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].

Summary of Conference Call Company and Industry Involved - The conference call primarily discusses **Zhongcai Technology** and its various business segments, particularly focusing on the **glass fiber** and **lithium battery separator** industries. Key Points and Arguments Industry Trends and Market Demand - The glass fiber market is experiencing a recovery in prices, which is widely recognized within the industry, with demand continuing to grow [3][15] - The company anticipates that overall profitability will improve as industry demand is expected to release in 2025, aligning with the upward cycle of the industry [1][15] - The demand for low-decay electronic fabrics is increasing, particularly in high-end AI applications, with the company’s production capacity currently unable to meet customer demand [5][32] Pricing and Competition - The company is observing significant price increases in the glass fiber sector, with expectations that the industry may have reached a bottom and is poised for a rebound [8][11] - The competitive landscape is challenging, with only a few companies remaining profitable in the glass fiber market, indicating a potential for price recovery [3][15] - The company is strategically planning to expand its overseas presence to mitigate the impact of tariffs and enhance its market position [4][15] Product Development and Innovation - The company is actively working on new product lines, including second-generation low-decay electronic fabrics, which have a higher technical barrier and longer certification cycles [32][33] - There is a focus on technological innovation and management improvements to reduce costs and enhance competitiveness in the market [10][18] Financial Performance and Projections - The company reported a significant decline in profitability over the past two years, with a 60% drop in earnings, but is optimistic about recovery in 2025 [8][46] - The lithium battery separator segment is expected to see substantial growth, with projected sales reaching 50 billion square meters by 2025, supported by strategic partnerships and market demand [25][30] Strategic Initiatives - The company is enhancing its research and development capabilities, with a focus on carbon fiber and advanced materials, to maintain a competitive edge in the market [17][19] - There is an ongoing effort to integrate operations following mergers, particularly in the blade manufacturing segment, to streamline processes and improve profitability [10][41] Market Dynamics - The company acknowledges the complexities of the current international market, including tariff impacts and competition from new entrants, but remains committed to navigating these challenges [4][15] - The overall market for glass fiber and related products is expected to maintain a growth trajectory, despite facing cyclical overcapacity issues [15][16] Other Important but Possibly Overlooked Content - The company is focused on maintaining long-term value creation for shareholders and investors through strategic management and operational improvements [1][15] - There is a recognition of the need for collaboration with downstream partners to address pricing volatility and market fluctuations [41][42] - The management team emphasizes the importance of customer relationships and strategic partnerships in driving future growth and market share [29][30]

公告显示， 1 月 21 日，公司控股股东香港东风投资集团有限公司（简称"香港东风投资"）与衢州智尚企业管理合伙企业（有限合伙）、衢 州智威企业管理合伙企业（有限合伙）签署了《股份转让协议》，且双方于 3 月 19 签署了《股份转让协议的补充协议》。 公开资料显示，衢州智尚与衢州智威均为衢州工业投资集团控制的合伙企业，而衢州工业投资集团隶属于浙江衢州国资委，主要负责新能源、 新材料、高端装备、集成电路、生命健康等先进制造领域的产业投资。 本次权益变动后，衢州智尚及其一致行动人衢州智威将合计持有公司股份 5.6 亿股，占公司总股本的 29.9% ，衢州智尚将直接持有公司 20% 股份并成为公司控股股东，衢州市国资委将成为公司实际控制人。 3 月 25 日，东峰集团发布《关于控股股东控制权拟发生变更的进展公告》。 目前，博盛新材以广东深圳为研发运营总部，以湖南娄底、江苏盐城两大生产基地为依托，并与鑫瑞科技在广东汕头的生产基地形成有效的协 同发展，形成华南、华东两大生产研发中心的区域化布局，在新能源电池隔膜材料行业具备相应的竞争优势。 东峰集团还在积极优化产业布局，持续延伸产业链。 2023 年 9 月，设立了汕头 ...