恩捷股份:目前在手订单充沛 产能利用率较高
Core Viewpoint - Enjie Co., Ltd. (002812) is actively adapting its product offerings in response to customer needs, transitioning some of its energy storage battery products from dry-process separators to wet-process separators, indicating a focus on technological advancements and customer satisfaction [1] Group 1: Company Performance - The company currently has a robust order backlog and high capacity utilization, reflecting strong operational performance [1] - Recent trends show stable growth in demand and orders from downstream customers, suggesting a positive market outlook [1] Group 2: Industry Trends - The energy storage demand remains strong, which is expected to drive further growth in the company's shipment volume by 2025 [1]