Core Viewpoint - The establishment and operation of the 5μm ultra-thin high-strength separator production line at Enjie Co., Ltd. marks a significant advancement in the company's mass production capabilities, amidst increasing industry competition and the need for continuous technological innovation [2][3][6]. Group 1: Production and Technology - Enjie Co., Ltd. has successfully launched a production line for 5μm ultra-thin high-strength separators, which represents a breakthrough in overcoming the "thin but fragile" technical bottleneck in lithium battery separators [3][4]. - The new 5μm product has a needle-puncture strength of 560gf, which is 16.7% higher than the conventional 7μm separators, and can withstand temperatures up to 230°C [4][5]. - The production process at the Yuxi base employs intelligent and automated operations, utilizing advanced technologies such as bi-directional stretching, plasma surface treatment, and nano-coating to achieve industry-leading performance in thickness uniformity, mechanical properties, and porosity [5][6]. Group 2: Financial Performance - In the first half of 2025, Enjie Co., Ltd. reported a revenue of 5.763 billion yuan, a year-on-year increase of 20.48%, with lithium battery separators contributing 4.820 billion yuan, representing a 24.83% growth [6][7]. - Despite revenue growth, the company faced pressure on net profit and gross margin, with the gross margin for lithium battery separators at 13.66%, down 5.82% year-on-year, attributed to intensified competition and rising operational costs [6][7]. Group 3: Strategic Initiatives - Enjie Co., Ltd. is committed to continuous research and development to maintain its competitive edge in the lithium battery separator market, while also exploring opportunities in the solid-state electrolyte sector [2][7]. - The company has been developing sulfide solid-state electrolyte materials since 2021, with plans to establish a production capacity of 1,000 tons per year at its Yuxi facility [7].
探访恩捷股份生产基地:如何突破锂电池隔膜“薄即脆弱”瓶颈?