恩捷股份(002812) - 恩捷股份调研活动信息

Group 1: Company Overview - Yunnan Enjie New Materials Co., Ltd. has over 20 years of industry experience and a robust governance structure [1][2] - The company is a leader in the lithium battery separator industry, focusing on the new energy sector [3][4] Group 2: Recent Developments - The company announced that the Chairman and Vice Chairman are under residential surveillance, with ongoing investigations [2][3] - Management emphasized the importance of maintaining strategic direction and operational efficiency during this period [3] Group 3: Operational Performance - The company achieved good results in the first three quarters of the year and is confident in meeting annual performance targets [3] - Production and delivery are proceeding normally, with strong demand from core domestic and international customers [3] Group 4: Future Plans and R&D - The company is preparing for continued growth in the lithium battery separator market, with expectations of increased demand in 2023 [3][4] - Future R&D will focus on four main areas: lightweight separators, safety enhancements, targeted separator development for new battery technologies, and cost reduction through innovative processes [4] - The company has established a comprehensive internal governance mechanism and is committed to advancing ongoing projects as planned [4]