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 ...

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]

今天分享的是：2025年中国塑料软包装行业发展现状及趋势 报告共计：36页 中国塑料软包装行业发展现状及趋势总结 该文档围绕中国塑料软包装行业展开全面分析，详细阐述了行业现状、区域分布、供需情况，并预判了未来发展方向与市场走势，核心内容总结如下： 1. 行业基础概况 中国塑料软包装 行业发展现状及趋势 塑料软包装以PP、PE、PVC等树脂为原料，经双向拉伸、流延等工艺制成BOPP、BOPET等多种薄膜，广泛应用于食品、医药、服装等领域。产品通常由基 层、功能层和热封层复合而成，不同终端产品对薄膜的阻隔性、耐高温等性能要求各异，如巧克力包装需重点满足阻隔和避光需求。包装按硬度可分为硬包 装和软包装，按基材则涵盖塑料、纸、金属等多种类型，其中塑料包装在终端应用中占据重要地位。 2. 行业现状 价格方面，2020 - 2025年塑料薄膜价格先涨后跌，2025年整体下移，BOPA价格居首。毛利情况不容乐观，近五年持续收窄，2024年整体转负，2025年全品 类毛利均为负值，BOPA亏损最严重。地域分布上，行业集中于华东、华南、华北，江浙、广东等地为核心产区，近年华中、西南新增产线逐步填补空缺。 供应端持续扩能，202 ...

基础化工 超配（维持） 基础化工行业双周报（2025/10/31-2025/11/13） 10 月份化学原料和化学制品制造业增加值同比增长 7.1% 2025 年 11 月 14 日 分析师：苏治彬 SAC 执业证书编号： S0340523080001 电话：0769-22110925 邮箱： suzhibin@dgzq.com.cn 行业指数走势 资料来源：iFinD，东莞证券研究所 相关报告 ◼ 行情回顾：截至11月13日，近两周申万基础化工指数上涨8.4%，跑赢沪 深300指数8.5个百分点，在31个申万行业中排第1名；年初至今，申万基 础化工指数上涨35.9%，跑赢沪深300指数16.4个百分点，在31个申万行 业中排第6名。 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 行 业 周 报 行 业 研 究 证 券 研 究 报 告 投资要点： | 图 | 1：近两周 31 个申万行业指数涨跌幅情况（单位：%）（截至 | | | 11 | 月 | 13 | 日） | 3 | | --- | --- | -- ...

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry, expecting the industry index to outperform the market index by over 10% in the next six months [32]. Core Insights - As of October 30, the Shenwan Basic Chemical Index increased by 2.0% over the past two weeks, outperforming the CSI 300 Index by 0.1 percentage points, ranking 9th among 31 Shenwan industries. Year-to-date, the index has risen by 25.4%, surpassing the CSI 300 Index by 5.7 percentage points, ranking 7th among 31 industries [5][12]. - Among the sub-sectors, five saw gains, with the agricultural chemical products sector up 3.9%, non-metallic materials up 2.4%, plastics up 1.9%, chemical products up 1.8%, and chemical raw materials up 1.5%. The chemical fiber and rubber sectors experienced declines of 0.4% and 0.2%, respectively [5][13]. - Of the 403 listed companies in the Shenwan Basic Chemical Index, 151 saw stock price increases, with notable gains from Daoshengtianhe (284.6%), Shangwei New Materials (40.7%), and Pioneer New Materials (40.5%). Conversely, 242 companies experienced declines, with significant drops from Xinong Co. (-24.9%), Shanshui Technology (-16.0%), and Brothers Technology (-13.0%) [5][14]. Summary by Sections Market Review - The Shenwan Basic Chemical Index has shown strong performance, with a year-to-date increase of 25.4% and a recent two-week increase of 2.0%, indicating robust market conditions [5][12]. Chemical Product Price Trends - Recent price movements include increases in hydrochloric acid (+4.37%), DMF (+0.64%), synthetic ammonia (+0.65%), and urea (+0.44%). Notably, dichloropropane saw a significant drop of -11.76% [20][21]. Key Industry News - The report highlights significant developments, including the construction of a biomass-based FDCA production line by China Chemical Engineering, marking a breakthrough in bio-based materials [5][26]. - BASF and Sinopec have established a mutual recognition framework for carbon footprint accounting methods, enhancing data trust between domestic and international enterprises [5][26]. Industry Weekly Perspective - The report discusses the challenges faced by the coal-based industry in the coal triangle region, which relies heavily on coal resources for economic development. The industry accounts for approximately 20.3% of the industrial GDP in the area, indicating a need for strategic planning towards decarbonization and alternative industry development [5][28]. - The report also notes that the refrigerant market has seen price increases due to supply constraints, benefiting companies like Sanmei Co. and Juhua Co., which reported significant profit growth in the first three quarters [5][28]. Recommended Stocks - The report suggests focusing on Sanmei Co. (603379) and Juhua Co. (600160) due to their strong market positions and growth potential in the fluorochemical sector [5][29].

聚酯数据周报 国泰君安期货研究所·贺晓勤（高级分析师），钱嘉寅（联系人） 投资咨询从业资格号：Z0017709 期货从业资格号：F03124480 日期：2025年5月25日 Guotai Junan Futures all rights reserved, please do not reprint 观点汇总：供应偏紧，月差维持强势格局 单边短期趋势仍偏强。月差仍偏强。多PX空PTA持有。关注PX-MX价差回归。本周辽阳石化75万吨 PX装置停车检修10天，东营威联200万吨、中金石化、浙石化提负荷，整体国内PX负荷提升至78% （+3.9%），下周PX装置负荷将继续小幅回升。需求方面，虹港石化新装置即将投产。PX供需格局 偏紧，继续维持多PX空石脑油/PTA操作。 维持上周观点，单边趋势仍偏强，PTA加工费压缩头寸继续持有。月差中期仍然是逢低做多的思路。 供需双增，但仍是去库格局。PTA装置负荷提升至77.7%（+0.8%）。长丝工厂降负荷，整体聚酯负 荷降至94%，按照计划，如果长丝整体降负15%，未来聚酯工厂负荷下调至90%。但PTA6-7月份福 海创等装置检修仍存，仍然是去库格局。PTA月差仍将偏强 ...