According to the Zhitong Finance App, Enjie Co., Ltd. (002812.SZ) announced a pre-increase in results for the first three quarters of 2026. It is estimated that net profit attributable to owners of the parent company will be approximately RMB 1.54 billion to RMB 2.05 billion in the first three quarters. In the first three quarters, the boom in the lithium battery separator industry continued to rise, and the supply and demand pattern continued to be optimized. Demand for downstream power batteries and energy storage has remained strong, the industry's capacity utilization rate has steadily increased, the price of diaphragm products has steadily rebounded from previous year's low, and the overall profitability of the industry has been systematically restored, gradually entering a healthy development channel.
During the reporting period, the company's capacity utilization rate continued to be high, and product yield was improved through various refined management methods, and production volume was increased significantly; during the reporting period, diaphragm prices rebounded steadily from the previous year's low, and the company also vigorously improved the product structure, increasing the share of high-margin products, effectively helping the overall gross margin of the company's diaphragm products to increase significantly; during the reporting period, the company continued to deepen cost control throughout the process, and unit cost control results were remarkable, and profitability continued to increase overall.