节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
华友钴业发布公告，旗下子公司衢州新能源与LGES签署《三元前驱体供应协议》。依据该协议，衢州新能源将于2026年至2030年期间，向LGES及其指定采购商供应约7.6万吨三元正极前驱体产品。
与此同时，华友钴业子公司成都巴莫及匈牙利巴莫，与LGES及其子公司LGES波兰工厂签订三元正极材料《基本采购合同》。合同规定，匈牙利巴莫在...
此次签订的合同与协议，对公司当期业绩并无重大影响。不过，待正式供货启动后，预计会对公司2026 – 2030年的经营业绩产生积极作用。公司将按照具体订单状况以及收入确认原则，在相应会计期间确认收入，最终数据以会计师事务所审计结果为准 。
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