Core Viewpoint - The company has signed a framework agreement with Chunan New Energy for the supply of 100,000 tons of lithium iron phosphate cathode materials over three years, which is expected to enhance its market position and operational performance [1][4]. Group 1: Agreement Details - The agreement will commence on September 20, 2025, and run until December 31, 2028, with provisions for potential renewal based on cooperation outcomes [1]. - The pricing mechanism for the supplied products will be based on previously agreed prices or standards, with adjustments possible through supplementary agreements in case of significant market changes [1]. Group 2: Product and Market Context - The company’s existing lithium battery cathode materials include lithium iron phosphate and ternary materials, with applications in energy storage and power lithium batteries [2]. - The company reported a total revenue of 723 million yuan in the first half of 2025, but faced a net loss of 243 million yuan due to increased competition and operational challenges [3]. Group 3: Strategic Implications - The partnership with Chunan New Energy is seen as a recognition of the company's capabilities and is expected to foster a long-term, stable relationship that benefits both parties [4]. - Successful execution of this agreement is anticipated to strengthen the company's industry position, enhance competitiveness, and support sustainable development, aligning with long-term goals [4].

Core Viewpoint - Fengyuan Co., Ltd. has signed a cooperation framework agreement with Chunan New Energy, committing to supply 100,000 tons of lithium iron phosphate cathode materials over the next three years [1] Group 1: Company Overview - Fengyuan Co., Ltd.'s wholly-owned subsidiary, Shandong Fengyuan Lithium Energy Technology Co., Ltd., will be the supplier of lithium iron phosphate materials [1] - The agreement aims to establish a stable, trustworthy, and mutually beneficial partnership between Fengyuan Lithium Energy and Chunan New Energy [1] Group 2: Industry Implications - The collaboration is expected to promote rapid development in the new energy materials sector through deep cooperation, resource sharing, and complementary advantages [1] - The focus on lithium iron phosphate materials aligns with the growing demand in the new energy industry, particularly in battery production [1]

Core Viewpoint - Fengyuan Co., Ltd. has signed a cooperation framework agreement with Chunan New Energy, committing to supply 100,000 tons of lithium iron phosphate cathode materials over the next three years [1] Group 1: Agreement Details - The agreement involves Fengyuan Lithium Energy, a wholly-owned subsidiary of Fengyuan Co., Ltd., and three companies under Chunan New Energy [1] - The partnership aims to establish a stable, trustworthy, and mutually beneficial relationship for the procurement and product iteration of lithium iron phosphate cathode materials [1] Group 2: Strategic Goals - Both parties intend to achieve resource sharing and complementary advantages through deep cooperation [1] - The collaboration is expected to accelerate development in the new energy materials sector for both companies [1]

Core Viewpoint - Fengyuan Co., Ltd. has signed a cooperation framework agreement with Chunan New Energy companies to supply 100,000 tons of lithium iron phosphate cathode materials over the next three years, aiming for resource sharing and mutual benefits in the new energy materials sector [1] Group 1: Company Overview - Fengyuan Co., Ltd. is expanding its operations in the new energy materials sector through a strategic partnership with Chunan New Energy [1] - The agreement emphasizes the supply of lithium iron phosphate cathode materials, indicating a focus on enhancing production capabilities and market presence [1] Group 2: Industry Implications - The collaboration is expected to drive rapid development in the new energy materials field, highlighting the growing demand for lithium iron phosphate in energy storage and electric vehicle applications [1] - The partnership reflects a trend in the industry towards cooperation for resource optimization and technological advancement [1]

证券代码：002805 证券简称：丰元股份 公告编号：2025-053 山东丰元化学股份有限公司 关于全资子公司签订《磷酸铁锂合作框架协议》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次签订的《磷酸铁锂合作框架协议》属于双方合作意愿的框架性约定， 后续合作事项的具体实施尚需由双方共同协商确定，在具体实施过程中存在不确 定性，协议采购量为双方预测的需求量，实际以协议执行情况为准，能否达到合 作预期存在一定的不确定性，如遇有关政策调整、宏观经济环境、市场环境变化 等不可预计或不可抗力等因素的影响，可能存在协议无法如期或完全履行的风险。 公司将积极关注该事项的进展情况，并及时履行信息披露义务。敬请广大投资者 谨慎决策，注意投资风险。 2、本次合作事项对公司本年度及未来年度经营业绩的影响需根据后续具体 协议执行情况而定。 一、协议签订概况 山东丰元化学股份有限公司（以下简称"公司"）全资子公司山东丰元锂能 科技有限公司（以下简称"丰元锂能"）于近日与武汉楚能新能源有限公司、孝 感楚能新能源创新科技有限公司、宜昌楚能新能源创新科技有限公司（ ...

丰元股份公告，全资子公司丰元锂能与武汉楚能新能源有限公司、孝感楚能新能源创新科技有限公司、 宜昌楚能新能源创新科技有限公司签订了《磷酸铁锂合作框架协议》。根据协议，在未来三年内，丰元 锂能将向楚能新能源供应磷酸铁锂正极材料产品10万吨。此举旨在构建稳定、互信、共赢的合作伙伴关 系，共同推动双方在新能源材料领域的快速发展。 ...

Core Points - Fengyuan Co., Ltd. (002805) reported that as of September 19, 2025, the number of shareholders is 43,396 [1]

Core Insights - The company has established a partnership with the Qingdao Institute of Bioenergy and Process Research of the Chinese Academy of Sciences to form the Zhongke Fengyuan High-Energy Lithium Battery Material Research Institute, led by academician Chen Liquan, known as the "father of solid-state batteries" [1] - The research team has achieved several key breakthroughs in the field of sulfide all-solid-state batteries [1] - Currently, the company is not involved in battery production but has made arrangements for research and development in solid-state battery cathode materials and will continue to monitor market trends [1]

Group 1 - The company held its 18th meeting of the 6th Board of Directors on September 29, 2025, via telecommunication, with all 9 directors present, ensuring compliance with relevant laws and regulations [2][4]. - The Board approved the acquisition of 3.32% equity from Anhui Jintong New Energy Vehicle Phase II Fund Partnership for RMB 30 million, increasing the company's stake in Anhui Fengyuan Lithium Energy Technology Co., Ltd. to 74.76% [3][12]. - The transaction is classified as a related party transaction due to Anhui Jintong holding over 5% of the company's shares in the past twelve months [12][14]. Group 2 - The company also approved a change agreement for the investment cooperation agreement with Shandong Dongjia Group, extending the deadline for capital contributions to June 30, 2032 [38][40]. - The changes made in the agreement are based on strategic development considerations and will not significantly impact the company's financial status or operations [43].

Group 1: Battery Industry Developments - Yiwei Lithium Energy has secured overseas energy storage orders, including a strategic cooperation with TSL Assembly for a total scale of 1GWh in Central and Eastern Europe from 2026 to 2030, and a 500MWh agreement with CommVOLT to promote energy transition in Europe [2][2] - Chuangneng New Energy signed an investment agreement with the Xiangyang Municipal Government for a lithium battery industrial park with an annual production capacity of 70GWh, focusing on energy storage batteries and power batteries [2] - Zhaoke Energy announced the completion of angel round financing, which will help expand production capacity and enhance technological advantages in large cylindrical lithium batteries [5][6] Group 2: Material Supply Chain and Strategic Partnerships - Xiamen Tungsten New Energy signed a strategic cooperation framework agreement with Zhongwei Co., focusing on the supply chain for lithium battery materials and joint development of high-quality mineral resources [7] - Huayou Cobalt signed long-term supply agreements with LGES for a total of approximately 16.4 million tons of ternary precursor and cathode materials from 2026 to 2030, which is expected to positively impact the company's performance during this period [11][12] Group 3: Corporate Control and Financial Performance - Fengyuan Co. announced a 30 million yuan acquisition of a 3.32% minority stake in its subsidiary Anhui Fengyuan, consolidating control over the company [8][10] - Yinglian Co. expects a significant increase in net profit for the first three quarters of 2025, projecting revenue between 1.63 billion to 1.65 billion yuan, a year-on-year growth of 9.49% to 10.83%, and a net profit increase of 1531.13% to 1672.97% [12]