ENERGY TECHNOLOGY(SZ:002812) Shanxi Securities·2025-12-22 01:23Group 1: Market Trends - The new materials sector saw an increase, with the new materials index rising by 0.66%, underperforming the ChiNext index by 2.08% [6] - The performance of various sub-sectors included a 6.21% increase in semiconductor materials and a 7.05% increase in electronic chemicals, while biodegradable plastics decreased by 0.57% [6] - The prices of key materials showed mixed trends, with amino acids like valine increasing by 3.57% to 13,050 CNY/ton, while arginine decreased by 1.87% to 20,950 CNY/ton [6] Group 2: Industry Insights - The Central Economic Work Conference emphasized a comprehensive green transition, suggesting a focus on upstream raw materials for wind power [6] - The wind power sector is expected to maintain a high prosperity pattern, with annual new installed capacity projected to be no less than 120 million kilowatts during the 14th Five-Year Plan period [6] - The industry is shifting from simple scale expansion to simultaneous improvement in quality and efficiency, which is expected to enhance overall profitability [6] Group 3: Company Analysis - Enjie Co., Ltd. (002812.SZ) - Enjie Co., Ltd. is acquiring 100% of Zhongke Hualian's shares to strengthen its leading position, with the acquisition price set at 34.38 CNY/share [10] - The acquisition will allow Enjie to reduce costs by utilizing domestic membrane production technology, which has previously been dominated by foreign companies [10] - The lithium battery separator market is expected to see a recovery in prices after a prolonged decline, with recent data indicating a month-on-month price increase for various separator products [10]