No Data
Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Share Price Matching Investor Opinion
Minsheng Securities: In November, the production and sales of Autos showed stable growth, with the market for Electric Vehicles experiencing a year-on-year growth rate of over 45%.
In November, the retail sales volume of Electric Vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month increase of 5.9%; the retail penetration rate was 52.3%, up 11.9 percentage points year-on-year. At the automaker level, the production and sales of pure electric and plug-in hybrid Autos saw significant growth year-on-year, indicating a positive industry trend.
Yunnan Energy New Material (002812.SZ): A subsidiary received government subsidies of approximately 0.242 billion yuan.
On December 23, Gelonghui reported that Yunnan Energy New Material (002812.SZ) announced that its subsidiary SEMCORP Hungary Korlátolt Felelősségű Társaság recently received a subsidy of 13.371 billion Hungarian Forints (approximately 0.242 billion yuan) from the relevant government departments of Hungary, which accounts for 0.90% of the company's most recent audited net assets attributable to shareholders of the listed company. This subsidy is in the form of Cash and relates to the company's daily operation activities, but it is not sustainable.
Yunnan Energy New Material (002812.SZ): A subsidiary has signed a material supply contract with Ultium Cells LLC.
On December 23, Gelonghui reported that Yunnan Energy New Material (002812.SZ) announced that its subsidiary, SEMCORP Hungary Limited Liability Company (hereinafter referred to as "SEMCORP Hungary Kft."), signed a material supply contract with Ultium Cells LLC on December 23, 2024, regarding the procurement of Lithium Battery separator membranes based on their willingness for cooperation, in order to establish stable long-term collaboration.
Express News | Yunnan Energy New Material Says Unit Signs Contract to Supply Lithium Battery Separator to Gotion High Tech in 2025
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
What Does Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Share Price Indicate?
No Data
