11月25日，恩捷股份涨5.59%，截至发稿，报55.38元/股，成交16.72亿元，换手率3.79%，总市值543.95 亿元。 资料显示，云南恩捷新材料股份有限公司位于云南省玉溪市高新区抚仙路125号，成立日期2006年4月5 日，上市日期2016年9月14日，公司主营业务涉及提供各类包装印刷产品、包装制品及服务;锂电池隔离 膜、铝塑膜、水处理膜等业务。主营业务收入构成为：锂电池隔离膜83.64%，无菌包装7.82%，BOPP 薄膜4.75%，其他(补充)3.00%，其他产品0.40%，特种纸0.37%，烟标0.03%。 从基金十大重仓股角度 东吴安享量化混合A（580007）基金经理为谭菁。 截至发稿，谭菁累计任职时间1年158天，现任基金资产总规模12.17亿元，任职期间最佳基金回报 27.49%， 任职期间最差基金回报21.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，东吴基金旗下1只基金重仓恩捷股份。东吴安享量化混合A ...

分红方面，恩捷股份A股上市后累计派现28.25亿元。近三年，累计派现18.74亿元。 资料显示，云南恩捷新材料股份有限公司位于云南省玉溪市高新区抚仙路125号，成立日期2006年4月5 日，上市日期2016年9月14日，公司主营业务涉及提供各类包装印刷产品、包装制品及服务;锂电池隔离 膜、铝塑膜、水处理膜等业务。主营业务收入构成为：锂电池隔离膜83.64%，无菌包装7.82%，BOPP 薄膜4.75%，其他(补充)3.00%，其他产品0.40%，特种纸0.37%，烟标0.03%。 恩捷股份所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：烟标、铝塑膜、锂电池、 固态电池、宁德时代概念等。 截至9月30日，恩捷股份股东户数12.31万，较上期增加22.09%；人均流通股6565股，较上期减少 18.81%。2025年1月-9月，恩捷股份实现营业收入95.43亿元，同比增长27.85%；归母净利润-8632.30万 元，同比减少119.46%。 11月25日，恩捷股份盘中上涨2.00%，截至10:05，报53.50元/股，成交7.31亿元，换手率1.68%，总市值 525.49亿元。 资金流向方面，主 ...

Core Viewpoint - Enjie Co., Ltd. has experienced significant stock price growth this year, with a year-to-date increase of 89.50%, driven by strong market interest and trading activity [1][2]. Group 1: Stock Performance - As of November 18, Enjie Co., Ltd. shares were down 2.02%, trading at 60.62 CNY per share, with a total market capitalization of 59.542 billion CNY [1]. - The stock has seen a trading volume of 1.431 billion CNY, with a turnover rate of 2.78% [1]. - Year-to-date, the stock has risen 89.50%, with a 12.22% increase over the last five trading days, 48.32% over the last 20 days, and 89.02% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Enjie Co., Ltd. reported revenue of 9.543 billion CNY, reflecting a year-on-year growth of 27.85% [2]. - The company recorded a net profit attributable to shareholders of -863.23 million CNY, a decrease of 119.46% year-on-year [2]. Group 3: Business Overview - Enjie Co., Ltd. specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes, with lithium battery separators accounting for 83.64% of its revenue [2]. - The company is classified under the electric equipment and battery chemical industry, with key segments including lithium batteries and new materials [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 22.09% to 123,100, with an average of 6,565 circulating shares per person, down 18.81% [2]. - The company has distributed a total of 2.825 billion CNY in dividends since its A-share listing, with 1.874 billion CNY distributed over the past three years [3].

Core Viewpoint - Enjie Co., Ltd. has experienced significant stock price increases this year, with a year-to-date rise of 96.94% and a recent surge of 23.05% over the past five trading days [2] Financial Performance - For the period from January to September 2025, Enjie Co., Ltd. achieved a revenue of 9.543 billion yuan, representing a year-on-year growth of 27.85%. However, the net profit attributable to shareholders was a loss of 86.32 million yuan, a decrease of 119.46% compared to the previous year [3] Stock Market Activity - As of November 14, Enjie Co., Ltd.'s stock price was 63.00 yuan per share, with a market capitalization of 61.88 billion yuan. The stock saw a trading volume of 988 million yuan and a turnover rate of 1.92% [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on October 31, where it recorded a net purchase of 320 million yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Enjie Co., Ltd. was 123,100, an increase of 22.09% from the previous period. The average number of circulating shares per shareholder was 6,565, a decrease of 18.81% [3] - The company has distributed a total of 2.825 billion yuan in dividends since its A-share listing, with 1.874 billion yuan distributed in the last three years [4] Major Shareholders - As of September 30, 2025, the fourth largest circulating shareholder was Quan Guo Xu Yuan Mixed A, holding 30.5742 million shares, an increase of 3.1429 million shares from the previous period. The fifth largest was Hong Kong Central Clearing Limited, holding 29.277 million shares, a decrease of 1.3124 million shares [4]

Group 1 - The core point of the news is that Enjie Co., Ltd. has seen a stock price increase of 5.05%, reaching 56.75 CNY per share, with a total market capitalization of 557.41 billion CNY [1] - Enjie Co., Ltd. specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes, with lithium battery separators accounting for 83.64% of its main business revenue [1] - The company was established on April 5, 2006, and went public on September 14, 2016 [1] Group 2 - The fund "Agricultural Bank of China Huiri Fund" holds a significant position in Enjie Co., Ltd., with 3.4499 million shares, representing 1.82% of the fund's net value, making it the tenth largest holding [2] - The fund has achieved a year-to-date return of 34.48% and a cumulative return of 200.27% since its inception [2] Group 3 - The fund managers of "Agricultural Bank of China Huiri Fund" are Zuo Tengfei and Xing Junliang, with Zuo having a tenure of 1 year and 281 days and Xing having a tenure of 4 years and 122 days [3] - The total asset size of Zuo's fund is 88.56 billion CNY, with a best return of 55.13% during his tenure [3]

Core Viewpoint - Enjie Co., Ltd. has shown significant stock price growth this year, with a year-to-date increase of 72.65% and a recent surge of 15.40% over the past five trading days, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, Enjie Co., Ltd. achieved a revenue of 9.543 billion yuan, reflecting a year-on-year growth of 27.85%. However, the net profit attributable to shareholders was a loss of 86.32 million yuan, representing a decline of 119.46% compared to the previous year [2]. - The company has distributed a total of 2.825 billion yuan in dividends since its A-share listing, with 1.874 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Enjie Co., Ltd. reached 123,100, an increase of 22.09% from the previous period. The average number of circulating shares per shareholder decreased by 18.81% to 6,565 shares [2]. - The top ten circulating shareholders include notable entities such as Quan Guo Xu Yuan Mixed A and Hong Kong Central Clearing Limited, with changes in their holdings indicating shifts in investor sentiment [3]. Market Activity - Enjie Co., Ltd. has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on October 31, where it recorded a net purchase of 320 million yuan, accounting for 26.03% of the total trading volume [1].

Group 1 - The core viewpoint of the news is that Enjie Co., Ltd. has seen a significant stock price increase of 5.07%, reaching 49.91 CNY per share, with a total market capitalization of 48.32 billion CNY [1] - Enjie Co., Ltd. specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes, with lithium battery separators accounting for 83.64% of its main business revenue [1] - The company was established on April 5, 2006, and went public on September 14, 2016, indicating a well-established presence in the market [1] Group 2 - HSBC Jintrust Fund has a significant holding in Enjie Co., Ltd., with its core growth mixed fund reducing its stake by 766,600 shares, now holding 2.48 million shares, which represents 5.73% of the fund's net value [2] - The fund has achieved a year-to-date return of 45.03%, ranking 1501 out of 8148 in its category, and a one-year return of 30.16%, ranking 2490 out of 8053 [2] - The fund manager, Lu Bin, has been in charge for 6 years and 176 days, with the best fund return during his tenure being 232.18% [3]

Core Insights - Enjie Co., Ltd. has seen its stock price increase for eight consecutive days, with a total gain of 20.99% during this period, currently trading at 48.60 CNY per share [1] - The company specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes, with lithium battery separators accounting for 83.64% of its main business revenue [1] Group 1: Stock Performance - As of the latest report, Enjie Co., Ltd. has a market capitalization of 470.53 billion CNY and a trading volume of 33.02 billion CNY, with a turnover rate of 8.49% [1] - The stock price has shown a consistent upward trend, marking a significant increase over the past week [1] Group 2: Shareholder Insights - The top circulating shareholder is a fund under Quan Guo Fund, which increased its holdings in Enjie Co., Ltd. by 3.14 million shares, bringing its total to 30.57 million shares, representing 3.78% of the circulating shares [2] - The fund has realized a floating profit of approximately 2.58 billion CNY during the eight-day price increase [2] Group 3: Fund Performance - The Quan Guo Xu Yuan Three-Year Holding Period Mixed A Fund ranks Enjie Co., Ltd. as its third-largest holding, with 7.49% of the fund's net value allocated to this stock [3] - The fund has achieved a year-to-date return of 47.46% and a one-year return of 39.42%, indicating strong performance relative to its peers [2]

Core Viewpoint - Enjie Co., Ltd. is a leading global lithium battery separator manufacturer, showcasing strong technological and scale advantages, but faces challenges in profitability despite significant revenue growth in its core business [1][2]. Group 1: Business Performance - In Q3 2025, Enjie reported revenue of 9.543 billion yuan, ranking 10th among 44 companies in the industry, surpassing the industry average of 6.52 billion yuan and median of 4.845 billion yuan, but significantly lower than the top two competitors, Zhongwei Co. (33.297 billion yuan) and Gree (27.498 billion yuan) [2]. - The main business segment, lithium battery separators, generated 4.82 billion yuan, accounting for 83.64% of total revenue [2]. - The net profit for the same period was -113 million yuan, placing the company 30th in the industry, well below the top performers, with the industry average net profit at 198 million yuan [2]. Group 2: Financial Ratios - As of Q3 2025, Enjie's debt-to-asset ratio was 44.78%, an increase from 42.78% year-on-year, but still below the industry average of 51.96% [3]. - The gross profit margin for the same period was 15.90%, down from 20.96% year-on-year, yet higher than the industry average of 10.89% [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 22.09% to 123,100, while the average number of circulating A-shares held per shareholder decreased by 18.81% to 6,565.83 shares [5]. - The top ten circulating shareholders included notable entities such as Quan Guo Xu Yuan and Hong Kong Central Clearing Limited, with varying changes in shareholding [5]. Group 4: Strategic Developments - Enjie is actively expanding into solid-state battery technology, with ongoing projects in Yunnan and Changsha for solid electrolyte and lithium sulfide, respectively [6]. - The company reported a revenue of 5.76 billion yuan in the first half of 2025, reflecting a year-on-year growth of 20.5%, with membrane business revenue accounting for 88.39% of total revenue [6].

Core Viewpoint - Enjie Co., Ltd. has seen a stock price increase of 5.15% on October 29, reaching 43.08 CNY per share, with a total market capitalization of 41.708 billion CNY, indicating a positive market sentiment towards the company [1] Company Overview - Enjie Co., Ltd. was established on April 5, 2006, and went public on September 14, 2016. The company is based in Yuxi City, Yunnan Province, and specializes in various packaging and printing products, lithium battery separators, aluminum-plastic films, and water treatment membranes [1] - The revenue composition of Enjie Co., Ltd. is as follows: lithium battery separators account for 83.64%, sterile packaging 7.82%, BOPP films 4.75%, and other products 3.00% [1] Shareholder Insights - The top circulating shareholder of Enjie Co., Ltd. is the fund "泉果旭源三年持有期混合A" (016709), which held 27.4313 million shares, representing 3.36% of the circulating shares. The fund has gained approximately 57.88 million CNY in floating profit today, with a total floating profit of 21.94 million CNY during the four-day stock price increase [2] - The fund was established on October 18, 2022, with a current scale of 16.329 billion CNY. Year-to-date returns are 46.56%, ranking 1384 out of 8155 in its category [2] Fund Positioning - The fund "泉果旭源三年持有期混合A" (016709) increased its holdings in Enjie Co., Ltd. by 3.1429 million shares in the third quarter, bringing its total to 30.5742 million shares, which constitutes 7.49% of the fund's net value, making it the third-largest holding [3] - The fund has realized a floating profit of approximately 64.51 million CNY today, with a total floating profit of 24.45 million CNY during the recent stock price increase [3]