恩捷股份(002812.SZ)预计2025年度净利润1.09亿元—1.64亿元 同比大幅扭亏

Core Viewpoint - Enjie Co., Ltd. (002812.SZ) forecasts a net profit attributable to shareholders of 109 million to 164 million yuan for the year 2025, a significant recovery from a loss of 556 million yuan in the previous year [1] Financial Performance - The company expects a net profit of 84.74 million to 127 million yuan after deducting non-recurring gains and losses, compared to a loss of 613 million yuan in the same period last year [1] - The improvement in profitability is attributed to a steady increase in sales volume of separator products and a stabilization in product prices, particularly in the fourth quarter of 2025 [1] Industry Dynamics - The lithium battery separator membrane industry has seen a continuous increase in downstream demand since the third quarter, leading to a stable supply of high-quality separators to customers [1] - The industry supply-demand dynamics have improved, contributing to a gradual stabilization and recovery in product prices [1] Future Outlook - The company plans to continue expanding its market presence through cost reduction, efficiency enhancement, new product development, product structure optimization, and refined management practices [1] - The goal is to steadily increase separator sales and further solidify its global market position while continuously optimizing operational performance [1]