高纯硫化锂

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恩捷股份:公司在半固态电池材料和固态电池材料领域也有长期的关注和投入
Zheng Quan Ri Bao Zhi Sheng· 2025-09-29 09:09
(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,目前市场普遍认为固态电池 包括半固态电池和全固态电池,但半固态电池的结构实际上与液态电池一样,仍需要正极、负极、电解 液和隔膜。公司认为,半固态电池是走向全固态电池的过渡产品;而全固态电池,从原材料和工艺等与 液态电池不一样,目前处于产业发展初期,成本也较高,未来全固态电池将会更多应用于"三深"(深 空、深海、深地)等领域,与现有的液态电池、半固态电池长期共存。公司在半固态电池材料和固态电 池材料领域也有长期的关注和投入,在半固态电池隔膜业务布局方面,公司下属控股子公司江苏三合电 池材料科技有限公司具备半固态电池隔膜量产供应能力,公司在积极开拓市场。在全固态电池材料布局 方面,公司下属控股子公司湖南恩捷前沿新材料科技有限公司专注高纯硫化锂、硫化物固态电解质和硫 化物固态电解质膜产品的研发和布局,高纯硫化锂产品的中试线已经搭建完成,固态电解质10吨级产线 已经投产,具备出货能力,已在玉溪规划千吨级产线。公司将继续投入研发,积极开拓市场,加深与客 户的合作和技术交流,推动行业技术发展。 ...
恩捷股份(002812) - 2025年9月26日投资者关系活动记录表
2025-09-29 01:20
3、公司怎么看待固态电池的发展? 目前市场普遍认为固态电池包括半固态电池和全固态电池,但半固态电池的结 构实际上与液态电池一样,仍需要正极、负极、电解液和隔膜。公司认为,半固态 电池是走向全固态电池的过渡产品;而全固态电池,从原材料和工艺等与液态电池 不一样,目前处于产业发展初期,成本也较高,未来全固态电池将会更多应用于"三 深"(深空、深海、深地)等领域,与现有的液态电池、半固态电池长期共存。公 司在半固态电池材料和固态电池材料领域也有长期的关注和投入,在半固态电池隔 膜业务布局方面,公司下属控股子公司江苏三合电池材料科技有限公司具备半固态 电池隔膜量产供应能力,公司在积极开拓市场。在全固态电池材料布局方面,公司 下属控股子公司湖南恩捷前沿新材料科技有限公司专注高纯硫化锂、硫化物固态电 解质和硫化物固态电解质膜产品的研发和布局,高纯硫化锂产品的中试线已经搭建 完成,固态电解质 10 吨级产线已经投产,具备出货能力,已在玉溪规划千吨级产线。 公司将继续投入研发,积极开拓市场,加深与客户的合作和技术交流,推动行业技 术发展。 4、公司在固态材料的优势? 首先,得益于公司扎实的研发能力和全链式的"垂直"创新体系, ...
恩捷股份:高纯硫化锂产品的中试线已经搭建完成,固态电解质10吨级产线已经投产
Zheng Quan Ri Bao Wang· 2025-09-17 09:41
Core Viewpoint - The company is actively expanding its business in semi-solid and all-solid-state battery materials, demonstrating significant production capabilities and ongoing market development efforts [1] Group 1: Semi-Solid Battery Separator Business - The company's subsidiary, Jiangsu Sanhe Battery Materials Technology Co., Ltd., has the capacity for mass production of semi-solid battery separators [1] - The company is actively exploring market opportunities in this segment [1] Group 2: All-Solid-State Battery Materials - The company's subsidiary, Hunan Enjie Frontier New Materials Technology Co., Ltd., focuses on the research and development of high-purity lithium sulfide, sulfide solid electrolytes, and sulfide solid electrolyte films [1] - A pilot production line for high-purity lithium sulfide has been established, and a 10-ton production line for solid electrolytes has been put into operation, indicating readiness for shipment [1] - The company has plans for a thousand-ton production line in Yuxi, further enhancing its production capabilities [1] Group 3: R&D and Market Development - The company will continue to invest in research and development, deepen cooperation with customers, and enhance technical exchanges to promote industry technological advancement [1]
恩捷股份(002812) - 2025年9月16日投资者关系活动记录表
2025-09-17 01:34
证券代码:002812 证券简称:恩捷股份 债券代码:128095 债券简称:恩捷转债 云南恩捷新材料股份有限公司 投资者关系活动记录表 编号:2025-011 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名 | 嘉实基金、Bernstein、Qatar Investment Authority、Capital international | | 称及人员姓 | Investors、Munro lnvestment、Carrhae Capital LLP、Springs Capital(Hong Kong) | | 名 | Ltd 等机构 | | 时间 | 2025 年 9 月 16 日 | | 地点 | 上海恩捷行政楼 | | 上市公司接 | 恩捷股份副总经理禹雪、投资者关系经理徐晶晶 | | 待人员姓名 | | | | 公司就投资者以下问题进行回复: | | | 1、公司海外市场优势? | | | 公司有海外产能、众多海外客户 ...
固态电池行业周报(第十四期):先导智能干法设备成功交付降本超15%,恩捷股份10吨级的固态电解质产线已投产 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-15 03:35
Group 1 - The solid-state battery index increased by 2.6% from September 8 to September 12, with a cumulative increase of 51.7% expected by 2025, while the CSI 300 index rose by 14.9% during the same period [1][3] - Average increase of 2.5% was observed among solid-state battery-related stocks, with significant gains in the battery supply chain, particularly in cathodes and electrolytes (+5.6%) and conductive agents (+3.9%) [1][3] - Enjie Co., Ltd. announced the completion of small-scale production capacity for high-purity lithium sulfide and the establishment of a 10-ton solid electrolyte production line, which is now operational and capable of shipping [2][3] Group 2 - Haimeixing successfully delivered dry-process equipment that reduces costs by over 15%, and has received a 4 billion yuan order for 2GWh solid-state battery production equipment, marking a significant milestone in the industry [2] - Recent tests of the Mercedes EQS equipped with solid-state batteries demonstrated a range of 137 kilometers remaining after a 1205-kilometer journey, setting a new record for the Vision EQXX concept car [2] - The solid-state battery sector is transitioning from laboratory testing to mass production validation, with expectations for small-scale vehicle trials by the end of 2025 and widespread trials in 2026-2027 [2] Group 3 - The top five gainers in the solid-state battery sector included Tianji Co. (+28.8%), *ST Weir (+27.6%), Xiamen Tungsten (+26.8%), Enjie Co. (+16.8%), and Jinyinhai (+16.1%) [3] - The five largest decliners were Jinlongyu (-11.1%), Zhongke Electric (-10.6%), Changyang Technology (-8.9%), Haichen Pharmaceutical (-7.6%), and Funeng Technology (-7.0%) [4]
恩捷股份:近期下游客户需求和订单呈现稳定增长态势
Ju Chao Zi Xun· 2025-09-12 03:29
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]
恩捷股份(002812) - 2025年9月11日投资者关系活动记录表
2025-09-12 03:06
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].
华盛锂电2025年中报简析:增收不增利,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-28 22:59
Financial Performance - The company reported a total revenue of 350 million yuan for the first half of 2025, representing a year-on-year increase of 72.02% [1] - The net profit attributable to shareholders was -72.73 million yuan, a slight decrease of 0.3% compared to the previous year [1] - The gross margin improved significantly, with an increase of 85.23%, while the net margin increased by 41.14% [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 46.54 million yuan, accounting for 13.3% of revenue, a decrease of 31.62% year-on-year [1] - The company experienced a significant decline in operating cash flow per share, which was -1.15 yuan, a decrease of 254.98% year-on-year [1] Business Model and Market Position - The company's business model relies heavily on capital expenditures, necessitating close monitoring of the effectiveness of these investments [3] - The company has a healthy cash asset position, but its historical financial performance indicates a fragile business model with two years of losses since its listing [3] Environmental and Production Efficiency - The company has established comprehensive waste treatment facilities, significantly reducing costs and achieving green production [4] - The company has developed proprietary technology for the industrial production of triethylamine, reducing consumption by over 85% [4] Product and Market Dynamics - The demand for the company's additives in electrolyte solutions varies based on battery manufacturers' specifications, with additive content typically ranging from 2% to 10% [4] - The market for VC and FEC additives has shifted to a surplus situation, leading to a decline in sales prices, which are influenced by supply-demand dynamics and raw material costs [4] Research and Development - The company is actively researching solid-state battery materials and has completed laboratory trials for various solid-state and semi-solid battery compatible materials [5] - Future updates on the development and mass production plans for these materials will be disclosed in accordance with relevant regulations [5]
恩捷股份(002812) - 2025年8月19日投资者关系活动记录表
2025-08-20 10:24
Group 1: Company Performance and Capacity Utilization - The company's capacity utilization rate is at an industry-leading level, with a healthy financial status [2][4] - High capacity utilization effectively reduces production downtime and associated costs, maintaining a competitive edge [4] Group 2: Market Trends and Product Development - The company anticipates a shift from price competition to high-quality competition in the lithium battery separator industry, influenced by supply-demand dynamics and product structure [2][3] - The second-generation 5μm high-strength membrane has been launched, enhancing battery energy capacity by reducing inactive material volume [3] - The subsidiary Jiangsu Sanhe has achieved mass production capability for semi-solid battery separators, while Hunan Enjie focuses on solid-state battery material R&D [3] Group 3: Future Strategies and Cost Efficiency - The company is actively expanding its market presence in the semi-solid battery separator sector, with two production lines already established [3] - Ongoing investments in R&D and global customer partnerships are aimed at further cost reduction and efficiency improvements [4][5]
6大固态电池上市公司披露最新进展
DT新材料· 2025-08-14 16:04
Core Viewpoint - The article highlights the rapid advancements and developments in the solid-state battery sector by various listed companies, indicating a strong push towards commercialization and increased energy density in battery technology [2][3][4][5]. Group 1: Company Developments - Penghui Energy has improved the energy density of its solid-state batteries from 280Wh/kg to 320Wh/kg and is on track to complete its pilot production line by September 2025, targeting applications in electric vehicles and consumer electronics [2]. - Guoxuan High-Tech has achieved a 90% yield rate for its solid-state battery pilot line and is designing a 2GWh production line, with energy density reaching 350Wh/kg and a range of 1000 kilometers on a single charge [2]. - Del Technology has established a sample production line in Shanghai and aims to develop a third-generation solid-state battery with an energy density exceeding 400Wh/kg [3]. - Enjie Co. is focusing on high-purity lithium sulfide and solid electrolyte materials, with pilot lines established but no significant revenue generated yet [4]. - Taihe Technology is in the pilot stage for several solid-state battery projects, including lithium sulfide and solid electrolytes [4]. - Daoshih Technology has formed a strategic partnership with Zhuhai Guanyu to collaborate on lithium-ion and solid-state battery materials, enhancing production capabilities [4]. Group 2: Industry Trends and Market Outlook - The solid-state battery industry is expected to see significant advancements, with pilot lines launching in 2025-2026 and small-scale production by 2027, followed by broader applications in high-value sectors by 2030 [5]. - The market for solid-state batteries is projected to grow from approximately 7GWh in 2024 to over 65GWh by 2030, driven by the conclusion of key projects and increasing demand [5]. - The shift towards sulfide-based solid electrolytes is noted as a major trend in material development for solid-state batteries, moving away from earlier diverse approaches [5].