Industry Revenues:

• Lithium-ion battery materials: approx. 70%
• Packaging materials: approx. 20%
• Other materials: approx. 10%

TOP 3 Markets:

• China: approx. 50%
• Europe: approx. 30%
• North America: approx. 15%

Yunnan Energy New Material Co., Ltd. generates the majority of its revenues from the production of materials for lithium-ion batteries, driven by the increasing demand for electric vehicles and energy storage solutions. The Chinese market is the largest single market, which is not surprising given that China is a leader in the production and use of electric vehicles.

Europe and North America are also significant markets, as the demand for sustainable energy solutions and electric vehicles is also growing strongly there. The company benefits from the global shift towards more environmentally friendly technologies and the associated demand for high-quality battery materials.

Production Sites:

• China (Main production site)
• Planned Expansion in Southeast Asia (2024-2025)

Yunnan Energy New Material Co., Ltd. operates mainly in China, where it runs its production facilities. In recent years, the company has expanded its capacities in China to meet the increasing demand for its products.

Additionally, the company plans to expand its production capacities in Southeast Asia to take advantage of the growth opportunities there and strengthen its international presence. This expansion is part of their strategy to diversify supply chains and be closer to emerging markets.

Revenue Growth: Estimated 18% (2024)

Profit Growth: Estimated 15% (2024)

Yunnan Energy New Material Co., Ltd. pursues a growth strategy that heavily focuses on expanding into international markets and diversifying its product portfolio. The company invests significantly in research and development to develop innovative materials that can be used in battery production and other high-tech applications.

Another key focus is on strategic partnerships and joint ventures, especially in regions with growing demand for energy storage solutions. These partnerships enable the company to expand its market presence and benefit from local expertise.

In addition, Yunnan Energy is committed to sustainable production methods to meet the increasing demands for environmental compatibility. This could not only reduce operating costs but also position the company as a leading provider in an increasingly environmentally conscious market.

Main raw materials: Polypropylene, Polyethylene, aluminum foil
Countries of origin: Saudi Arabia, USA, China

Yunnan Energy New Material Co., Ltd. mainly imports polypropylene and polyethylene, which are used for the production of separator films in lithium-ion batteries. These raw materials are often sourced from countries such as Saudi Arabia and the USA, which are among the largest producers of petrochemical products.

In addition, aluminum foil is imported, which is also an important component for battery production. China itself is a significant producer of aluminum foil, but there may also be imports from other countries to meet demand or source special qualities.

The company's dependence on these raw materials makes it vulnerable to price fluctuations in the global market, which is why strategic partnerships and long-term supply contracts are important.

Market Share: 25% (2025, estimated)
EBITDA Margin: 30% (2024)
R&D Expenses: 8% of revenue (2024)

Yunnan Energy New Material Co., Ltd. has established itself as a leading provider in the manufacturing of separators for lithium-ion batteries. The company's competitive advantage lies in its strong market position, highlighted by an estimated market share of 25% in 2025.

The high EBITDA margin of 30% in 2024 demonstrates the efficiency and profitability of the company, indicating an effective cost structure and strong pricing. Additionally, the company continuously invests in research and development, with 8% of revenue in 2024 allocated to this area. This supports innovation and the ability to adapt to technological advancements and market changes.

Furthermore, Yunnan Energy benefits from strategic partnerships and a diversified customer base, enhancing resilience to market fluctuations. Together, these factors give the company a significant competitive edge in the industry.

Institutional Investor Share: Estimated around 45% (2025)

Insider Buys/Sells: No significant insider transactions in the last year (2025)

The institutional investor share in Yunnan Energy New Material Co., Ltd. is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's growth potential and market position.

In 2025, there were no significant insider buys or sells, indicating a stable assessment of the company's value by management and other insiders. This could suggest that the management is confident in the current strategy and future prospects.

Market share of Yunnan Energy New Material Co., Ltd.: 25% (estimated for 2025)

Main competitors and their market share:

1. Yunnan Energy New Material Co., Ltd.: 25%
2. Nippon Paper Industries Co., Ltd.: 20%
3. Toray Industries, Inc.: 18%
4. SK Innovation Co., Ltd.: 15%
5. Asahi Kasei Corporation: 12%
6. Sumitomo Chemical Co., Ltd.: 10%

Moat of Yunnan Energy New Material Co., Ltd.:

Yunnan Energy New Material Co., Ltd. has a significant moat due to its technological leadership in the production of separators for lithium-ion batteries. This technology is crucial for the performance and safety of batteries, giving the company a competitive advantage.

Compared to its competitors, Yunnan Energy has strengthened its position through strategic partnerships and continuous investments in research and development. This enables the company to bring innovative products to market faster and reduce production costs.

However, companies like Toray Industries and SK Innovation also have strong moats, especially due to their global presence and diversified product portfolios. These companies also heavily invest in research and development, intensifying the competition.

Overall, Yunnan Energy has a significant advantage in its specialized field, but the competition remains intense as other companies also expand their capacities and technological capabilities.

Revenue Growth: 20% (2024) Profit Growth: 18% (2024) Market Share in Battery Components Sector: 25% (2024)

Yunnan Energy New Material Co., Ltd. recorded strong revenue growth of 20% in 2024, attributed to increased demand for battery components. The company has further expanded its market position in the battery components sector and now holds a market share of 25%.

The 18% profit growth in 2024 demonstrates that the company is not only able to increase its revenue but also to operate efficiently and keep its costs under control. This positive development is supported by strategic investments in research and development as well as the exploration of new markets.

Given the global trends towards renewable energies and the increasing demand for electric vehicles, Yunnan Energy New Material Co., Ltd. could be well positioned to benefit from these developments. The continuous focus on innovation and expansion bodes well for the company's positive future outlook.

Dividend Yield: 1.8% (2025, estimated)
Dividend History: Regular payouts since 2018

Yunnan Energy New Material Co., Ltd. has been paying dividends in recent years and shows a tendency towards stability in its payouts. The dividend yield for 2025 is estimated to be around 1.8%, which is moderate compared to other companies in the industry.

The reliability of the payout is relatively high as the company has been paying dividends regularly since 2018. This indicates that Yunnan Energy New Material is committed to providing its shareholders with a continuous return. Analysts view the dividend policy as sustainable as long as the company maintains its financial health and remains profitable.