恩捷股份（002812）发布重大担保进展公告，合并报表范围内担保总额高达60亿元

2026年4月29日，云南恩捷新材料（集团）股份有限公司（以下简称“恩捷股份”或“公司”）发布关于合并报表范围内提供担保的最新进展公告，内容涉及为子公司融资提供大额连带责任保证担保，并披露公司整体担保规模已达净资产的两倍以上。该公告对于投资者和股东具有高度关注和潜在价格敏感性，详细内容如下：

一、担保事项概述

公司于2025年12月30日召开董事会，审议通过了《2026年度合并报表范围内担保额度的议案》，随后于2026年1月16日经临时股东大会批准。公告显示，公司近期与两家银行签署了新的最高额保证合同，为下属子公司的综合授信提供连带责任保证担保。

二、最新担保进展

• 无锡恩捷新材料科技有限公司：公司与兴业银行无锡分行签订《最高额保证合同》，为无锡恩捷向兴业银行无锡分行申请的1亿元人民币综合授信提供连带责任保证担保。
• 云南红塔塑胶有限公司：公司与中国民生银行玉溪支行签订《最高额保证合同》，为红塔塑胶向民生银行玉溪支行申请的7,000万元人民币综合授信提供连带责任保证担保。

三、担保合同核心条款详解

• 担保方式： 均为连带责任保证，公司作为担保人，对被担保子公司向银行的全部债务承担连带清偿责任，包括但不限于债权本金、利息、罚息、复利、违约金、损害赔偿金，以及实现债权和担保权利的所有费用（如律师费、仲裁费、诉讼费等）。
• 担保期间： 对单笔融资或分期融资，保证期间为各笔融资履行期限届满之日起三年。如发生展期或债务提前到期，担保期间也会相应顺延。
• 担保范围： 担保合同覆盖所有主合同项下的融资、票据、贸易融资等表内外金融业务，并明确债权人可依据主合同、相关协议、通知书等文件主张权利，公司须无条件承担连带保证责任。

四、公司整体对外担保及风险提示

• 累计担保规模： 截至公告披露日，公司及其子公司间经审批的担保总额高达人民币60亿元，占公司最近一期经审计归属于上市公司股东净资产的235.60%，实际签署有效的担保总额为34.96亿元，占净资产的137.28%。
• 逾期及诉讼风险： 公告明确，目前公司不存在其他对外担保事项，不存在逾期担保、涉及诉讼的担保或因担保被判决败诉而应承担损失的情形。

五、投资者需关注的核心要点

• 高担保风险： 公司担保总额已占净资产两倍以上，显示公司整体对下属企业和业务扩张的强力支持，但也大幅提升了公司整体财务风险和潜在连带偿债压力，投资者需高度关注相关子公司的经营及偿债能力。
• 潜在价格敏感性： 公司高额担保事项一旦发生被担保企业违约，可能对公司财务状况及股东利益造成重大不利影响，属于典型的价格敏感信息。
• 持续信息披露： 投资者应持续关注公司后续担保事项及子公司经营状况的公告。

六、备查文件

本次公告同步披露了与兴业银行无锡分行、中国民生银行玉溪支行签署的《最高额保证合同》文本，供投资者查阅。

免责声明： 本文根据公司公告整理，仅供投资者参考，不构成任何投资建议。投资者据此操作，风险自负。

English Version

Enjie Shares (002812) Releases Important Progress Announcement on Guarantees; Total Consolidated Guarantee Amount Reaches RMB 6 Billion

On April 29, 2026, Yunnan Enjie New Materials (Group) Co., Ltd. (“Enjie Shares” or “the Company”) issued a key update regarding guarantees provided within the scope of its consolidated statements. The announcement covers the provision of significant joint and several liability guarantees for bank credit lines extended to subsidiaries, and reveals that the company’s total guarantee scale has exceeded twice its audited net assets. This announcement is of high concern and potential price sensitivity to investors and shareholders. Details are as follows:

1. Overview of Guarantee Matters

On December 30, 2025, the board approved the “2026 Annual Consolidated Guarantee Limit Proposal,” which was subsequently approved at an extraordinary shareholders’ meeting on January 16, 2026. Recently, the company signed new maximum guarantee contracts with two banks to provide joint and several liability guarantees for credit lines granted to its subsidiaries.

2. Latest Guarantee Progress

• Wuxi Enjie New Material Technology Co., Ltd.: The company signed a maximum guarantee contract with Industrial Bank Wuxi Branch, providing a joint and several liability guarantee for a RMB 100 million credit line granted to Wuxi Enjie.
• Yunnan Hongta Plastics Co., Ltd.: The company signed a similar contract with China Minsheng Bank Yuxi Branch, guaranteeing a RMB 70 million credit line for Hongta Plastics.

3. Key Terms of the Guarantee Contracts

• Guarantee Type: Both contracts are joint and several liability guarantees, with the company responsible for all debts of the guaranteed parties, including principal, interest, penalty interest, compound interest, default penalties, damages, and all costs of debt collection (legal, litigation, arbitration fees, etc.).
• Guarantee Period: For each financing or installment, the guarantee is valid for three years from the due date. Any extensions or early maturities will result in corresponding adjustments to the guarantee period.
• Scope: The guarantees cover all financing, trade finance, bill business, and on- and off-balance sheet financial transactions under the master contracts. The company must undertake unconditional joint and several liability based solely on the lender’s supporting documents.

4. Overall Guarantee and Risk Profile

• Total Guarantee Scale: As of this announcement, the company’s approved intra-group guarantee limit stands at RMB 6 billion, or 235.60% of audited net assets. Effective contract guarantees in place total RMB 3.496 billion, or 137.28% of net assets.
• No Overdue or Litigated Guarantees: The company currently has no overdue, litigated, or loss-incurring guarantee matters.

5. Key Points for Investor Attention

• High Guarantee Risk: The guarantee total exceeds twice the company’s net assets, revealing significant support for subsidiaries and aggressive expansion, but also considerably increasing overall financial and contingent liability risk. Investors should closely monitor the operational and repayment capabilities of these guaranteed subsidiaries.
• Potential Price Sensitivity: Should any guaranteed entity default, the company’s financial health and shareholder interests could be materially and adversely affected. This is a classic price-sensitive issue.
• Ongoing Disclosure: Investors are advised to keep track of subsequent announcements regarding guarantees and subsidiary performance.

6. Reference Documents

The announcement includes the text of the maximum guarantee contracts signed with Industrial Bank Wuxi Branch and China Minsheng Bank Yuxi Branch for investor inspection.

Disclaimer: This article is compiled based on company announcements and is for informational purposes only. It does not constitute investment advice. Investors act at their own risk.

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