容百科技与宁德时代签下1200亿元大单！上交所火速问询

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. has signed a significant procurement cooperation agreement with CATL for the supply of lithium iron phosphate cathode materials, amounting to approximately 3.05 million tons and exceeding 120 billion yuan in total sales from Q1 2026 to 2031 [1] Group 1 - The agreement specifies that Ronbay Technology will supply lithium iron phosphate cathode materials to CATL starting from the first quarter of 2026 until 2031 [1] - The total sales amount from this agreement is projected to exceed 120 billion yuan [1] - Ronbay Technology is recognized as a leader in ternary cathode materials, focusing on the research, production, and sales of ternary materials, lithium iron phosphate materials, lithium manganese iron phosphate materials, sodium battery materials, and multi-component precursors [1] Group 2 - On the same evening, Ronbay Technology received an inquiry letter from the Shanghai Stock Exchange, requesting additional disclosures regarding annual production capacity agreements and performance capability, as well as whether there are agreements on capacity construction, annual delivery volumes, and price adjustment mechanisms [1] - The company is required to conduct a comprehensive self-examination and fully disclose all important details of the agreement [1]