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On the evening of December 20th, Enjie shares (002812) issued an announcement, and the company's board of directors examined and approved the "motion on additional investment in the Hungarian wet lithium battery separation membrane project." it is agreed that the additional investment in the Hungarian wet lithium battery separation membrane project shall not exceed 157 million euros (equivalent to about 1.13 billion yuan) for infrastructure construction and the addition of three coating production lines and cutting equipment and other related supporting facilities. Funds are settled through self-owned funds and other means. After this additional investment, the total investment of the Hungarian wet lithium battery isolation membrane project is expected to be about 340 million euros.
According to the announcement, Enjie Hungary Wet Lithium Battery isolation membrane Project plans to build four fully automatic imported film production lines and more than 30 coating production lines, with an annual production capacity of about 400 million square meters. Mass production is expected to begin before the end of the first quarter of 2023.
Enjie shares said that this additional investment is based on the actual construction situation and operational development needs of the company's Hungarian wet lithium battery isolation membrane project, and is to ensure the smooth implementation of the project, respond to and meet market demand in a timely and efficient manner, and further accelerate the company's development in the European market, which is conducive to enhancing the company's overseas market share, enhancing the company's global competitiveness, and meeting the company's development needs. It will not adversely affect the financial and operating conditions of the company.
In addition to the layout of overseas markets, Enjie shares are heavily invested in China. On November 23rd, Enjie shares disclosed a preliminary plan for a non-public offering of A shares in 2021, which intends to raise no more than 12.8 billion yuan. After deducting the issuance expenses, the net funds raised will be used for: Chongqing Enjie high-performance lithium-ion battery microporous separator project (phase I) / (phase II), Jiangsu Enjie power vehicle lithium battery separator industrialization project, Jiangsu Ruijie power vehicle lithium battery aluminum-plastic film industrialization project, Suzhou Jie annual lithium-ion battery coating diaphragm project and supplementary working capital.
According to public information, Enjie's main customers include Panasonic, Samsung, LG, CATL, BYD, Guoxuan Hi-Tech, Funeng Technology, Lishen Battery and so on. In recent years, the company has rapidly expanded its production capacity through mergers and restructuring, and its market share has reached the first place in the world, with a market share of more than 35% in lithium battery separators and more than 50% in the field of wet diaphragm segmentation.
According to recent statistics of Battery Network, Enjie has planned eight major production bases, including Shanghai, Zhuhai, Jiangxi and Wuxi, Jiangsu, Changzhou, Chongqing, Suzhou and Hungary, and at the same time, the company has achieved rapid expansion in scale and capacity through the acquisition of the diaphragm businesses of Jiangxi Tongrui, Suzhou Jie Li, China Eastern Optoelectronics and Numi Technology. In addition to self-built capacity, Enjie also announced this year with Ningde Times, Yiwei Lithium Energy, Polypore and other joint ventures to expand the production of lithium diaphragm. According to rough calculation, including joint asset energy, Enjie currently has a planned production capacity of 15.52 billion kilowatts.
Recently, Enjie shares said on the investor interactive platform that the company will add 25 new diaphragm production lines next year, with a delivery capacity of 45-5 billion tons. Open source securities recently released a research report also believes that the current Enjie stock monthly output continues to rise, it is expected that the fourth quarter diaphragm shipments are expected to reach nearly 1 billion square meters. Looking forward to 2022, the shortage of supply and demand in the industry will intensify, the domestic diaphragm market is expected to have a comprehensive price rise, and the flat net profit is expected to increase to 1 yuan in 2022. Enjie shares earlier by locking steel orders + expanding new suppliers to ensure equipment supply, the company is expected to increase the actual delivery capacity of diaphragm to 45-5 billion square meters in 2022.
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