Electrolyte track brings up a wave of long-term lock-in agreements, integrated layout becomes an industry consensus.

Since June, the electrolyte market has seen a wave of intense signings. Contemporary Amperex Technology has successively signed long-term contracts with Xingzhoubang and Yongtai Technology, while Chuzhou New Energy has also significantly increased its cooperation scale with Tinci Materials. The two battery factories have accumulated a total locked order quantity approaching 1.8 million tons. If we extend the time frame, the total amount of long-term contracts announced by the industry in the past year has exceeded 4 million tons. During interviews, reporters learned that leading battery factories are accelerating the locking of long-term capacity in order to ensure supply chain security and cope with increasing downstream demand and fluctuating raw material prices. In this process, suppliers with self-sufficiency in raw materials are clearly more favored.