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Soochow Securities: The automotive and battery sectors are still strong, and the electric vehicle industry maintains a compound growth rate of over 20%.
Due to the slowdown in the expansion of the lithium battery industry in 2024, the growth rate of new supply of lithium batteries in 2025 is expected to be 10-15%, and the capacity utilization rate will recover from 70% in 2024 to 75-80%. Profitability is expected to start improving from the bottom.
Yunnan Energy New Material to Supply Battery Separator Products to Indian Battery Manufacturer
Express News | Yunnan Energy New Material Says It Expects Transaction Amount to Be up to 200 Mln Yuan in 2025
Express News | Yunnan Energy New Material Says Unit Becomes Lithium Battery Isolation Film Product Supplier for India's Exide Energy Solutions
Yunnan Energy New Material (002812.SZ): Shanghai Yunnan Energy received a fixed-point order from India EESL.
On September 6th, Enjie Corporation (002812.SZ) announced that its subsidiary, Shanghai Enjie New Material Technology Co., Ltd. (referred to as 'Shanghai Enjie'), a controlling subsidiary of Yunnan Enjie New Materials Co., Ltd., recently received a designated letter from Exide Energy Solutions Limited (referred to as 'EESL'), an Indian battery manufacturer. Shanghai Enjie has become a qualified supplier to EESL and will provide lithium battery separator membrane products to EESL. The expected trading amount in 2025 will not exceed RMB 0.2 billion, and the actual supply volume will be based on formal sales orders.
Yunnan Energy New Material (002812.SZ): The lithium sulfide products are in the stage of being sampled by multiple top domestic battery factories.
On September 2nd, Yunnan Energy New Material (002812.SZ) stated on the investor interaction platform that the company's lithium sulfide products are currently in the stage of sending samples to several top domestic battery manufacturers. The company will actively cooperate with the downstream lithium battery manufacturers to promote related work as required.
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