证券代码：002812 股票简称：恩捷股份 公告编号：2025-120 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 关于使用部分闲置募集资金进行现金管理的进展公告 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。 云南恩捷新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日召开 第五届董事会第四十四次会议，审议通过了《关于使用部分闲置募集资金进行现 金管理的议案》，同意公司在确保不影响募集资金投资计划正常进行的情况下， 使用不超过人民币 30,000.00 万元的 2021 年度非公开发行 A 股股票的闲置募集资 金进行现金管理，适时购买安全性高、流动性好、保本型具有合法经营资格的金 融机构销售的理财类产品或存款类产品。现金管理期限自本事项经董事会审议通 过之日起不超过 12 个月。在上述额度和期限内资金可以滚动使用，同时授权公 司董事长或其授权代表行使该项投资决策权并签署相关合同。具体内容详见公司 于 2025 年 6 月 17 日在《证券时报》《中国证券报》《证券日报》《上海证券报》 及巨潮资讯网（www.cninfo ...

Summary of Key Points Core Viewpoint - Yunnan Enjie New Materials Co., Ltd. has approved a guarantee limit for the consolidated financial statements for the year 2025, which includes significant guarantees provided to its subsidiaries [2][3]. Group 1: Guarantee Overview - The company held its 35th meeting of the 5th Board of Directors on December 27, 2024, where it approved the guarantee limit for the year 2025 [2]. - The company convened its first extraordinary shareholders' meeting on January 16, 2025, to review and approve the aforementioned guarantee limit [2]. Group 2: Guarantee Progress - The company signed a maximum guarantee contract with China Bank Yuxi Branch, providing a joint liability guarantee for its wholly-owned subsidiary, Yunnan Hongta Plastic Co., Ltd., for a credit limit of RMB 60 million [3]. - Additionally, a maximum irrevocable guarantee letter was signed with China Merchants Bank Kunming Branch, providing a joint liability guarantee for its controlling subsidiary, Yunnan Hongchuang Packaging Co., Ltd., for a credit limit of RMB 100 million [3]. Group 3: Guarantee Contract Details - As of the announcement date, the total approved external guarantees by the company and its subsidiaries amounted to RMB 6,000 million, which is 245.19% of the latest audited net assets attributable to shareholders [4]. - The actual signed effective guarantees totaled RMB 3,960.21 million, representing 161.83% of the latest audited net assets attributable to shareholders [4]. - The company has no other external guarantees, overdue guarantees, or guarantees involved in litigation [4]. Group 4: Reference Documents - The company has provided reference documents, including the maximum guarantee contract with China Bank Yuxi Branch and the irrevocable guarantee letter with China Merchants Bank Kunming Branch [5].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002812股票简称：恩捷股份 公告编号：2025-119 债券代码：128095 债券简称：恩捷转债 三、担保合同的主要内容 单位：如无特殊说明，为人民币万元 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。 二、担保进展情况 近日，公司与中国银行股份有限公司玉溪市分行（以下简称"中行玉溪分行"）签订《最高额保证合同》 （合同编号：玉溪2 ...

证券日报网讯 7月29日晚间，恩捷股份发布公告称，公司不存在其他对外担保事项，不存在逾期对外担 保、涉及诉讼的担保及因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

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 证券代码：002812 股票简称：恩捷股份 公告编号：2025-119 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 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 | | 担保权人 中行玉溪 分行 | 主债权额度 6,000.00 | 担保额度 6,000.00 | 1、担保人：公司。 | 担保合同内容 | | --- | ...

Group 1 - The core viewpoint of the news is that Enjie Co., Ltd. (002812) has shown a slight increase in stock price, with a closing price of 31.27 yuan, reflecting a 1.0% rise as of July 29, 2025 [1] - The company reported a total operating revenue of 2.729 billion yuan for the first quarter of 2025, representing a year-on-year growth of 17.23% [1] - The net profit attributable to shareholders for the same period was 25.9866 million yuan, which is a significant decrease of 83.57% year-on-year [1] Group 2 - Enjie Co., Ltd. has a current liquidity ratio of 1.051 and a quick ratio of 0.824, indicating its short-term financial health [1] - The company's debt-to-asset ratio stands at 44.79%, reflecting its leverage position [1] - The company has made investments in 10 external enterprises and has participated in 70 bidding projects, showcasing its active engagement in the market [2]

Core Insights - The company, Enjie Co., Ltd., indicated that its overall gross margin is influenced by various factors including product structure and customer structure [2] Group 1: Strategic Initiatives - The company plans to enhance its core competitiveness through a reasonable global industrial layout [2] - Continuous investment in research and development is a priority for the company to foster new product development [2] - The company aims to actively explore long-term stable cooperation with high-quality global customers [2] - Implementation of cost reduction and efficiency enhancement measures is part of the company's strategy [2]

云南恩捷新材料股份有限公司（以下简称"公司"）近期对纳税义务履行情况 开展了自查，现将有关情况公告如下： 一、基本情况 证券代码：002812 股票简称：恩捷股份 公告编号：2025-118 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 关于缴纳税款的公告 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。 公司在日常税务合规自查过程中，对公司可转换公司债券相关财税处理进行 了专项复核。经自查确认，因可转换公司债券利息费用的税会处理差异，公司需 补缴企业所得税 2,243.20 万元，企业所得税滞纳金 1,129.81 万元。截至本公告披 露日，公司已将上述企业所得税及滞纳金合计 3,373.01 万元补缴完毕。 二、对公司的影响 根据《企业会计准则第 28 号——会计政策、会计估计变更和差错更正》相 关规定，上述事项不属于前期会计差错，不涉及前期财务数据追溯调整。公司补 缴上述税款及滞纳金将计入 2025 年当期损益，预计将影响公司 2025 年度归属于 上市公司股东的净利润 3,373.01 万元，最终财务数据以公司 2025 年度经审计的 ...

Investment Rating - The industry investment rating is "Overweight" [2][51]. Core Insights - The lithium battery index has shown strong performance, with a 4.92% increase over the past two weeks, outperforming the CSI 300 index by 1.45 percentage points. Year-to-date, the lithium battery index has risen by 11.94%, exceeding the CSI 300 index by 6.49 percentage points [4][14]. - Recent policies aimed at reducing internal competition have led to a rise in lithium carbonate prices, with the average price reaching 70,500 CNY per ton, an increase of 11.20% over the past two weeks. However, high inventory levels of lithium carbonate may pressure prices in the short term [6][27]. - The solid-state battery sector is experiencing rapid advancements, with several companies reporting progress in this area, indicating a structural demand increase for materials and equipment in the supply chain [46]. Summary by Sections Market Review - As of July 24, 2025, the lithium battery index has increased by 4.92% in the last two weeks, outperforming the CSI 300 index by 1.45 percentage points. The index has risen by 10.43% this month and 11.94% year-to-date [4][14]. Price Changes in the Lithium Battery Supply Chain - Lithium carbonate prices have increased by 11.20% to 70,500 CNY per ton, while lithium hydroxide prices rose by 7.29% to 67,700 CNY per ton [6][27]. - Prices for cathode materials such as lithium iron phosphate have increased by 7.22% to 32,700 CNY per ton, while NCM523, NCM622, and NCM811 have seen slight declines [29][25]. - The average price of electrolytes has decreased, with lithium hexafluorophosphate dropping by 1.98% to 49,500 CNY per ton [33][25]. Industry News - The National Development and Reform Commission has issued guidelines to regulate pricing behaviors, aiming to curb "involution" competition in the market [43]. - The new energy vehicle market has shown a retail sales increase of 23% year-on-year, with a total of 537,000 units sold from July 1-20, 2025 [46]. - Companies like CATL and EVE Energy are highlighted for their advancements in solid-state battery technology, with CATL expected to begin small-scale production of solid-state batteries by 2027 [48][46]. Company Announcements - CATL is projected to achieve a net profit of 50.745 billion CNY in 2024, with a 15.01% year-on-year growth [48]. - EVE Energy has secured a supplier agreement with XPeng Motors, indicating potential market expansion in the low-altitude economy sector [48]. - Enjie Co., Ltd. is advancing in the semi-solid battery separator business, with production capabilities expected to ramp up [48].

Market Overview - The Shanghai Composite Index closed at 3605.73 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,873.88 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 232 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Zhifei Biological Products (12.29%) - Jiexun Feihong (6.69%) - Hongtaiyang (6.56%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Chanyi Intelligent - Donghu High-tech - Dingxin Communications [1] Performance of Selected Stocks - Zhifei Biological Products: Today's increase of 20.01%, turnover rate of 11.40%, latest price at 24.77 yuan [1] - Jiexun Feihong: Today's increase of 7.18%, turnover rate of 12.67%, latest price at 9.11 yuan [1] - Hongtaiyang: Today's increase of 7.44%, turnover rate of 8.62%, latest price at 7.08 yuan [1]