起点锂电·2025-12-29 10:32Group 1 - The lithium battery separator industry is experiencing a wave of mergers and acquisitions, with Enjie Co., Ltd. planning to acquire Zhongke Hualian to initiate industrial integration [2] - Fospower Technology's acquisition of Jinli Co., Ltd. has been approved by the Shenzhen Stock Exchange, indicating a new round of expansion in the "separator industry" [2] - Multiple separator manufacturers have started raising prices, reflecting a sustained increase in industry prosperity [2] Group 2 - Many industry insiders believe that the current downstream market demand is continuously growing, while the expansion capacity in the separator industry is insufficient, suggesting an improvement in supply-demand dynamics in the future [2] - This improvement is expected to drive product price recovery and corporate profit restoration [2] - In the context of "anti-involution," the competitive focus in the separator industry has shifted from scale expansion to structural upgrades, with companies capable of developing and mass-producing ultra-thin high-strength separators, as well as having global delivery capabilities, poised to gain a competitive edge during industry reshuffling [2]