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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.
Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Intrinsic Value Is Potentially 32% Above Its Share Price
Yunnan energy new material (002812.SZ): has completed the stable preparation of ton-level LPSC electrolyte.
On December 2, Gelonghui reported that yunnan energy new material (002812.SZ) indicated in a recent investor relations activity that it has completed the stable preparation of ton-level LPSC electrolyte, with a small particle size distribution in the range of 400-800nm and high ionic conductivity.
Yunnan Energy New Material (002812.SZ): Currently, the porosity of the second-generation fast-charging separator has exceeded 50% and samples have been sent to multiple customers for verification.
On December 2, Glonghui reported that yunnan energy new material (002812.SZ) recently indicated in investor relations activities that high-rate fast charging batteries have specific requirements for separators. The microporous separators produced by the company can be customized with different porosities according to customer needs. The company's first-generation fast charging separator has been in mass production for many years, suitable for high-rate fast charging batteries. Currently, the porosity of the second-generation fast charging separator has exceeded 50%, providing better fast charging performance and has been sent for verification to several customers. The company has abundant production capacity, mature processes and technologies, and advantages in rapid large-scale mass production.
Yunnan energy new material (002812.SZ): has production capacity layout in Hungary, usa, and Malaysia.
On December 2, Longhu reported that yunnan energy new material (002812.SZ) recently stated in an investor relations activity that the company has production capacity layouts in Hungary, usa, and Malaysia. The Hungarian factory is being constructed in two phases, with the phase one project being validated by overseas customers, the validation work is progressing smoothly, and mass production supply will begin soon; The phase two project in Hungary plans to build four production lines with a separator capacity of approximately 0.8 billion square meters; The usa coating factory plans to have 14 coating production lines with a coating capacity of approximately 0.7 billion square meters; The Malaysia base plans a capacity of approximately 1 billion square meters, and the aforementioned overseas projects are progressing as planned.
What Does Yunnan Energy New Material Co., Ltd.'s (SZSE:002812) Share Price Indicate?
