证券代码：002812 股票简称：恩捷股份 公告编号：2025-199 云南恩捷新材料股份有限公司（以下简称"公司"）正在筹划通过发行股份等 方式购买资产并募集配套资金事项（以下简称"本次交易"），因有关事项尚存不 确定性，为了维护投资者利益，避免对公司证券交易造成重大影响，经向深圳证 券交易所申请，公司股票（证券简称：恩捷股份，证券代码：002812）自 2025 年 12 月 1 日开市时起开始停牌，预计停牌时间不超过 10 个交易日。具体内容详见 公司于 2025 年 12 月 1 日、2025 年 12 月 5 日在指定信息披露媒体《证券时报》 《证券日报》《上海证券报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn） 刊登的《关于筹划发行股份购买资产并募集配套资金事项的停牌公告》（公告编 号：2025-196 号）、《关于筹划发行股份购买资产并募集配套资金事项的停牌进 展公告》（公告编号：2025-197 号）。 截至本公告披露之日，公司及有关各方正在积极推进本次交易的各项工作， 相关各方正在就交易方案进行协商、论证和确认。为了维护投资者利益，避免公 司证券交易价格出现异常波动，根据 ...

格隆汇12月11日｜恩捷股份晚间公告，公司正筹划发行股份购买资产并募集配套资金，股票自2025年12 月起停牌，预计不超若干交易日。截至公告披露日，各方正积极推进交易，就方案协商、论证和确认。 为避免股价异常波动，公司股票继续停牌。停牌期间，公司将及时披露进展，履行审议程序后申请复 牌。本次交易能否实施存在不确定性，提醒投资者注意风险。 ...

恩捷股份公告称，公司正筹划发行股份购买资产并募集配套资金，股票自2025年12月起停牌，预计不超 若干交易日。截至公告披露日，各方正积极推进交易，就方案协商、论证和确认。为避免股价异常波 动，公司股票继续停牌。停牌期间，公司将及时披露进展，履行审议程序后申请复牌。本次交易能否实 施存在不确定性，提醒投资者注意风险。 ...

Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the theme of "New Cycle, New Technology, New Ecology" and the strategic partnership between Semcorp and Arkema to enhance battery separator technology [2][6]. Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, China [2]. - It is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. Strategic Partnership - Semcorp and Arkema signed a memorandum of understanding to establish a strategic partnership aimed at accelerating innovation in battery separator technology and supporting Semcorp's international expansion [2][6]. - Arkema will provide high-value solutions and technical support to promote Semcorp's high-performance separators in key global markets, including electric vehicles and energy storage systems [6]. Joint Development Plans - The partnership will focus on joint development plans for next-generation separators, leveraging both companies' innovative solutions to enhance battery performance and safety [6]. - Arkema's extensive experience in specialty materials positions it as a long-term supplier of high-performance products for the battery industry [6]. Industry Highlights - The article mentions significant industry developments, such as Fulin Technology raising prices on some products and Samsung SDI securing a large order for lithium iron phosphate batteries worth 9.6 billion [5]. - The event will feature various sponsors and speakers from leading companies in the lithium battery sector, indicating a strong interest and investment in the industry [2][5].

债券代码：128095 债券简称：恩捷转债 注：本公告中所述的总股本均指公司截至2025年12月9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。 二、股东股份累计质押基本情况 截至本公告披露日，合益投资及其一致行动人所持股份质押情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | 持股 | 本次质押前 | 本次质押后 | 占其所 | 占公司 | 已质押股 | 占已 | 未质押股 | | 占未 | | 股东名称 | （股） | 比例 | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 份限售和 | 质押 | 份限售和 | | 质押 | | | | | 量（股） | 量（股） | 比例 | 比例 | 冻结数量 | 股份 | 冻结数量 | | 股份 | | | | | | | | | （股） | 比例 | （股） | | 比例 | | 合益投资 | 119,449,535 | 12 ...

每经AI快讯，恩捷股份（SZ 002812，收盘价：55.35元）12月10日晚间发布公告称，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，本次质押股份数量约为638万股。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 曾健辉） 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544亿元。 ...

恩捷股份公告称，近日，持股5%以上股东合益投资将637.66万股办理质押，占其所持股份比例5.34%， 占公司总股本比例0.65%，质押起始日为2025年12月9日，质权人为中国东方资产管理股份有限公司， 用途为自身资金需求。截至公告披露日，合益投资及一致行动人合计持股4.15亿股，占总股本42.22%， 累计质押1.96亿股，占其所持股份比例47.19%，占总股本19.92%。目前公司经营正常，质押风险可控。 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting 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 Outlook - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026, and the energy storage sector projected to grow by 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in the production of battery cells and key materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery 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: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Participants - The main forum will cover lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery electrolytes, and high-performance electrolyte research [9]. - Notable participants include Tianqi Lithium Corporation, Liyang Zhongke Solid Energy New Technology Co., and various leading battery manufacturers and material suppliers [9][10]. Group 4: Participation and Sponsorship - The participation fee is set at 2800 yuan per person, with limited free attendance available for the first 200 registrants [16]. - Sponsorship opportunities are available for companies interested in participating in the event [16].

Core Viewpoint - The A-share merger and acquisition (M&A) market has entered a concentrated window period since December, with multiple listed companies disclosing M&A progress, driven by policy support and internal development needs [1][2]. Group 1: Market Activity - From December 1 to December 9, 39 listed companies announced M&A progress, with 5 companies disclosing M&A announcements for the first time, compared to only 1 company in the same period in 2024 [1]. - The M&A market in December shows a trend of "traditional industries seeking transformation and emerging industries undergoing strong integration," focusing on enhancing core competitiveness [1][3]. Group 2: Policy Influence - The increase in M&A activity is attributed to continuous policy easing and active guidance, particularly the "Six M&A Policies" released in September 2024, which significantly improved review efficiency and encouraged industrial mergers, especially in sectors like software information, new energy, and biomedicine [1][3]. Group 3: Specific Company Actions - State Power Investment Corporation's subsidiary, Electric Power Investment Holdings, plans to transform its business focus to nuclear power through a three-step strategy involving asset swaps and fundraising, with a total transaction value of approximately 151.08 billion yuan for the asset swap [2]. - Harbin Weidi Electronics announced a cash acquisition of a 51% stake in Jiangsu Zhiyue Tiancheng, aiming to gain control and enhance its automotive electronics product offerings [3]. - Yunnan Enjie New Materials is planning to issue shares to acquire 100% of Qingdao Zhongke Hualian New Materials, emphasizing the integration of industry chain resources to strengthen core competitiveness [3].

（编辑 袁冠琳） 证券日报网讯 12月9日，恩捷股份在互动平台回答投资者提问时表示，公司正在筹划发行股份购买资 产，同时拟募集配套资金。因有关事项尚存不确定性，为了维护投资者利益，避免对公司证券交易造成 重大影响，根据深圳证券交易所的相关规定，经公司申请，公司股票自2025年12月1日开市时起开始停 牌。公司预计在不超过10个交易日的时间内披露本次交易方案，即在2025年12月15日前按照《公开发行 证券的公司信息披露内容与格式准则第26号——上市公司重大资产重组》的要求披露相关信息。 ...