恩捷股份(002812) - 2023年5月17日投资者关系活动记录表

Group 1: Investor Relations Activities - The company held a specific investor research activity on May 17, 2023, at Wuxi Enjie New Materials Technology Co., Ltd. [2] - Participating institutions included Pacific Asset Management, Junhe Capital, and Yunnan Energy Investment, among others [2]. Group 2: Fundraising and Financials - The total fundraising scale for the current issuance is 7.5 billion RMB, with the issuance price set at 80% of the average price 20 days prior to the issuance date [2]. - The company maintains a cautious financial policy, with sufficient bank credit and a strong operating cash flow that can cover capital expenditures [4]. Group 3: Technology and Product Development - The company is actively involved in the development of sodium-ion batteries and solid-state batteries, emphasizing that the membrane technology will remain foundational, although some materials will change [2][3]. - The company has established partnerships for the development of specialized membranes for semi-solid batteries and is at the forefront of the membrane industry [3]. Group 4: Pricing and Market Strategy - The pricing mechanism for membranes is based on agreements, with international clients being less price-sensitive and more focused on quality assurance [3]. - The company aims to maintain relative stability in product profits while increasing market share during industry growth [3]. Group 5: Production Capacity and Equipment - The company has invested 340 million euros in its Hungarian base, with plans for four membrane production lines and multiple coating lines [4]. - The company is progressing well with self-developed equipment, which is expected to reduce costs and enhance confidentiality [4]. Group 6: Research and Development - The company invested 720 million RMB in R&D last year, significantly exceeding industry averages, and holds over 600 effective patents [5]. - Ongoing product innovations include the development of membranes with a breaking temperature exceeding 200 degrees Celsius, enhancing product safety [5].