Lithium power gridNews: on November 10, Enjie issued a notice on the construction of wet process in Hungarylithium batterythe diaphragmProject announcement. According to the announcement, Enjie shares will invest in the construction of wet lithium in Debrecen (Debrecen city), Hungary, with the wholly-owned subsidiary "semcorp Hungary KFT" as the main bodyBatteryThe total investment of isolation membrane production line and supporting plant project is expected to reach 183million euros.

In this project, the company plans to build 4 fully automatic imported film making production lines and more than 30 coating production lines. After the completion of the project, the annual production capacity of base film can reach 400million square meters, and it is expected to start mass production before the end of the first quarter of 2023. At present, a purchase agreement has been signed between Enjie's subsidiary "semcorp Hungary KFT" and a wholly-owned subsidiary of Debrecen municipal government. Both parties have agreed that "semcorp Hungary KFT" will purchase 19 hectares (about 285 mu) of land in Debrecen Industrial Park and 16 hectares (about 240 mu) of land preemption rights to expand wet landLithium batteryCapacity of pool isolation film and functional coating film. The company said that the construction of this project will further accelerate the overseas market development and global layout of the company's wet lithium battery isolation membrane business, and further enhance the company's international influence.

As a leading enterprise in the domestic wet lithium battery isolation film industry, Enjie shares has been frequently distributed in the industrial chain in recent years. Since the company acquired Shanghai Enjie New Material Technology Co., Ltd. in 2018 and increased the wet diaphragm business of power lithium battery, it has completed the acquisition of Jiangxi Ruitong, Suzhou Jieli and newmi technology respectively in the past three years, and completed the expansion of 3C and two rounds of wet diaphragm production at the same timeElectric vehicleExpansion of wet diaphragm market.

According to the research report, the wet diaphragm market share of Enjie shares has reached 55% in 2019, ranking first in the industry and significantly ahead of other companies in the industry. With the continuous expansion of the company's market share and business scale, the company's performance has also ushered in rapid growth. According to wind data, the revenue of Enjie shares in 2019 reached 3.16 billion yuan, an increase of 28.57% over the same period last year, and the net profit attributable to the parent company reached 850million yuan, an increase of 63.92% over the same period last year. Since the beginning of the year, with the effective control of the domestic epidemic, the resumption of production and work of the company has been promoted smoothly, and the profits have been fully recovered at present. According to the announcement, the company achieved a year-on-year growth of 56.63% in the third quarter; The net profit attributable to the parent company increased by 32.63% year-on-year, and the performance growth rate has reached the level of the same period last year.

In recent years, China's wet diaphragm market has expanded rapidly, and the wet diaphragm is gradually replacing the dry diaphragm by virtue of its performance advantages. According to GGII data, wet diaphragm shipments in 2019 have reached 1.99 billion square meters, accounting for 72.6% of the total diaphragm shipments, and have gradually become the mainstream of lithium battery diaphragm production. As the leading enterprise of wet diaphragm, Enjie shares, with its strong advantages in technology, production capacity and market share, is continuously achieving high-quality growth in a positive cycle.

At present, more than 80% of Enjie's revenue comes from domestic business, and the foreign market is in the process of accelerating development. In the future, with the completion and operation of the Hungarian wet lithium battery diaphragm project, the company's business scale in the overseas market is expected to further expand, and the overall scale and valuation of the enterprise may achieve steady growth.

Article source:Lithium power grid