Electrical Components and Equipment

WANRUN NEW ENERGY

WANRUN NEW ENERGY released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 5.38 B, actual EPS CNY 3.25

WANRUN NEW ENERGY FY2026 Q1 Earnings Release Scheduled for April 30 After-Market BJT

WANRUN NEW ENERGY to release FY2025 earnings report on April 25 During-Market BJT, forecast revenue CNY 11.49 B, EPS CNY 3.2

WANRUN NEW ENERGY released FY2025 earnings on February 27 During-Market BJT, actual revenue CNY 11.49 B (forecast CNY 11.49 B), actual EPS CNY -3.72 (forecast CNY 3.2)

WANRUN NEW ENERGY released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 4.156 B, actual EPS CNY -0.8603

WANRUN NEW ENERGY released FY2025 9 Months Earnings on October 30 After-Market (BJT), Actual Revenue: CNY 7.336 B, Actual EPS: CNY -2.8582

WANRUN NEW ENERGY released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 2.9 B, actual EPS CNY -0.7001

WANRUN NEW ENERGY to Release FY2025 Q3 Earnings on October 31 After-Market BJT

WANRUN NEW ENERGY released FY2025 Q2 earnings on August 29 After-Market (BJT), actual revenue CNY 2.158 B, actual EPS CNY -0.8981

WANRUN NEW ENERGY released FY2025 Semi-Annual earnings on August 29 After-Market (BJT), actual revenue CNY 4.436 B, actual EPS CNY -2.16

WANRUN NEW ENERGY FY2025 Semi-Annual Earning Release on August 30, 2025 (BJT)

Wanrun New Energy Receives BBB ESG Rating from Huazheng Index

Zhonghe Titanium Baimo Terminates Lithium Iron Phosphate Project

Investor Questions Compliance of Wanrun New Energy's Supplier

Wanrun New Energy's Share Price Dips Despite Five-Year Supply Deal with CATL

Wanrun New Energy Supplies Lithium Iron Phosphate Products to CATL

Wanrun New Energy Reports 97.3% Increase in Revenue in Q1 2025

WANRUN NEW ENERGY released FY2025 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 2.278 B, actual EPS CNY -1.26

WANRUN NEW ENERGY to Release FY2025 Q1 Earnings on April 30 After-Market BJT

WANRUN NEW ENERGY to release FY2024 earnings on April 30, 2025 (BJT), forecast revenue CNY 7.877 B, EPS CNY -5.355

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Yuneng New Energy, WANRUN NEW ENERGY, Dynanonic, and Anda Technology, four lithium iron phosphate companies, plan to conduct a month-long maintenance and production reduction starting in January 2026, affecting approximately 50% of the market share. The reduction is expected to be between 35% and 50%, which may impact the supply and demand dynamics in January. This move comes at a critical moment for negotiations with downstream battery manufacturers regarding price increases. As a result of the production reduction news, the stock prices of the related companies have risen

Wallstreetcn

Dynanonic

Yuneng New Energy

Lithium Iron Phosphate "Half the Market" Collective Price Support

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The battery sector surged at the beginning of the trading session, with TONZE hitting the daily limit, Yuneng New Energy rising over 8%, and Shinghwa, WANRUN NEW ENERGY, Tianhong Lithium Battery, and YINGHE TECHNOLOGY following suit

Zhitong

Shinghwa

YINGHE TECHNOLOGY

TONZE

The battery sector surged at the beginning of the trading session, and TONZE hit the daily limit

Since the beginning of this year, several companies such as WANRUN NEW ENERGY, HaiSida, and Changying Precision have announced the termination or postponement of energy storage projects, involving technologies such as lithium batteries and sodium batteries. Industry insiders point out that this phenomenon indicates that the energy storage industry is facing adjustments and reshaping, with future competition focusing on technological breakthroughs and business model innovation. Companies need to steadily advance research and development, avoid blindly following trends, and explore collaborative models between energy storage and new energy generation

Industry insiders: The wave of delays and terminations in energy storage projects indicates that the industry is facing adjustments and reshaping

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Recently, the lithium iron phosphate market has seen a coexistence of price declines and large long-term contracts. Companies such as LOPAL, WANRUN NEW ENERGY, and Fulin Precision signed orders worth billions to hundreds of billions, indicating a continuous expansion of market demand. Industry insiders believe that these large orders will accelerate the reshuffling of the industry. At the same time, companies like Yuneng New Energy and Fulin Precision are increasing their R&D efforts and expanding high-end production capacity to seek new growth paths

LOPAL

Fulin Precision

LOPAL TECH

Large orders for lithium iron phosphate frequently appear, and high-end production capacity continues to expand

WANRUN NEW ENERGY has signed a supply agreement for 1.3231 million tons of lithium iron phosphate products with CATL, with the supply period from May 2025 to 2030. CATL promises a monthly purchase volume of no less than 80%. This agreement will promote long-term cooperation between the two parties, drive the development of the new energy market, and have a positive impact on WANRUN NEW ENERGY's operating performance

CATL

WANRUN NEW ENERGY signed a supply agreement for 1.3231 million tons of lithium iron phosphate products with CATL

On the evening of April 29, WANRUN NEW ENERGY released its Q1 2025 report, during which the company achieved operating revenue of 2.278 billion yuan, a year-on-year increase of 97.3%. The gross profit margin continued to improve quarter-on-quarter, up 3.51 percentage points compared to the same period last year. During the reporting period, the company's lithium iron phosphate shipment volume increased by 138% year-on-year

In the first quarter, WANRUN NEW ENERGY achieved revenue of 2.278 billion yuan, with lithium iron phosphate shipments increasing by 138% year-on-year

According to the Zhitong Finance APP, WANRUN NEW ENERGY disclosed its annual performance preliminary report for 2024. The company achieved a total operating revenue of 7.523 billion yuan in 2024, a year-on-year decrease of 38.21%; the net loss attributable to the owners of the parent company was 863 million yuan, a year-on-year narrowing of the loss

WANRUN NEW ENERGY's net loss for the year 2024 is 863 million yuan

Recently, the lithium battery industry has seen large orders for lithium iron phosphate, with leading companies confirming price increases for their products, indicating a dual drive of market demand and product iteration. High-voltage dense lithium iron phosphate has gained market favor due to its ability to enhance battery energy density, becoming a key factor in price increases. The capacity utilization rate of mainstream manufacturers has improved, especially with strong demand for high-end products, driving industry reshuffling

Large orders for lithium iron phosphate frequently appear in the lithium battery industry, and leading companies confirm product price increase news

According to Mysteel data, today's lithium battery material prices remain unchanged, with lithium iron phosphate quoted at 35,900 yuan/ton, lithium hexafluorophosphate at 61,000 yuan/ton, and battery-grade copper foil at 95,500 yuan/ton

The price of lithium iron phosphate remains unchanged at 35,900 yuan/ton

WANRUN NEW ENERGY announced that core technical staff member Chen Shitao has terminated his employment with the company to pursue a full-time doctoral degree, during which he will continue to provide services to the company as a technical consultant. The company has signed a "Special Training Agreement for Degree Improvement" with him, and his employment relationship will be restored upon completion of his studies

Core technical staff of WANRUN NEW ENERGY, Chen Shitao, has left the company

WANRUN NEW ENERGY(688275.SH)