Huan Qiu Lao Hu Cai Jing·2026-01-14 07:30Group 1 - Company Ningbo Ronbay New Energy Technology Co., Ltd. signed a lithium iron phosphate cathode material procurement cooperation agreement with CATL, committing to supply a total of 3.05 million tons from Q1 2026 to 2031, with a total value exceeding 120 billion yuan [1] - The Shanghai Stock Exchange issued an inquiry letter shortly after the announcement, focusing on the company's ability to fulfill the contract, production capacity, and financial planning, requiring a written response within one trading day [2] - The company currently has an annual production capacity of 60,000 tons of lithium iron phosphate, which is significantly lower than the total supply volume of 3.05 million tons, indicating a substantial gap that needs to be addressed [2][3] Group 2 - To strengthen its production capacity, the company announced a 482 million yuan acquisition of a controlling stake in Guizhou Xinren, which has a mature production line with an annual capacity of 60,000 tons and potential for rapid expansion [3] - The company has been facing declining revenue and shrinking profits, with reported revenues of 30.123 billion yuan, 22.657 billion yuan, and 15.088 billion yuan for 2022 to 2024, reflecting year-on-year decreases of 24.78% and 33.41% for 2023 and 2024, respectively [4] - The company's net profit attributable to shareholders also faced pressure, with figures of 1.353 billion yuan, 581 million yuan, and 296 million yuan for the same period, showing year-on-year declines of 57.07% and 49.06% for 2023 and 2024 [4]