| 股东 | 是否为控股股东 | 本次质押 | 占其所持 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 股份数量 | 股份比例 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | 质权人 | 用途 | | | 其一致行动人 | （股） | | 比例 | 售股 | 押 | | | | | | | 合益 | 是 | 2,000,000 | 1.67% | 0.20% | 否 | 否 | 年 2025 | 12 | 办理解除质押 | 国泰海通证券 | 自身资 | | 投资 | | | | | | | 月 23 | 日 | 登记手续之日 | 股份有限公司 | 金需求 | 证券代码：002812 股票简称：恩捷股份 公告编号：2025-212 云南恩捷新材料股份有限公司 关于股东部分股份质押的更正公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 云南恩捷新材 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-211 云南恩捷新材料股份有限公司 一、股东部分股份质押的基本情况 | 股东 | 是否为控股股东 | 本次质押 | 占其所 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 股份数量 | 持股份 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | 质权人 | 用途 | | | 其一致行动人 | （股） | 比例 | 比例 | 售股 | 押 | | | | | | | 合益 | 是 | 2,000,000 | 1.67% | 0.20% | 否 | 是 | 年 2025 | 12 | 办理解除质押 | 中国东方资产管 | 补充 | | 投资 | | | | | | | 月 23 | 日 | 登记手续之日 | 理股份有限公司 | 质押 | 注：本公告中所述的总股本均指公司截至2025年12月23日总股本；本公告中所涉数据的尾数如有差异 或 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026. The energy storage sector is projected to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in battery cells and various materials, necessitating a focus on ensuring a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics [5]. 2. Announcement and award ceremony for the "Top 10 Lithium Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matching to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Conference Agenda - The agenda includes various topics such as the analysis of lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and developments in high-performance electrolytes and composite materials [9][10].

证券日报网讯 12月24日，恩捷股份发布公告称，公司持股5%以上股东玉溪合益投资有限公司质押股份 2，000，000股，占其持股1.67%。 （文章来源：证券日报） ...

2025年1至6月份，恩捷股份的营业收入构成为：制造业占比97.0%，其他业务占比3.0%。 截至发稿，恩捷股份市值为510亿元。 每经AI快讯，恩捷股份（SZ 002812，收盘价：51.92元）12月24日晚间发布公告称，截至本公告日，合 益投资累计质押股数约为7696万股，占其所持股份比例为64.43%。李晓华累计质押股数为4097万股， 占其所持股份比例为50.74%。 PaulXiaomingLee累计质押股数为6500万股，占其所持股份比例为 50.61%。 SherryLee累计质押股数为-股，占其所持股份比例为0%。 JerryYangLi累计质押股数约为1474 万股，占其所持股份比例为100%。 （记者 曾健辉） 每经头条（nbdtoutiao）——左手"欠款"右手"豪购"！杨陵江收购"国内酒庄第一股"，1919是否重启上 市？"吹太多牛都实现了，但千亿还没实现，我很着急" ...

本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 证券代码：002812 股票简称：恩捷股份 公告编号：2025-211 云南恩捷新材料股份有限公司 关于股东部分股份质押的公告 云南恩捷新材料股份有限公司（以下简称"公司"）于近日接到公司持股5% 以上股东玉溪合益投资有限公司（以下简称"合益投资"）的通知，获悉合益投 资将其持有的部分公司股份办理了质押手续，具体事项如下： 一、股东部分股份质押的基本情况 | 股东名称 | 是否为控股股东 | 本次质押 | 占其所 | 占公司 | 是否 | 是否为 | 质押 | | 质押 | 质权人 | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 或第一大股东及 | 股份数量 | 持股份 | 总股本 | 为限 | 补充质 | 起始日 | | 到期日 | | | | | 其一致行动人 | （股） | 比例 | 比例 | 售股 | 押 | | | | | | | | | | | | | | 2025 | 年 | 办理解除 ...

2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 会议议题 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...

Group 1 - The core viewpoint of the articles highlights the recent performance and growth of the chemical ETF Tianhong (159133), which has seen significant trading activity and inflows, indicating investor interest in the chemical sector [1] - As of December 23, 2025, the chemical ETF Tianhong (159133) recorded a turnover of 8.33% with a transaction volume of 45.52 million yuan, and the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), rose by 0.65%, marking five consecutive days of gains [1] - The chemical ETF Tianhong (159133) experienced a notable increase in scale, growing by 50.67 million yuan over the past two weeks and 5.5 million shares in the past week, reflecting strong investor demand [1] Group 2 - Recent price increases in MDI and lithium carbonate have driven a positive outlook for the chemical sector, with global chemical giants raising MDI prices due to supply constraints [2] - The chemical sector has been in a profit bottoming phase for 11 consecutive quarters, with many sub-industries operating at or below breakeven, but expectations for supply-side reforms are rising [2] - Institutions like CICC and Founder Securities suggest focusing on low-valuation leaders and sectors with improving supply-demand dynamics, benefiting from domestic policies aimed at reducing excess capacity [2]

证券日报网讯12月23日，恩捷股份（002812）发布公告称，截至本公告披露日，公司及子公司间经审批 担保总额为人民币6，000，000.00万元，占公司最近一期经审计归属于上市公司股东净资产的 245.19%；公司及子公司之间实际签署有效的担保总额为人民币3，943，521.61万元，占公司最近一期 经审计归属于上市公司股东净资产的161.15%。除此之外，公司不存在其他对外担保事项，不存在逾期 对外担保、涉及诉讼的担保及因担保被判决败诉而应承担损失的情形。 ...

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) experiencing a maximum intraday increase of 1.33% before closing up 0.48% [1][10] - Key stocks in the sector include lithium battery-related companies, fluorochemicals, and phosphate chemicals, with notable performances from companies like Duofu Duo and Tianqi Materials, which surged by 9.37% and over 5% respectively [1][9] - The sub-index of the chemical ETF has shown a year-to-date increase of 34.27%, outperforming major A-share indices such as the Shanghai Composite Index (16.95%) and the CSI 300 Index (17.43%) [3][10] Group 2 - The basic chemical sector has seen significant capital inflow, with a net inflow of 14.218 billion yuan on a single day and a total of 37.722 billion yuan over the past five days, leading among 30 major industry sectors [2][11] - The lithium battery supply chain is experiencing a "warm winter" trend, driven by surging demand in energy storage and related sectors, leading to price increases across various components [4][12] - Analysts attribute the price increases in the lithium battery supply chain to unexpected growth in energy storage demand, with global energy storage installations expected to reach 150 GWh by 2025, a 50% year-on-year increase [5][13] Group 3 - The current valuation of the chemical sector is considered attractive, with the sub-index's price-to-book ratio at 2.48, which is at a relative low point historically [5][13] - Looking ahead, the chemical industry is expected to face a turning point in 2026, driven by supply-side contractions and strong policy support, potentially leading to a "Davis double play" scenario of valuation recovery and earnings growth [6][14] - The chemical ETF (516020) is recommended for investors looking to capitalize on the sector's rebound, as it tracks a comprehensive index covering various sub-sectors, with significant holdings in large-cap leading stocks [6][14]