财联社·2026-01-13 13:40Core Viewpoint - Company Rongbai Technology (688005.SH) has signed a binding procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total expected supply of 3.05 million tons and a sales amount exceeding 120 billion yuan from Q1 2026 to 2031 [1] Group 1 - The agreement is significant for both parties, indicating a strong partnership in the growing lithium iron phosphate battery market [1] - The overseas market for lithium iron phosphate power batteries presents substantial growth opportunities [1] - The development of solar cells and energy storage battery technologies, along with advancements in AI, is driving down costs and facilitating the emergence of a new energy era, leading to explosive growth in the energy storage industry [1] Group 2 - The market for both power and energy storage continues to show immense potential for lithium iron phosphate [1] - Rongbai Technology claims its products lead the industry in key performance indicators such as iron leaching rate, first efficiency, and packing density, making them suitable for high-end energy storage and power applications [1] - The company has completed the key development and application of its third and fourth generation products and has begun the application development phase for its fifth generation products, which have passed internal testing [1]