Recently, CATL has officially signed strategic cooperation agreements with companies such as Xi'an Taijin New Energy Technology Co., Ltd. and Shenzhen Huike New Materials Co., Ltd. All parties have established a deep level long-term strategic cooperation relationship around core links such as centralized procurement of copper foil equipment, capacity building, cost pricing, joint research and development, and green power sharing.
This cooperation marks a complete restructuring of the lithium copper foil supply chain:
On the equipment side, CATL and Taijin New Energy have established a unified overall planning, unified standards, and unified centralized procurement management mechanism. Taijin New Energy provides standardized and scaled centralized delivery for new expansion projects, promoting systematic cost reduction and technological iteration upgrades on the equipment side.
近日，宁德时代与西安泰金新能科技股份有限公司、深圳惠科新材料股份有限公司等企业正式签署战略合作协议。各方围绕铜箔装备集采、产能共建、成本定价、联合研发及绿电共用等核心环节，建立起深层次的长期战略合作关系。
此次合作标志着锂电铜箔供应链彻底重构：
在装备端，宁德时代与泰金新能建立统一统筹、统一标准、统一集中采购管理机制。泰金新能为新扩建项目提供标准化、规模化集中交付，推动装备端系统性降本与技术迭代升级。
On the supply side, CATL will jointly build a production capacity of 400000 tons with two partners including Shenzhen Huike in the next three years. All parties follow the new pricing principle of "cost markup, reasonable profit, and risk sharing", and establish a mechanism to lock in the long-term supply of new production capacity and reasonable processing fees. CATL empowers funds through advance payments and optimized payment terms.
This strategic signing marks the transformation of the lithium copper foil industry from traditional buying and purchasing to a new model of co construction and co governance. CATL is accelerating the construction of a new ecosystem of independent, controllable, and mutually beneficial industrial chains by breaking the traditional boundaries of pricing and capacity cooperation.
在供应端，宁德时代将与深圳惠科等2家合作方在未来3年共同新建40万吨产能。各方遵循“成本加成、合理利润、风险共担”的全新定价原则，确立新建产能长期供货量与合理加工费锁定机制。宁德时代通过预付款与账期优化给予资金赋能。
此次战略签约，宣告了锂电铜箔行业从传统买卖采购向共建共治新模式的转变。宁德时代通过打破传统定价与产能合作边界，正加速构建自主可控、互利共赢的产业链新生态。
(Using AI translation)
（使用AI翻译）
