与此同时，近期碳酸锂价格持续走强也引发市场对上游资源端的关注。今日盘中，碳酸锂期货主力合约一度触及涨停，最高报174060元/吨，创两 年来新高。有分析指出，电池出口增值税退税将逐步取消，刺激短期抢出口需求。同时下游电池大厂补库需求增强，短期价格或延续强势。 1200亿元超级大单 新能源行业迎来重磅订单。 今日（1月13日），容百科技公告称，公司与宁德时代（300750）签署了《磷酸铁锂正极材料采购合作协议》，自今年第一季度开始至2031年，将 向宁德时代国内区域供应磷酸铁锂正极材料305万吨，总销售金额超1200亿元。有业内人士评论称，如此大的订单量和协议金额，在锂电行业罕 见，或将对容百科技未来的业绩产生积极影响。 1月13日，容百科技发布公告称，公司与宁德时代新能源科技股份有限公司签署了《磷酸铁锂正极材料采购合作协议》。协议约定，自2026年第一 季度开始至2031年，容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计为305万吨，协议总销售金额超1200亿元。本协议对双方均具有 约束性。 容百科技还介绍称，其新工艺是跨界复合技术，有利于构建保密体系，具有极强的保密性和不可复制性。相较于传统磷酸铁工 ...

Core Viewpoint - Ningbo Ronbay New Energy Technology Co., Ltd. (Ronbay Technology) is optimistic about the future of energy supply, predicting the arrival of an "energy singularity" within the next 3 to 5 years, driven by solar energy and advancements in battery technology [1][2] Group 1: Energy Singularity Concept - The concept of the "energy singularity" relies on free and abundant solar energy, combined with photovoltaic and energy storage technologies, along with artificial intelligence and smart grids, leading to unlimited energy supply and decreasing costs [1] - The chairman, Bai Houshan, emphasized that this new energy era will allow humanity to overcome energy constraints and enter a new civilization of energy [1] Group 2: Battery Development Trends - The core development trend for future batteries is shifting towards "non-rare, non-critical, and inexpensive" metals, with sodium-ion batteries being the most aligned with this direction [1] - Sodium batteries offer advantages over lithium batteries in terms of safety, cost, temperature adaptability, and performance [1] Group 3: Market Predictions - By 2035, the market share of lithium iron phosphate batteries and sodium batteries is expected to reach a ratio of 4:6, with a projected demand of 15 million tons for lithium iron phosphate and 20 million tons for sodium battery cathode materials [1] Group 4: Production Capacity Plans - Ronbay Technology plans to achieve a production capacity of 1 million tons of sodium battery materials by 2029, while lithium iron phosphate material capacity is set to reach 300,000 tons by July next year [2]