260亿龙头，拿下1200亿大单！上交所问询

Group 1: Company News - Rongbai Technology signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan, supplying 3.05 million tons from Q1 2026 to 2031 [10][11] - Baiwei Storage expects a net profit attributable to shareholders of 850 million to 1 billion yuan in 2025, representing a year-on-year increase of 427.19% to 520.22% [5] - Dazhu CNC anticipates a net profit attributable to shareholders of 785 million to 885 million yuan in 2025, reflecting a year-on-year growth of 160.64% to 193.84% [6] - TCL Technology forecasts a net profit attributable to shareholders of 4.21 billion to 4.55 billion yuan in 2025, indicating a year-on-year increase of 169% to 191% [6] - Hengdi Pharmaceutical expects a net profit attributable to shareholders of 31 million to 39 million yuan in 2025, showing a decline of 57.40% to 66.14% [9] - *ST Wanfang anticipates a revenue below 300 million yuan in 2025, with net profit expected to be negative, leading to potential delisting [10] Group 2: Industry Developments - The State Grid reported that inter-provincial electricity trading volume reached 1.67 trillion kWh in 2025, a 10% year-on-year increase, with renewable energy trading volume up 41% to 317.7 billion kWh [2] - The Ministry of Industry and Information Technology released an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a core industry scale exceeding 1.6 trillion yuan by 2025 [3] - The sixth batch of high-value medical consumables procurement has concluded, with results to be announced today [1]