A股“隔膜龙头”并购大消息！股票下周一复牌

Group 1 - Enjie Co., Ltd. plans to acquire 100% of Qingdao Zhongke Hualian New Materials Co., Ltd. through a share issuance, aiming to extend its upstream supply chain and achieve vertical integration from separator equipment to separator products [2] - Zhongke Hualian, established in 2011, specializes in the R&D, production, and sales of wet lithium-ion battery separator production equipment and other polymer material production equipment, primarily serving lithium battery manufacturers [2] - The acquisition is expected to enhance Enjie's production capacity and cost efficiency while fostering collaborative development within the supply chain [2] Group 2 - Enjie Co., Ltd. is a leading global supplier of lithium battery separators, with its core products primarily used in new energy vehicle batteries, 3C products, and energy storage, maintaining the top market share for several consecutive years [3] - The company has established itself within the supply chains of major lithium battery manufacturers, including CATL, BYD, and Panasonic, indicating strong market presence and customer relationships [3] - Enjie plans to launch innovative products such as high-strength base films and flame-retardant separators by 2025, while also advancing into the solid-state battery sector [3] Group 3 - The lithium battery separator industry is experiencing a trend of mergers and acquisitions to optimize the supply chain, with major players like CATL and Zhongxin Innovation moving upstream into lithium salt production [3] - Enjie has noted a slowdown in new separator production capacity due to previous oversupply, which is expected to improve the supply-demand balance in the industry [4] - The company aims to enhance its competitiveness by improving product performance, optimizing structure, and increasing service quality [4]