每周股票复盘：恩捷股份（002812）拟开展40亿外汇套期保值

Core Viewpoint - The company, Enjie Co., Ltd. (002812), is actively managing its financial strategies, including stock repurchase, financial assistance to subsidiaries, and foreign exchange hedging, to support its growth and mitigate risks associated with global operations [3][5][7]. Group 1: Stock Performance - As of December 31, 2025, Enjie Co., Ltd. closed at 56.64 CNY, a decrease of 0.12% from the previous week [1]. - The company's market capitalization is currently 55.633 billion CNY, ranking 7th in the battery sector and 334th among all A-shares [1]. Group 2: Corporate Announcements - On December 27, 2025, the board approved the repurchase and cancellation of 88,240 restricted stocks due to the departure of 11 incentive targets, with a repurchase price of 23.0474 CNY per share plus bank interest [3]. - The board also approved financial assistance to its subsidiary, Shanghai Enjie New Materials Technology Co., Ltd., to promote business development, with the cost of funds based on the one-year loan benchmark rate [3]. - A special meeting on December 30, 2025, approved multiple resolutions, including applications for comprehensive credit limits and the repurchase of restricted stocks [4]. Group 3: Financial Strategies - The company plans to conduct foreign exchange hedging activities in 2026, with a total amount not exceeding 4 billion CNY, using self-owned or raised funds [5]. - The company intends to apply for a comprehensive credit limit of up to 60 billion CNY from banks and financial institutions for the year 2026, with the credit period effective for 12 months post-approval [5]. - Financial assistance of up to 2 billion CNY will be provided to its subsidiary, with a revolving usage period of 12 months [7].