经济观察网容百科技公告称，公司回复上交所关于与宁德时代（300750）签署合同的问询函。"1200亿 元合同总金额"为估算，最终销售具不确定性。公司拟3.42亿元收购贵州新仁部分股权并1.4亿元增资， 其现有6万吨磷酸铁锂产线。未来三年扩产预计资本性支出87亿元，2026-2028年分别为36亿、33亿、18 亿元，公司资金储备及融资能力可保障。同时提示产能不能满足、原材料价格波动等风险。此外，自查 发现2名员工在协议期间买卖股票，均已无持股，且无内幕交易动机。原公告对合同总金额表述不严 谨，风险提示不充分。 ...

责编：张曦 据证监会1月18日消息，2026年1月14日，宁波容百新能源科技股份有限公司（简称容百科技）披露日常 经营重大合同的公告，涉嫌误导性陈述。近日，证监会已对容百科技立案调查。下一步，将在全面调查 的基础上依法处理，切实维护市场健康稳定发展。 原标题：《证监会对容百科技重大合同公告涉嫌误导性陈述立案调查》 编辑：闫嘉欣 ...

格隆汇1月18日丨容百科技(688005.SH)发布公告，公司于2026年1月18日收到中国证监会下发的《立案 告知书》(编号：证监立案字0222026004号)，因公司重大合同公告涉嫌误导性陈述等，根据《中华人民 共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公司予以立案。 登录新浪财经APP 搜索【信披】查看更多考评等级 目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相关工作，并 严格按照相关法律法规和监管要求及时履行信息披露义务。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：中国基金报 【导读】证监会对容百科技重大合同公告涉嫌误导性陈述立案调查 中国基金报记者 张舟 1月18日，中国证监会官网显示，1月14日，宁波容百新能源科技股份有限公司（以下简称容百科技）披 露日常经营重大合同的公告，涉嫌误导性陈述。 中国证监会表示，近日已对容百科技立案调查。下一步，将在全面调查的基础上依法处理，切实维护市 场健康稳定发展。 同日，容百科技发布关于收到中国证监会立案告知书的公告。 公告指出，公司于1月18日收到中国证监会下发的《立案告知书》，因公司重大合同公告涉嫌误导性陈 述等，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对 公司予以立案。 容百科技表示，目前各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的相 关工作，并严格按照相关法律法规和监管要求及时履行信息披露义务。 容百科技"千亿合同"被问询后多次延期回复 此前，容百科技曾因"超级大单"遭交易所闪电问询，公司却多次发布公告延期回复《关于宁波容百新能 ...

Core Viewpoint - Company announced a response to an inquiry regarding a daily operational contract with CATL, indicating that the estimated total contract value of 120 billion yuan is subject to actual order conditions and raw material prices, leading to uncertainty in sales amounts [1][3] Group 1: Contract and Financial Details - The contract does not specify a procurement amount, and the total estimated contract value is based on company projections, with actual sales dependent on future orders [1][3] - Company plans to use 342 million yuan of its own funds to acquire part of Guizhou Xinren's equity and invest an additional 140 million yuan for capital increase, as Guizhou Xinren has a production capacity of 60,000 tons of lithium iron phosphate per year [1] - To meet the contract requirements, the company anticipates capital expenditures of approximately 8.7 billion yuan over the next three years, with specific annual investments of 3.6 billion yuan in 2026, 3.3 billion yuan in 2027, and 1.8 billion yuan in 2028 [2] Group 2: Financial Position and Liquidity - As of September 30, 2025, the company reported current assets of 13.336 billion yuan, with cash and trading financial assets totaling 4.591 billion yuan and bank acceptance bills amounting to 2.578 billion yuan, indicating a solid financial foundation for operations and investments [2] - The company has a total bank credit limit of 19.737 billion yuan, with 8.438 billion yuan remaining unused, ensuring sufficient liquidity for daily operations and future investments [2]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ningbo Rongbai New Energy Technology Co., Ltd. (Rongbai Technology) for allegedly misleading statements in a major contract announcement [2][3]. Group 1: Investigation and Regulatory Actions - The CSRC has formally opened an investigation into Rongbai Technology following the company's announcement of a significant contract that is suspected of containing misleading statements [3][4]. - Rongbai Technology received a notice from the CSRC on January 18, indicating that the investigation is based on potential violations of the Securities Law and the Administrative Penalty Law of the People's Republic of China [4]. Group 2: Contract Details and Market Reactions - On January 13, Rongbai Technology announced a procurement cooperation agreement with CATL, estimating a total sales amount exceeding 120 billion yuan (approximately 12 billion USD) for supplying 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031 [11]. - Following the announcement, the company received an inquiry from the Shanghai Stock Exchange regarding its ability to fulfill the contract and whether there was any intent to manipulate stock prices through the large contract [12]. Group 3: Company Operations and Financial Outlook - Despite the ongoing investigation, Rongbai Technology stated that all business operations are proceeding normally and that the company will cooperate with the CSRC during the investigation [4]. - The company plans to expand its production capacity through investments and acquisitions, with an estimated capital expenditure of approximately 8.7 billion yuan (around 1.3 billion USD) over the next three years to meet contract obligations [9].

关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 闫学晶，又一代言被终止 证监会对容百科技重大合同公告涉嫌误导性陈述立案调查 2026年1月14日，宁波容百新能源科技股份有限公司（简称容百科技）披露日常经营重大合同的公告，涉嫌误导性陈述。近日，证监会已对容百科技立案 调查。下一步，将在全面调查的基础上依法处理，切实维护市场健康稳定发展。 来源：证监会网站 卖爆了！山姆499元羽绒服，多地门店已断货 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ningbo Rongbai New Energy Technology Co., Ltd. for allegedly misleading statements in a major contract announcement [1] Group 1 - On January 14, 2026, Rongbai Technology disclosed a significant contract related to its daily operations, which is now under scrutiny for potential misleading information [1] - The CSRC will conduct a comprehensive investigation and take legal action based on the findings to ensure the healthy and stable development of the market [1]

Core Viewpoint - Company clarifies that the total contract amount of 120 billion yuan with CATL is an estimate, and final sales remain uncertain [1] Group 1: Contract and Financial Details - The company plans to acquire a portion of Guizhou Xinren's equity for 342 million yuan and invest 140 million yuan to expand its existing 60,000 tons lithium iron phosphate production line [1] - Future capital expenditures for capacity expansion are projected to be 8.7 billion yuan over the next three years, with annual expenditures of 3.6 billion, 3.3 billion, and 1.8 billion yuan for 2026, 2027, and 2028 respectively [1] - The company asserts that its financial reserves and financing capabilities can support these expenditures [1] Group 2: Risks and Compliance - The company highlights risks related to production capacity constraints and fluctuations in raw material prices [1] - An internal review found that two employees traded stocks during the contract period, but both have no current holdings and no motive for insider trading [1] - The company acknowledges that its previous announcement regarding the total contract amount was not precise and that risk disclosures were insufficient [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 1月18日，容百科技（688005）公告称，收到中国证监会下发的《立案告知书》，因公司重大合同公告 涉嫌误导性陈述等，中国证监会决定对公司予以立案。 容百科技称，目前公司各项经营活动和业务均正常开展。立案调查期间，公司将积极配合中国证监会的 相关工作， 并严格按照相关法律法规和监管要求及时履行信息披露义务。 此前，1月13日晚间，容百科技公告称，与宁德时代签署了《磷酸铁锂正极材料采购合作协议》。协议 约定，自2026年第一季度开始至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计 为305万吨，协议总销售金额超1200亿元。 1月18日，容百科技（688005）公告称，收到中国证监会下发的《立案告知书》，因公司重大合同公告 涉嫌误导性陈述等，中国证监会决定对公司予以立案。 当天，交易所连夜下发问询函，要求容百科技补充披露协议中关于每年产能的具体约定，结合公司拟建 和在建产能、协议期内产能收购计划、资金储备和战略规划等明确说明公司是否具备相应履约能力；自 查相关协议周期长达6年、原材料价格波动风险、具体采购需求不确定性、产能储备的不可预期性等对 ...