ENERGY TECHNOLOGY(SZ:002812) Shang Hai Zheng Quan Bao·2025-04-30 06:17Core Viewpoint - The company, Yunnan Enjie New Materials Co., Ltd., has released its first quarter report for 2025, highlighting significant agreements with major partners and adjustments in convertible bond terms [3][12][21]. Financial Data - The first quarter report has not been audited [9]. - The company confirmed that there are no adjustments or restatements needed for previous accounting data [3]. - Non-recurring gains include a tax fee refund [3]. Shareholder Information - The company has engaged in strategic agreements with LG Energy Solution, Ltd. for the procurement of approximately 3.55 billion square meters of lithium battery separator film from 2025 to 2027 [5]. - A procurement framework agreement was signed with Beijing Weilan New Energy Technology Co., Ltd., which will source 80% of its material needs from the company for solid-state battery electrolytes, with expected orders totaling at least 300 million square meters of separator film and 100 tons of electrolyte from 2025 to 2030 [5]. Convertible Bonds - The company’s convertible bond, "Enjie Convertible Bond," had its conversion price adjusted downwards to 32.00 CNY per share effective February 11, 2025, due to stock price triggers [6]. - Following a stock buyback, the conversion price was slightly adjusted to 32.01 CNY per share [6]. Board and Supervisory Meetings - The fifth board meeting on April 29, 2025, approved the first quarter report, with all directors present voting in favor [11][12]. - The supervisory board also reviewed and approved the first quarter report, confirming its compliance with legal and regulatory standards [18][19]. Investor Relations - The company will hold a Q1 performance briefing on May 6, 2025, to address investor inquiries and enhance communication [21][22].