恩捷股份在互动平台表示，公司隔膜产能利用率目前处于较高水平。隔膜产品的价格受供需决定，公司 在产能利用率高、产能趋于紧张的情况下，将适当的对前期降价幅度较大的产品和产能供应情况与下游 客户进行沟通，努力保障下游客户对优质隔膜的需求和供应稳定。公司与海内外知名电池厂商均保持深 度友好合作关系。 ...

Core Viewpoint - Enjie Co., Ltd. (SZ 002812) announced that on October 17, 2025, it will accept investor research from Southern Fund and others, with the company's Deputy General Manager Yu Xue participating in the reception and addressing investor inquiries [1]. Company Summary - For the first half of 2025, Enjie Co., Ltd.'s revenue composition is as follows: manufacturing accounts for 97.0%, while other businesses account for 3.0% [1].

Core Viewpoint - The company has achieved commercialization of semi-solid battery separators and is actively engaged in research and production through its subsidiary Jiangsu Sanhe [1] Group 1 - The semi-solid battery still requires the use of existing liquid battery separators [1] - The company has established small-scale production capacity for lithium sulfide and pilot production lines in the all-solid-state battery field [1] - A 10-ton solid electrolyte powder production line has been put into operation and is capable of shipping products [1]

Group 1: Market Dynamics - The supply-demand imbalance in the separator industry is expected to gradually improve due to lower new production capacity compared to last year and strong demand from energy storage and power batteries [2][3]. - The overall profitability of the separator industry is currently low, leading to a slowdown in capacity expansion and some small to medium enterprises halting expansion [2][3]. Group 2: Competitive Strategy - The company, as a leading separator manufacturer, maintains a brand advantage and product quality, which helps it respond to low-price competition effectively [2][3]. - The company is focused on ensuring stable supply and demand for high-quality separators while improving profitability through enhanced product performance and structure [3]. Group 3: Technological Positioning - The company is actively involved in the research and development of advanced technologies, including semi-solid and solid-state battery separators, positioning itself as an early mover in the industry [4]. - The company has established a joint venture for the development and production of semi-solid battery separator materials, demonstrating its commitment to innovation [4]. Group 4: Product Advantages - The company possesses a full range of separator technologies, including wet and dry base films, heat-resistant coatings, and functional coatings, with significant capabilities in wet process technology [5]. - Innovations in equipment and processes, such as integrated online coating technology and the introduction of high-speed production lines, are enhancing production efficiency [5].

Core Insights - The fund managed by Zhao Yi, the Quan Guo Xu Yuan three-year holding mixed fund, reported a return of 45.58% for its A share in Q3 2023, significantly outperforming the benchmark return of 13.49% [1] - As of the end of Q3, both A and C share net asset values exceeded 1.1 yuan [1] - The fund's stock allocation decreased from 92.42% to 85.50% in Q3, with adjustments made to the heavy stock portfolio [1] Stock Portfolio Adjustments - The fund increased its holdings in Enjie Co., Kuaishou, Tianci Materials, Alibaba, and SMIC, while reducing its positions in CATL, Tencent, Codali, Luxshare Precision, and Yingliu [1] - Tianci Materials saw its stock price double in Q3, with an increase of over 110%, while Luxshare Precision, SMIC, and Codali all experienced gains of over 70% [1] Investment Focus - The fund's investment strategy is concentrated in high-end manufacturing sectors such as new energy, electronics, and mechanical industries, as well as Hong Kong internet companies [4] - In the AI sector, the focus is on efficiency-driven internet leaders, companies driven by new application scenarios, and computing power and cloud service firms [4] - In the new energy sector, the emphasis is on the lithium battery supply chain, with a belief that the current cycle of price and volume increases will be healthier and more sustainable than previous cycles [4]

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。 特别提示： 1、"恩捷转债"赎回价格：101.44 元/张（含当期应计利息，当期年利率为 2.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 11、根据安排，截至 2025 年 10 月 30 日收市后仍未转股的"恩捷转债"将 被强制赎回。本次赎回完成后，"恩捷转债"将在深圳证券交易所（以下简称 "深交所"）摘牌，特提醒"恩捷转债"持有人注意在限期内转股。"恩捷转 债"持有人持有的"恩捷转债"存在被质押或被冻结的，建议在停止交易日前 解除质押或冻结，以免出现因无法转股而被强制赎回的情形。 证券代码：002812 股票简称：恩捷股份 公告编号：2025-166 债券代码：128095 债券简称：恩捷转债 12、风险提示：本次"恩捷转债"赎回价格可能与其停止交易和停止转股 前的市场价格存在较大差异，特提醒持有人注意在限期内转股。投资者如未及 时转股，可能面临损失，敬请投资者注意投资风险。 云南恩捷新材料股份有限公司 关于提前赎回"恩捷转债"的第六次 ...

Group 1 - The core viewpoint of the articles indicates a positive outlook on equity assets, with multiple fund managers expressing optimism for the fourth quarter and beyond [5][6] - The technology growth sector has become a focal point for fund allocation, with significant adjustments in holdings towards high-end manufacturing industries such as new energy, electronics, and military technology [2][3] - Fund managers are particularly focused on AI-related investments, emphasizing efficiency-driven internet leaders, new application-driven companies, and cloud service providers [2][5] Group 2 - The top holdings of the funds reveal a strong concentration in leading companies, with significant positions in Ningde Times, Tencent, and Enjie, among others [3] - Fund sizes have seen substantial growth, with the泉果旭源三年持有期混合基金 increasing from 13.08 billion to 19.07 billion, driven by net value appreciation [4] - The AI industry is experiencing a shift in its driving model, with a notable expansion in demand for computing power and a transition towards application-driven growth [6]

Core Points - Enjie Co., Ltd. announced that the "Enjie Convertible Bonds" will be forcibly redeemed if not converted by the close of trading on October 30, 2025 [1] - Following the redemption, the "Enjie Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [1] - Holders of the "Enjie Convertible Bonds" are advised to lift any pledges or freezes on their bonds before the trading suspension to avoid forced redemption due to inability to convert [1]

证券代码：002812 股票简称：恩捷股份 公告编号：2025-164 债券代码：128095 债券简称：恩捷转债 云南恩捷新材料股份有限公司 关于提前赎回"恩捷转债"的第五次提示性公告 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。 特别提示： 1、"恩捷转债"赎回价格：101.44 元/张（含当期应计利息，当期年利率为 2.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 11、根据安排，截至 2025 年 10 月 30 日收市后仍未转股的"恩捷转债"将 被强制赎回。本次赎回完成后，"恩捷转债"将在深圳证券交易所（以下简称 "深交所"）摘牌，特提醒"恩捷转债"持有人注意在限期内转股。"恩捷转 债"持有人持有的"恩捷转债"存在被质押或被冻结的，建议在停止交易日前 解除质押或冻结，以免出现因无法转股而被强制赎回的情形。 12、风险提示：本次"恩捷转债"赎回价格可能与其停止交易和停止转股 前的市场价格存在较大差异，特提醒持有人注意在限期内转股。投资者如未及 时转股，可能面临损失，敬请投资者注意 ...

云南恩捷新材料股份有限公司 关于公司合并报表范围内提供担保的进展公告 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。 证券代码：002812 股票简称：恩捷股份 公告编号：2025-165 债券代码：128095 债券简称：恩捷转债 | | 证券代码：002812 | | | 股票简称：恩捷股份 公告编号：2025-165 | | --- | --- | --- | --- | --- | | | 债券代码：128095 | | | 债券简称：恩捷转债 | | 被担保人 | 担保权人 | 主债权额度 | 担保额度 | 担保合同内容 | | | | | | 其他授信本金余额超过授信额度金额，则保证人对授信余额超 | | | | | | 过授信额度金额的部分不承担保证责任，仅就不超过授信额度 | | | | | | 金额的贷款或其他授信本金余额部分及其利息、罚息、复息、 | | | | | | 违约金、迟延履行金、实现担保权和债权的费用和其他相关费 | | | | | | 用等承担连带保证责任。③授信人在授信期间内为授信申请人 | | | | | | 办理新贷偿还、转化旧 ...