002812 Yunnan Energy New MaterialWatchlist
Yunnan Energy New Material News
Enjie Co., Ltd. (002812SZ) has repurchased a total of 997,900 shares at a cost of 60.17 million yuan
Enjie Co., Ltd. (002812.SZ) announced that as of November 30, 2023, the company has repurchased a total of 9 shares...
Enjie Co., Ltd. (002812.SZ): The initial repurchase of 490.87 million shares involved a capital of 3 012,400 yuan
On November 23|Enjie Co., Ltd. (002812.SZ) announced that on November 23, 2023, the company first repurchased the company's shares through a special repurchase securities account through centralized bidding transactions. The number of shares repurchased was 498.71 million shares, accounting for 0.0502% of the company's total share capital as of November 22, 2023. The maximum transaction price was 61.44 yuan/share, and the minimum transaction price was 60.81 yuan/share. The total amount paid was 3 012,400 yuan (excluding transaction fees).
Lithium Carbonate Has Collapsed: The Bears Are Freaking Out
Has the new energy bottomed out?
The decline is ferocious! Lithium carbonate futures and spot prices experienced a “double kill”, and leading lithium mining companies “lost a lot of blood” in stock prices during the year
The price of lithium is in a big dive
Enjie Co., Ltd. (002812): Shipments are higher than the growth rate of the industry, exchange disturbances, and profits are under pressure
Event description Enjie Co., Ltd. released its 2023 three-quarter report. 2023Q3 achieved revenue of 3,525 billion yuan, an increase of 0.05% over the previous year and an increase of 17.50% over the previous year. Net profit of the mother was 749 million yuan, a year-on-year decline of 37
Enjie Co., Ltd. (002812.SZ): The company is actively investing in dry membrane projects
On November 12, Gelonghui Co., Ltd. (002812.SZ) stated on the investor interactive platform that the company's lithium battery insulation film can be applied to energy storage, power and consumer lithium batteries, and the company is actively investing in dry diaphragm projects to better meet the growing demand for diaphragm products in the future energy storage market.
Express News | Enjie Co., Ltd.: The export volume of diaphragms and overseas revenue are growing
Oriental Securities: The profit bottom of the lithium battery industry chain shows that the medium to long term is expected to fully benefit from global electrification growth space
As the tail ends clear and expansion slows down, the profit of the lithium battery industry chain is expected to come out of the bottom.
[BT Financial Report Instantaneous Analysis] Enjie Co., Ltd.'s 2023 three-quarter report reveals: A financial perspective behind the steady growth of leading lithium battery separators
As an important part of the new energy vehicle and lithium battery industry, Enjie Co., Ltd. (stock code: 002812) has attracted widespread market attention with its leading position in the field of lithium-ion battery separators in the world. The company's products are not only widely used in fields such as new energy vehicles and lithium batteries, but also cover various industries such as cigarettes, food and beverage, printing, etc., showing the company's diversified market layout. According to the 2023 three-quarter report data, the global competitiveness of Enjie Co., Ltd. in terms of production capacity scale, product quality, cost efficiency and technology research and development continues to increase, and diaphragm production capacity and shipment volume remain the world leader. From the balance sheet
Enjie Co., Ltd. (002812): Performance meets expectations and stabilizes profit levels in parallel
Maintain an increase in holdings rating. Due to increased competition for diaphragms, we lowered our forecast for the company's 2023-2025 EPS to 3.04 (-0.72) /3.42 (-1.54) /3.86 (-2.30) yuan. References are comparable
Key new energy storage projects in Zhuhai have been signed centrally, and projects such as Penghui Energy and Enjie Co., Ltd. have been implemented
Gelonghui, November 8 | At the Energy and Electronics Industry Development Conference held today, Zhuhai completed the signing of key new energy storage projects. Projects include Jiangsu Haisida's annual output of 6 GWh energy storage battery project, Guangdong Hongjun 7.2 GW heterojunction new high-efficiency battery project, Penghui Energy's 10 GWh energy storage battery and industrial and commercial energy storage system integration project, Enjie New Materials Phase III project, and the Hibertex Energy Storage System Intelligent Industrial Base project. According to reports, from January to September this year, the output value of the city's new energy storage industry was about 14.1 billion yuan, an increase of 24% over the previous year, and the installed capacity increased by 33,000 kilowatts, an increase of 2.3 times over the previous year.
Enjie Co., Ltd. (002812): Q3 performance is in line with expectations, utilization rate has been restored
Company announcement: In the first three quarters of 2023, the company achieved revenue, return and non-net profit of 9.093 billion yuan, 2.145 billion yuan, and 2,053 billion yuan respectively, down 2%, 33%, and 34% year-on-year respectively. Among them, Q3
Enjie Co., Ltd. (002812): Q3 diaphragm average price and declining gross margin performance are in line with expectations
Event description Event: On October 31, Enjie Co., Ltd. released its 2023 three-quarter report. The company achieved operating income of 3.53 billion yuan in Q3 of 2023, +0.05% over the same period last year, and realized net profit of 750 million yuan.
Deep* Company* Enjie Shares (002812): Q3 production and sales continued to grow, short-term fluctuations did not change long-term competitiveness
The company released its three-quarter report for 2023, achieving net profit of 2.154 billion yuan in the first three quarters; the company continued to reduce costs and increase efficiency; overseas markets continued to expand, and new product development efforts increased; and maintained an increase in holdings rating. Key points supporting ratings 202
Enjie Co., Ltd. (002812): Q3 performance is in line with expectations, and the increase in executive holdings at the bottom shows full confidence
Enjie Co., Ltd. disclosed its 2023 three-quarter report, and the performance was in line with expectations. 2023Q1-Q3 achieved revenue of 9.09 billion yuan, -2% year-on-year; net profit of 2.15 billion yuan, -33% year-on-year; net profit after deduction of non-attributable net profit2
Enjie Co., Ltd. (002812) 2023 Third Quarter Report Commentary: 23Q3 performance was basically flat month-on-month, and the dry method diaphragm project progressed smoothly
Event: The company released its 2023 three-quarter report. In the first three quarters of 2023, the company achieved operating income of 9.093 billion yuan, a year-on-year decrease of 2.0%, and net profit of 2.154 billion yuan, a year-on-year decrease of 33.2%. 2
Enjie Co., Ltd. (002812): In line with expectations, diaphragm leaders continue to enhance global competitiveness
Core view The operating income/net profit attributable to shareholders of listed companies/net profit attributable to shareholders of listed companies in the first three quarters of 2023 after deducting non-recurring profit and loss was 90.9/21.5/20.5 yuan, respectively, -2% /-
Enjie Co., Ltd. (002812): Diaphragm shipments are steadily increasing, focusing on the release of production capacity for dry products
2023Q3 had a profit of 750 million yuan, -38% year-on-year. In the first three quarters of 2023, the company achieved revenue of 9.09 billion yuan, -2% year-on-year, and net profit of 2.154 billion yuan, or -33.2% year-on-year, in fact
Enjie Co., Ltd. (002812): 3Q23 performance is in line with market expectations, product price reduction affects unit profit, optimistic about year-end sales volume
The 3Q23 performance was in line with market expectations. The company announced third quarter results: 1-3Q23 revenue was 9.09 billion yuan, down 2.0% year on year; net profit was 2.15 billion yuan, down 33.2% year on year. 3Q23 Revenue 3
Changes in A-shares | Enjie shares fell more than 4%, net profit for the first three quarters decreased by 33.24% year on year
Gelonghui November 1 | Enjie Co., Ltd. (002812.SZ) fell more than 4% to 64.31 yuan, with a total market value of 62.88 billion yuan. Enjie Co., Ltd. announced on October 31 that the company's operating income for the first three quarters was 9.093 billion yuan, a year-on-year decrease of 2.01%, net profit of 2.154 billion yuan, a year-on-year decrease of 33.24%; basic earnings per share of 2.31 yuan.