Core Viewpoint - Ningbo Rongbai New Energy Technology Co., Ltd. (Rongbai Technology) is under investigation by the China Securities Regulatory Commission (CSRC) for allegedly misleading statements regarding a significant contract, while the company asserts that its operations remain normal during the investigation [1][4]. Group 1: Contract Details - Rongbai Technology signed a procurement cooperation agreement with CATL for the supply of 3.05 million tons of lithium iron phosphate cathode materials, with a total estimated sales amount exceeding 120 billion yuan [7]. - The agreement does not specify a procurement amount, and the total sales figure is an estimate based on potential orders, indicating uncertainty in actual sales [3][6]. Group 2: Financial and Operational Status - The company plans to invest approximately 8.7 billion yuan over the next three years to meet the contract's requirements, with funding sourced from bank loans and internal funds [3][6]. - Rongbai Technology expects to achieve a net profit of approximately 30 million yuan in Q4 2025, while projecting an annual net loss of 150 million to 190 million yuan for the same year [8].

【容百科技回复问询函：拟通过银行贷款、自有资金及其他等多种方式满足项目建设及投产所需的资金 需求】智通财经1月18日电，容百科技(688005.SH)回复上交所关于公司与宁德时代签署合同的问询 函："1200亿元合同总金额"为估算，最终销售具不确定性。结合公司拟建及在建产能、资金匹配等情 况，公司具备履行相关协议的综合能力。为匹配预计的客户订单，公司拟使用自有资金3.42亿元收购贵 州新仁部分股权，并使用自有资金1.4亿元对贵州新仁进行增资。目前，公司已完成部分股权转让款支 付，正在工商变更登记过程中。贵州新仁目前拥有年产6万吨磷酸铁锂产线。未来，公司将继续通过投 资并购及产能自建等方式扩大产能规模，以满足客户实际订单需求。 公司将根据协议中约定的产能建 设节奏及实际的订单签约情况安排相应新建、扩建产能以满足供货要求。预计未来三年为满足本合同履 约需求，资本性支出约为87亿元。结合工程建设进度及工程付款进度，预计2026年、2027年、2028年扩 产所需资本性投入为36亿元，33亿元，18亿元。另有少量质保金将在2029年支付。公司拟通过银行贷 款、自有资金及其他等多种方式满足项目建设及投产所需的资金需求。 ...

每经AI快讯，1月18日，容百科技回复上交所关于公司与宁德时代签署合同的问询函："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 。 ...

Group 1 - The State Council meeting emphasized the importance of boosting consumer spending and fostering new growth points in service consumption, highlighting the positive outcomes from the ongoing special actions to stimulate consumption [2] - The meeting called for the implementation of a long-term mechanism to promote consumption, including the development of a "14th Five-Year" plan for expanding consumption and urban and rural residents' income increase plans [2] - The meeting also addressed the need to clear overdue payments to enterprises and ensure the payment of wages to migrant workers [2] Group 2 - The China Securities Regulatory Commission (CSRC) held a meeting to reinforce market stability and prevent excessive speculation and market manipulation, aiming to maintain a steady market environment [3] - The CSRC plans to deepen public fund reforms and broaden channels for long-term capital, promoting rational and value-based investments [3] Group 3 - The People's Bank of China announced a policy adjustment for commercial property loans, setting the minimum down payment ratio at no less than 30% to support the real estate market [4] - This adjustment reflects the central government's increased focus on reducing inventory in commercial properties [4] Group 4 - Ningbo Ronbay New Energy Technology Co., Ltd. is under investigation by the CSRC for misleading statements related to a significant contract with CATL, which involves supplying 3.05 million tons of lithium iron phosphate cathode materials worth over 120 billion yuan [5] - The contract is noted to be substantial within the lithium battery industry and may positively impact Ronbay's future performance [5] Group 5 - The tax authorities are reminding taxpayers to self-check their overseas income from the past three years, as they may face penalties for non-compliance [7] Group 6 - The U.S. President announced a tariff increase on goods from eight European countries, citing geopolitical tensions over Greenland, which may impact trade relations [8] Group 7 - The People's Bank of China will lower the re-lending and rediscount rates by 0.25 percentage points, effective January 19, 2026, to support economic growth [9] - The minimum margin requirement for securities financing will be raised from 80% to 100% starting January 19, 2026, affecting new financing agreements [9] Group 8 - Micron Technology's stock rose over 7%, and the commercial aerospace sector saw significant gains, indicating a positive market trend for these industries [10] - The overall market showed mixed results, with major indices experiencing slight declines [10] Group 9 - The CSRC approved IPO registrations for three companies, indicating ongoing market activity and interest in new public offerings [11] - A total of three new stocks are set to be issued in the upcoming week, reflecting continued capital market engagement [12] Group 10 - Over 440 billion yuan worth of restricted shares will be unlocked this week, with significant amounts from companies like Xingtum Control and Shanxi Coking Coal [13][14]

证券代码：688005 证券简称：容百科技 公告编号：2026-006 宁波容百新能源科技股份有限公司 关于对上海证券交易所问询函的回复公告 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"容百科技"或"公司"）于 2026 年1月13日收到上海证券交易所科创板公司管理部下发的上证科创公函【2026】 0017 号《关于宁波容百新能源科技股份有限公司与宁德时代签署日常经营合同 事项的问询函》（以下简称"《问询函》"），公司就《问询函》有关问题逐项 进行认真核查落实，现将有关问题回复如下： 一、关于信息披露准确性。根据公司提交的公告及备查文件，协议中并未对 总销售金额进行约定，公司未公告销售金额的确定依据。此外，前期公告显示， 公司 2025 年 12 月 13 日披露收购贵州新仁新能源科技有限公司（以下简称"贵 州新仁"）并对其增资公告称，贵州新仁目前拥有年产 6 万吨磷酸铁锂产线，公 司已披露拥有的建成磷酸铁锂产能与本次协议预计供应的产量相差甚远。 公司将根据协议中约定的产能建设 ...

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) is under investigation by the China Securities Regulatory Commission (CSRC) for allegedly misleading statements regarding a significant contract announcement, which has raised concerns about the company's compliance and market integrity [1][2]. Group 1: Company Announcement and Investigation - On January 14, 2026, Ronbay Technology disclosed a major contract with CATL for the supply of lithium iron phosphate cathode materials, amounting to approximately 3.05 million tons and valued over 120 billion yuan, spanning from Q1 2026 to 2031 [1]. - The CSRC has initiated an investigation into Ronbay Technology due to the alleged misleading nature of the contract announcement, with the company stating that its business operations remain normal during the investigation [1][2]. - Following the announcement, Ronbay Technology received an inquiry letter from the Shanghai Stock Exchange, requesting additional disclosures regarding production capacity agreements and the company's ability to fulfill the contract [2]. Group 2: Market Performance and Company Profile - Prior to the suspension of trading on January 14, 2026, Ronbay Technology's stock price increased by 1.66%, closing at 37.35 yuan, with a total market capitalization of 26.7 billion yuan [2]. - Ronbay Technology is a leading player in the production of ternary materials, lithium iron phosphate materials, and sodium battery materials, primarily serving the lithium/sodium battery manufacturing sector [2].

容百科技(688005.SH)公告，公司于2026年1月18日收到中国证券监督管理委员会下发的《立案告知 书》，因公司重大合同公告涉嫌误导性陈述等，根据相关法律法规，中国证监会决定对公司予以立案。 ...

容百科技公告称，公司回复上交所关于与宁德时代签署合同的问询函。"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 。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ningbo Rongbai New Energy Technology Co., Ltd. for allegedly misleading statements related to significant operational contracts disclosed on January 14 [1][4] - The CSRC aims to ensure the healthy and stable development of the market through comprehensive investigations and legal actions [1] Group 2 - The CSRC has also launched an investigation into Zhejiang Sunflower Health Technology Co., Ltd. due to misleading statements in its restructuring proposal disclosed on September 22, 2025, which raised market concerns regarding actual production capacity and business model [6] - Additionally, the CSRC is investigating Ningbo Tianpu Rubber Technology Co., Ltd. for significant omissions in announcements related to abnormal stock price fluctuations, emphasizing the need to maintain market order [6]

来源：证监会网站 编辑：雨林 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。 ...