恩捷股份(002812) - 2024 Q2 - 季度业绩预告

Financial Performance - The estimated net profit for the first half of 2024 is projected to be between 25,814.12 million and 35,814.12 million CNY, representing a decline of 74.50% to 81.62% compared to the same period last year, where it was 140,466.12 million CNY[3] - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 21,910.87 million and 31,910.87 million CNY, reflecting a decrease of 76.26% to 83.70% from 134,390.92 million CNY in the previous year[3] - The basic earnings per share are expected to be between 0.26 CNY and 0.37 CNY, down from 1.55 CNY per share in the same period last year[3] Industry Trends - The lithium battery separator industry is experiencing a slightly relaxed supply-demand situation, leading to a decline in product prices due to increased competition and cost-cutting pressures from downstream[4] Strategic Initiatives - The company has increased its market expansion efforts, resulting in a steady increase in separator product shipment volumes and improvements in capacity utilization and market share[4] - The company plans to enhance its R&D efforts, continuously develop new products, and accelerate overseas market expansion to improve product structure and strengthen competitiveness[4]