Core Viewpoint - Rongbai Technology (688005) reported a significant narrowing of net profit loss in Q1 2025, with revenue reaching 2.964 billion yuan, while continuing to invest in new business areas such as sodium batteries, precursors, and manganese iron lithium [1] Group 1: Business Performance - The company achieved a profit of approximately 68 million yuan from its ternary business after excluding the impact of new investments [1] - The global layout advantages of ternary materials are beginning to show, with products entering emerging markets such as low-altitude aviation [1] - Sales of manganese iron lithium products reached full production and sales, with a year-on-year increase of 174% in Q1 [2] Group 2: Product Development - Sodium battery materials are positioned for leading advantages, with preparations for large-scale production underway, including significant orders from strategic battery manufacturers [2] - The company is a leader in solid-state products, with stable cooperation in semi-solid and all-solid-state battery materials, focusing on sulfur-based electrolytes and matching positive materials [2][3] - The company has developed high-energy density lithium-rich manganese-based materials for all-solid-state batteries, collaborating with major domestic clients for potential applications in humanoid robots [3]

Ningbo Ronbay New Energy Technology Co., Ltd. 2024 Annual Report Summary Company Code: 688005 Company Abbreviation: Ronbay Technology Ningbo Ronbay New Energy Technology Co., Ltd. 2024 Annual Report Summary Ningbo Ronbay New Energy Technology Co., Ltd. 2024 Annual Report Summary Section I Important Notes 1、 This annual report summary is derived from the full annual report. For a comprehensive picture of the Company's operating performance, financial status, and future development plans, investors are encour ...

具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的相 关内容。 特此公告。 宁波容百新能源科技股份有限公司董事会 2025 年 4 月 30 日 证券代码：688005 证券简称：容百科技 公告编号：2025-020 宁波容百新能源科技股份有限公司 关于公司自愿披露 2024 年年度报告（简版） 及 ESG 报告英文版本的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 宁波容百新能源科技股份有限公司（以下简称"公司"）自愿披露《2024 年 年度报告简版（英文版）》及《2024 年环境、社会及公司治理报告（英文版）》。 在对上述报告的中英文版本理解上发生歧义时，以中文版本为准。 ...

证券代码：688005 证券简称：容百科技 公告编号：2025-021 宁波容百新能源科技股份有限公司 关于投资建设波兰正极材料一期 2.5 万吨项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 1、项目实施新建部分建筑单体尚需办理环评、建筑许可等前置手续。国外 的法律、政策体系、商业环境、文化特征均与我国存在较大差异，境外子公司在 环评等前置手续流程中存在不确定性，如因国家或地方有关政策调整、项目审批 等实施条件发生变化，该项目的实施可能存在顺延、变更、中止甚至终止的风险。 2、在项目实施过程中，公司将积极关注国内外宏观政策及行业趋势，及时 调整经营策略，同时严格执行公司治理和内部控制，加强项目建设的质量、预 算和安全管理，并持续跟踪项目建设及运营过程中遇到的各方面问题，积极沟 通协调，采取有效措施解决问题，确保项目尽快建成投产。公司将严格按照法 律法规要求履行审议程序，并及时履行信息披露义务。 一、对外投资概述 为满足欧洲相继出台的鼓励关键原材料本土化的相关法案的要求，完善公司 全球化战略布局 ...

2024 Environmental, Social and Governance Report Preparation Instructions for this Report Contents | Preparation Instructions for this Report 01 | | --- | | Message from the Chairman 02 | | About Ronbay Technology 04 | | Strategic Layout and Iteration 12 | | The Path of Sustainable Development 15 | Steady Progress Leads to a Bright Future, Charting a Beautiful Blueprint 01 02 Low-carbon Environment, Practicing Green Coexistence 03 04 People-oriented, Achieving Happiness Sharing 05 06 Striving for Excellence ...

证券代码：688005 证券简称：容百科技 公告编号：2025-019 宁波容百新能源科技股份有限公司监事会 2025 年 4 月 30 日 宁波容百新能源科技股份有限公司 第三届监事会第五次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 宁波容百新能源科技股份有限公司（以下简称"公司"）第三届监事会第五 次会议于 2025 年 4 月 29 日在公司会议室以现场结合通讯方式召开。公司已于 2025 年 4 月 27 日以邮件方式向全体监事发出召开本次会议的通知。本次会议由 监事会主席姜慧女士召集并主持，会议应到监事 3 名，实到监事 3 名，会议的召 集和召开符合《公司法》《公司章程》的有关规定，会议审议并通过了以下事项： 一、审议通过《关于公司<2025 年第一季度报告>的议案》 经审议，监事会认为：公司《2025 年第一季度报告》的编制符合相关法律 法规及《公司章程》的有关规定，报告真实、准确、完整地反映了公司 2025 年 第一季度的财务状况和经营情况，不存在虚假记载、误导性陈述或重大遗漏。 表决结果 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 宁波容百新能源科技股份有限公司 第三届董事会第五次会议决议公告 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的 《2025 年第一季度报告》。 证券代码：688005 证券简称：容百科技 公告编号：2025-018 宁波容百新能源科技股份有限公司（以下简称"公司"）第三届董事会第五次 会议于 2025 年 4 月 29 日以现场结合通讯表决的方式召开。公司已于 2025 年 4 月 27 日以邮件方式向全体董事发出召开本次会议的通知。本次会议应到董事 9 名，实到董事 9 名，符合《中华人民共和国公司法》（以下简称"《公司法》"） 和《宁波容百新能源科技股份有限公司章程》（以下简称"《公司章程》"）的有 关规定，会议合法有效。与会董事审议并通过如下决议： 一、审议通过《关于公司<2025 年第一季度报告>的议案》 经审议，公司董事会认为：公司《2025 年第一季度报告》的编制符合相关 法律法规及《公司章程》的有关规定，报告真实、准确、完整地反映 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥2,963,855,549.84, a decrease of 19.71% compared to ¥3,691,640,761.48 in the same period last year[4] - The net profit attributable to shareholders was a loss of ¥15,429,523.56, improving from a loss of ¥37,241,586.34 year-over-year[4] - The net cash flow from operating activities was a negative ¥605,132,504.28, an improvement from a negative ¥1,001,462,119.71 in the previous year[4] - The weighted average return on net assets was -0.18%, improving from -0.43% in the same period last year[4] - The basic and diluted earnings per share were both -¥0.02, an improvement from -¥0.05 year-over-year[4] - The company reported a 58.57% improvement in net profit attributable to shareholders, driven by intensified domestic market competition and international political factors[8] - The total comprehensive income for Q1 2025 was negative CNY 3.06 million, compared to negative CNY 93.39 million in Q1 2024, indicating a substantial reduction in losses[27] - Net profit for Q1 2025 was a loss of CNY 4.05 million, compared to a loss of CNY 37.59 million in Q1 2024, indicating a significant improvement[26] Cash Flow and Liquidity - The net cash flow from operating activities increased by 39.58% due to improved management of receivables and discounting of bank acceptance bills[8] - Cash and cash equivalents increased to approximately CNY 3.84 billion as of March 31, 2025, up from CNY 2.95 billion at the end of 2024, reflecting improved liquidity[22] - Operating cash flow for Q1 2025 was negative CNY 605.13 million, an improvement from negative CNY 1.00 billion in Q1 2024[29] - The ending cash and cash equivalents balance was $308.85 million in Q1 2025, down from $1.84 billion in Q1 2024[39] - The cash outflow for purchasing goods and services was $623.89 million in Q1 2025, a decrease from $728.60 million in Q1 2024[38] Research and Development - Research and development expenses totaled ¥103,019,856.13, representing 3.48% of operating revenue, an increase of 1.12 percentage points from 2.36%[5] - Research and development expenses for Q1 2025 were CNY 103.02 million, an increase from CNY 86.97 million in Q1 2024, showing a growth of approximately 18%[26] - The company has made substantial progress in solid-state products, with ultra-high nickel cathode materials achieving significant improvements in performance, meeting client requirements for 400Wh/Kg cell development, and achieving ton-level shipments during the reporting period[19] Assets and Liabilities - Total assets at the end of the reporting period were ¥24,798,586,087.29, a slight increase of 0.71% from ¥24,622,978,521.33 at the end of the previous year[5] - The company's total assets as of March 31, 2025, were reported in the balance sheet, reflecting ongoing financial stability[31] - The company's total liabilities as of March 31, 2025, were approximately CNY 15.61 billion, compared to CNY 15.44 billion at the end of 2024[24] - Total current assets increased to CNY 5,871,753,271.84 as of March 31, 2025, compared to CNY 5,779,373,751.73 as of December 31, 2024, reflecting a growth of approximately 1.6%[32][33] Market and Product Development - In Q1 2025, China's new energy vehicle sales reached 3.075 million units, a year-on-year increase of 47.1%, with a penetration rate of 41.2%[14] - The company has made significant progress in expanding its cathode materials business, with breakthroughs in ternary materials in emerging fields[14] - The company’s sodium-ion layered and poly-anion products have received large-scale order demands from domestic customers, with overseas customers also beginning product introductions[14] - The company aims to strengthen its differentiated competitive advantage in ternary products to enhance profitability in response to the growing demand for high energy density in emerging markets[16] - The company's manganese iron lithium products achieved full production and sales, with a year-on-year sales increase of 174% in Q1 2025, driven by demand from power customers and new national standards for small power applications[17] Investment and Growth - The company recognized government subsidies of ¥4,027,895.22, contributing positively to the financial results[6] - The company plans to continue investing in sodium-ion, precursors, and manganese iron lithium industries, with ternary business profitability estimated at approximately RMB 68 million after deducting these investments[14] - The Polish project has officially launched, securing orders from leading customers and is set to become the first zero-carbon factory in Europe[15] - The company is accelerating the industrialization process of sodium battery materials, with a new production line in Hubei expected to produce 6,000 tons annually[18]

华泰联合证券有限责任公司 关于宁波容百新能源科技股份有限公司 2024 年年度持续督导跟踪报告 | 保荐机构名称：华泰联合证券有限责任公司 | 被保荐公司简称：容百科技 | | --- | --- | | 保荐代表人姓名：韩斐冲 | 联系电话：010-56839312 | | 保荐代表人姓名：董瑞超 | 联系电话：0755-82492010 | 根据《证券法》《证券发行上市保荐业务管理办法》和《上海证券交易所科 创板股票上市规则》等有关法律、法规的规定，华泰联合证券有限责任公司（以 下简称"华泰联合证券"或"保荐机构"）作为宁波容百新能源科技股份有限公 司（以下简称"容百科技"、"公司"或"发行人"）向特定对象发行 A 股股票 的保荐机构，对容百科技进行持续督导，并出具本持续督导跟踪报告： 一、保荐机构和保荐代表人发现的问题及整改情况 无。 二、重大风险事项 （一）业绩大幅下滑或亏损的风险 公司营业收入主要来自于正极材料的销售，生产所需的主要原材料为锂盐、 镍盐等，2024年公司归母净利润为2.96亿元，同比下降49.06%，受锂盐价格波动 影响，以及公司加大在新材料及前沿技术领域的开发投入影响，公司利润下滑 ...

一系列看似独立事件，形成的效应，乃至风暴正在对动储产业全球化趋势产业严重影响，甚至剧 烈冲击。 近日据多方外媒报道，韩国电动汽车 (EV) 电池制造商LG集团及其财团已正式撤回在印度尼西亚 建设电动汽车电池生态系统的计划投资。这一决定标志着该项目自2019年宣布以来，历经多年缓 慢进展后，最终未能落地。 据悉，该项目总投资额达77亿美元，原计划由LG Energy Solution （LG新能源） 、LG Chem （LG化学） 、LX International Corp （LX国际公司） 以及印度尼西亚国有企业共同推进，旨在 构建从原材料采购到电池生产的 "端到端价值链"。印尼作为全球最大的镍生产国，其丰富的镍资 源对电动汽车电池产业至关重要，因此该项目被视为LG集团在全球电池供应链布局中的关键一 环。 （消息来自 "环球网"） 事实上，这还只是动储产业全球化退潮的冰山一角。 据德国媒体4月中旬披露，由于国轩高科与市政府之间的法律纠纷，美国密歇根州梅科斯塔县计 划建设的电动汽车电池生产设施已停工。据了解，国轩计划在格林查特镇建设电池生产设施，该 项目预计投资约23.6亿美元，生产原定于2026年1月开始。 ...