证券日报网讯恩捷股份（002812）8月5日发布公告，在公司回答调研者提问时表示，公司目前使用的是 固相法中的碳热还原法，其余还有锂硫化合的固相法、液相法工艺和气相法工艺。碳热还原法在原料和 工艺上均具有较高安全性，并且工艺能够适应批量化生产。但是锂硫化合危险性高，虽然现在小试阶段 有使用的，但是其并不适合未来大规模生产。气相法中有些路线也会使用硫化氢等气体，其危险性也较 高，大规模应用也会存在较高安全隐患。未来技术会趋同，但是趋同的方向是适合大规模生产的技术和 具备低成本的技术会成为主流。 ...

Market Overview - The indices continued to rise collectively, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.96%, 0.59%, and 0.39% respectively, with over 3900 stocks rising and more than 1300 stocks declining [4] - The micro-cap index opened high and rose by 1.2%, reaching a new historical high [5] - The total trading volume in the Shanghai and Shenzhen markets approached 1.6 trillion, showing a noticeable decrease in volume compared to previous sessions [6] eSIM Concept - The eSIM concept experienced a collective surge, with a final increase of over 7.9%, driven primarily by institutional speculation rather than significant news [11][12] - Key stocks in this sector included Rihai Intelligent, Dongxin Peace, and Chengtian Weiye, which saw significant price increases, with some hitting the daily limit [10][12] Human-like Robots - The human-like robot sector continued to show strength, with stocks such as Huami New Materials and Yuedan New Materials performing well [14] - The PEEK materials also saw gains, with stocks like Zhongxin Fluorine Materials and Xinhan New Materials hitting the daily limit [14] - The notable performer in this sector was Shuangwei New Materials, which saw a cumulative increase of over 1300% in 17 trading days [15] Solid-State Batteries - The solid-state battery sector showed localized activity, with stocks like Hongtian Co., Nandu Power, and Nord Co. experiencing gains [21] - A significant driver for the sector was a photo circulating in the market, suggesting the completion of a production line for solid-state battery electrolytes by Enjie Co., which led to a surge in its stock price [24][27] - The project is expected to have a production capacity of 1000 tons of solid-state electrolyte materials upon completion [25]

Group 1 - The establishment of Shanghai Xinjietongxin Enterprise Management Partnership (Limited Partnership) has been reported, indicating a new venture in the enterprise management sector [1] - The business scope of the newly formed partnership includes enterprise management consulting, social and economic consulting services, and information technology consulting services [1] - The partnership is co-funded by Enjie Co., Ltd. (002812) and its subsidiary Shanghai Enjie New Materials Technology Co., Ltd. [1]

证券代码：002812 股票简称：恩捷股份 公告编号：2025-123 债券代码：128095 债券简称：恩捷转债 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。 二、担保进展情况 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。 近日，公司与上海银行股份有限公司上海自贸试验区分行（以下简称"上海 银行上海自贸试验区分行"）签订《最高额保证合同》（合同编号：ZDB201251419）， 对控 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301511 | 德福科技 | 34.01 | -3.90% | 44.21万 | 15.11亿 | | 301662 | 宏工科技 | 103.20 | -3.49% | 2.12万 | 2.22亿 | | 301150 | 中一科技 | 28.27 | -2.75% | 12.41万 | 3.54亿 | | 600884 | 杉杉股份 | 10.38 | -2.54% | 1 82.78万 | 8.64亿 | | 300410 | IFV科技 | 8.25 | -2.48% | 41.02万 | 3.40 Z | | 832522 | 纳科诺尔 | 60.20 | -2.11% | 3.37万 | 2.04亿 | | 835237 | 力佳科技 | 22.25 | -1.94% | 1.51万 | 3375.84万 | | 688573 | 信宇人 | 32.60 | -1.69% | 5.79万 | 1.90亿 | | 300340 | 科恒 ...

天眼查商业履历信息显示，云南恩捷新材料股份有限公司，成立于2006年，位于玉溪市，是一家以从事 橡胶和塑料制品业为主的企业。企业注册资本96950.7839万人民币，实缴资本77901.5296万人民币。公 司法定代表人为PAUL XIAOMING LEE。 通过天眼查大数据分析，云南恩捷新材料股份有限公司共对外投资了10家企业，参与招投标项目70次， 专利信息36条，此外企业还拥有行政许可68个。 来源：金融界 金融界消息 截至2025年8月5日收盘，恩捷股份（002812）报收于30.87元，上涨4.57%，换手率4.76%， 成交量38.44万手，成交金额11.89亿元。 资金流向方面，今日主力资金净流入1.48亿元，占比成交额12.46%。其中，超大单净流入1.06亿元、占 成交额8.87%，大单净流入4266.56万元、占成交额3.59%，中单净流出流出6043.85万元、占成交额 5.08%，小单净流出8773.70万元、占成交额7.38%。 恩捷股份最新一期业绩显示，截至2025一季报，公司营业总收入27.29亿元、同比增长17.23%，归属净 利润2598.66万元，同比减少83.57%，扣非 ...

Group 1 - The chemical sector is experiencing fluctuations, with the chemical ETF (516020) showing a slight increase of 0.15% as of the report time [1] - Key stocks in the sector include Enjie Co., which rose over 4%, and other companies like Guangdong Hongda and Jinfat Technology, which both increased by over 2% [1] - The National Development and Reform Commission announced plans to investigate cost issues in industries with significant internal competition, aiming to regulate pricing behaviors [1] Group 2 - Tianfeng Securities suggests that the chemical industry may see a re-pricing based on cost factors related to green low-carbon initiatives and energy-saving measures, potentially leading to a recovery similar to the supply-side reform period [3] - The current valuation of the chemical ETF (516020) is at a low point, with a price-to-book ratio of 2.04, indicating a favorable time for investment [3] - The "anti-involution" trend is expected to be a long-term policy focus, which may lead to the elimination of outdated production capacity and an improvement in the competitive landscape of the chemical industry [4] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap leading stocks [5] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for exposure to the chemical sector [5]

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the six-month moving average, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1.29 trillion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 120 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Fuheng New Materials: 5.55% deviation, closing price at 15.15 yuan, with a daily increase of 6.77% and turnover rate of 13.58% [1] - Canqin Technology: 5.40% deviation, closing price at 27.66 yuan, with a daily increase of 6.59% and turnover rate of 3.17% [1] - Fuling Electric: 4.86% deviation, closing price at 9.90 yuan, with a daily increase of 5.54% and turnover rate of 5.43% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Qianwei Yangchu: 3.10% deviation, closing price at 15.64 yuan, with a daily increase of 9.99% and turnover rate of 6.56% [1] - ST Zhongzhuang: 4.77% deviation, closing price at 3.63 yuan, with a daily increase of 4.91% and turnover rate of 2.79% [1] - Datang Telecom: 4.32% deviation, closing price at 8.93 yuan, with a daily increase of 5.18% and turnover rate of 4.64% [1]

Core Viewpoint - The company believes that the recent policy of major automakers to shorten supplier payment terms will enhance the efficiency of cash flow in the entire supply chain, positively impacting cash flow management and optimizing capital turnover [2]. Group 1: Company Response to Industry Changes - The company acknowledges the benefits of the new policy for improving cash flow management and will closely monitor subsequent developments [2]. - The management plans to strengthen research and technological innovation, maintain long-term stable partnerships with customers, and implement effective cost reduction and efficiency enhancement measures [2]. - The company is committed to developing new products to meet diverse customer needs, including ultra-thin, high-strength, high-heat resistance, fast-charging, and high-safety separator products [2]. Group 2: Research and Development Focus - The company has laid out plans for the research, production, and sales of lithium sulfide, solid electrolytes, and solid electrolyte membranes [2]. - The company will closely monitor industry technological developments and steadily advance the expansion of solid-state battery materials [2].

（文章来源：每日经济新闻） 恩捷股份（SZ 002812，最新价：30.75元）发布公告称，2025年8月1日，恩捷股份接受博时基金等投资 者调研，公司恩捷股份副总经理禹雪等人参与接待，并回答了投资者提出的问题。 ...