Core Viewpoint - Company Rongbai Technology has signed a cooperation agreement with CATL, establishing itself as the primary supplier of sodium battery cathode materials for CATL, indicating recognition of its technological strength and market position in the industry [1] Group 1: Agreement Details - The agreement stipulates that CATL will procure no less than 60% of its total procurement volume from Rongbai Technology, contingent upon meeting requirements in technology, quality, cost, delivery, and service [1] - If the annual procurement volume reaches 500,000 tons or more, Rongbai Technology will offer CATL more favorable pricing through cost reductions [1] Group 2: Product Development and Market Position - Rongbai Technology's sodium battery cathode materials are positioned for comprehensive promotion in various fields, including power, energy storage, and digital applications [1] - The company demonstrates a leading advantage in product development, with outstanding performance parameters, process stability, and cost control metrics [1] Group 3: Future Collaboration - Both companies will actively pursue comprehensive technical cooperation on sodium battery products in the future [1]

Core Viewpoint - Company Rongbai Technology (688005.SH) has signed a cooperation agreement with CATL, establishing Rongbai as the primary supplier of sodium battery cathode materials for CATL [1] Group 1: Agreement Details - The agreement stipulates that CATL will purchase no less than 60% of its total procurement volume from Rongbai, provided that Rongbai meets the technical, quality, cost, delivery, and service requirements [1] - If the annual procurement volume reaches 500,000 tons or more, Rongbai will offer CATL more favorable pricing through cost reductions [1] - The agreement is effective from the date of signing until December 31, 2029, with an automatic renewal clause if there are no objections three months prior to expiration [1] Group 2: Strategic Intent - The signing of this cooperation agreement aims to leverage the professional and resource advantages of both parties in the industry [1] - The collaboration is focused on building a safer and lower-carbon new energy battery industry ecosystem [1]

公告称，本次合作协议的签署，旨在进一步发挥各方在产业领域的专业与资源优势，致力于构建更安 全、更低碳的新能源电池产业生态。 智通财经APP讯，容百科技(688005.SH)公告，公司与宁德时代近日签署了《合作协议》。双方协议约 定，宁德时代将容百科技作为其钠电正极粉料第一供应商。在公司钠电正极材料的技术、质量、成本、 交付及服务等方面满足客户要求的前提下，宁德时代承诺向公司每年采购不低于其总采购量的60%，当 年采购量达到50万吨及以上，公司将通过降本给予对方更优惠的价格。协议自签署日起生效，有效期至 2029年12月31日。协议到期前3个月，双方如无异议，自动续约。 ...

Core Viewpoint - The signing of the cooperation agreement between Rongbai Technology and CATL signifies recognition of the company's technological strength and market position in sodium battery anode materials, indicating a comprehensive promotion of these products across various sectors [1] Group 1: Agreement Details - Rongbai Technology has been designated as the primary supplier of sodium battery anode materials for CATL [1] - CATL commits to purchasing no less than 60% of its total procurement volume from Rongbai Technology, contingent on meeting requirements in technology, quality, cost, delivery, and service [1] - If the annual procurement volume reaches 500,000 tons or more, Rongbai Technology will offer more favorable pricing through cost reductions [1] Group 2: Product Development and Market Position - The sodium battery anode materials developed by Rongbai Technology are noted for their leading advantages, with outstanding performance parameters, process stability, and cost control [1] - The agreement indicates that the sodium battery anode materials will be applied in power, energy storage, and digital sectors [1] - Future collaboration will focus on comprehensive technical cooperation in sodium battery products between the two companies [1]

人民财讯11月16日电，容百科技(688005)11月16日公告，公司与宁德时代（300750）近日签署合作协 议，根据协议约定，宁德时代将容百科技作为其钠电正极粉料第一供应商；在公司钠电正极材料的技 术、质量、成本、交付及服务等方面满足客户要求的前提下，宁德时代承诺向公司每年采购不低于其总 采购量的60%，当年采购量达到50万吨及以上，公司将通过降本给予对方更优惠的价格。 ...

Core Insights - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18 to 20 in Shenzhen, focusing on the trends and future opportunities in the lithium battery industry [1][2]. Industry Trends - The conference will feature 12 specialized sessions covering key topics across the entire industry chain, with over 1,500 executives from more than 1,000 mainstream companies discussing the industry's past 15 years and future challenges [2]. - The industry is shifting from low-level competition to higher standards, emphasizing long-life technology and innovative solutions to user pain points [8]. Keynote Speakers - Notable speakers include Zeng Yuqun, Chairman of CATL, and Wang Mingwang, Founder of Sunwoda, who will address the conference [3][9]. Innovation and Technology - CATL emphasizes the need for a new powder electrochemistry theory to solidify its leading position in the industry, moving beyond existing electrochemical theories [5]. - The industry faces challenges from blind capacity expansion and the need for original technological innovation to create core competitive advantages [13]. Market Dynamics - The competition in the energy storage and electric vehicle sectors is increasingly driven by consumer demand rather than just price competition [16]. - The lithium battery industry is experiencing a wave of globalization, with companies needing to adapt to local markets and regulations for sustainable growth [31]. Future Outlook - The recycling economy is expected to grow significantly by 2030, with millions of vehicles needing processing, marking a pivotal moment for circular economy practices [36]. - Solid-state battery technology is progressing, with advancements in semi-solid and quasi-solid batteries showing potential for various applications [39]. Strategic Recommendations - Companies are advised to adopt a three-step strategy for internationalization, focusing on product exports, localized production, and global optimization of resources [25]. - The integration of artificial intelligence in equipment manufacturing is seen as essential for improving efficiency and achieving breakthroughs in production [47].

证券代码：688005 证券简称：容百科技 公告编号：2025-035 宁波容百新能源科技股份有限公司 关于与宁德时代新能源科技股份有限公司签署 合作协议的公告 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： 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"）与 宁德时代新能源科技股份有限公司（以下简称"宁德时代"或"该客户"） 于近日签署了《合作协议》（以下简称 "本协议"）。 根据本协议约定，宁德时代将容百科技作为其钠电正极粉料第一供应商。 本协议的签订标志着国际头部客户对公司相关产品开发技术实力和市 场地位的认可，亦表明公司钠电正极材料产品在动力、储能、数码等领 域将得到全方位推广应用。 根据本协议约定，在公司钠电正极材料的技术、质量、成本、交付及服 务等方面满足客户要求的前提下，宁德时代承诺向公司每年采购不低于 其总采购量的 60%，当年采购量达到 50 万吨及以上，公司将通过降本 给予对方更优惠的价格。 公司钠电正极材料产品开发处于领先优势，各项性能参数、工艺稳定性 和成本控制等综合 ...

(本文来自第一财经) 容百科技公告，公司与宁德时代新能源科技股份有限公司于近日签署了《合作协议》。根据协议约定， 宁德时代将容百科技作为其钠电正极粉料第一供应商。根据协议约定，在公司钠电正极材料的技术、质 量、成本、交付及服务等方面满足客户要求的前提下，宁德时代承诺向公司每年采购不低于其总采购量 的60%，当年采购量达到50万吨及以上，公司将通过降本给予对方更优惠的价格。 ...

容百科技公告，公司与宁德时代签署了《合作协议》，宁德时代将容百科技作为其钠电正极粉料第一供 应商。根据协议，宁德时代承诺每年采购量不低于其总采购量的60%，当年采购量达到50万吨及以上， 公司将通过降本给予对方更优惠的价格。 ...

Group 1 - The core focus of Rongbai Technology is on advancing solid-state battery technology and industrialization, with a comprehensive R&D and production path established since 2018 [1] - The company has achieved significant breakthroughs in solid-state cathode materials, with 10 tons of 8-series high-nickel solid-state cathode materials shipped and ton-level shipments of 9-series materials recognized in the market [2] - In the solid-state electrolyte sector, Rongbai Technology has developed a sulfide solid electrolyte with uniform particle size distribution, leading to major breakthroughs in energy density [2][3] Group 2 - The company plans to achieve large-scale commercial application of solid-state battery cathode materials by 2027, targeting the next generation of smart mobility [4] - A clear production roadmap is in place, with plans to complete B-sample verification this year and initiate C-sample testing next year, aiming for pilot line completion in 2026 and large-scale production in 2027 [4] - Rongbai Technology is transitioning from a single ternary enterprise to a platform provider of comprehensive cathode material solutions, leveraging technology integration and a global supply chain [4]