恩捷股份拟收购 中科华联100%股权

Group 1 - The core point of the news is that Enjie Co., Ltd. is planning to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. and will suspend its stock trading starting December 1, 2025, to protect investor interests due to uncertainties surrounding the transaction [1] - Enjie Co., Ltd. is a leading company in the lithium-ion battery separator market, with a significant market share and advantages in production scale, cost control, and market expansion [2] - The company has established a strong supply chain with well-known domestic and international battery manufacturers, including LG ES, Panasonic, and CATL [2] Group 2 - The separator industry is facing intensified competition, leading to pressure on overall profitability, prompting Enjie Co., Ltd. to adjust its market strategy to strengthen its domestic market share while expanding overseas [2] - In Q3, the company reported a revenue of 3.78 billion yuan, a quarter-on-quarter increase of 24.59%, and a net profit of 6.79 million yuan, marking a return to profitability [2] - Enjie Co., Ltd. anticipates a gradual recovery in separator product prices due to reduced new capacity in the industry and stable demand from energy storage and power batteries [3]