Revenue distribution by industry:

• Battery materials: 70%
• Electronic materials: 20%
• Other materials: 10%

TOP 3 markets:

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

Shenzhen Senior Technology Material Co., Ltd. generates the majority of its revenue from the production of battery materials, which are in high demand especially in the electric mobility sector. The domestic market in China is the largest sales market, followed by Europe, which also accounts for a significant share due to the increasing demand for electric vehicles. North America is the third largest market, with high growth potential due to the increasing electrification of the transportation sector.

Production Sites:

• Shenzhen, China
• Changzhou, China
• Hefei, China
• Europe (planned expansion)

Shenzhen Senior Technology Material Co., Ltd. is a leading manufacturer of separators for lithium-ion batteries. The company has significantly expanded its production capacities in China with locations in Shenzhen, Changzhou, and Hefei. These sites are strategically chosen to meet the growing demand for battery separators in both domestic and international markets.

Furthermore, the company plans to expand its presence in Europe to be closer to local automotive manufacturers and other industrial customers. This expansion is part of the strategy to optimize the global supply chain and increase market share in the electromobility industry.

Revenue Growth: Estimated at 10-12% annually (2026) Focus on Research and Development: 8% of revenue (2026)

Shenzhen Senior Technology Material Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to expand and enhance its product range in the field of battery materials.

Another strategic focus is on international expansion. The company plans to strengthen its market presence in Europe and North America to benefit from the increasing demand for battery technologies in these regions.

In addition, Shenzhen Senior Technology relies on strategic partnerships and joint ventures with leading companies in the electric vehicle and energy storage industries to solidify its market position and explore new business opportunities.

Main raw materials: Lithium, Aluminum, Copper, Electrolyte materials
Main supplying countries: Chile, Australia, Indonesia, Japan

Shenzhen Senior Technology Material Co., Ltd. is a leading manufacturer of battery materials, especially separator films for lithium-ion batteries. The main raw materials imported by the company include lithium, aluminum, and copper, which are essential for battery production.

Chile and Australia are significant suppliers of lithium, which is essential for the production of lithium-ion batteries. Indonesia is an important exporter of nickel, which is also used in batteries. Japan supplies high-quality electrolyte materials that are crucial for the performance and safety of the batteries.

These international supply chains are crucial for the competitiveness of Shenzhen Senior Technology Material Co., Ltd., as they influence the availability and costs of raw materials.

Market Share: 18% (2025, estimated)
R&D Expenses: 6.5% of revenue (2025)
Gross Margin: 25% (2025)

Shenzhen Senior Technology Material Co., Ltd. has gained a significant competitive advantage in the manufacturing of separators for lithium-ion batteries. With an estimated market share of 18% in 2025, the company positions itself as one of the leading providers in this industry.

A key factor for this advantage is the continuous investment in research and development, accounting for approximately 6.5% of revenue. This enables the company to develop innovative products and increase the efficiency of its production processes.

Additionally, Shenzhen Senior Technology benefits from a gross margin of 25%, indicating effective cost control and a strong negotiating position with suppliers. These factors together enhance the company's competitiveness and enable it to thrive in a dynamic and growing market environment.

Institutional Investor Share: 45% (estimated for 2026)
Insider Buys/Sells: No significant changes in the last year

The institutional investor share of Shenzhen Senior Technology Material Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in the business strategy and growth potential.

Regarding insider buys or sells, there have been no significant changes in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to alter their holdings.

Market share of Shenzhen Senior Technology Material Co., Ltd.: 12% (estimated for 2026)

Top competitors and their market shares:

1. Asahi Kasei Corporation: 20%
2. Toray Industries, Inc.: 18%
3. SK Innovation Co., Ltd.: 15%
4. Shenzhen Senior Technology Material Co., Ltd.: 12%
5. Sumitomo Chemical Co., Ltd.: 10%
6. LG Chem Ltd.: 8%
7. Entek International LLC: 7%
8. Daramic LLC: 5%
9. Ube Industries, Ltd.: 3%
10. W-Scope Corporation: 2%

Moat of Shenzhen Senior Technology Material Co., Ltd.:

Shenzhen Senior Technology Material Co., Ltd. has built a significant moat through specialized technologies and patents in the field of battery separators. These technologies enable the company to offer products with high efficiency and reliability, which is crucial in the industry.

Compared to competitors, Asahi Kasei has a stronger moat due to its extensive research and development resources and a broader product range. Toray Industries and SK Innovation also benefit from strong R&D investments and strategic partnerships that give them a competitive advantage.

Shenzhen Senior Technology Material Co., Ltd. must continuously invest in innovations to expand its moat and defend its market position against larger competitors. Competition in this sector is intense, and the ability to differentiate through technological advancements and cost efficiency is crucial for long-term success.

Revenue Growth: 18% (2025) Profit Growth: 15% (2025) Market Share in Battery Materials: 22% (2025)

Shenzhen Senior Technology Material Co., Ltd. recorded a revenue growth of 18% in 2025, driven by strong demand for their battery materials. The company has expanded its production capacities and is benefiting from the increasing demand for electric vehicles and energy storage solutions.

During the same period, profit increased by 15%, attributed to efficiency improvements and cost reduction measures. The company holds a 22% market share in the battery materials sector, highlighting its strong position in this growing market segment.

The long-term growth prospects are positive as the demand for sustainable energy solutions continues to rise. Investments in research and development could lead to further innovations that support growth. Based on these factors, the stock could present an attractive investment opportunity, especially for investors interested in the development of the electromobility industry.

Dividend payment: Shenzhen Senior Technology Material Co., Ltd. has not paid any dividends in recent years (as of 2023).

Shenzhen Senior Technology Material Co., Ltd. is known for primarily reinvesting its profits into the growth and expansion of the company. This is typical for companies in the technology and manufacturing industry that are in a growth phase.

The reliability of dividend payment cannot be considered given that the company has not followed a dividend policy so far. Investors should focus more on the potential for capital growth rather than dividend yields.