近日，科恒股份（股票代码：300340）发布公告称，公司拟与格力电器旗下供应链平台签署一项总额约4.5亿元人民币的采购协议。根据公告内容，该协议主要涉及科恒股份向格力供应链供应锂电池正极材料及相关产品，合作期限预计为一年。此次合作标志着科恒股份在新能源材料领域的技术实力和产能规模获得头部家电及智能装备企业的认可，有望显著提升其营收规模和市场影响力。科恒股份作为国内领先的锂电正极材料供应商，近年来持续加大在高镍三元材料、磷酸铁锂等方向的研发投入。而格力电器近年来加速布局新能源产业链，包括储能、动力电池等领域，对高性能电池材料需求不断增长。此次协议的签署，不仅有助于科恒稳定大客户订单，也将为其产能释放和技术升级提供有力支撑。值得注意的是，4.5亿元的合同金额约占科恒股份最近一个会计年度营业收入的较大比例，预计将对公司2024年及以后的经营业绩产生积极影响。市场分析人士普遍认为，此举是科恒深化与产业龙头战略合作的重要一步，也反映出新能源材料行业景气度持续回升。
Recently, KEHENG Holdings Co., Ltd. (stock code: 300340) announced its intention to sign a procurement agreement worth approximately RMB 450 million with Gree Electric’s supply chain platform. According to the announcement, the agreement primarily covers the supply of lithium-ion battery cathode materials and related products from KEHENG to Gree’s supply chain, with an expected duration of one year. This collaboration signifies strong recognition by a leading home appliance and smart equipment manufacturer of KEHENG’s technological capabilities and production capacity in the new energy materials sector, and is expected to significantly boost the company’s revenue and market presence.As a leading domestic supplier of lithium battery cathode materials, KEHENG has been intensifying its R&D investments in high-nickel ternary materials and lithium iron phosphate in recent years. Meanwhile, Gree Electric has accelerated its expansion into the new energy industry chain—including energy storage and power batteries—driving growing demand for high-performance battery materials. This agreement not only secures stable large-volume orders for KEHENG but also provides strong support for its capacity utilization and technological upgrades.Notably, the RMB 450 million contract represents a significant portion of KEHENG’s total revenue from its most recent fiscal year and is anticipated to positively impact the company’s financial performance in 2024 and beyond. Market analysts widely view this move as a strategic step for KEHENG to deepen collaboration with industry leaders, reflecting the ongoing recovery and robust demand in the new energy materials sector.
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