Ge Long Hui·2026-02-03 10:17Core Viewpoint - The company, Fulian Precision (300432.SZ), has signed a strategic cooperation agreement and a stock subscription agreement with CATL (Contemporary Amperex Technology Co., Ltd.) to deepen collaboration in the supply chain and optimize capital structure [1] Group 1: Strategic Cooperation - The partnership aims to accelerate industrial layout and resource integration between the two companies [1] - Both companies will jointly increase capital in Jiangxi Shenghua New Materials Co., Ltd., a subsidiary of Fulian Precision [1] Group 2: Capital Increase Details - Fulian Precision will convert its debt of 500 million yuan into equity, subscribing to an additional registered capital of approximately 406.5 million yuan in Jiangxi Shenghua [1] - CATL will contribute approximately 747.14 million yuan in cash, subscribing to an additional registered capital of approximately 607.43 million yuan [1] - The capital increase price is set at 1.23 yuan per registered capital based on an asset evaluation report [1] Group 3: Ownership Changes - Post-capital increase, the registered capital of Jiangxi Shenghua will rise from 1.80898 billion yuan to approximately 2.86792 billion yuan [1] - Fulian Precision's ownership in Jiangxi Shenghua will decrease from 79.57% to 64.37%, while CATL's stake will increase from 18.74% to 33% [1] - Jiangxi Shenghua will remain a subsidiary of Fulian Precision, and there will be no change in the scope of the company's consolidated financial statements [1]