节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
11月26日，华友钴业公告，其子公司成都巴莫与亿纬锂能签产品供应框架协议。2026年到2035年，成都巴莫匈牙利工厂预计向亿纬锂能匈牙利工厂，供应约12.78万吨超高镍三元正极材料，2027年到2031年供货约12.65万吨。虽对公司当期业绩影响不大，但预计会产生积极影响。
锂电新能源材料产业，是华友钴业重点发展的核心业务。这次与亿纬锂能签大圆柱电池材料供应...
协议还有助于华友钴业深化“上控资源、下拓市场、中提能力”的一体化优势，让公司深度融入欧洲电动汽车产业链。借大圆柱电池技术迭代机会强化产业链协同，增强其在锂电新能源产业链的核心竞争力，符合公司长远战略及股东利益最大化目标。
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