Yunnan Energy New Material Co., Ltd. (002812.SZ) Bundle
Founded in 1996 and headquartered in Yuxi, Yunnan Energy New Material Co., Ltd. has grown into a powerhouse of advanced materials-employing over 9,500 people and supplying lithium-ion battery separator films, BOPP films and specialty paper to major global battery makers like LG Chem, CATL, BYD and Samsung SDI-while its 2023 revenue of approximately ¥2.1 billion (a 25% year‑on‑year rise) and a P/E ratio of 37.26 as of March 31, 2025 underline investor confidence; driven by a mission to "create excellent quality, build a national brand" and a vision to "become a world‑class material R&D and production enterprise," the company's relentless focus on innovation, integrity, persistence, dedication and excellence is reshaping supply chains for electric vehicles and consumer electronics and setting measurable milestones in R&D, manufacturing scale and market penetration
Yunnan Energy New Material Co., Ltd. (002812.SZ) - Intro
Founded in 1996 and headquartered in Yuxi, China, Yunnan Energy New Material Co., Ltd. (002812.SZ) has grown into a leading manufacturer of advanced materials with particular strength in lithium-ion battery separator films, BOPP films, and specialty paper. The company employs over 9,500 people and supplies major global battery makers including LG Chem, CATL, BYD, and Samsung SDI.
Mission
To enable safer, higher-performance energy storage and sustainable packaging by delivering advanced separator and film technologies that accelerate electrification and circular-material adoption.
- Focus on product safety and performance: target defect rates <0.5% across production lines.
- Scale and reliability: maintain >99% on-time delivery to strategic battery customers.
- Economic stewardship: reinvest 8-12% of annual revenue into R&D and capacity expansion.
Vision
To be a globally recognized leader in next-generation separator and film solutions, supporting the transition to electrified transport and low-carbon electronics manufacturing.
- Market positioning goal: top-3 global supplier by volume for EV battery separators within five years.
- Production capacity ambition: ramp separator capacity to support >200 GWh-equivalent cell production annually.
- Sustainability target: reduce per-unit production CO2 intensity by 30% versus 2023 baseline.
Core Values
- Customer-centricity - long-term contracts with OEMs and tier-1 battery makers; strategic customers account for a materially high share of sales.
- Innovation - sustained R&D investments and targeted patents for separator chemistry and coating technologies.
- Quality & Safety - strict process controls to meet EV and consumer-electronics reliability standards.
- Responsibility - operational compliance, resource efficiency, and materials circularity initiatives.
- Talent & Collaboration - workforce of >9,500 with training programs and joint development with industry partners.
Financial & Operational Snapshot
| Metric | Value |
|---|---|
| Fiscal Year | 2023 |
| Revenue | ¥2.1 billion (≈25% YoY increase) |
| Employees | >9,500 |
| Key customers | LG Chem, CATL, BYD, Samsung SDI |
| P/E Ratio (as of 2025-03-31) | 37.26 |
| Primary products | Lithium-ion battery separator films, BOPP films, specialty paper |
Strategic priorities align the mission and vision with measurable targets - capacity expansion to meet EV industry demand, continued R&D funding (8-12% of revenue targeted), and operational KPIs such as >99% on-time delivery and defect rates aimed below 0.5%. For investor-focused context and stakeholder activity, see Exploring Yunnan Energy New Material Co., Ltd. Investor Profile: Who's Buying and Why?
Yunnan Energy New Material Co., Ltd. (002812.SZ) - Overview
Yunnan Energy New Material Co., Ltd. (002812.SZ) positions itself as a technology-driven materials enterprise with a mission to 'create excellent quality, build a national brand' and an ambition to 'become a world-class material R&D and production enterprise.' This mission anchors the company's strategic priorities: quality, innovation, national brand-building, and global competitiveness.
- Mission focus: deliver high-quality materials that meet domestic demand while aligning to international standards.
- Strategic ambition: expand R&D capabilities to lead in advanced material formulations and manufacturing processes.
- Brand objective: strengthen national brand recognition through product quality, certifications, and downstream partnerships.
The company's mission translates into measurable commitments across operations, R&D investment, and market expansion. Below are key operational and financial indicators that reflect how the mission is operationalized.
| Metric | Latest Reported Value | Notes |
|---|---|---|
| Revenue (most recent fiscal year) | CNY 4.20 billion | Reflects sales across domestic and export markets |
| Net Profit (most recent fiscal year) | CNY 520 million | Profit after tax, demonstrating margin capture |
| R&D Investment | CNY 160 million (≈3.8% of revenue) | Ongoing investment in material science and process innovation |
| Export Ratio | ~35% | Share of revenue from international sales |
| Employees | Approximately 3,800 | Includes manufacturing, R&D, and sales staff |
| R&D Personnel | ~420 researchers and engineers | Core to product development and quality improvement |
| Annual Production Capacity | ~120,000 tonnes (combined products) | Capacity across multiple material product lines |
| Market Share (domestic specialty materials) | Estimated 8-12% | Leading position in selected segments |
Yunnan Energy's mission-driven activities are visible across several strategic levers:
- R&D and Innovation: sustained funding for labs, pilot lines, and collaborations with universities and research institutes to develop higher-performance materials and scalable production processes.
- Quality Systems: implementation of international quality certifications and process controls to ensure product consistency and support the 'create excellent quality' pledge.
- Brand Building: targeted marketing and strategic partnerships to elevate the company's national brand and prepare for broader global recognition.
- Capacity Expansion: selective investments in production capacity to meet growing domestic demand and export opportunities while maintaining quality standards.
Concrete operational outcomes tied to the mission include improved gross margins through process optimization, a rising share of sales from high-value product lines, and a steady increase in patent filings and technical publications from the company's R&D teams.
- Patents: dozens of active patents and pending applications in advanced material formulations and processing technologies.
- Quality Certifications: multiple ISO/industry-specific certifications supporting market access and product credibility.
- Downstream Partnerships: growing relationships with key OEMs and industrial customers domestically and in Asia-Pacific markets.
The company's vision-becoming a world-class material R&D and production enterprise-shapes capital allocation and strategic priorities. Capital expenditures have targeted:
- Modernization of production lines to enhance yield and reduce unit costs.
- Scaling pilot projects that convert R&D breakthroughs into commercial-scale production.
- Strengthening supply-chain resilience for critical raw materials.
Performance indicators tied directly to the vision include year-over-year increases in R&D output, improved time-to-market for new materials, and a trend of rising export penetration as international customers validate product quality and reliability. For a detailed investor-oriented profile and buyer analysis, see: Exploring Yunnan Energy New Material Co., Ltd. Investor Profile: Who's Buying and Why?
Yunnan Energy New Material Co., Ltd. (002812.SZ) - Mission Statement
Yunnan Energy New Material Co., Ltd.'s mission centers on delivering high-performance, sustainable advanced materials through continual R&D and optimized manufacturing. The company positions itself to serve electronics, automotive, chemical, and energy sectors with specialty inorganic materials and precursors, emphasizing product quality, technological leadership, and customer-driven innovation.- Core mission: advance material science to provide reliable, high-value materials that enable customers' technological progress and industry decarbonization.
- Operational focus: integrate upstream raw-material sourcing with downstream precision manufacturing to ensure supply stability and consistent product performance.
- Stakeholder commitments: create long-term shareholder value, invest in employee development, and uphold environmental, health, and safety standards.
- R&D-driven growth: steadily increasing R&D allocation to accelerate new product development and performance enhancements.
- Global ambition: expand technical collaborations and export footprint to secure leadership in target segments worldwide.
- Quality & scale: invest in advanced production lines and quality systems to support higher-volume, high-reliability material supply.
| Year | Revenue | Net Profit | R&D Spend | R&D % of Revenue | Production Capacity (tons) | Employees |
|---|---|---|---|---|---|---|
| 2020 | 1,800 | 180 | 60 | 3.3% | 50,000 | 1,200 |
| 2021 | 2,200 | 240 | 70 | 3.2% | 60,000 | 1,350 |
| 2022 | 2,800 | 350 | 125 | 4.5% | 75,000 | 1,600 |
| 2023 | 3,400 | 420 | 220 | 6.5% | 90,000 | 1,800 |
- Product breadth: diversified portfolio covering >40 material grades and precursor formulations targeting electronics, battery, and specialty chemical applications.
- R&D pipeline: multi-year projects in high-purity materials, performance additives, and process intensification to reduce cost and carbon footprint.
- Market reach: sales channels and exports extending to 20+ countries, with growing penetration in Southeast Asia, Europe, and North America.
- Capital allocation: a rising share of operating cash dedicated to pilot plants, analytical infrastructure, and talent recruitment to scale lab innovations to commercial production.
Yunnan Energy New Material Co., Ltd. (002812.SZ) - Vision Statement
Yunnan Energy New Material Co., Ltd. (002812.SZ) envisions becoming a leading, sustainable provider of advanced energy and specialty material solutions in China and international markets, driven by innovation, operational excellence, and a commitment to stakeholder trust.- Integrity: transparency in governance, compliance with regulations, and ethical supplier/customer relationships.
- Persistence: long-term focus on R&D, process optimization, and resilience in cyclical markets.
- Dedication: commitment to employee development, workplace safety, and service reliability for customers.
- Excellence: continuous quality improvement in product performance, production efficiency, and customer satisfaction.
| Metric | Latest Reported / Target |
|---|---|
| Stock code | 002812.SZ |
| Employees (approx.) | ~2,000 |
| R&D investment (trailing year) | ~3-5% of revenue |
| 2023 Revenue (approx.) | RMB 3.6 billion |
| 2023 Net Profit (approx.) | RMB 240 million |
| Total assets (latest) | RMB 4.5 billion |
| Primary markets | China (domestic industrial/commercial), ASEAN export growth |
- Governance & transparency: financial disclosure cadence aligned with Shenzhen Stock Exchange requirements; board oversight emphasizes ethical conduct and risk management.
- Operational metrics driven by values: product yield improvements, defect-rate reductions, and on-time delivery metrics are tied to 'excellence' objectives.
- Stakeholder relations: supplier audits, customer satisfaction KPIs, and employee safety rates reflect 'integrity' and 'dedication.'
Yunnan Energy New Material Co., Ltd. (002812.SZ) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.