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！ 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。 1月18日，据证监会官网通报，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 688005.SH）披露日常经营重大合同的公告，涉嫌误导性陈述。 证监会表示，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。 容百科技随后公告称，公司于2026年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，根据相关法律法规，中国证监会决定对公司予以立案。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。 1月13日容百科技公告称，公司与宁德时代签署了《磷酸铁锂正极材料采购合作协议》，自今年第一季 度开始至2031年，将向宁德时代国内区域供应磷酸铁锂正极材料305万吨，总销售金额超1200亿元。有 业内人士评论称，如此大的订单量和协议金额，在锂电行业罕见，或将对容百 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Rongbai Technology for allegedly misleading statements in a major contract announcement [1][2]. Group 1: Investigation Details - On January 14, 2026, Rongbai Technology disclosed a significant contract announcement that is now under scrutiny for potential misleading statements [1]. - The CSRC has formally notified Rongbai Technology of the investigation, emphasizing the need to maintain a healthy and stable market [2]. - The company has stated that it will cooperate with the CSRC during the investigation and will adhere to relevant legal and regulatory requirements for information disclosure [5]. Group 2: Contract and Market Impact - On January 13, 2026, Rongbai Technology announced a procurement cooperation agreement with CATL to supply 3.05 million tons of lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan (approximately 12 billion) from Q1 2026 to 2031 [5]. - Industry insiders have commented that such a large order volume and contract value are rare in the lithium battery sector and could positively impact Rongbai Technology's future performance [5]. - Following the announcement, the Shanghai Stock Exchange issued an inquiry letter to Rongbai Technology, requesting a self-examination regarding the accuracy of information disclosure and potential motives for stock price manipulation [5].

Group 1 - The core issue involves Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) being investigated by the China Securities Regulatory Commission (CSRC) for allegedly misleading statements in a significant contract announcement [1] - The CSRC has initiated an investigation into Ronbay Technology, indicating potential regulatory actions based on the findings of the investigation [1] - The CSRC aims to ensure the healthy and stable development of the market through this investigation and subsequent legal actions [1]

证券代码：688005 证券简称：容百科技 公告编号：2026-007 宁波容百新能源科技股份有限公司 关于收到中国证券监督管理委员会立案告知书的公告 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。 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。 公司所有信息均以上海证券交易所官网（www.sse.com.cn）及相关指定信息 披露媒体刊登的公告为准。敬请广大投资者关注公司后续公告，并注意投资风险。 特此公告。 宁波容百新能源科技股份有限公司董事会 2026 年 1 月 19 日 宁波容百新能源科技股份有限公司（以下简称"公司"）于2026年1月18日 收到中国证券监督管理委员会（以下简称"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。 ...

Group 1 - Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) disclosed a significant contract related to its daily operations, which is suspected of misleading statements [2] - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ronbay Technology [2] - The next steps will involve a comprehensive investigation to ensure the lawful handling of the situation and to maintain the healthy and stable development of the market [2]

容百科技公告，公司于2026年1月18日收到中国证监会下发的《立案告知书》，因公司重大合同公告涉 嫌误导性陈述等，决定对公司予以立案。目前公司各项经营活动和业务均正常开展。 ...

Group 1 - The core issue involves Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) disclosing a significant operational contract that is suspected of misleading statements [2] - The regulatory authority has initiated an investigation into Ronbay Technology for the alleged misleading disclosures [2] - The next steps will involve a comprehensive investigation followed by legal actions to ensure the healthy and stable development of the market [2]

Core Viewpoint - Rongbai Technology (688005.SH) has signed a lithium iron phosphate cathode material procurement cooperation agreement with CATL (300750.SZ), with an expected total sales amount exceeding 120 billion yuan [2][3]. Group 1: Agreement Details - The agreement stipulates that from Q1 2026 to 2031, Rongbai Technology will supply approximately 3.05 million tons of lithium iron phosphate cathode materials to CATL in the domestic market [3]. - The execution of this agreement is expected to have a positive and significant impact on Rongbai Technology's future operating performance, enhancing operational stability and cyclical resistance [3]. Group 2: Regulatory Scrutiny - The Shanghai Stock Exchange has raised inquiries regarding the agreement, noting that the total sales amount was not explicitly stated in the agreement, and the basis for the sales amount calculation was not disclosed [5]. - The exchange has requested Rongbai Technology to provide detailed disclosures regarding annual capacity agreements, production capacity plans, and the company's ability to fulfill the agreement [6]. Group 3: Financial Context - On January 13, 2026, Rongbai Technology announced a profit forecast for 2025, expecting a net profit attributable to shareholders of 30 million yuan in Q4 2025, marking a return to profitability [7]. - The company anticipates a full-year net profit loss ranging from 190 million yuan to 150 million yuan, with a non-recurring net profit loss between 220 million yuan and 180 million yuan [7].

Core Viewpoint - Rongbai Technology has signed a significant lithium iron phosphate procurement agreement with CATL, valued at over 120 billion yuan, which has raised questions from the Shanghai Stock Exchange regarding the company's ability to fulfill the contract [2][6]. Group 1: Contract Details - The agreement entails Rongbai Technology supplying 3.05 million tons of lithium iron phosphate cathode materials to CATL from 2026 to 2031, with a total sales amount exceeding 120 billion yuan [2][4]. - CATL will prioritize Rongbai Technology for new projects and product development, while Rongbai must meet CATL's quality and delivery requirements [3][4]. - The contract does not specify annual procurement quantities or prices, but CATL expects Rongbai to continuously optimize costs to provide competitive pricing [4][6]. Group 2: Market Context - The estimated price of the agreement is approximately 39,300 yuan per ton, which is lower than the current market price of lithium iron phosphate, indicating a favorable deal for CATL [4]. - As of mid-January 2026, lithium iron phosphate prices have risen significantly, with power-type prices increasing from 43,800 yuan per ton at the beginning of the year to 52,000 yuan per ton [4]. - The demand for lithium iron phosphate remains strong, with production rates increasing throughout 2025, reaching over 400,000 tons per month by the end of the year [4][5]. Group 3: Company Position and Challenges - Rongbai Technology currently lacks established lithium iron phosphate production lines, raising concerns about its ability to meet the contract requirements [6]. - The company has reported its first anticipated loss since data disclosure, projecting a loss of 150 to 190 million yuan for 2025, although it achieved profitability in the fourth quarter [7]. - Despite challenges, Rongbai Technology aims to become a comprehensive supplier of cathode materials, expanding its product offerings beyond high-nickel materials to include lithium manganese iron phosphate and sodium batteries [6][7].

证券代码：688005 证券简称：容百科技 公告编号：2026-005 宁波容百新能源科技股份有限公司 关于再次延期回复上海证券交易所《问询函》 针对《问询函》中指出的"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"，公司说明如下： 协议未约定采购金额，"1200 亿元合同总金额"是公司估算得出，最终实 际销售规模需根据实际订单签订时的原材料价格以及数量确定，销售金额具有不 确定性。 收到《问询函》后，公司积极组织管理层及相关方按照要求逐项认真准备答 复工作，鉴于《问询函》涉及的其他事项需要进一步核实，公司股票于 2026 年 1 月 16 日将继续停牌 1 日。 公司所有信息均以上海证券交易所官网（www.sse.com.cn）及相关指定信息 披露媒体刊登的公告为准。敬请广大投资者关注公司后续公告，并注意投资风险。 特此公告。 宁波容百新能源科技股份有限公司董事会 暨公司股票继续停牌的公告 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 ...