恩捷股份表示，此次战略合作基于双方共同的发展愿景，旨在实现资源共享与优势互补。未来，双方将 充分发挥各自核心优势，深化全方位协同配合，实现资源互补、合作共赢，共同推动前沿电池技术规模 化落地，助力全球能源结构绿色转型。 （编辑 张昕） 本报讯 （记者李如是）近日，据云南恩捷新材料（集团）股份有限公司（以下简称"恩捷股份"）官微 消息，公司旗下上海恩捷新材料科技有限公司与国轩高科股份有限公司在合肥正式签署战略合作协议。 双方将在隔膜、固态电解质等新能源电池关键材料领域展开全面协同，并共同推进零碳工厂、智能移动 储能充电桩等新能源场景建设，携手迈向电池技术低碳化、高端化新阶段。 ...

Core Insights - The lithium battery core material shipment volume is expected to achieve year-on-year growth by 2025, with a clear concentration of leading companies in the industry [2] - The lithium material industry is entering a new phase of value competition by 2026, with a focus on technological innovation and supply chain resilience [7] Positive Electrode Materials - Lithium Iron Phosphate - In 2025, China's lithium iron phosphate positive electrode material shipment volume reached 3.944 million tons, a year-on-year increase of 62.5%, accounting for 79.1% of the total positive electrode material shipment volume [3] - The top ten companies in this segment include Hunan YN, Wanrun Energy, and Defang Nano, with Hunan YN leading with over 1 million tons and a market share of approximately 29.8%-30% [3] Positive Electrode Materials - NCM - In 2025, China's NCM material shipment volume reached 786,000 tons, a year-on-year increase of 22.2% [4] - The leading companies in this segment are Nantong Ruixiang, Tianjin Bamo, and Rongzhi Technology, with Nantong Ruixiang achieving nearly 200,000 tons in shipments [4] Negative Electrode Materials - In 2025, China's negative electrode material shipment volume reached 2.922 million tons, a year-on-year increase of 38.1% [5] - The top three companies, including Better Energy, Shanghai Shanshan, and Zhongke Xingcheng, collectively hold a market share of 50.9% [5] Electrolytes - In 2025, global lithium-ion battery electrolyte shipment volume grew by 44.5% to 2.402 million tons, with China's actual shipment volume reaching 2.235 million tons, accounting for 93.05% of the global market [6] - The leading companies in this segment include Tianci Materials and BYD, with Tianci Materials achieving a shipment volume of 720,000 tons and a market share of 32.2% [6] Separators - In 2025, China's lithium-ion battery separator total shipment volume reached 32.85 billion square meters, a year-on-year increase of 44.4% [7] - The top companies in this segment include Shanghai Enjie and Hebei Jinli, with Shanghai Enjie achieving nearly 10 billion square meters in shipments and a market share exceeding 30% [7] Industry Outlook for 2026 - By 2026, global lithium-ion battery shipment volume is expected to reach 3,016.3 GWh, with a year-on-year growth of approximately 30% [7] - The industry is anticipated to see intensified competition among leading companies and accelerated exit of weaker players, driven by the expansion of the energy storage market and growth in new energy vehicle exports [7]

消息面，全固态电池材料获"里程碑式"突破，产业化进程有望提速。近日，中国科学院青岛能源所在用 于硫化物全固态电池的高性能硅负极上取得关键突破，其开发的新材料在比容量、膨胀率（仅37.8%， 远低于纯硅的300%）和循环寿命（1000次循环后容量保持率81.7%）上均实现优异性能，成功克服了制 约硅基负极产业化的核心瓶颈。该进展为下一代高能量密度全固态电池的商业化扫除了重大材料障碍， 标志着产业从实验室走向大规模应用的关键拐点可能提前到来，打开了整个电池产业链全新的、十倍级 的增长空间。 另外，近期超过400家公司发布2025年业绩预告，其中业绩预增、扭亏公司数量众多。仅1月29日晚，预 告净利润同比翻倍的公司就超40家。包括福田汽车、北摩高科等公司业绩暴增，反映出部分高端制造领 域景气度高企。良好的整体业绩环境为市场提供了信心，使得电池这类成长板块在面临调整时，获得了 来自基本面的有力支撑，吸引了逢低布局的资金。 风险提示：基金有风险，投资需谨慎。 | 席号 | 44.65 | 5619105分 | "质庆唱 ▼ | | --- | --- | --- | --- | | | 300014 | 亿纬锂能 | ...

Core Viewpoint - Yunnan Enjie New Materials (Group) Co., Ltd. is expected to turn a profit in 2025, with net profit projected between 109 million to 164 million yuan, driven by increased sales and stable prices of separator products, along with government subsidies [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 84.74 million to 127 million yuan after excluding non-recurring gains and losses, marking a significant improvement year-on-year [1] - The fourth quarter of 2025 saw a growth in separator product sales and an increase in gross margin, contributing to the overall profitability [1] Group 2: Industry Trends - The lithium battery separator industry is experiencing a recovery after three years of decline, with demand driven by the growing energy storage market and advancements in fast-charging technology for electric vehicles [2] - The supply-demand structure has shifted from oversupply to a state of shortage, leading to price increases for separator products [2] Group 3: Market Dynamics - The industry has reached a consensus against internal competition, which is enhancing market conditions [3] - Mergers and acquisitions, such as Enjie’s planned acquisition of Qingdao Zhongke Hualian New Materials Co., are expected to improve market competition [3] Group 4: Technological Advancements - Enjie is making strategic advancements in the semi-solid and solid-state battery materials sectors, with production capabilities for semi-solid battery separators already established [3] - The company has initiated production of solid electrolyte products and is planning to expand capacity based on market demand [3][4] Group 5: Future Outlook - The forward-looking layout in the solid-state battery sector is anticipated to inject new momentum into the company's long-term development and strengthen its competitive edge [4] - The company aims to continue investing in research and development while enhancing collaboration with customers to promote high-quality industry growth [4]

证券日报网讯1月29日，恩捷股份（002812）发布公告称，公司预计2025年归属于上市公司股东的净利 润盈利10，943.00万元至16，413.00万元，上年同期亏损55，631.75万元。 ...

丨2026年1月30日星期五丨 1月29日，罗博特科公告称，预计2025年归属于上市公司股东的净利润为-9000万元至-6000万元。受下 游光伏行业阶段性及结构性供需压力加剧的影响，2025年公司光伏业务板块经营持续承压，需求乏力， 其营收规模同比大幅下降，毛利润水平也相应大幅下滑。2025年5月公司完成了对ficonTEC的收购，随 着硅光技术的不断发展，为了满足下游市场的需求，本报告期内ficonTEC配合重点客户开发了多项具有 广阔发展前景的新技术应用，使得报告期内的设备交付周期变长，导致实现收入未达预期；同时生产周 期拉长，使得设备成本提高。此外，ficonTEC基于应对下游产能需求，本期研发投入加大，且由于提升 生产规模、服务能力、管理团队等因素，相关费用亦有所上升。 NO.1 晶盛机电：2025年净利同比预降50%-65% 点评：罗博特科的这份亏损预告，揭示了公司正处于"新旧动能切换"的关键阵痛期。一方面，光伏行业 的周期性寒冬对公司传统业务造成了直接冲击，营收与毛利的双重下滑显示了主业面临的严峻挑战；另 一方面，被寄予厚望的收购标的ficonTEC虽然站位前沿的硅光赛道，但目前正处于"高投入、 ...

Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

未来，公司将持续拓展市场，通过降本增效、新品研发、产品结构优化及精细化管理等举措，稳步提升 隔离膜销量，进一步巩固全球市场地位，持续优化经营业绩 格隆汇1月29日丨恩捷股份(002812.SZ)公布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润1.09亿元—1.64亿元，上年同期亏损5.56亿元；预计2025年度扣除非经常性损益后归属于上市公司 股东的净利润8,474万元—1.27亿元，上年同期亏损6.13亿元。 报告期内三季度以来，锂电池隔离膜行业下游需求持续增长，公司全力保障下游客户对优质隔膜稳定供 应的需求，隔膜产品销量稳步增长；同时，受益于行业供需格局改善，隔膜产品价格逐步企稳，部分产 品价格回升。2025年以来特别是2025年四季度公司主要产品销量增长、价格企稳，毛利率实现提升，叠 加报告期内公司收到部分政府补助，报告期盈利较上期显著改善，实现扭亏为盈。 ...

每经AI快讯，恩捷股份(002812)1月29日发布业绩预告，预计2025年度归母净利1.09亿元至1.64亿元，同 比扭亏为盈，上年同期亏损5.56亿元。报告期内，三季度以来，锂电池隔离膜行业下游需求持续增长， 公司全力保障下游客户对优质隔膜稳定供应的需求，隔膜产品销量稳步增长；受益于行业供需格局改 善，隔膜产品价格逐步企稳，部分产品价格回升。2025年以来，公司主要产品销量增长、价格企稳，毛 利率实现提升，叠加报告期内公司收到部分政府补助，报告期盈利较上期显著改善，实现扭亏为盈。 （文章来源：每日经济新闻） ...

南财智讯1月29日电，恩捷股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 10,943.00万元—16,413.00万元，同比预减亏；预计2025年全年归属于上市公司股东的扣除非经常性损益 的净利润为8,474.00万元—12,710.00万元。报告期内三季度以来，锂电池隔离膜行业下游需求持续增 长，公司全力保障下游客户对优质隔膜稳定供应的需求，隔膜产品销量稳步增长；同时，受益于行业供 需格局改善，隔膜产品价格逐步企稳，部分产品价格回升。2025年以来特别是2025年四季度公司主要产 品销量增长、价格企稳，毛利率实现提升，叠加报告期内公司收到部分政府补助，本报告期盈利较上期 显著改善，实现扭亏为盈。 ...