ENERGY TECHNOLOGY(SZ:002812)2025-09-12 03:06Group 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].