Zhi Tong Cai Jing·2026-01-13 23:17Core Viewpoint - Company signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with an estimated supply of 3.05 million tons and a total sales amount exceeding 120 billion yuan from Q1 2026 to 2031 [1] Group 1: Information Disclosure - The Shanghai Stock Exchange requested the company to verify and supplement the disclosure of relevant information regarding the accuracy of the sales amount, which was not specified in the agreement [1] - The company previously announced an acquisition of Guizhou Xinren New Energy Technology Co., which has an annual production capacity of 60,000 tons of lithium iron phosphate, indicating a significant discrepancy between its current capacity and the expected supply under the agreement [1] Group 2: Agreement Details - The agreement stipulates that the company will have priority in project development and supply of lithium iron phosphate materials, contingent on meeting the partner's technical, cost, quality, and delivery requirements [2] - The final procurement volume and demand assurance will be based on subsequent framework, annual, or individual purchase contracts, with no mandatory obligations imposed on either party [2] Group 3: Compliance and Internal Control - The company is required to disclose whether it has signed agreements regarding capacity construction, annual delivery quantities, and pricing adjustment mechanisms, and to assess the impact of these factors on its operational and financial status [3] - The company must also verify the existence of technical, standard, and quality prerequisites for product delivery, and the costs associated with meeting these requirements [3] - A self-examination of insider trading prevention measures related to the agreement is required, along with a disclosure of the results and a list of individuals with insider knowledge [3]