Core Viewpoint - Yunnan Enjie New Materials Co., Ltd. held a specific investor survey on October 17, 2025, discussing the supply-demand balance in the separator industry, strategies to cope with low-price competition, and the impact of solid-state battery technology on the company [1] Group 1: Industry Supply and Demand - The separator industry has seen lower new capacity additions this year compared to last year, leading to an improvement in supply conditions [1] - Demand for energy storage batteries is strong, and the demand for power batteries continues to grow, indicating an overall upward trend in downstream demand [1] Group 2: Company Strategies - The company is currently operating at a high capacity utilization rate, and the prices of separator products are influenced by supply-demand dynamics and product performance [1] - To ensure stable supply for downstream customers, the company plans to enhance product performance and optimize product structure to improve profitability [1] Group 3: Impact of Solid-State Battery Technology - Semi-solid batteries require separators similar to those used in liquid batteries, while full solid-state batteries are in the early stages of industrialization and are not yet suitable for large-scale commercial production [1] - Even with future commercialization of full solid-state batteries, liquid batteries are expected to dominate due to their superior performance and lower costs, with solid-state batteries likely to be used in niche markets [1] Group 4: Technological Advantages - The company possesses a full range of separator technologies, including wet and dry base films, heat-resistant coatings, and functional coatings, with significant capabilities in wet process technology [1] - Innovations in equipment and processes, such as integrated online coating technology, are contributing to the company's growth and market share [1]
调研速递|云南恩捷新材料接受南方基金等6家机构调研 聚焦隔膜行业供需与技术发展要点
Xin Lang Cai Jing·2025-10-20 02:25