圆信永丰高端制造A（006969）成立日期2019年4月4日，最新规模4.81亿。今年以来收益8.95%，同类 排名1949/8884；近一年收益60.84%，同类排名851/8127；成立以来收益192.72%。 圆信永丰高端制造A（006969）基金经理为党伟。 截至发稿，党伟累计任职时间4年139天，现任基金资产总规模9.94亿元，任职期间最佳基金回报 54.79%， 任职期间最差基金回报21.92%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月11日，恩捷股份涨5.01%，截至发稿，报60.38元/股，成交15.56亿元，换手率3.24%，总市值593.06 亿元。 资料显示，云南恩捷新材料(集团)股份有限公司位于云南省玉溪市高新区抚仙路125号，成立日期2006 年4月5日，上市日期2016年9月14日，公司主营业务涉及提供各类包装印刷产品、包装制品及服务;锂电 池隔离膜、铝塑膜、水处理膜等业 ...

Group 1 - The Shanghai Composite Index rose by 0.27%, while the Shenzhen Component Index increased by 0.08%, and the ChiNext Index fell by 0.60% as of February 11 [2] - Small metals, energy metals, and cobalt sectors showed significant gains, with the battery ETF (561910) increasing by 1.21% [2] - Key stocks such as Greeenmei (002340.SZ) hit the daily limit, while New Zhoubang (300037.SZ), Zhongwei New Materials (300919.SZ), and Duofuduo (002407.SZ) rose over 5% [2] Group 2 - Aijian Securities forecasts that the domestic battery and lithium iron phosphate cathode material production will exceed that of the same period in 2024, with lithium carbonate prices recently declining and energy storage cell prices rising [3] - The implementation of a new pricing mechanism for independent energy storage capacity on the grid side is expected to further drive energy storage demand, promoting growth in the lithium battery industry [3] - Xinyi Securities notes that since the second half of 2024, solid-state battery sector has seen frequent catalytic events, boosting the overall prosperity of the lithium battery sector [3]

Group 1: Market Environment - The Chinese automotive parts manufacturers are expected to face a challenging market environment in the coming year due to slowing production growth in domestic automobiles and electric vehicles, appreciation of the Renminbi, and rising commodity prices [1] Group 2: Company Ratings and Target Prices - Morgan Stanley downgraded Fuyao Glass (03606) to "Neutral" despite maintaining over 80% market share in China, citing increasing industry competition and lowering the target price from HKD 80 to HKD 70 [1] - Minth Group (00425) remains the only stock in the Chinese automotive parts sector with an "Overweight" rating, supported by its strong positioning in the EU electric vehicle market and attractive valuation (2026 forecast P/E of 11 times), with a target price of HKD 70 [1] Group 3: Battery Supply Chain Outlook - The battery supply chain is viewed positively due to its extensive coverage in the energy storage system sector, with growth expected to exceed 40%, maintaining "Overweight" ratings for CATL (03750) and Enjie (002812.SZ) [1]

Group 1 - The core viewpoint of the article indicates that Chinese automotive parts manufacturers may face a challenging market environment in the coming year due to slowing production growth in domestic automobiles and electric vehicles, appreciation of the RMB, and rising commodity prices [1] Group 2 - Morgan Stanley downgraded Fuyao Glass (600660) (03606) to "Neutral" despite the company maintaining over 80% market share in China, citing increasing competition in the industry as a concern, and lowered its target price from 80 HKD to 70 HKD [1] - Minth Group (00425) remains the only stock in the Chinese automotive parts sector with an "Overweight" rating, supported by its strong positioning in the EU electric vehicle market and attractive valuation (2026 forecast P/E of 11 times), with a target price of 70 HKD [1] Group 3 - Outside the automotive parts sector, the battery supply chain is viewed positively due to its extensive coverage in the energy storage systems field, with growth expected to exceed 40%, maintaining "Overweight" ratings for CATL (300750) (03750) and Enjie (002812) (002812.SZ) [1]

技术攻坚是李晓明布局的核心抓手，也筑牢了企业发展根基。20世纪90年代，他毅然归国投身实业，从 包装材料领域稳健起步，凭借对技术创新的不懈追求，积累了扎实的实业运营经验与深厚的技术沉淀。 2010年，在精准洞察新能源产业的广阔蓝海后，李晓明果断带领企业跨界进军隔膜赛道。在行业发展初 期，他顶住市场波动压力持续加码研发投入，带领技术团队攻克超薄基膜、在线涂布等一系列核心技术 难关，成功打破外资主导的行业技术壁垒，实现国产化替代的关键突破。 全球化的前瞻布局，成为企业穿越行业周期的重要支撑。伴随中国锂电企业海外建厂的热潮，隔膜行业 出海模式已从单纯产品出口升级为本地化生产布局。李晓明主导恩捷率先发力海外核心市场，目前海外 生产基地已顺利实现投产出货，后续海外建厂项目正按规划稳步推进。海外订单的持续落地与基地布局 的逐步完善，让中国隔膜技术在国际舞台上持续彰显核心竞争力。 从技术突围到全球领航，恩捷的发展轨迹深刻印证了长期主义的深厚价值。未来，在李晓明的战略引领 下，企业将继续聚焦核心技术迭代升级，持续深化全球化产能布局，以不懈创新铸就行业标杆，为全球 新能源产业高质量发展注入源源不断的中国动能。 在新能源产业跨越 ...

Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

一、股东部分股份质押展期的基本情况 ■ 注：本公告中所述的总股本均指公司截至2026年2月6日总股本；本公告中所涉数据的尾数如有差异或不 符系四舍五入所致。 证券代码：002812股票简称：恩捷股份 公告编号：2026-015 云南恩捷新材料（集团）股份有限公司 关于股东部分股份质押展期的公告 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。 云南恩捷新材料（集团）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展期 手续，具体事项如下： 公司目前经营一切正常，合益投资及其一致行动人对公司发展充满信心。合益投资及其一致行动人资信 状况良好，具备良好的资金偿还能力，其质押的股份目前不存在平仓风险，质押风险可控。上述质押行 为，不会导致公司实际控制权发生变更、不会对公司生产经营和公司治理产生影响。若出现平仓风险， 合益投资及其一致行动人将采取补充质押、提前购回被质押股份等措施应对风险。 四、备查文件 1、中国证券登记结算有限责任公司出具的《证券质押及司法冻结明细表 ...

（记者 曾健辉） 每经AI快讯，恩捷股份2月9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6753万 股，占其所持股份比例为56.53%。李晓华累计质押股数为3947万股，占其所持股份比例为48.88%。 Paul Xiaoming Lee累计质押股数为6500万股，占其所持股份比例为50.61%。 Sherry Lee累计质押股数为 655万股，占其所持股份比例为9.19%。 Jerry Yang Li累计质押股数约为1474万股，占其所持股份比例为 100%。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 ...

一、股东部分股份质押展期的基本情况 | | 是否为控股股东 | 本次质押 | 占其所 | 占公司 | 是否 | 是否为 | 原质押 | | 展期后质押 | | 质权人 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 或第一大股东及 | 展期股份 | 持股份 | 总股本 | 为限 | 补充质 | 到期日 | | 到期日 | | | 用途 | | | 其一致行动人 | 数量（股） | 比例 | 比例 | 售股 | 押 | | | | | | | | 合益投资 | 是 | 6,691,100 | 5.60% | 0.68% | 否 | 否 | 2026 年 2 | 月 | 2026 年 月 | 8 | 国泰海通证券 | 质押 | | | | 1,008,900 | 0.84% | 0.10% | 否 | 否 | 日 6 | | 日 4 | | 股份有限公司 | 展期 | 证券代码：002812 股票简称：恩捷股份 公告编号：2026-015 云南恩捷新材料（集团）股份有限公司 关 ...

Core Viewpoint - The announcement from Enjie Co., Ltd. indicates that a major shareholder, Heyi Investment, has extended the pledge of part of its shares, which reflects ongoing financial management and stability within the company [1] Group 1: Shareholder Actions - Heyi Investment has pledged 6.6911 million shares, representing 5.60% of its holdings, and an additional 1.0089 million shares, accounting for 0.84% of its holdings [1] - The original pledge expiration date was February 6, 2026, which has now been extended to August 4, 2026 [1] - The pledge is secured by Guotai Junan Securities, indicating a structured financial arrangement [1] Group 2: Shareholding Structure - As of the announcement date, Heyi Investment and its concerted parties hold a total of 415 million shares, which is 42.22% of the total share capital [1] - The cumulative pledged shares amount to 19.3 million, which is 46.61% of Heyi Investment's total holdings [1] Group 3: Company Operations - The company asserts that its operations are currently normal and that the risks associated with the pledges are manageable [1] - There is no indication that these developments will lead to a change in the actual control of the company [1]