WANRUN NEW ENERGY(688275):LITHIUM IRON PHOSPHATE CATHODE SHIPMENTS GROW RAPIDLY PROFITABILITY INFLECTION POINT EMERGES

Jun 2 20:57

Wanrun New Energy (688275.SH): Injects RMB 88.2 million into Wanrun Phosphorization

Gelonghui, June 1 — WANRUN New Energy (SHA: 688275) announced that the People's Government of Guiyang Municipality, Phosphate Chemicals Group, Titan Energy Chemical Co., Ltd., and Sinomine Resource Group Co., Ltd. have signed a Strategic Cooperation Framework Agreement to invest in and develop an integrated “Phosphorus-Titanium-Iron-Lithium” coupling and circular project in Guizhou Province. To fully leverage the industrial, technological, and resource advantages of all parties involved in the integrated project and to provide financial support for the subsequent operations of the Company’s equity investee, Phosphate Wanrun, the Company intends to enter into a Capital Increase Agreement regarding Guizhou Phosphate Wanrun New Energy Co., Ltd. with Phosphate Chemicals Group and Phosphate Wanrun, pursuant to which the Company and

Gelonghui FinanceJun 1 17:43

Wanrun New Energy (688275): Lithium Iron Phosphate Cathode Shipment Volume Surges, Profitability Turning Point Emerges

Core View: The company reported a net loss attributable to shareholders of RMB 458 million in 2025, an improvement of 47% year-over-year, and a net loss after non-recurring items of RMB 424 million, an improvement of 52% year-over-year. In Q1 2026, net profit attributable to shareholders was RMB 4.0 billion, up 357% year-over-year.

CITIC SecuritiesMay 27 18:17

OSS Securities Lithium Battery Industry Mid-Term Investment Strategy 2026: Subsidy Boost and New Vehicle Cycle Continue to Support Europe's Electrification Trend

Southeast Asia's energy supply is highly dependent on imports from the Middle East, and its strategic petroleum reserves are weak.

Zhitong FinanceMay 19 11:33

Dongwu Securities: Energy storage demand exceeds expectations, and sector profitability continues to improve.

Strong momentum in production and sales, with expectations of both volume and profitability growth; continue to strongly recommend the battery sector.

Zhitong FinanceMay 11 09:14

Over 70% of companies in the lithium battery sector of the STAR Market reported net profit growth in Q1, led by material and equipment segments.

①The performance of the lithium battery sector on the STAR Market is diverging, with leading companies benefiting from the recovery in downstream demand and product upgrades, showing signs of a profitability turning point. ②Supply consolidation coupled with explosive growth in energy storage demand has led to an imbalance between supply and demand for lithium battery materials, placing the industry in a recovery phase of prosperity.

cls.cnMay 4 21:49