Zhong Guo Ji Jin Bao·2026-01-13 13:10Group 1 - Company Rongbai Technology signed a procurement cooperation agreement with CATL, committing to supply approximately 3.05 million tons of lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan from Q1 2026 to 2031 [1][2] - The cooperation agreement is expected to positively impact the company's future operating performance and enhance its stability and anti-cyclical capabilities [6][5] - The company is positioned to benefit from the growth of the power and energy storage markets, which are driving the demand for lithium iron phosphate batteries [4][2] Group 2 - The company reported a significant decline in its financial performance for 2025, with projected net losses ranging from 1.5 billion to 1.9 billion yuan, primarily due to a decrease in sales volume in the first three quarters [6][11] - The company's revenue for the reporting period was approximately 2.74 billion yuan, reflecting a year-on-year decrease of 38.29% [10] - Despite the challenges, the company anticipates a recovery in Q4 2025, with an expected net profit of around 30 million yuan, marking a return to profitability for that quarter [11][12]