Ronbay Technology(SH:688005) Zhong Guo Jing Ji Wang·2026-01-19 06:17Core Viewpoint - Rongbai Technology (688005.SH) has received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to alleged misleading statements regarding a major contract announcement, while the company's operations continue normally [1][2]. Group 1: Investigation and Contract Details - Rongbai Technology received the CSRC's notice on January 18, 2026, regarding an investigation into potential misleading statements related to a contract with CATL, which involves supplying 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031, with a total estimated sales amount exceeding 120 billion yuan [1]. - The company clarified that the previously disclosed "120 billion yuan contract" is an estimate, and the actual sales amount will depend on the final order quantities and raw material prices, indicating uncertainty in the sales figures [2]. Group 2: Financial Performance and Shareholder Information - As of September 30, 2025, China Postal Savings Bank holds a 1.01% stake in Rongbai Technology, making it the eighth largest shareholder [2]. - For the fiscal year 2024, Rongbai Technology reported a revenue of approximately 1.51 billion yuan and a net profit attributable to shareholders of about 295.91 million yuan, with earnings per share of 0.42 yuan [4]. - The company has raised a total of 2.532 billion yuan through two fundraising rounds, with specific allocations for projects and working capital [5][7].