Rongbai Science and Technology Announcement, the company and Ningde Times signed the "Lithium Iron Phosphate Cathode Material Procurement Cooperation Agreement". The agreement stipulates that from the first quarter of 2026 to 2031, Rongbai Science and Technology will supply 3.05 million tons of domestic lithium iron phosphate cathode materials for Ningde Times, with the total sales amount of the agreement exceeding 120 billion yuan .
This Agreement shall be binding upon both parties. Rongbai Technologies said that on the one hand, in overseas areas, the lithium iron phosphate power battery market still has a large space for development. On the other hand, with the development of lithium-ion technology, the large-scale application of energy storage batteries has become possible and entered an explosive growth stage. With the global energy transformation and the development of solar energy and energy storage technology , the cost of new energy is lower than that of fossil energy, which makes the era of "singularity" of energy come.
At the same time, due to the development of AI technology, the huge demand for electricity has promoted the distributed power system to become possible. This is the fundamental reason for the explosive growth of energy storage battery technology. The interaction of these factors and the common development of power and energy storage market will jointly promote the arrival of the new energy era, making lithium iron phosphate still have a huge market space.
On the day when Rongbai Science and Technology disclosed the super huge order, it received a letter of inquiry from the Shanghai Stock Exchange. According to the
inquiry letter, according to the announcement and documents submitted by Rongbai Science and Technology, the agreement did not stipulate the total sales amount, and the company did not announce the basis for determining the sales amount. Require supplementary disclosure of the specific agreement on annual production capacity in the agreement, and clearly state whether the company has the corresponding performance capacity in combination with the company's proposed and under construction production capacity, capacity acquisition plan during the agreement period, capital reserve and strategic planning; (2) Self-check the impact of the relevant agreement period of up to 6 years, the risk of raw material price fluctuation, the uncertainty of specific procurement demand and the unpredictability of production capacity reserve on the accuracy of the company's disclosure, and comprehensively indicate the impact of various risk factors on the company's agreement performance, revenue conversion and future sustainability.
At the same time, with regard to the content of the agreement, the Shanghai Stock Exchange requires supplementary disclosure of the agreement signed by both parties on capacity construction, annual delivery of product quantity, product sales price adjustment mechanism, and the impact of various costs and expenses required to achieve expectations on the company's production, operation and financial situation; As well as the mandatory obligations of both parties and the specific liability for breach of contract stipulated in the agreement, such as the expected impact of triggering the relevant liability for breach of contract on the company.
In addition, it also requires Rongbai Science and Technology to standardize the provention and control of insider trading.
The previous day, Rongbai Technology issued an annual performance forecast for 2025. The company expects to achieve a net profit of about 30 million yuan attributable to the owner of the parent company in the fourth quarter of 2025, turning losses into profits in a single quarter . The Company expects to realize a net profit of -190 million yuan to -150 million yuan attributable to the owner of the parent company in 2025 . The net profit attributable to the owners of the parent company after deduction of non-recurring gains and losses is -220 million yuan to -180 million yuan .
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