面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语 不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派驻全国的记者们将于公告当 晚为您带来准确、快速、专业的解读。 《科创板日报》1月13日讯（记者 王楚凡） 容百科技今日（1月13日）晚间发布公告，宣布公司与宁德时代正式签署 《磷酸铁锂正极材料采购合作协议》（下称："协议"）。 根据协议，自2026年第一季度至2031年，容百科技预计将合计向宁德时代供应约305万吨磷酸铁锂正极材料，协议总销 售金额预计将超过1200亿元。 根据协议主要条款，自2026年1月1日起至2030年12月31日止的合作期间内，容百科技作为宁德时代的重要供应商，将 为其提供磷酸铁锂正极材料。具体采购数量、价格及质量要求将以双方后续签订的框架性、年度性或单笔采购订单及 技术规格书为准。 协议约定了双方将每三个月同步需求及供应变化情况，容百科技将在全球范围内制定匹配性的产能、产品开发及生产 经营计划，以响应宁德时代的快速交付及质量改善等诉求。宁德时代则在同等商业条件下给予容百科技项目开发的优 先权及产品导入的优先支持。 容百科技表 ...

Group 1: Rongbai Technology and CATL Cooperation - Rongbai Technology signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan [1] - The agreement will supply a total of 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031 [1] - The development of solar cells, energy storage technologies, and AI is expected to drive significant growth in the energy storage industry, indicating a large market space for lithium iron phosphate [1] Group 2: Baiwei Storage Profit Forecast - Baiwei Storage expects a net profit of 850 million to 1 billion yuan for 2025, representing a year-on-year increase of 427.19% to 520.22% [1] - The decline in storage prices is anticipated to reach a low point in Q1 2025, followed by a recovery starting in Q2 2025 as key projects are delivered [1] - The company is focusing on high-speed growth in the AI edge sector and enhancing advanced packaging capabilities [1] Group 3: TCL Technology Profit Forecast - TCL Technology forecasts a net profit of 4.21 billion to 4.55 billion yuan for 2025, an increase of 169% to 191% year-on-year [2] - The company is concentrating on three core businesses: semiconductor displays, new energy photovoltaics, and semiconductor materials [2] Group 4: Guizhou Moutai Retail Price Adjustment Mechanism - Guizhou Moutai is implementing a dynamic adjustment mechanism for retail prices to better align with market and consumer trends [3] - The new marketing system aims to be consumer-centric and driven by market demand [3] Group 5: Shanghai Pudong Development Bank Performance - Shanghai Pudong Development Bank reported a net profit of 50.017 billion yuan for 2025, a year-on-year increase of 10.52% [4] - The bank's non-performing loan balance decreased by 11.64 billion yuan, with a non-performing loan ratio of 1.26% [4] Group 6: *ST Wan Fang Financial Status - *ST Wan Fang anticipates a revenue of less than 300 million yuan for 2025, with both net profit and net profit after non-recurring items expected to be negative [8] - The company may face delisting due to financial criteria if these projections are realized [8] Group 7: Performance Forecasts of Other Companies - Haopeng Technology expects a net profit increase of 113.69% to 141.09% for 2025 [9] - Tengyuan Cobalt anticipates a net profit increase of 50.02% to 69.87% for 2025 [9] - Longcable Technology forecasts a net profit increase of 74.07% to 114.24% for 2025 [9] - Dongpeng Beverage expects a net profit increase of 30.46% to 37.97% for 2025 [9] - WoHua Pharmaceutical anticipates a net profit increase of 119.76% to 215.90% for 2025 [9] - Dazhu CNC expects a net profit increase of 161% to 194% for 2025 [9] - Changjiang Electric Power reported a net profit of 34.2 billion yuan for 2025, a year-on-year increase of 5.14% [9] - Chenguang Biotech expects a net profit increase of 272.14% to 330.62% for 2025 [9]

智通财经APP讯，容百科技(688005.SH)发布公告，公司与宁德时代新能源科技股份有限公司(简称"宁德 时代")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。 公司磷酸铁锂产品具备卓越的性能，技术具备革命性。公司产品在铁溶出率、首效及压实密度等关键性 能指标上处于行业领先，可广泛应用于储能与动力，尤其是高端储能及动力领域。目前已完成三代品、 四代品的关键开发及应用开发;公司已在量产线上完成五代品开发，各项指标内部测试达标，开始进入 应用开发阶段。 此次协议对双方均具有约束性。一方面，在海外地区磷酸铁锂动力电池有很大的发展空间。另一方面， 由于太阳能电池及储能电池技术的发展，成本不断降低，再加上AI技术的发展，以及这三项技术的相 互作用，使得新能源时代真正来临，储能行业得到爆发式增长。动力和储能市场的发展，使得磷酸铁锂 仍具备巨大的市场空间。 ...

Group 1 - The core point of the article is that Enjie Co., Ltd. has changed its name to align with its strategic development towards a group operation model [1][3]. - The company's full name has been changed from "Yunnan Enjie New Material Co., Ltd." to "Yunnan Enjie New Material (Group) Co., Ltd." [1][3]. - The English name has also been updated accordingly, reflecting the new group structure [1][3].

1月12日，湖南裕能跌2.37%，截至发稿，报62.08元/股，成交17.74亿元，换手率7.38%，总市值472.31 亿元。湖南裕能股价已经连续4天下跌，区间累计跌幅8.47%。 资料显示，湖南裕能新能源电池材料股份有限公司位于湖南省湘潭市雨湖区鹤岭镇日丽路18号，成立日 期2016年6月23日，上市日期2023年2月9日，公司主营业务涉及公司是国内主要的锂离子电池正极材料 供应商,专注于锂离子电池正极材料研发、生产和销售。公司的主要产品包括磷酸铁锂、三元材料等锂 离子电池正极材料,目前以磷酸铁锂为主,主要应用于动力电池、储能电池等锂离子电池的制造,最终应用 于新能源汽车、储能领域等。主营业务收入构成为：磷酸盐正极材料98.04%，其他(补充)1.96%。 从基金十大重仓股角度 数据显示，方正富邦基金旗下1只基金重仓湖南裕能。方正富邦致盛混合A（020424）三季度持有股数 2.97万股，占基金净值比例为5.29%，位居第一大重仓股。根据测算，今日浮亏损失约4.48万元。连续4 天下跌期间浮亏损失17.05万元。 方正富邦致盛混合A（020424）基金经理为汤戈。 截至发稿，汤戈累计任职时间4年161天， ...

预计归属于母公司所有者扣除非经常性损益后的净利润为-51,400万元到-41,400万元，与上年同期相比扣除非经常性损益后的净利 润亏损将减少2,048.72万元到12,048.72万元，同比减亏幅度为3.83%到22.54%。 回顾2024年同期，公司利润总额为-63,013.77万元，归属于母公司所有者的净利润为-52,770.63万元，归属于母公司所有者的扣除 非经常性损益的净利润为-53,448.72万元，每股收益为-1.05元。 对于2025年业绩变动情况，公司给出了具体说明。业绩出现亏损主要是因为公司原有产品市场需求萎缩，而新产品尚未形成批量 订单，导致产能利用率偏低，单位产品分摊的折旧、人工等固定成本相对较高，闲置产能停工损失直接计入成本，对整体利润形 成较大压力；同时，公司为保持技术领先优势并拓展新市场，持续加大研发投入，研发领域不仅涵盖传统锂离子电池正极材料， 还包括钠离子电池正极材料、固态电池材料等前沿技术领域，使得研发费用同比上升，上述因素综合导致了报告期业绩亏损。而 本年度亏损收窄，则主要得益于公司成本控制措施的有效实施，以及原材料价格上涨带来的减值损失减少。 1月10日，振华新材发布 ...

Core Viewpoint - Zhuhai Saiwei has withdrawn its application for an initial public offering (IPO) on the Shenzhen Stock Exchange's Growth Enterprise Market, leading to the termination of the review process by the exchange [2]. Group 1: Company Overview - Zhuhai Saiwei primarily engages in the research, production, and sales of lithium-ion battery electrolytes [2]. - The company initially planned to issue no more than 23.090278 million shares, accounting for at least 25% of the total share capital post-issue [2]. Group 2: Fundraising and Project Details - The company aimed to raise 1 billion yuan (100,000 million yuan) for several projects, including: - A project in Huainan to produce 200,000 tons of secondary lithium-ion battery electrolytes and supporting raw materials (Phase I) with a total investment of 1.504 billion yuan (150,400 million yuan) [3]. - A research and development center in Hefei with a total investment of 100 million yuan (10,000 million yuan) [3]. - Supplementing working capital with an investment of 300 million yuan (30,000 million yuan) [3]. - The total investment for all projects was 1.904 billion yuan (190,400 million yuan) [3].

Core Viewpoint - Xiangtan Electric Chemical announced the issuance of 4.87 million convertible bonds, raising 487 million yuan for a lithium battery materials project and working capital [1] Group 1: Convertible Bonds Issuance - The company plans to issue 4.87 million convertible bonds, referred to as "Dianhua Convertible Bonds," to unspecified investors [1] - The funds raised will be allocated to a project for producing 30,000 tons of spinel lithium manganese oxide battery materials and to supplement working capital [1] Group 2: Shareholder Participation - The controlling shareholder, Dianhua Group, and the indirect controlling shareholder, Zhenxiang Guotou, will subscribe to 29.53% and 12.69% of the bonds, respectively [1] - From 2025 to January 8, 2026, Dianhua Group will reduce its holdings by 1.13 million bonds, representing 23.20% of the total issuance, resulting in a new ownership percentage of 6.33% [1] Group 3: Impact of Shareholder Reduction - The reduction in holdings by related parties is in accordance with agreements and is not expected to adversely affect the company [1]

Core Viewpoint - The company Zhihua New Materials is expected to report a net loss attributable to shareholders of the parent company for the year 2025, with projections ranging from -500 million to -400 million yuan, indicating a reduction in net loss compared to the previous year [1] Group 1: Financial Performance - The anticipated net loss represents a decrease in loss by 27.7063 million to 128 million yuan, reflecting a year-on-year reduction in loss margin of 5.25% to 24.2% [1] - The company's low capacity utilization has led to higher fixed costs per unit, including depreciation and labor, contributing to overall profit pressure [1] Group 2: Market and Product Dynamics - The decline in market demand for existing products and the lack of bulk orders for new products have negatively impacted financial performance [1] - The company is increasing its research and development investments in advanced technology areas, including sodium-ion battery cathode materials and solid-state battery materials, in addition to traditional lithium-ion battery cathode materials [1] - The rise in R&D expenses is a strategic move to maintain technological leadership and expand into new markets [1]

Core Viewpoint - The company announced the cancellation of 2,435,626 stock options from its second equity incentive plan due to various reasons including employee departures, performance not meeting standards, and expiration of the exercise period [2] Group 1: Company Actions - The company's sixth board of directors held its thirty-second meeting and approved the cancellation of stock options for 47 incentive recipients [2] - The cancellation of stock options will not affect the company's financial status or the continued implementation of the incentive plan [2]