宁德时代“锁仓”嘉元科技:62万吨铜箔背后的下一代电池竞赛

高工锂电
Nov 11

11月6日,嘉元科技公告与宁德时代签署《合作框架协议》,约定其将作为宁德时代铜箔产品的优选供应商。协议包含双重承诺:供应上,嘉元科技承诺2026至2028年为其保留不低于62.4万吨的最低产能,并优先保障供应;技术上,双方将合作开发包括固态电池用铜箔在内的新型负极集流体材料。“产能+技术”的双重绑定。嘉元科技的产能承诺,是宁德时代近期一系列供应链布局的缩影。10月,宁德时代战略入股天华新能,锁定锂...

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