恩捷股份拟收购中科华联股权

Core Viewpoint - Enjie Co., Ltd. is planning to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. and raise supporting funds, indicating a strategic move to extend its upstream presence in the lithium battery separator industry [1] Company Summary - Enjie Co., Ltd. is a leading company in the lithium battery separator sector and is currently in discussions with shareholders of Zhongke Hualian [1] - The company reported a strong order backlog and high capacity utilization, with stable growth in downstream customer demand and orders [1] - Enjie anticipates a further increase in shipment volume by 2025, driven by robust demand in the energy storage sector [1] Industry Summary - The separator product price is expected to gradually recover positively in the future [1] - On the supply side, new capacity additions in the industry this year are lower than last year, indicating an improvement in supply conditions [1] - The separator industry faces challenges with long expansion cycles and heavy asset investments, making capacity expansion difficult and less motivated [1] - Overall, the downstream demand is on an upward trend [1]