恩捷股份(002812) - 2025年7月16日投资者关系活动记录表

Group 1: Company Overview - Securities Code: 002812, Securities Abbreviation: Enjie Co., Ltd. [1] - Bond Code: 128095, Bond Abbreviation: Enjie Convertible Bond [1] - Company Name: Yunnan Enjie New Materials Co., Ltd. [1] Group 2: Investor Relations Activity - Activity Type: Specific Object Research conducted on July 16, 2025 [2] - Participating Institutions: Huatai Bairui, Morgan Huaxin, Shenwan Hongyuan, among others [2] - Location: Hunan Enjie Conference Room 3 [2] Group 3: Key Technical Insights - Lithium Sulfide Preparation Method: The company chose the carbon thermal reduction method due to its safety and cost-effectiveness [2][3] - Role of Sulfide Solid Electrolyte: Used in composite cathodes and electrolyte membranes, requiring fine particle size and uniform distribution for effective lithium ion transport [3] Group 4: Production and Industrialization Progress - Production Capacity: The company is establishing a pilot production line for sulfide solid electrolyte materials in Yuxi, Yunnan, with a total investment of approximately 250 million CNY [3] - Current Status: The 10-ton pilot line is in equipment debugging phase, with plans for active production [3] - Solid-State Battery Industrialization: The company acknowledges that industrialization will take time and is currently in the early stages without significant revenue generation [3]