份有限公司（中创新航）签订2026-2028年铜箔供货协议，三年合计供应量37.3万吨，按当前主流含税均价测算订单总产值近400亿元，创诺德股份单笔订单规模历史新高，且订单量超出公司当前产能峰值。
协议明确分年度供货安排：2026年5.8万吨、2027年13万吨、2028年18.5万吨。以诺德股份现有14万吨/年产能计，上述年度供货量分别占比41%、93%、132%，...
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