Group 1 - The core viewpoint of the news is the significant surge in the new energy sector, particularly in areas such as power batteries, lithium batteries, solid-state batteries, energy storage, and photovoltaics, following the release of a new action plan aimed at stabilizing growth in the electronic information manufacturing industry [1] - As of September 5, the New Energy Vehicle ETF (515030) rose by 5.18%, with notable increases in stocks such as Tianhua New Energy (over 16%), Xiamen Tungsten (over 15%), and others reaching their daily limit [1] - The newly issued "Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry 2025-2026" emphasizes high-quality development in the photovoltaic sector and aims to eliminate low-price competition, guiding local governments in the orderly layout of the photovoltaic and lithium battery industries [1] Group 2 - Zhongyuan Securities recommends focusing on three investment themes for the fourth quarter: the promotion of "anti-involution" policies benefiting industry leaders, companies with long-term R&D investments and market share growth, and opportunities related to solid-state battery investments [1] - The New Energy Vehicle ETF (515030) is currently the largest in the market, tracking the CSI New Energy Vehicle Index (399976) and heavily weighted towards lithium batteries, which account for 67% of its composition [2]

Market Overview - The A-share market saw a collective rise in the three major indices, with the ChiNext Index surging over 4% in early trading on September 5, recovering from previous losses. The Shanghai Composite Index closed at 3778.95 points, up 0.35%, while the Shenzhen Component Index rose by 2.01% and the ChiNext Index increased by 3.48% [2][4]. Trading Volume and Stock Performance - The trading volume in the Shanghai and Shenzhen markets reached 1.36 trillion yuan, a decrease of 226.3 billion yuan compared to the previous trading day. A total of 3905 stocks rose, with 57 hitting the daily limit up, while 1354 stocks declined [4]. Sector Performance - The new energy sector was particularly active, with solid-state battery concept stocks experiencing significant gains. The lithium battery electrolyte concept surged by 7.66%, lithium battery stocks rose by 5.69%, and energy storage stocks increased by 5.61%. The solid-state battery sector saw a rise of 5.57% [5][6]. Notable Stocks - Leading the market surge, companies like QianDao Intelligent saw a remarkable increase of 14.68%, closing at 51.41 yuan per share, with a market capitalization of 80.5 billion yuan. Tianhong Lithium Battery hit the daily limit up, with a year-to-date increase of 144.63% [6][7][10]. - Other notable stocks that reached the daily limit up include Tianqi Materials, Enjie Co., and several others, reflecting strong investor interest in the lithium battery supply chain [8][9]. Government Initiatives - Two departments issued an action plan to stabilize growth in the electronic information manufacturing industry, targeting an average growth rate of around 7% for major sectors, including lithium batteries and photovoltaic manufacturing, aiming for an annual revenue growth of over 5% [13]. Mobile Game Sector - The mobile gaming sector also showed strength, with companies like Giant Network rising over 8% and others like Yaoji Technology and 37 Interactive Entertainment increasing by more than 7% [14][15]. Financial Sector Performance - The financial sector faced a pullback, with Agricultural Bank of China dropping over 2%, closing at 7.36 yuan per share, with a total market capitalization of 2503.4 billion yuan [16].

Core Viewpoint - The new energy industry chain has shown strong performance for three consecutive days, with significant gains in solid-state battery leaders and related ETFs, indicating a positive market sentiment and potential growth opportunities in the sector [1][2]. Group 1: Market Performance - The solid-state battery leader, Sian Intelligent, rose over 14%, while Tianqi Materials and Enjie Co. reached their daily limit, and Sunshine Power increased over 10%, hitting a historical high [1]. - The New Energy ETF (516160) increased by over 5%, marking three consecutive days of gains and a cumulative rise of 24% this year [1]. - The Southern Growth Enterprise ETF (159948) rose by 3.47%, with a cumulative increase of 60% from April 9 to September 1, making it the best-performing broad-based index [1]. Group 2: Industry Trends - The new energy industry is experiencing positive changes, with an anticipated increase in solid-state battery orders due to favorable production schedules and ongoing technological breakthroughs [1]. - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" aims to support high-end manufacturing and promote high-quality development in sectors like photovoltaics [1]. - The lithium battery sector is expected to see revenue and net profit growth of 13.78% and 28.07%, respectively, in the first half of 2025, indicating an improvement in performance [2]. Group 3: Investment Insights - Pacific Securities highlights that a significant turning point in the core new energy industry chain is becoming increasingly evident, suggesting a focus on the layout window for leading new energy companies [3].

证券代码：002812 股票简称：恩捷股份 公告编号：2025-146 债券代码：128095 债券简称：恩捷转债 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更前次股东会决议。 一、会议的召开和出席情况 （一）会议的召开情况 1、会议召开时间： （1）现场会议召开时间：2025 年 9 月 4 日（星期四）下午 14:00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 9 月 4 日（星期四）上午 9:15-9:25、9:30-11:30，下午 13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为 2025 年 9 月 4 日（星期 四）上午 09:15 至下午 15:00 期间的任意时间。 2、会议召开地点：云南省玉溪市高新区九龙片区春景路 8 号云南红塔塑胶 有限公司三楼会议室。 云南恩捷新材料股份有限公司 关于2025年第七次临时股东会决议的公告 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。 3、会议召开方式：现场投票与网络投票相结合的方式 4、会议召集人：公司董事 ...

国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于云南恩捷新材料股份有限公司 2025 年第七次临时股东会的法律意见书 致：云南恩捷新材料股份有限公司 国浩律师（上海）事务所（以下简称"本所"）担任云南恩捷新材料股份有 限公司（以下称"公司"或"恩捷股份"）之特聘法律顾问，根据《中华人民共 和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下 简称"《证券法》"）等法律、法规和《上市公司股东会规则》（以下称"《股 东会规则》"）及《云南恩捷新材料股份有限公司章程》（以下称"《公司章程》"） 等有关规定，指派金诗晟律师、何佳欢律师出席并见证了公司于 2025 年 9 月 4 日（星期四）下午 14:00 在云南省玉溪市高新区九龙片区春景路 8 号云南红塔塑 胶有限公司三楼会议室召开的 2025 年第七次临时股东会（以下简称"本次股东 会"），对本次股东会的召集、召开程序、出席人员资格、会议表决程序等事宜 进行了审查。本所依据本法律意见书出具日之前已经发生或存在的事实及中国现 行法律、法规及规范性文件发表法律意见。 本所依据本法律意见书出具日之前已经发生或存在的事实及中国现行法律、 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-147 债券代码：128095 债券简称：恩捷转债 根据《中华人民共和国公司法》《上市公司章程指引》等法律法规及《云南 恩捷新材料股份有限公司章程》的相关规定并结合公司的实际情况，公司不再设 置监事会，张涛先生不再担任公司监事会主席，李兵先生不再担任公司非职工代 表监事，康文婷女士不再担任职工代表监事。监事会职权、职责由董事会审计委 员会承接。 云南恩捷新材料股份有限公司 关于取消监事会的公告 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。 云南恩捷新材料股份有限公司（以下简称"公司"）分别于 2025 年 8 月 18 日召开第五届董事会第四十六次会议、2025 年 9 月 4 日召开 2025 年第七次临时 股东会审议通过了《关于取消监事会并修订<公司章程>及办理工商变更登记的 议案》，同意公司取消监事会。 截至本公告披露日，康文婷女士未持有公司股票、张涛先生持有公司股票 30,800 股、李兵先生持有公司股票 22,400 股，张涛先生和李兵先生所持股份仍 严格按照《上市公司股东减持股份管理暂行办法 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-148 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 关于非独立董事辞职暨选举职工代表董事的公告 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。 一、关于非独立董事辞职的情况 云南恩捷新材料股份有限公司（以下简称"公司"）董事会于近日收到冯洁 先生提交的辞职报告。冯洁先生因个人原因申请辞去公司董事会董事、战略委员 会委员、提名委员会委员的职务，辞去前述职务后，冯洁先生仍担任公司下属子 公司红塔塑胶（成都）有限公司总经理及销售部部长。截至本公告披露日，冯洁 先生持有本公司股份 82,000 股，冯洁先生所持股份将继续按照《上市公司股东 减持股份管理暂行办法》《深圳证券交易所股票上市规则》《深圳证券交易所上 市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》等相关 规定进行管理。 | 证券代码：002812 | 股票简称：恩捷股份 | 公告编号：2025-148 | | --- | --- | --- | | 债券代码：128095 | 债券简称：恩捷转债 | | ...

Core Viewpoint - The company emphasizes the confidentiality of its collaboration information with clients and acknowledges the long-term challenges in the commercialization of solid-state batteries [1] Group 1: Company Insights - The company is committed to investing in research and development in the solid-state battery sector and aims to deepen collaboration and technical exchanges with clients [1] - The company believes that the widespread commercialization of solid-state batteries will take a considerable amount of time due to unresolved technical issues such as interface and process challenges, as well as the higher costs compared to existing liquid lithium batteries [1] Group 2: Industry Perspective - The future application scenarios for solid-state batteries are expected to be in niche fields such as aerospace and military, where battery performance is critical and price sensitivity is lower [1] - Solid-state batteries are anticipated to coexist with liquid and semi-solid batteries in the long term [1]

Group 1 - The core viewpoint of the news is that the solid-state battery concept stocks in the A-share market have collectively strengthened, with significant price increases observed in various companies [1][2] - Companies such as Lijia Technology saw a rise of 22.73%, while Zhongwei Co. increased by 11.89%, indicating strong market interest and investor confidence in solid-state battery technology [2] - The total market capitalization of Lijia Technology is 2.617 billion, and Zhongwei Co. has a market cap of 40.7 billion, reflecting their substantial presence in the market [2] Group 2 - Recent reports indicate a surge in orders for solid-state battery production equipment, with total new and existing orders exceeding 30 billion, representing a year-on-year increase of 70% to 80% [2][3] - Financial analysis suggests that since 2025, breakthroughs in solid-state battery technology have accelerated, with multiple automotive companies planning to adopt all-solid-state batteries around 2027, indicating a faster industrialization process [3] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, suggesting a positive outlook for the industry [3]

Group 1 - The core viewpoint of the article highlights the strong performance of solid-state battery concept stocks in the A-share market, driven by a surge in orders for solid-state battery production equipment [1] - Companies such as Lijia Technology saw a rise of over 22%, while Zhongwei Co. and Hangke Technology increased by over 11% and 10% respectively, indicating a broad market interest in this sector [1][2] - According to Shenzhen High-tech Lithium Battery Co., the total new and existing orders for major equipment companies exceeded 30 billion yuan, with a year-on-year growth rate of 70% to 80% [1] Group 2 - Financial reports suggest that since 2025, solid-state battery technology has made significant breakthroughs, with several automotive companies planning to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [1] - The ongoing establishment of pilot production lines and the restart of lithium battery expansion cycles are expected to improve the fundamentals of equipment companies, with a positive outlook on the resonance between industry cycles and technological advancements [1]