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On September 23, Cailianshe News (Reporter Liu Yue) Following the layout of the United States and Hungary, lithium battery diaphragm leader yunnan energy new material (002812.SZ) is "redeploying" its overseas lithium battery investment, planning to invest 2 billion yuan to build a lithium battery diaphragm project in Malaysia.

Specifically, yunnan energy new material announced tonight that its subsidiary, Shanghai Enjie, plans to invest in the establishment of a new subsidiary in Malaysia to build a lithium battery diaphragm project, planning to build a production capacity of about 1 billion square meters per year, with a total investment of approximately 2 billion yuan, and the funds will be solved through the company's own funds and self-raised funds, etc.

Since the beginning of this year, yunnan energy new material has continuously increased its overseas production capacity construction plan. Previous announcements show that in January of this year, the company adjusted the US project to 14 production lines with an annual production capacity of 700 million square meters of lithium battery coating diaphragms; the first phase of the Hungary base is in the customer verification stage. In June, the company announced its plan to invest in the second phase of Hungary, planning to build 4 fully automatic film production lines and supporting coating lines, with a total capacity of about 800 million square meters per year.

Currently, yunnan energy new material is the leader in wet-process lithium battery diaphragms, with the largest supply capacity of lithium battery diaphragms in the world. The 2023 annual report shows that the company has formed a design capacity of 9.384 billion square meters per year for lithium battery diaphragms. According to yunnan energy new material's reply on the interactive platform on August 28, the company has multiple global leading overseas lithium battery customers such as LGES, Panasonic, France ACC, Ultium, and the demand from overseas customers is growing. The company's future overseas production capacity utilization rate can remain at a high level.

In fact, under pressure to be profitable, going overseas is the inevitable choice for yunnan energy new material. The financial report shows that the company achieved operating income of 4.783 billion yuan in the first half of the year, a year-on-year decrease of 14.10%; net profit attributable to the mother was 291 million yuan, a year-on-year decrease of 79.28%. However, in the first half of the year, the company's overseas revenue was 959 million yuan, accounting for 20.04% of the revenue, an increase of 1.96 percentage points year-on-year. According to Gao's lithium battery industry research, overseas diaphragm prices are more than twice those in China, with gross profit margins of 60%-70%, and enterprises that seize the opportunity to go abroad have further established market advantages.

Looking at the lithium battery industry chain, yunnan energy new material going abroad to build factories is not an isolated case. Since the beginning of this year, similar industries have continued to expand their overseas production capacity. In July, Sunwoda (300207.SZ), following its investment plans in Hungary and Morocco, announced that it plans to establish its first consumer battery factory in Vietnam; EVE Energy Co., Ltd. (300014.SZ) plans to invest 3 billion yuan in Malaysia for the construction of energy storage battery and consumer battery manufacturing projects; in March, do-fluoride new materials (002407.SZ) announced plans to jointly build a lithium hexafluorophosphate production capacity with a South Korean company in South Korea. EVTank points out that in the future, China's lithium battery industry will gradually shift from trade-oriented to overseas investment-oriented localization development, but facing a complex global geopolitical and trade environment, in the medium and long term, China's battery industry going abroad is like "traveling against the wind".