Staying True to Our Original Aspiration, Navigating Industry Cycles Together

Dear Valued Customers and Supplier Partners,

Since September 2025, the electronic raw materials industry has been under sustained pressure, with dual challenges of rising prices and tight supply. Supply shortages have hit PCB boards, capacitors, tin and silver metals, and plastic raw materials across the board, directly impacting the manufacturing of emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems. Ningbo Rongte Electronics Co., Ltd. has deep roots in the emergency lighting industry and fully understands the supply instability everyone is facing. During this period, we have proactively optimized our entire supply chain, and hope to work hand in hand with all customers and suppliers to smoothly navigate this industry-wide challenge.

I. Current Raw Material Challenges Facing the Industry

The recent price hikes and shortages of raw materials are not issues for individual manufacturers, but industry-wide headwinds that directly affect the production of our full range of emergency lighting products:

1. PCB copper-clad laminates, the core material for emergency power supplies and CPS centralized power supply systems, have seen prices rise by nearly 30% amid upstream material constraints and overseas capacity limits, with lead times extended significantly.
2. Slashed production of MLCC chip capacitors has led to scarce spot supply in the market, constraining mass production of all types of compact emergency luminaires.
3. Soaring prices of welding raw materials such as silver and tin, compounded by bulk stockpiling from the photovoltaic sector, continue to drive up manufacturing costs for our luminaires and power supplies.
4. PC and ABS plastic raw materials for luminaire housings have risen 30%–40% due to oil price and logistics impacts, with frequent stockouts.

Without product prioritization and structured production planning, limited materials and capacity would be scattered across fragmented orders, further delaying deliveries for mainstream projects. In response, Ningbo Rongte Electronics has adjusted its production and sales model to concentrate resources on ensuring stable shipments of widely used emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems, minimizing the risk of project delays for our partners.

II. Comprehensive Internal Optimization to Ensure Stable Delivery

Facing raw material pressures, we have upgraded our management across demand planning, R&D, procurement, and cross-functional collaboration to secure steady supply of our full emergency lighting portfolio:

1. Tiered product prioritization, with mainstream complete systems scheduled first We categorize all products into core flagship models, standard models, and niche custom models. Materials and production lines are prioritized for widely used emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems, ensuring controllable lead times. For niche custom orders, we will communicate material lead times upfront and offer standardized alternatives for flexible selection.
2. Proactive demand collection to lock in materials and mitigate volatility We have implemented a 3–6 month demand forecasting mechanism. For customers with long-term building or real estate projects, please share your stocking plans in advance. We will procure core components ahead of time to reduce the risk of last-minute shortages. Meanwhile, we continue to expand domestic alternative material sources and sign long-term procurement agreements for core components of CPS centralized power supply systems and DALI emergency lighting systems, hedging against cost pressures from raw material price increases.
3. Modular design to reduce delivery delays from customization Our R&D team has unified and optimized the structures of emergency luminaires, emergency power supplies, and all types of complete emergency lighting systems, adopting more 通用 components and reducing non-standard parts. Feasibility testing is strictly conducted before new projects go into mass production, eliminating rework at the source and shortening production lead times for complete lighting systems.
4. Cross-departmental collaboration with regular delivery reviews Sales, R&D, procurement, and production teams align around project delivery as the core goal, proactively identifying material and production risks. We conduct monthly delivery reviews to continuously optimize supply processes for DALI, wireless, and CPS emergency lighting systems, improving delivery reliability on an ongoing basis.

III. Aligning Supply and Demand to Steadily Advance Lighting Projects

As stated in The Doctrine of the Mean, all things thrive in symbiosis — a principle that applies equally to the industrial chain. Customer projects, supplier materials, and Rongte’s production are interconnected and interdependent. We hereby sincerely share the following cooperation suggestions with all partners:

To our engineering and procurement clients

1. Prioritize Ningbo Rongte’s standardized emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems. Standard models come with sufficient material stock and more stable lead times, effectively mitigating shortage and price hike risks.
2. For medium- to long-term project plans, please provide 3–6 month estimated usage volumes whenever possible. We will lock in materials and schedule production in advance, drastically reducing delivery delays.
3. For custom luminaires or systems, we will transparently communicate material availability and lead times, and recommend compatible standard complete systems as alternatives, balancing project requirements with delivery efficiency.

For all Ningbo Rongte emergency luminaires, emergency power supplies, and complete lighting systems, any adjustments to pricing or lead times will be fully communicated in advance, with full transparency on all changes, to minimize the impact of industry volatility on your projects.

To our material supplier partners

1. Please timely update us on the latest pricing, inventory, and capacity information for materials supporting emergency luminaires, emergency power supplies, and DALI/CPS lighting systems, to facilitate our production planning.
2. We welcome recommendations for stable, cost-effective domestic alternative components. We are open to long-term fixed-price cooperation to jointly control production costs for complete lighting products.
3. Please maintain strict incoming quality control to ensure component consistency for luminaires, power supplies, and centralized power supply systems, reducing mass rework and enabling long-term, stable, win-win cooperation.

We grow the market together in favorable market conditions; in times of industry pressure, mutual understanding and two-way collaboration are all the more essential to ensure stable supply of emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems.

IV. Long-Term Plan: Building a Delivery System Resilient to Industry Volatility

Short-term price hikes and shortages of raw materials are temporary. Standardization, proactive planning, and supply-demand alignment are the foundation for long-term stable development. Moving forward, Ningbo Rongte Electronics will continue to optimize end-to-end management of emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems, and CPS centralized power supply systems. We will keep expanding domestic material channels, optimizing universal modular design, and improving the monthly production-sales review mechanism, steadily enhancing our risk resilience.

Industry headwinds are temporary; long-term cooperation is built on mutual commitment. Going forward, Ningbo Rongte Electronics will remain deeply committed to the intelligent emergency lighting sector, delivering reliable luminaires and complete lighting systems. We look forward to walking alongside all customers and suppliers, smoothly navigating this industry cycle and embracing the stable development of the industry together.