Core Viewpoint - Guangzhou Tinci Materials Technology Co., Ltd. has signed an annual procurement contract with Hefei Guoxuan High-Tech Power Energy Co., Ltd. for the supply of 870,000 tons of electrolyte products from 2026 to 2028, which is expected to positively impact the company's performance during that period [3][4]. Group 1: Company Overview - Tinci Materials' subsidiary, Jiujiang Tinci High-Tech Materials Co., Ltd., will be the supplier of the electrolyte products under the contract [3]. - Guoxuan High-Tech, established in May 2006 with a registered capital of 10 billion yuan, specializes in lithium-ion batteries, materials, energy storage products, and battery recycling [4]. Group 2: Contract Details - The specific procurement volume, unit price, and specifications will be confirmed in subsequent purchase orders between the two companies [3]. - The agreement aims to establish a long-term cooperative relationship, enhancing supply-demand linkage in the industry and achieving mutual benefits [4]. Group 3: Impact on Performance - If the agreement is fully executed, it is expected to have a positive impact on Tinci Materials' operating performance for the years 2026-2028, with the exact financial implications to be determined based on the implementation of the contract [4]. - This collaboration is anticipated to improve the company's sustainable profitability and market share, reinforcing its leading position in the industry [4].

其他情况说明 天赐材料最近三年披露的框架协议进展顺利。2025年7月17日，九江天赐与楚能新能源签订《生产材料 采购合作协议》，有效期至2030年12月31日，预计供应电解液系列产品总量不少于55万吨，目前合作正 常进行。2024年6月17日，宁德凯欣与宁德时代签订《物料供货协议》，有效期至2025年12月31日，预 计供应对应数量电解液产品，目前电解液业务也正常进行。协议签订前三个月内，公司控股股东、持股 5%以上股东、董监高持股情况未变动（不含股权激励限制性股票回购注销情形），截至公告日，未收 到上述主体拟在未来三个月内减持公司股份的通知，若后续有减持计划，公司将依规履行信息披露义 务。 瑞浦兰钧能源股份有限公司法定代表人为曹辉，注册资本227,687.4050万元，成立于2017年10月25日， 注册地址位于浙江省温州市龙湾区温州湾新区滨海六路205号。主营业务涵盖电池制造销售、储能技术 服务、废旧动力蓄电池回收利用等多领域。天赐材料与瑞浦兰钧不存在关联关系，且瑞浦兰钧信用良 好，具备履约能力，并非失信被执行人。 协议对公司影响 该协议的签订，有利于天赐材料与瑞浦兰钧达成长期稳固合作关系，促进行业上下游 ...