关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 本文来源： 太原科技 近日，山西转型综改示范区传来重磅消息：入区企业 山西厚生新材料科技有限公司16条锂电池隔膜产线 全面建成投产！ 随着最后一条生产线贯通，这家成立仅4年的高新技术企业年产能突破20亿平方米。 资料显示，该项目总投资超46亿元 ，分两期建设。一期于2021年7月1日开建，占地面积250亩，总投资 23亿元，建筑面积达107,670平方米，包含101号和102号厂房，8条生产线于2023年年底全部投产。二 期工程于2024年稳步推进，占地面积237亩，投资23.35亿元，103号和104号厂房新增的8条生产线也顺 利投产。 进固态电池群 ，加小编微信：13248122922 END 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） ...

Group 1: Production Capacity and Financial Management - The company's lithium battery separator business achieved a capacity utilization rate of 92.6% in 2024, leading the industry. Plans are in place to further enhance overall capacity utilization in 2025 [2] - As of the end of 2024, accounts receivable stood at CNY 6.102 billion, which decreased to CNY 5.251 billion by the end of March 2025. The company is focused on strengthening its collection management mechanisms [2] - The increase in sales, management, and financial expenses in 2024 is attributed to enhanced market expansion efforts, rising intermediary consulting fees, and fluctuations in exchange gains and losses [3] Group 2: Compliance and Product Development - The company emphasizes strict adherence to financial and information disclosure regulations, ensuring timely, truthful, and accurate disclosures [3] - The Hungarian separator plant is operating steadily, with production capacity being adjusted based on customer demand [4] - The company is actively monitoring new safety regulations for electric vehicle batteries, believing that these will drive innovation and improve product quality in the industry [4] Group 3: Market Strategy and Shareholder Engagement - The company has implemented a market value management plan, with share buybacks totaling CNY 199.997 million from February 2, 2024, to July 30, 2024, and CNY 400.003 million from September 28, 2023, to December 25, 2023 [5][6] - The company aims to enhance shareholder confidence by focusing on improving core business quality and efficiency, while also protecting investor rights [6] - The 2025 operational plan includes advancing domestic and international production base construction to increase global market share and solidify its leading position in the industry [6]

Core Viewpoint - 佛塑科技 plans to acquire 100% of 金力股份 for a total transaction price of 50.8 billion yuan, aiming to enhance its position in the lithium battery separator market [1][2] Group 1: Acquisition Details - 佛塑科技 will pay 46.8 billion yuan in shares and 4 billion yuan in cash for the acquisition of 金力股份 [2] - The acquisition is classified as a major asset restructuring but will not change the control of the listed company [2] - The acquisition is expected to facilitate 佛塑科技's entry into the lithium battery separator market, particularly for electric vehicles and energy storage [2] Group 2: 金力股份 Overview - 金力股份 specializes in the research, production, and sales of lithium battery wet separators and has notable clients including 宁德时代 and 比亚迪 [3] - The company has multiple shareholders, with the current controlling shareholder being 北京华浩世纪投资有限公司 [2] Group 3: Financial Performance and Projections - 金力股份 experienced a revenue increase in 2023-2024, but net profit showed significant volatility, with projected revenue around 2.64 billion yuan in 2024 [4] - The company is expected to achieve net profits of no less than 230 million yuan, 360 million yuan, and 610 million yuan for the years 2025, 2026, and 2027 respectively [5] - The market for lithium battery separators is anticipated to recover, with expectations of increased demand and sales volume exceeding 4.5 billion square meters in 2025 [5]

Core Viewpoint - Enjie Co., Ltd. has released its 2024 ESG report, highlighting compliance with legal regulations and the importance of accurate information disclosure, amidst recent regulatory scrutiny for fundraising management issues [1][5][6]. Group 1: ESG Report Overview - The ESG report consists of 89 pages and covers four main sections: governance principles, caring for the earth, people-oriented approach, and achieving prosperity, with a total of 25 topics [2]. - Ten of these topics, including "product quality and safety," "climate change response," and "risk management and due diligence," are deemed financially significant [2]. Group 2: Regulatory Issues - On April 18, 2024, Enjie received administrative regulatory measures from the Yunnan Securities Regulatory Bureau due to inadequate fundraising management practices, including improper use of raised funds [5]. - The actual controller's family and associated companies received a warning from the Yunnan Securities Regulatory Bureau on July 23, 2024, for inaccurate information disclosure and violations related to shareholding changes [6]. Group 3: Data Disclosure and Accuracy - The report claims compliance with A-share information disclosure regulations, ensuring timely and accurate reporting of significant events to investors [4]. - However, discrepancies were noted in the total greenhouse gas emissions reported, with a difference of 280 tons between the reported total and the sum of direct and indirect emissions [7][8]. - The report did not disclose the employee turnover rate, which is a critical metric for assessing social responsibility [9].

交易完成后， 双方将进行 供应链整合， 佛塑科技也会以 隔膜作 突破点进入新能源行业 ， 2024 年总资产 也会 增长到 179 亿元，营收 也会因此 大幅增加。 去年自下半年起隔膜市场逐渐趋于稳定， 价格止跌， 加之 下游 储能 行业需求扩张，隔膜行业利润 也在稳步回升，起点研究院（ SPIR ） 调研数据显示， 2024 全球锂电池隔膜出货量近 260 亿平，同比增长 26.8% ，其中湿法隔膜出货量 202.1 亿平，占整体出货量重新回 升，主要是因为储能领域 314Ah 电芯逐步替代 280Ah ，而 314Ah 电芯使用湿法隔膜居多。 同时起点研究院（ SPIR ）预计随着下游锂电池出货量的持续增长，将带动 2025 年全球隔膜出货量达 325.3 亿平，同比增长 25.5% 。 风云再起。 起点锂电获悉， 4 月 29 日佛塑科技发布 公告称 ，拟购买袁海朝等 102 名交易对方持有的金力股份 100% 的股份，交易对价合计为 50.8 亿元，其中发行股份 46.8 亿元，现金支付 4 亿元。 隔膜老将用产品赢得肯定 佛塑科技 主要产品是 先进高分子新材料， 细分为 光学薄膜、双向拉伸薄膜、渗析 ...

Core Viewpoint - 佛塑科技 announced a major asset restructuring plan to acquire 100% of 河北金力新能源科技股份有限公司 (金力股份) for a total transaction price of 5.08 billion yuan, which includes issuing shares and cash payments [1][2] Group 1: Acquisition Details - The acquisition price for 金力股份 is set at 5.08 billion yuan, with 4.68 billion yuan paid through share issuance and 400 million yuan in cash [2] - 佛塑科技 plans to raise up to 1 billion yuan from its controlling shareholder, 广新集团, to fund the cash portion of the acquisition and for working capital and debt repayment [1][2] - The acquisition will not involve a restructuring of the listed company or a change in control [2] Group 2: Company Background - 金力股份 specializes in the research, production, and sales of lithium battery wet separators, positioning itself within the high polymer film material sector [2] - The company has notable shareholders including 比亚迪 and 珠海冠宇, and its clients are major players in the lithium-ion battery industry such as 宁德时代 and 亿纬锂能 [2] Group 3: Financial Performance and Projections - 金力股份 is expected to generate approximately 2.64 billion yuan in revenue for 2024, but its net profit is projected to turn from profit to loss due to industry supply-demand imbalances [3] - The company has committed to achieving net profits of no less than 230 million yuan, 360 million yuan, and 610 million yuan for the years 2025, 2026, and 2027, respectively [3] - In the first quarter of this year, 金力股份 returned to profitability, and it is anticipated that the market demand for lithium battery wet separators will continue to grow into 2025 [3]

Group 1 - Foshan Fosptech plans to acquire 100% of Hebei Jinli New Energy Technology Co., Ltd. for a total consideration of 5.08 billion yuan, with 4 billion yuan in cash and 4.68 billion yuan through share issuance [1] - The acquisition aims to enhance Foshan Fosptech's presence in the new energy sector, particularly in lithium battery separators, leveraging Jinli's competitive advantages in product layout and customer resources [2] - Post-transaction, Foshan Fosptech's total assets are expected to increase from 4.796 billion yuan to 17.9 billion yuan, a growth rate of 273.23%, while revenue is projected to rise from 2.228 billion yuan to 4.866 billion yuan, reflecting a growth rate of 118.43% [2] Group 2 - Jinli New Energy holds an 18% market share in China's wet-process separator market, ranking second in the industry, indicating strong competitive positioning [2] - The lithium battery separator industry is experiencing a recovery, with significant growth in shipment volumes, particularly for wet-process separators, which are expected to reach 5.3 billion square meters in Q1 2025, a year-on-year increase of 75% [3] - The transaction is anticipated to improve Jinli's financial structure and profitability by optimizing its debt and enhancing its financing channels through the public company platform [3]

4月23日，锂电池隔膜行业龙头恩捷股份（SZ002812，股价27.97元，市值271.17亿元）发布了2024年度环境、社会及公司 治理（ESG）报告（以下简称"报告"）。报告称，恩捷股份遵守相关法律法规，严格履行上市公司信息披露义务。 值得注意的是，4月18日，恩捷股份因募集资金管理制度不健全等问题，被中国证监会云南监管局采取责令改正行政监管 措施，并记入证券期货市场诚信档案。而早在2024年7月23日，恩捷股份实际控制人李晓明家族及其关联公司就因信披等 问题，收到过云南证监局下发的警示函。 中央财经大学绿色金融国际研究院副院长施懿宸在接受《每日经济新闻》记者采访时表示，对于如实披露实际控制人的负 面信息，很多上市公司缺乏主动性。"因此，明确法规至关重要。只有这样，才能确保信息的真实披露。" 另外，记者发现，报告中温室气体排放总量与分项加总不符，且未公布员工流失率等数据。记者就相关问题向恩捷股份发 去采访函并致电，截至发稿未获回复。 近一年出现两起违规事件 恩捷股份发布的ESG报告共计89页，涵盖了治理原则、关爱地球、以人为本、实现繁荣（产品质量及供应链）四大部分， 共设置了25项议题。 其中，"产品质量 ...

2024年风电叶片销量 ，同比增长10.9%， 全球市占率保持第一 。收入增长主要源于 大兆瓦叶片 技术突破（如全 球最长的147米GW147叶片 及可 回收环氧树脂叶片量产）及海外市场拓展（ 巴西基地 批量交付，筹备海外第二工厂）。但行业价格竞争激烈叠加原材料成本波动，导致毛利率承压。 玻璃纤维及制品业务 | | 2024 年 | 2023 年 | | 本年比 上年増 | 2022 年 | | | --- | --- | --- | --- | --- | --- | --- | | | | | | 漫 | | | | | | 调整前 | 调整后 | 调整后 | 调整前 | 调整后 | | 营业收入 | 23.983.849.999.77 | 25.889.456.590.45 | 25,892,634,285.05 | -7.37% | 25.813.809.327.36 | 25.816.404.520.58 | | (元) | | | | | | | | 归属于上市 公司股东的 净利润 | 891,867,214.26 | 2.224.269.932.32 | 2,223,310,454.87 | - ...

Core Viewpoint - The lithium battery separator industry is facing increased competition and pressure on prices and margins, but companies like Enjie Co., Ltd. are focusing on innovation and diversified strategies to maintain competitiveness and navigate industry cycles [1][2][7]. Group 1: Industry Overview - The lithium battery separator market is experiencing intensified competition due to increased capital influx, leading to price and margin pressures [1]. - The global demand for lithium battery separators is projected to grow significantly, with a forecast of 300 to 325 billion square meters by 2025 and over 4500 GWh of global lithium battery production by 2030 [7]. - The Chinese lithium-ion battery separator shipment volume is expected to increase by 28.6% year-on-year in 2024, reaching 22.75 billion square meters [4]. Group 2: Company Strategy - Enjie Co., Ltd. has established a strong focus on R&D and innovation, developing a unique research system and attracting global talent to meet diverse customer needs [2][3]. - The company has diversified its product offerings and optimized its industrial structure, becoming a leading supplier with the most varied range of lithium battery separator products in the market [4]. - Enjie has formed strategic partnerships with major global battery manufacturers, ensuring its integration into the supply chains of leading companies [8]. Group 3: Technological Advancements - Enjie has made significant technological breakthroughs, including the successful development of all-solid-state sulfide electrolyte membrane products in collaboration with Central South University [5]. - The company is also investing in future technologies, such as solid-state battery materials, positioning itself for the anticipated growth in this area from 2027 to 2032 [4]. Group 4: Market Position and Recognition - Enjie has received multiple awards from major clients, reflecting its strong product quality and innovation capabilities, including recognition from companies like A123 Systems and Guoxuan High-Tech [8]. - The company is committed to sustainable development and green technology innovation, aligning with global carbon neutrality goals and China's dual carbon targets [9].