证券日报网讯 星源材质10月9日在互动平台回答投资者提问时表示，公司开发的高强度耐热型复合骨架 膜、高孔隙率型骨架膜和高耐热型大孔骨架膜等刚性骨架膜产品都已陆续向头部电池企业送样。公司一 直高度重视知识产权保护，公司所生产的隔膜产品均具备完全自主知识产权或已取得相关知识产权许 可。公司具体经营数据请关注公司在指定信息披露媒体披露的定期报告。 （编辑 袁冠琳） ...

（编辑 袁冠琳） 证券日报网讯 恩捷股份9月29日发布公告，在公司回答调研者提问时表示，由于隔膜行业前期供过于 求，行业整体的产能利用率不高，其中头部企业好一些，因此，行业新增产能节奏较前几年明显放缓， 尤其是今年新增产能更少，而隔膜产能的释放需经历建设、客户验证、产能爬坡等，周期较长，这将大 大有益于未来整个行业的供需格局显著改善。恩捷股份的产能利用率一直以来都是行业领先态势，公司 市场地位稳固，不断提升市场占有率，随着近期下游需求走强，目前产能利用率较高，公司将全力以赴 为全球客户供应高品质的隔膜产品和服务。 ...

Group 1 - The company, Cangzhou Mingzhu, has indicated that its diaphragm products are being applied in semi-solid batteries and are currently in small batch supply [2]

Group 1 - The company, Cangzhou Mingzhu (002108.SZ), has indicated that its diaphragm products are applicable in semi-solid batteries and are currently being supplied in small batches [1]

Group 1 - The company announced on September 16 that its diaphragm products are applicable in semi-solid batteries and are being supplied in small batches [2]

Core Viewpoint - The company reported an increase in sales of diaphragm products in the first half of the year, attributed to the effective release of new production capacity [1] Group 1 - The company announced on September 16 that its diaphragm product sales increased in the first half of the year [1] - The increase in sales is primarily due to the effective release of newly added production capacity [1]

Battery - Anhui Yingli Electronics plans to acquire 77.9385% of Shenzhen Youteli Energy for 468 million yuan to expand into the notebook battery module business, aiming to capitalize on the growing AI PC market which demands higher battery performance and capacity [2] - Dao Technology announced a new generation of silicon-carbon anodes that directly coat single-walled carbon nanotubes on silicon-carbon particles, enhancing performance and reducing application costs, with ongoing R&D and industrialization efforts [2] - Enjie Co. reported stable growth in demand and orders for its separator products, maintaining high capacity utilization and industry-leading quality [3] Equipment - Xian Dao Intelligent has delivered multiple dry mixing coating equipment for solid-state battery production lines to major battery manufacturers, confirming its leading position in solid-state battery equipment [5] - Mannester introduced a dual-sided coating system for solid-state battery electrolytes, achieving high production efficiency and precise control over coating thickness, which enhances battery performance [6] - Huazi Technology has sufficient orders for lithium battery manufacturing equipment and has delivered several semi-solid battery automatic production lines to leading companies, positioning itself for future growth opportunities in solid-state and semi-solid battery technologies [7]

格隆汇9月12日｜恩捷股份11日在接受机构调研时表示，公司隔膜产品品质好，受到众多下游客户的认 可，近期公司的下游客户需求和订单呈现稳定增长态势，目前公司产能利用率较高，处于行业领先水 平。隔膜产品的价格受供需等多种综合因素决定。 ...

Core Insights - The company, Enjie Co., Ltd., has a strong brand advantage in the separator product market, recognized by numerous downstream customers, with stable growth in demand and orders [2] - The company's production capacity utilization is high, leading the industry [2] - Enjie has established two production lines for semi-solid battery separators through its subsidiary Jiangsu Sanhe Battery Materials Technology Co., Ltd., enabling mass production capabilities [2] - In the all-solid-state battery materials sector, the subsidiary Hunan Enjie Frontier New Materials Technology Co., Ltd. focuses on the research and development of high-purity lithium sulfide and sulfide solid electrolytes, with a 10-ton production line already operational [2] - The company is committed to enhancing research and development, market expansion, and deepening cooperation with customers to promote technological advancement in the industry [2] - To improve the ionic conductivity of solid electrolytes, Enjie utilizes doping with elements like bromine in sulfide solid electrolytes, optimizing crystal structure and reducing migration barriers for lithium ions [2] Product Characteristics - The sulfide solid electrolyte developed by Enjie features ultra-low particle size and ultra-high ionic conductivity, creating a significant synergistic effect that supports the development of high-performance solid-state batteries [3]

Group 1: Company Overview - The company is Yunnan Enjie New Materials Co., Ltd., with stock code 002812 and bond code 128095 [1]. Group 2: Investor Relations Activity - The investor relations activity was categorized as a specific object survey, with participation from institutions such as Yin Hua Fund, Ping An Asset, and others [2]. - The meeting took place on September 11, 2025, at the company's headquarters [2]. Group 3: Production Capacity and Market Demand - The current capacity utilization rate is high, indicating a leading position in the industry, with stable growth in downstream customer demand and orders [2]. - The pricing of membrane products is influenced by supply-demand dynamics and market competition, rather than solely by company decisions [2]. Group 4: Solid-State Battery Material Development - The company has two production lines for semi-solid battery membranes, indicating readiness for mass supply [4]. - In the full solid-state battery materials sector, the company has developed high-purity lithium sulfide and solid electrolyte products, with a pilot production line for 10 tons already operational [4]. Group 5: Advantages of Sulfide Electrolytes - The sulfide solid electrolyte produced by the company features ultra-low particle size and high ionic conductivity, which are critical for high-performance solid-state batteries [5]. - The combination of these properties enhances the electrolyte's efficiency and reduces interfacial reactions during battery cycling, improving energy density and cycle stability [5]. Group 6: Technical Breakthroughs - The company has achieved a reduction in particle size of sulfide solid electrolytes from over 15 µm to 300 nm, while maintaining ionic conductivity above 6 mS/cm, which is among the highest in the industry [6]. - This reduction in particle size helps decrease interfacial resistance and enhances battery energy density, addressing issues like lithium dendrite formation [6].