位置：中游情绪：利空参考度：2/10
POSCO旗下电池材料生产商Posco Future M已签署一份规模达1.0149万亿韩元的长期合同，向某全球车企供应人造石墨负极材料。该协议为期五年，将于2027年10月起生效，是公司自2011年以来拿下的最大单笔负极材料订单。受保密条款约束，客户具体身份暂未对外披露。
作为非中国籍供..焦炭，这一供应链策略不仅巩固了其在全球电池材料市场的核心地位，还显著降低了对中国石墨资源的依赖。
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