CATL signs strategic cooperation with copper-foil suppliers

Key highlights
  • CATL signed strategic cooperation agreements with Xi'an Taijin New Energy & Materials Sci-Tech (TJNE) and Shenzhen Huike New Materials.
  • CATL and TJNE will centralise procurement and standardise copper-foil equipment delivery to drive cost reductions and technical iteration.
  • CATL and two partners will jointly build 400,000 tonnes of new copper-foil capacity over the next three years under cost-plus pricing and fixed processing fees.
  • The partners agreed long-term volume commitments, advance payments and flexible settlement terms, plus collaborative R&D and green energy sharing.

Partnership scope

CATL signed strategic cooperation agreements with companies including Xi'an Taijin New Energy & Materials Sci-Tech Co., Ltd. (TJNE) and Shenzhen Huike New Materials Co., Ltd. The parties established a long-term strategic partnership focused on centralized procurement of copper foil equipment, joint capacity development, cost-based pricing, collaborative R&D and green energy sharing.

Equipment standardisation

On equipment, CATL and TJNE will set up a unified management mechanism featuring overall planning, standardized technical criteria and centralized procurement. TJNE will provide standardized, large-scale centralized delivery for new expansion projects to drive systematic cost reductions and technological iteration in equipment.

Capacity, pricing and financial terms

CATL will jointly build 400,000 tonnes of new copper-foil capacity with two partners, including Shenzhen HuiKe New Materials Co. Ltd, over the next three years. The partners committed to cost-plus pricing with fair margins, fixed processing fees and long-term volume commitments. CATL will support partners financially through advance payments and flexible settlement terms to share risk.

Supply-chain model shift

The agreements signal a move away from transactional procurement toward collaboration and co-governance in the lithium-battery copper-foil industry, aiming to break traditional boundaries in pricing and capacity coordination and create a more resilient, mutually beneficial supply-chain ecosystem.

Source: CATL

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