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~ 本文来源：企业公告 锂电隔膜龙头恩捷股份日前晚间公告称， 公司拟以发行股份等方式，购买青岛中科华联新材料股份有 限公司（简称"中科华联"）100%股权并募集配套资金。公司股票自12月1日开市时起停牌。 中科华联 成立于2011年11月11日，主营业务包括 湿法PE隔膜、BOPET、PI隔膜、质子交换膜、高 强纤维等新材料整套生产装备的研发、生产和销售，提供整条自动化生产线解决方案，涵盖后续的设备 安装、调试、技术培训及售后维护、技术指导等全方位服务。 本次交易事项尚处于筹划阶段， 初步确定的交易对方为中科华联的全部股东。 公司与本次交易的部分 主要交易对方已签署了《关于收购青岛中科华联新材料股份有限公司股份之意向协议》，初步达成购买 资产的意向。 恩捷股份 预计在不超过10个交易日的时间内披露本次交易方案，即在12月15日前按照《公开发行证 券的公司信息披露内容与格式准则第26号——上市公司重大资产重组》的要求披露相关信息。若公司 未能在上述期限内召开董事会审议并披露交易方案，公司股票最晚将于12月15日开市起复牌并终 ...

锂电隔膜龙头恩捷股份(002812)拟购买中科华联100%股权，股票停牌。 11月30日晚间，恩捷股份公告称，公司正在筹划发行股份购买青岛中科华联新材料股份有限公司(以下 简称"中科华联") 100%股权，同时拟募集配套资金。 鉴于相关事项尚存在不确定性，为维护投资者利益，避免对公司证券交易造成重大影响，公司股票自 2025年12月1日开市时起开始停牌。恩捷股份预计将在不超过10个交易日的时间内（即2025年12月15日 前）披露交易方案。 当前，恩捷股份锂离子电池隔膜市场份额居全球之首，在生产规模、成本控制、市场拓展等方面均具备 优势，已进入LGES、松下、法国ACC、Ultium Cells、海外某大型车企、宁德时代、中创新航、亿纬锂 能、国轩高科等国内外知名锂电池厂商供应链。 现阶段，隔膜行业市场竞争加剧，整体盈利承压。恩捷股份积极调整市场策略，在巩固国内份额的同 时，不断加大海外市场开拓力度，并取得不错成效。今年第三季度，公司实现营业收入37.8亿元，环比 增长24.59%；净利润679万元，环比转正；单季毛利率为16.46%，环比提升2.37个百分点。 近日，恩捷股份在接待机构调研中表示，公司目前在 ...

Group 1 - The core point of the news is that Enjie Co., Ltd. is planning to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. and will suspend its stock trading starting December 1, 2025, to protect investor interests due to uncertainties surrounding the transaction [1] - Enjie Co., Ltd. is a leading company in the lithium-ion battery separator market, with a significant market share and advantages in production scale, cost control, and market expansion [2] - The company has established a strong supply chain with well-known domestic and international battery manufacturers, including LG ES, Panasonic, and CATL [2] Group 2 - The separator industry is facing intensified competition, leading to pressure on overall profitability, prompting Enjie Co., Ltd. to adjust its market strategy to strengthen its domestic market share while expanding overseas [2] - In Q3, the company reported a revenue of 3.78 billion yuan, a quarter-on-quarter increase of 24.59%, and a net profit of 6.79 million yuan, marking a return to profitability [2] - Enjie Co., Ltd. anticipates a gradual recovery in separator product prices due to reduced new capacity in the industry and stable demand from energy storage and power batteries [3]

Group 1 - The core point of the news is that Enjie Co., Ltd. plans to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. through share issuance and related fundraising, which is expected to enhance its main business [1] - The acquisition is in the planning stage, with preliminary agreements signed with some major shareholders of Zhongke Hualian, and the company’s stock will be suspended from trading starting December 1 [1] - Zhongke Hualian, established in 2011 with a registered capital of approximately 206 million yuan, specializes in the R&D, production, and sales of various new materials, including wet-process PE separators and high-strength fibers [1] Group 2 - Enjie Co., Ltd. has three main product categories: membrane products (lithium battery separators, BOPP films), packaging printing products, and packaging products [2] - The company is a global leader in the production of wet-process lithium-ion battery separators, with significant market share and major clients including CATL, BYD, and Panasonic [2] - For the first three quarters of the year, Enjie reported revenue of 9.543 billion yuan, a year-on-year increase of 27.85%, but a net loss of 86.32 million yuan, a decline of 119.46% [2] Group 3 - Despite the decline in net profit, several institutions remain optimistic about Enjie's future development, predicting a turnaround in performance starting in 2026 as price increases begin to materialize [3] - The company anticipates that the supply-demand relationship in the separator industry will gradually balance, with limited new capacity from smaller enterprises, leading to increased market concentration [3]

倒计时18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）二楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力 智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中 天和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特等 11月30日，恩捷股份（002812）披露公告称，公司拟以发行股份等方式购买青岛中科华联新材料股份有限公司（以下简称"中科华联"） 100%股权并募集配套资金。公司股票自12月1日 ...

Core Viewpoint - Enjie Co., Ltd. plans to acquire 100% equity of Qingdao Zhongke Hualian New Materials Co., Ltd. through a share issuance and raise supporting funds, with stock suspension starting from December 1 [1] Company Summary - Enjie Co., Ltd. will disclose the transaction plan within 10 trading days, specifically by December 15 [1] - If the board meeting to review and disclose the transaction plan does not occur within the specified timeframe, the company's securities will resume trading on December 15 and terminate the related planning [1] Industry Summary - Zhongke Hualian specializes in the R&D, production, and sales of various new materials, including wet-process PE separators, BOPET, PI separators, proton exchange membranes, and high-strength fibers [1] - The company provides comprehensive solutions for automated production lines, including equipment installation, debugging, technical training, after-sales maintenance, and technical guidance [1]