电池板块午后持续拉升，恩捷股份冲击涨停，天际股份涨超7%，天赐材料、湖南裕能、华宝新能涨幅 居前。 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-150 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。 一、担保情况概述 云南恩捷新材料股份有限公司（以下简称"公司"）于 2024 年 12 月 27 日召 开第五届董事会第三十五次会议，审议通过了《关于公司 2025 年度合并报表范 围内担保额度的议案》，详见公司于 2024 年 12 月 31 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《关于公司 2025 年度合并报表范围内担保额度的 公告》（公告编号：2024-253 号）。公司于 2025 年 1 月 16 日召开 2025 年第一 次临时股东会审议通过了上述事项。 三、担保合同的主要内容 | 被担保人 | 担保权人 | 主债权额度 | 担保额度 | 担保合同内容 | | --- | --- | --- | --- | --- | | | 中信 ...

Core Viewpoint - Enjie Co., Ltd. experienced a 5.05% decline in stock price, trading at 39.85 CNY per share, with a total market capitalization of 38.581 billion CNY as of September 23 [1] Company Overview - Enjie Co., Ltd. was established on April 5, 2006, and went public on September 14, 2016. The company is located in Yuxi City, Yunnan Province, and specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes [1] - The revenue composition of Enjie Co., Ltd. is as follows: lithium battery separators account for 83.64%, sterile packaging 7.82%, BOPP films 4.75%, and other products 3.00%, with special paper and cigarette labels making up 0.37% and 0.03% respectively [1] Shareholder Information - The top circulating shareholder of Enjie Co., Ltd. is a fund under Quan Guo Fund, specifically the Quan Guo Xu Yuan Three-Year Holding Period Mixed A (016709), which held 27.4313 million shares in the second quarter, unchanged from the previous period, representing 3.36% of circulating shares [2] - The estimated floating loss for this fund today is approximately 58.1544 million CNY [2] Fund Performance - The Quan Guo Xu Yuan Three-Year Holding Period Mixed A (016709) was established on October 18, 2022, with a current scale of 11.201 billion CNY. Year-to-date returns are 38.55%, ranking 1956 out of 8172 in its category, while the one-year return is 71.65%, ranking 1651 out of 7995 [2] - The fund manager, Zhao Yi, has a tenure of 8 years and 189 days, with a total fund asset size of 13.081 billion CNY. The best fund return during his tenure is 329.41%, while the worst is 1.37% [3] Fund Holdings - The Quan Guo Xu Yuan Three-Year Holding Period Mixed A (016709) has Enjie Co., Ltd. as its fifth-largest holding, with 27.4313 million shares, accounting for 6.14% of the fund's net value [4] - The estimated floating loss for this fund related to Enjie Co., Ltd. is also approximately 58.1544 million CNY [4]

Group 1 - The "924 market" in A-shares marks its one-year anniversary, with 490 listed companies' executives increasing their holdings from September 24, 2024, to September 22, 2025 [1] - Dongshan Precision's executives topped the list with a net increase of 1.404 billion yuan in holdings [1] - Wuzhou Special Paper's executives ranked second with a net increase of 834 million yuan [1] - Enjie Co., Ltd.'s executives secured the third position with a net increase of 319 million yuan [1] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [2]

Investment Rating - The industry investment rating is "Overweight" [1][48]. Core Viewpoints - The newly released "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a national new energy storage installed capacity of over 180GW by 2027, driving direct investment of approximately 250 billion yuan, with lithium battery storage as the main technology route [3][44]. - The lithium battery index has shown significant growth, outperforming the CSI 300 index by 14.92 percentage points over the past two weeks, with a year-to-date increase of 46.60% [2][11]. - The overall demand for lithium batteries is rapidly increasing, with a notable recovery in net profits for the lithium battery industry chain, which grew by 30% year-on-year in the first half of 2025, marking a turning point after two years of decline [3][44]. Summary by Sections Market Review - As of September 18, 2025, the lithium battery index has increased by 17.97% in the last two weeks, outperforming the CSI 300 index by 14.92 percentage points [2][11]. - The lithium battery index has risen by 19.54% this month and 46.60% year-to-date [2][11]. Price Changes in the Lithium Battery Industry Chain - As of September 18, 2025, the average price of battery-grade lithium carbonate is 73,100 yuan/ton, down 2.14% over the past two weeks [3][24]. - The price of lithium hydroxide (LiOH 56.5%) is 71,600 yuan/ton, down 0.42% [3][24]. - The price of lithium iron phosphate remains stable at 34,300 yuan/ton, while NCM523, NCM622, and NCM811 have seen slight declines [3][26]. Industry News - The demand for new energy vehicles is expected to peak in September, with retail sales projected at around 1.25 million units, leading to a penetration rate of 58.1%, a historical high [3][39]. - Global battery production in August 2025 reached 198.42 GWh, a year-on-year increase of 50.31% [3][39]. - The solid-state battery industry is progressing towards commercialization, with companies like Panasonic and SK On making significant advancements in solid-state battery technology [3][40][42]. Company Announcements - Key companies to watch include CATL, which reported a revenue of 178.886 billion yuan in the first half of 2025, a year-on-year increase of 7.27% [3][45]. - Other notable companies include Yiwei Lithium Energy, which has launched a solid-state battery production base, and Enjie, which is focusing on solid-state battery materials [3][45].

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - The newly released "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a national new energy storage installed capacity of over 180GW by 2027, driving direct investment of approximately 250 billion yuan. Lithium battery storage remains the primary technology route [43] - The lithium battery index has shown significant growth, with a year-to-date increase of 46.60%, outperforming the CSI 300 index by 32.29 percentage points [10] - The overall demand for lithium batteries is rapidly increasing, with a notable recovery in net profits across the lithium battery supply chain, which grew by 30% year-on-year in the first half of 2025, marking a turning point after two years of decline [43] Summary by Sections Market Review - As of September 18, 2025, the lithium battery index rose by 17.97% over the past two weeks, outperforming the CSI 300 index by 14.92 percentage points [10] - The lithium battery index has increased by 19.54% this month and 46.60% year-to-date [10] Price Changes in the Lithium Battery Supply Chain - As of September 18, 2025, the average price of battery-grade lithium carbonate is 73,100 yuan/ton, down 2.14% over the past two weeks. The price of lithium hydroxide (LiOH 56.5%) is 71,600 yuan/ton, down 0.42% [23] - The price of lithium iron phosphate remains stable at 34,300 yuan/ton, while NCM523, NCM622, and NCM811 have seen price declines of 0.86%, 1.24%, and 0.34%, respectively [25] - The price of electrolyte lithium hexafluorophosphate increased by 0.88% to 57,000 yuan/ton [29] Industry News - The China Passenger Car Association estimates that the retail sales of new energy passenger vehicles in September will reach approximately 1.25 million units, with a penetration rate expected to rise to 58.1%, setting a new historical high [38] - Global battery production in August 2025 reached 198.42 GWh, a year-on-year increase of 50.31% [38] - The solid-state battery industry is progressing towards commercialization, with companies like Panasonic and SK On making significant advancements in solid-state battery technology [41][39] Company Announcements - CATL reported a revenue of 178.886 billion yuan in the first half of 2025, a year-on-year increase of 7.27%, with a net profit of 30.485 billion yuan, up 33.33% [44] - Enjie Co., Ltd. is focusing on the development of solid-state battery materials and has established a production line for high-purity lithium sulfide [44] - Tianwei Technology has successfully developed a solid-state electrolyte with high ionic conductivity and is now capable of large-scale supply [42]

Core Viewpoint - Enjie Co., Ltd. has confirmed that its first phase of production lines in Hungary has reached full capacity, and the company is currently in the ramp-up phase for its production capacity [1] Company Summary - Enjie Co., Ltd. operates four production lines in Hungary, which have now achieved full production capacity [1] - The company is in the process of increasing its production capacity, indicating a positive growth trajectory [1]

Group 1 - The core point of the news is that CATL has announced the early production of its battery factory in Hungary by six months, raising questions about its supply chain and production capacity [2] - Enjie Co., Ltd. stated that it cannot disclose cooperation information with clients due to confidentiality agreements, indicating a level of secrecy in their business operations [2] - Enjie has achieved production capacity on its first phase of four production lines in Hungary, which is currently in the ramp-up phase [2]

Group 1 - The company Enjie Co., Ltd. (002812) announced on September 17 that it has multiple domestic wet separator bases, including locations in Shanghai, Zhuhai, Wuxi, Jiangxi, Hubei, and Chongqing [1] - The dry separator base, Jiangxi Enbo, has an annual production capacity of 1 billion square meters [1] - A new wet separator base, Yuxi base, is currently under construction and its first phase is gradually being put into production [1]

Core Viewpoint - Enjie Co., Ltd. (002812) announced on September 17 that it currently has abundant orders on hand and a high capacity utilization rate, with stable growth in downstream customer demand and orders, particularly driven by strong energy storage demand, indicating potential for further growth in shipment volume by 2025 [1] Group 1 - The company has a high capacity utilization rate [1] - There is a stable growth trend in downstream customer demand and orders [1] - The strong demand in the energy storage sector is a key driver for future growth [1] Group 2 - The company anticipates an increase in shipment volume by 2025 [1]