恩捷股份公告称，公司拟发行股份购买资产并募集配套资金。本次交易预计不构成关联交易，因交易对 方在交易前与公司无关联关系，完成后预计持股不超5%，不过后续或有变化，具体认定将在重组报告 披露。交易预计也不构成重大资产重组，目前审计和评估未完成，初步测算未达相关标准。此外，交易 前公司控制权未变更，完成后控股股东、实控人预计不变，主营业务也无根本变化，预计不构成重组上 市。本次交易需经深交所审核、证监会注册。 ...

Core Viewpoint - The company announced a stock suspension due to planned transaction matters, effective from December 1, 2025, with a notable stock price increase prior to the suspension [1] Summary by Relevant Categories Stock Performance - The company's stock rose by 14.08% during the 20 trading days leading up to the suspension, while the Shenzhen Composite Index fell by 2.95% and the lithium battery chemical index increased by 7.50% [1] - After excluding the impact of the broader market, the stock's increase was 17.02%, and when excluding the influence of the same industry sector, the increase was 6.57% [1] Board Assessment - The board concluded that the cumulative price change of the stock did not exceed 20% in the 20 trading days prior to the first announcement of the transaction, which does not meet the Shenzhen Stock Exchange's relevant standards, indicating no abnormal trading fluctuations [1]

关于披露发行股份购买资产并募集配套资金预案的一般风险提示 暨公司股票复牌的公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 云南恩捷新材料股份有限公司（以下简称"公司"）因筹划发行股份购买资产 并募集配套资金事项（以下简称"本次交易"），根据深圳证券交易所的相关规定， 经公司申请，公司股票（证券简称：恩捷股份，证券代码：002812）自 2025 年 12 月 1 日开市时起开始停牌。具体内容详见公司于 2025 年 12 月 1 日在指定信息 披露媒体《证券时报》《证券日报》《上海证券报》《中国证券报》和巨潮资讯 网（www.cninfo.com.cn）刊登的《关于筹划发行股份购买资产并募集配套资金事 项的停牌公告》（公告编号：2025-196 号）。 2025 年 12 月 12 日，公司召开第五届董事会第四十九次会议，审议通过了《关 于<云南恩捷新材料股份有限公司发行股份购买资产并募集配套资金预案>及其摘 要的议案》等与本次交易相关的议案，具体内容详见公司于本公告同日发布的相 关公告。 截至本公告披露之日，本次交易涉及的审计、评估等工作尚未完成，公司董 事会 ...

Core Viewpoint - Semcorp and Arkema have signed a memorandum of understanding to establish a strategic partnership aimed at accelerating innovation in battery separator technology and supporting Semcorp's international expansion [1]. Collaboration Details - Arkema will provide high-value solutions and technical support to Semcorp, facilitating the promotion of high-performance separators in key global markets, including electric vehicles, energy storage systems, and consumer electronics [5]. - The two companies will engage in joint development plans focused on the research and development of next-generation separators, leveraging their innovative solutions to enhance battery performance and safety [5]. - Arkema, with decades of experience in specialty materials, is a long-term supplier of high-performance products for the battery industry, offering a product portfolio that includes Kynar® PVDF and Incellion™ acrylic-based solutions to meet the growing demand for safer, more efficient, and durable lithium-ion batteries, which are crucial for the transition to electric mobility and renewable energy storage [5].

截至本公告披露之日，公司及有关各方正在积极推进本次交易的各项工作，相关各方正在就交易方案进 行协商、论证和确认。为了维护投资者利益，避免公司证券交易价格出现异常波动，根据深圳证券交易 所的相关规定，公司股票继续停牌。 恩捷股份公告，公司正筹划发行股份购买资产并募集配套资金，股票自2025年12月1日开市时起开始停 牌，预计停牌时间不超过10个交易日。 ...

证券代码：002812 股票简称：恩捷股份 公告编号：2025-199 云南恩捷新材料股份有限公司（以下简称"公司"）正在筹划通过发行股份等 方式购买资产并募集配套资金事项（以下简称"本次交易"），因有关事项尚存不 确定性，为了维护投资者利益，避免对公司证券交易造成重大影响，经向深圳证 券交易所申请，公司股票（证券简称：恩捷股份，证券代码：002812）自 2025 年 12 月 1 日开市时起开始停牌，预计停牌时间不超过 10 个交易日。具体内容详见 公司于 2025 年 12 月 1 日、2025 年 12 月 5 日在指定信息披露媒体《证券时报》 《证券日报》《上海证券报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn） 刊登的《关于筹划发行股份购买资产并募集配套资金事项的停牌公告》（公告编 号：2025-196 号）、《关于筹划发行股份购买资产并募集配套资金事项的停牌进 展公告》（公告编号：2025-197 号）。 截至本公告披露之日，公司及有关各方正在积极推进本次交易的各项工作， 相关各方正在就交易方案进行协商、论证和确认。为了维护投资者利益，避免公 司证券交易价格出现异常波动，根据 ...

格隆汇12月11日｜恩捷股份晚间公告，公司正筹划发行股份购买资产并募集配套资金，股票自2025年12 月起停牌，预计不超若干交易日。截至公告披露日，各方正积极推进交易，就方案协商、论证和确认。 为避免股价异常波动，公司股票继续停牌。停牌期间，公司将及时披露进展，履行审议程序后申请复 牌。本次交易能否实施存在不确定性，提醒投资者注意风险。 ...

恩捷股份公告称，公司正筹划发行股份购买资产并募集配套资金，股票自2025年12月起停牌，预计不超 若干交易日。截至公告披露日，各方正积极推进交易，就方案协商、论证和确认。为避免股价异常波 动，公司股票继续停牌。停牌期间，公司将及时披露进展，履行审议程序后申请复牌。本次交易能否实 施存在不确定性，提醒投资者注意风险。 ...

Core Viewpoint - The article highlights the upcoming 2025 Lithium Battery Industry Annual Conference and the Lithium Battery Golden Tripod Award Ceremony, emphasizing the theme of "New Cycle, New Technology, New Ecology" and the strategic partnership between Semcorp and Arkema to enhance battery separator technology [2][6]. Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, China [2]. - It is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR [2]. Strategic Partnership - Semcorp and Arkema signed a memorandum of understanding to establish a strategic partnership aimed at accelerating innovation in battery separator technology and supporting Semcorp's international expansion [2][6]. - Arkema will provide high-value solutions and technical support to promote Semcorp's high-performance separators in key global markets, including electric vehicles and energy storage systems [6]. Joint Development Plans - The partnership will focus on joint development plans for next-generation separators, leveraging both companies' innovative solutions to enhance battery performance and safety [6]. - Arkema's extensive experience in specialty materials positions it as a long-term supplier of high-performance products for the battery industry [6]. Industry Highlights - The article mentions significant industry developments, such as Fulin Technology raising prices on some products and Samsung SDI securing a large order for lithium iron phosphate batteries worth 9.6 billion [5]. - The event will feature various sponsors and speakers from leading companies in the lithium battery sector, indicating a strong interest and investment in the industry [2][5].

债券代码：128095 债券简称：恩捷转债 注：本公告中所述的总股本均指公司截至2025年12月9日总股本；本公告中所涉数据的尾数如有差异或 不符系四舍五入所致。 二、股东股份累计质押基本情况 截至本公告披露日，合益投资及其一致行动人所持股份质押情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | 持股 | 本次质押前 | 本次质押后 | 占其所 | 占公司 | 已质押股 | 占已 | 未质押股 | | 占未 | | 股东名称 | （股） | 比例 | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 份限售和 | 质押 | 份限售和 | | 质押 | | | | | 量（股） | 量（股） | 比例 | 比例 | 冻结数量 | 股份 | 冻结数量 | | 股份 | | | | | | | | | （股） | 比例 | （股） | | 比例 | | 合益投资 | 119,449,535 | 12 ...