中国经济网北京12月15日讯 恩捷股份(002812.SZ)今日复牌，股价跌停，截至发稿报49.82元，下跌 9.99%。 恩捷股份12月13日披露的发行股份购买资产并募集配套资金预案显示，上市公司拟通过发行股份的 方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名交易对方购买其合计持有的青岛中科华联新 材料股份有限公司（以下简称"中科华联"或"标的公司"）100%股份。本次交易完成后，标的公司将成 为上市公司全资子公司。经交易各方协商，本次发行价格为34.38元/股。 截至预案签署日，标的公司的审计和评估工作尚未完成，本次交易的具体交易价格尚未确定。 同时，上市公司拟向不超过35名符合条件的特定对象发行股份募集配套资金，本次募集配套资金总 额不超过本次交易中以发行股份方式购买资产的交易价格的100%，且募集配套资金发行股份数量不超 过本次发行股份购买资产完成后上市公司股份总数的30%。最终发行数量以深交所审核通过、中国证监 会同意注册的发行数量为限。 本次募集配套资金发行股份采取询价发行的方式，发行价格不低于上市公司募集配套资金定价基准 日前20个交易日上市公司股票交易均价的80%。最终发行价格将在本次 ...

Group 1: Dairy Industry - The dairy sector has shown strong performance, with stocks like Huangshi Group reaching the daily limit [1][3] - On December 13, a national medical insurance conference highlighted the promotion of maternity insurance and long-term care insurance, which is expected to boost demand in the dairy industry [3] - Recent reports indicate that the baby formula industry has faced demand pressure, but policy support is anticipated to restore consumer confidence and demand [3][5] Group 2: Retail Sector - The retail sector has been active, with Baida Group achieving three consecutive daily limits [6][7] - According to the National Bureau of Statistics, the consumer market remains stable, with service consumption growing rapidly, indicating a positive trend in consumption [7] - The government plans to implement actions to boost consumption, focusing on stabilizing employment and enhancing the quality of supply [7] Group 3: Company Specifics - Enjie Co., a leading separator manufacturer, saw its stock price drop significantly after announcing a merger and acquisition deal [8][9] - The company plans to acquire 100% of Qingdao Zhongke Hualian New Materials Co., which specializes in lithium-ion battery separator production [9]

Re-listing - Enjie Co., Ltd. plans to acquire 100% of Zhongke Hualian, a high-tech enterprise specializing in the research and development of wet lithium-ion battery separator production equipment and other polymer material production equipment, leading to the resumption of its stock trading [1] - Guoao Technology's actual controller has changed to Xu Yinghui, resulting in the resumption of its stock trading [2] Capital Increase and Mergers - Tiens Wind Power plans to raise 1.95 billion yuan for the expansion of the Changfeng New Energy Equipment Manufacturing Base and other related projects [3] - Rese Intelligent plans to raise no more than 1.144 billion yuan for the development and industrialization of core components for intelligent equipment motion control and other projects [4] - Tiankang Biological intends to acquire 51% of Xinjiang Qiangdu Animal Husbandry Technology Co., Ltd. for 1.275 billion yuan in cash [5] Share Transfer and Buyback - Maide Medical plans to repurchase shares worth 20 million to 40 million yuan to reduce the company's registered capital [6] - Xice Testing's controlling shareholder Li Zexin intends to transfer 4.22 million shares at a price of 48.59 yuan per share, accounting for 5% [7] - Jintian Titanium Industry is inquiring about a share transfer price of 15.39 yuan per share for a total of 22.6625 million shares [8] External Investment and Daily Operations - Saiyi Information received approval for a major national science and technology project related to intelligent manufacturing systems and robotics [9] - Jiuan Medical's U.S. subsidiary received pre-market notification from the FDA for a home test kit for multiple viruses [10] - Jiazhe New Energy plans to invest in two wind power projects with a total installed capacity of 450 MW and an investment of approximately 2.366 billion yuan [11] - Junshi Biosciences received FDA approval for clinical trials of JS212 for the treatment of advanced malignant solid tumors [12] - Longsheng Technology plans to invest 350 million yuan in an innovative center for embodied intelligent robots [13] - Watson Bio's subsidiary received approval for clinical trials of a freeze-dried shingles virus mRNA vaccine [14] - Greeenmei plans to acquire 16.38% of Henan Circular Technology Industry Group for 400 million yuan [15] - Heng Rui Medicine's HRS9531 injection clinical trial has been approved, with no similar drugs approved globally for the MASH indication [16] - Guodian Power plans to invest 7.218 billion yuan in the expansion of the Guoneng Jianbi Phase 8 project [17] - Guorui Technology's subsidiary won a bid for the "GXLF Project Pump Source" project with a bid of 76 million yuan [18] - Xin Fengming plans to invest 280 million USD in a 360,000-ton functional fiber project in Egypt [19] - Chip Origin terminated the acquisition of 97% of Chip Lai Zhirong [20] - Moore Thread plans to use 7.5 billion yuan of idle raised funds for cash management [21]

Core Viewpoint - Enjie Co., Ltd. plans to acquire 100% of Qingdao Zhongke Hualian New Materials Co., Ltd. through a share issuance, aiming to enhance its production capabilities in the lithium battery separator market while addressing operational pressures and competition in the industry [1][3]. Group 1: Acquisition Details - Enjie intends to issue shares to 63 parties to purchase all shares of Zhongke Hualian and raise matching funds not exceeding 100% of the transaction price [1]. - The share issuance price is set at 34.38 yuan per share, representing a 37.9% discount from the last trading price before suspension [1]. - The specific transaction price is yet to be determined as the audit and evaluation of the target company are still ongoing [1]. Group 2: Zhongke Hualian's Role - Zhongke Hualian is one of the few manufacturers capable of providing complete wet lithium battery separator production lines and is a key supplier for Enjie [2]. - The company has established production bases with a total capacity expected to reach 30 billion square meters by the end of 2026, with plans for further expansion [2]. - Major clients include leading battery manufacturers such as CATL and BYD, with over 80% of its revenue coming from a few key customers, indicating a reliance risk [2]. Group 3: Impact on Enjie - The acquisition will allow Enjie to utilize Zhongke Hualian's production equipment and technology to produce high-performance separators, potentially lowering production costs [2][3]. - Enjie aims to quickly initiate equipment manufacturing and separator production line construction post-acquisition, enhancing its operational efficiency [3]. - The company is also looking to expand its overseas production capabilities to mitigate supply chain risks [3]. Group 4: Financial Performance and Risks - Enjie has faced significant financial challenges, reporting a 36.84% decline in net profit in 2023 and a projected net loss of 5.56 billion yuan in 2024, marking its first loss since going public [3]. - The company reported a revenue increase of 27.85% in the first three quarters of 2025, but net profit showed a loss of 86.32 million yuan, indicating a trend of increasing revenue without corresponding profit [4]. - As of September 30, 2025, Enjie had significant debt levels of 156 billion yuan against cash reserves of only 24.49 billion yuan, highlighting short-term repayment pressures [4].

"隔膜龙头"恩捷股份拟收购中科华联100%股份，股票复牌。 恩捷股份12月12日公告，拟通过发行股份的方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名 交易对方购买其合计持有的青岛中科华联新材料股份有限公司（简称"中科华联"）100%的股份，并募 集配套资金。 截至目前，中科华联的审计和评估工作尚未完成，本次交易的具体交易价格尚未确定。恩捷股份股票将 于12月15日（星期一）开市起复牌。 中科华联成立于2011年，是专业研发、生产和销售湿法锂离子电池隔膜整套生产装备、其他薄膜等高分 子材料生产设备及隔膜制品的高新技术企业，主要客户为锂电池和锂电池隔膜厂商。 据悉，恩捷股份旨在通过本次收购实现产业链上游延伸，构建"设备+材料"的协同优势。公告指出，本 次交易完成后，恩捷股份将实现从隔膜装备到隔膜产品的产业链垂直整合，通过自身在锂电池隔膜领域 的技术优势与中科华联先进装备制造能力的深度融合，进一步释放产能潜力，在提产降本的同时实现产 业链协同与发展共赢。 2025年，恩捷股份相继推出高强度基膜、高浸润基膜以及阻燃隔膜等创新产品。同时，也已提前布局固 态电池领域，硫化物固态电解质十吨级中试产线也已全线贯通。 ...

本报记者李如是 12月12日晚间，云南恩捷新材料股份有限公司(以下简称"恩捷股份（002812）")发布公告称，拟通过发 行股份的方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名交易对方购买其合计持有的青岛中 科华联新材料股份有限公司(以下简称"中科华联")100%的股份，并向不超过35名符合条件的特定对象发 行股份募集配套资金。公司股票将于12月15日开市起复牌。 公告显示，本次交易中，恩捷股份发行股份购买资产的发行股票价格为34.38元/股。截至上述预案签署 日，标的公司的审计和评估工作尚未完成，本次交易的具体交易价格尚未确定。 恩捷股份是全球领先的锂电池隔膜供应商，核心产品是锂电池隔离膜，主要应用于新能源汽车锂电池制 造领域、3C类产品及储能领域。公司不仅在全球产能布局、产品品质、成本效益以及技术研发等方面 具备显著竞争力，更是成功进入了全球绝大多数主流锂电池生产企业的供应链体系，主要客户包括宁德 时代（300750）、中创新航、国轩高科（002074）、亿纬锂能（300014）、比亚迪（002594）、孚能科 技、天津力神等国内主流锂电池企业以及松下、LGES等海外公司，深度绑定多家全球知名电池 ...

Group 1 - The company plans to acquire 100% of Zhongke Hualian's shares through a share issuance to 63 counterparties, while also raising supporting funds by issuing shares to no more than 35 qualified investors [1] - The share issuance price for the asset purchase is set at 34.38 yuan per share, with the fundraising share issuance price not lower than 80% of the average trading price of the company's stock over the 20 trading days prior to the pricing benchmark [1] - Zhongke Hualian is a high-tech enterprise specializing in the R&D, production, and sales of wet lithium-ion battery separator production equipment and other polymer material production equipment, with major clients being lithium battery and separator manufacturers [1] Group 2 - Post-transaction, the company will utilize Zhongke Hualian's separator production equipment and corresponding production technology to manufacture high-performance separator products, thereby reducing production and operational costs [2] - The company, as the largest global supplier of lithium-ion battery separators, has maintained its market leadership for several years, with sufficient order demand and extensive sales channels to effectively promote the sales of Zhongke Hualian's separator products [2] - The stock of the company will resume trading on December 15, 2025 [3]

Group 1 - The company plans to acquire 100% of Zhongke Hualian's shares through a share issuance to 63 counterparties, with the specific transaction price yet to be determined as the audit and evaluation work is still ongoing [1] - Zhongke Hualian's brand, Lanketu, holds approximately 4.5% of the domestic market share in the wet lithium battery separator market, ranking sixth in the industry as of 2024 [1] - The acquisition is expected to enhance the company's existing separator product matrix, improve advanced capacity layout, and accelerate capacity expansion and performance release if sufficient construction funds are secured [1] Group 2 - Zhongke Hualian is a leading domestic manufacturer of lithium battery separator production equipment, having developed a complete set of separator production equipment over more than ten years [2] - The technical advantages of Zhongke Hualian's separator production equipment include high annual production capacity per line, basic localization of core components, and the ability to quickly switch production lines [2] - Post-acquisition, the company will utilize Zhongke Hualian's production equipment and technology to produce high-performance separators, thereby reducing production and operational costs [2]

恩捷股份（002812）(002812.SZ)披露发行股份购买资产并募集配套资金预案，公司拟通过发行股份的 方式向郅立鹏、青岛众智达、陈继朝、杨波、袁军等共63名交易对方购买其合计持有的中科华联100% 的股份，并向不超过35名符合条件的特定对象发行股份募集配套资金。本次交易的具体交易价格尚未确 定。 据悉，发行股份购买资产发行价格确定为34.38元/股，发行股份募集配套资金发行价格将不低于定价基 准日前20个交易日上市公司股票交易均价的80%。 公告显示，标的公司是专业研发、生产和销售湿法锂离子电池隔膜整套生产装备、其他薄膜等高分子材 料生产设备及隔膜制品的高新技术企业，主要客户为锂电池和锂电池隔膜厂商。隔膜生产装备方面，标 的公司作为国内领先的锂电池隔膜生产装备制造商，自2013年第一条锂电池隔膜生产演示线调试成功以 来，自主研发隔膜整套生产装备已超十年，湿法锂电池隔膜生产线荣获国内首台(套)重大技术装备称 号。标的公司隔膜生产装备技术优势包括单线年产能高、产线核心零部件已基本实现国产化替代、自主 开发隔膜管理系统和可快速切换产品线等。 交易完成后，上市公司可直接使用标的公司的隔膜生产装备及相应的生产工艺 ...

| 倒计时8天 | | --- | | 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 | | &起点研究十周年庆典 | | 2025起点用户侧储能及电池技术论坛 | | 活动主题： 新周期 新技术 新生态 | | 活动时间： 2025年12月18-19日 | | 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 | | 镇沙井路118号） | | 主办单位： 起点锂电、起点储能、起点研究院SPIR | | 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 | | 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ | | 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ | 12 月 10 日，佛塑科技（ SZ:000973 ）公告， 发行股份及支付现金收购金力股份 100% 股份于 12 月 9 日深交所过会通过。 据佛塑科技此前发布的公告显示，本次交易对价合计为 50.8 亿元，其中支付现金的金额为 ...