恩捷股份：近期下游需求走强目前产能利用率较高 固态电解质10吨级产线已经投产

Core Viewpoint - The company, Enjie Co., Ltd. (002812.SZ), announced its advancements in the semi-solid and all-solid-state battery separator business, highlighting its production capabilities and market expansion efforts [1] Group 1: Semi-Solid Battery Separator Business - The company's subsidiary, Jiangsu Sanhe Battery Materials Technology Co., Ltd., has the capability for mass production of semi-solid battery separators and is actively exploring market opportunities [1] Group 2: All-Solid-State Battery Materials - The company's other subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focuses on the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte films [1] - The pilot line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been put into operation, demonstrating shipping capabilities [1] Group 3: Production Capacity and Market Position - The company maintains a leading position in production capacity utilization within the industry, continuously enhancing its market share [1] - With recent strengthening in downstream demand, the company's production capacity utilization rate is currently high [1]