<ul>
<li>Ronbay 表示，与宁德时代的 1200 亿元人民币（172 亿美元）锂材料订单金额是其自身估算，并存在不确定性。</li>
<li>该公司表示，最终实际销售量将根据订单执行时的原材料价格和数量来确定。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011515200962.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011515200962.jpg"/></p>
<p>（2023 年 4 月在上海车展上展示的宁德时代电池单元。图片来源：CnEVPost）</p>
<p>在与宁德时代（HKG: 3750, SHE: 300750）之前公告中提到的 1200 亿元人民币（172 亿美元）锂材料订单金额中，上海上市的宁波融贝新能源科技（SHA: 688005）表示这是一个估算，并存在不确定性。</p>
<p>融贝在北京时间周四晚间发布的新公告中对此进行了澄清，此前上海证券交易所在其初步交易文件后进行了询问。</p>
<p>该电池材料生产商表示，与宁德时代的协议并未规定总销售金额。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>融贝表示，“1200 亿元人民币合同总额” 代表公司的估算，最终实际销售量将根据订单执行时的原材料价格和数量来确定，因此销售金额存在不确定性。</p>
<p>融贝在周二的交易文件中宣布了该交易，表示将从 2026 年第一季度至 2031 年向宁德时代供应 305 万吨 LFP 正极材料。</p>
<p>这代表了迄今为止锂和电池行业中最大的订单，吸引了广泛关注。</p>
<p>上海证券交易所随后要求融贝披露协议下的具体年度生产能力承诺，并确认公司的履约能力。</p>
<p>在询问后，融贝的股票交易自周三开始暂停。该公司在最新公告中表示，交易将在周五继续暂停。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355-768x432.jpg"/></p>
<p>宁德时代签署 172 亿美元锂订单，作为全球最大的电动汽车电池制造商，确保关键材料供应</p>
<p>融贝将从 2026 年第一季度至 2031 年向宁德时代供应 305 万吨 LFP 正极材料。</p>

宁德时代

<p>Ronbay 已澄清，与宁德时代的 1200 亿元人民币（172 亿美元）锂材料订单仅为估算，存在不确定性。最终销售量将取决于订单执行时的原材料价格和数量。该协议未明确总销售金额，导致 Ronbay 股票暂停交易。该交易涉及从 2026 年到 2031 年向宁德时代供应 305 万吨 LFP 正极材料，标志着锂和电池行业的一项重要订单</p>

<blockquote>
<ul>
<li>Ronbay said that the RMB 120 billion ($17.2 billion) lithium material order amount with CATL was its own estimate and involved uncertainties.</li>
<li>The company said that the final actual sales volume will be determined based on raw material prices and quantities at the time of order execution.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>Ronbay 表示，与宁德时代的 1200 亿元人民币（172 亿美元）锂材料订单金额是其自身估算，并存在不确定性。</li>
<li>该公司表示，最终实际销售量将根据订单执行时的原材料价格和数量来确定。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011515200962.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011515200962.jpg"/></p>
<p>(A CATL battery cell displayed at the Shanghai auto show in April 2023. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（2023 年 4 月在上海车展上展示的宁德时代电池单元。图片来源：CnEVPost）</p>
</div><p>Shanghai-listed Ningbo Ronbay New Energy Technology (SHA: 688005) said that the RMB 120 billion ($17.2 billion) lithium material order amount mentioned in its previous announcement with CATL (HKG: 3750, SHE: 300750) was an estimate and subject to uncertainty.</p>
<div class="lb-trans"><p>在与宁德时代（HKG: 3750, SHE: 300750）之前公告中提到的 1200 亿元人民币（172 亿美元）锂材料订单金额中，上海上市的宁波融贝新能源科技（SHA: 688005）表示这是一个估算，并存在不确定性。</p>
</div><p>Ronbay made the clarification in a new announcement late Thursday Beijing time, following inquiries from the Shanghai Stock Exchange after its initial exchange filing.</p>
<div class="lb-trans"><p>融贝在北京时间周四晚间发布的新公告中对此进行了澄清，此前上海证券交易所在其初步交易文件后进行了询问。</p>
</div><p>The agreement with CATL does not stipulate a total sales amount, the battery material producer said.</p>
<div class="lb-trans"><p>该电池材料生产商表示，与宁德时代的协议并未规定总销售金额。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们在 Telegram 或 Google News</p>
</div><p>The &#34;RMB 120 billion contract total&#34; represents the company's estimates, with the final actual sales volume to be determined based on raw material prices and quantities at the time of order execution, making the sales amount uncertain, Ronbay said.</p>
<div class="lb-trans"><p>融贝表示，“1200 亿元人民币合同总额” 代表公司的估算，最终实际销售量将根据订单执行时的原材料价格和数量来确定，因此销售金额存在不确定性。</p>
</div><p>Ronbay announced the deal in a Tuesday exchange filing, stating it would supply CATL with 3.05 million tons of LFP cathode materials from the first quarter 2026 through 2031.</p>
<div class="lb-trans"><p>融贝在周二的交易文件中宣布了该交易，表示将从 2026 年第一季度至 2031 年向宁德时代供应 305 万吨 LFP 正极材料。</p>
</div><p>This represents the largest order to date in the lithium and battery industries, drawing widespread attention.</p>
<div class="lb-trans"><p>这代表了迄今为止锂和电池行业中最大的订单，吸引了广泛关注。</p>
</div><p>The Shanghai Stock Exchange subsequently requested Ronbay to disclose specific annual production capacity commitments under the agreement and confirm the company's fulfillment capabilities.</p>
<div class="lb-trans"><p>上海证券交易所随后要求融贝披露协议下的具体年度生产能力承诺，并确认公司的履约能力。</p>
</div><p>Following the inquiry, Ronbay's stock trading was suspended starting Wednesday. The company said in its latest announcement that trading will remain suspended on Friday.</p>
<div class="lb-trans"><p>在询问后，融贝的股票交易自周三开始暂停。该公司在最新公告中表示，交易将在周五继续暂停。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355-768x432.jpg"/></p>
<p>CATL signs $17.2 billion lithium order as world's largest EV battery maker secures key material supply</p>
<div class="lb-trans"><p>宁德时代签署 172 亿美元锂订单，作为全球最大的电动汽车电池制造商，确保关键材料供应</p>
</div><p>Ronbay will supply CATL with 3.05 million tons of LFP cathode material from the first quarter of 2026 through 2031.</p>
<div class="lb-trans"><p>融贝将从 2026 年第一季度至 2031 年向宁德时代供应 305 万吨 LFP 正极材料。</p>
</div>

电池材料供应商 Ronbay 对与 CATL 的大规模交易的炒作保持冷静