国金证券给予恩捷股份增持评级，出货高增盈利承压，关注新技术突破

Group 1 - The core viewpoint of the report is that Guojin Securities has given Enjie Co., Ltd. (002812.SZ) an "overweight" rating due to strong performance indicators and industry dynamics [2] - In the first half of the year, the company shipped between 4.5 to 5 billion square meters, with a quarter-on-quarter increase of over 20% in Q2, significantly exceeding industry growth rates [2] - A recent meeting among eight key production enterprises focused on price discipline, scientific capacity release, and halting expansion, which is expected to solidify the bottom and promote industry recovery [2]