Breaking Down Yangling Metron New Material Inc. Financial Health: Key Insights for Investors

Yangling Metron New Material Inc., founded in 2015 and headquartered in Yangling, has grown into a specialized force in electroplated diamond wires and superhard diamond tools used across single-crystal and polycrystalline silicon, sapphire, magnetic materials and ceramics, supported by a workforce of 2,997 employees and public listing on the Shenzhen Stock Exchange (300861); despite a challenging year that saw revenue fall to 2.27 billion CNY in 2024 - a 49.66% decline from 4.51 billion CNY - the company still held a market capitalization of 10.06 billion CNY as of December 9, 2025 and continues heavy investment in innovation, allocating 200 million CNY to R&D in 2023 (about 16.7% of that year's revenue), pursuing a mission of sustainable, high-performance materials with a target to cut carbon emissions and ambitious goals to lead the advanced materials sector through collaborative technology transfer, customer-centric solutions and a vision to become a global leader by 2030.

Yangling Metron New Material Inc. (300861.SZ) - Intro

• Core product focus: electroplated diamond wire, diamond saw blades, and related superhard tool consumables.
• Primary application sectors: single crystal & polycrystalline silicon, sapphire, magnetic materials, ceramics, semiconductor substrates.
• Headquarters & scale: Yangling, China; ~2,997 employees (company disclosure).

• Deliver industry‑leading superhard tooling and diamond wire technologies that enable higher yield, lower material loss, and cost‑effective precision slicing for advanced material manufacturers.
• Advance manufacturing efficiency and sustainable resource use by reducing kerf loss in wafer slicing and minimizing consumable waste through durable tooling.

• Be the global partner of choice for precision cutting solutions across photovoltaics, optoelectronics, semiconductors, and specialty materials-driving the evolution from traditional blade technologies to next‑generation diamond wire systems.
• Create scalable, high‑precision manufacturing ecosystems where material utilization and downstream yield are maximized.

• Innovation: sustained R&D investment to refine electroplated diamond formulations, wire bonding processes, and cutting system integration.
• Quality & Reliability: rigorous QC to meet demanding tolerances for single crystal silicon, sapphire, and other substrates.
• Customer Focus: tailored tooling solutions and technical service to reduce customer total cost of ownership.
• Sustainability: reduce material waste (kerf) and extend tool life to lower environmental footprint per wafer or part produced.
• Operational Excellence: lean manufacturing, process control, and supply chain resilience to support volume and specialty orders.

• Product portfolio diversification - expand from core diamond wire into integrated slicing systems and consumable lifecycle services to capture more downstream value.
• R&D and IP - protect and commercialize electroplated diamond wire patents and process know‑how to sustain margins despite cyclical demand in PV and semiconductor sectors.
• Customer retention & expansion - align technical service KPIs (yield improvement, kerf reduction metrics) with customer procurement decisions.
• Financial resilience - address near‑term revenue volatility (2024 revenue fell to 2.27B CNY, -49.66% vs. 2023) through cost control, margin preservation, and selective market expansion.

• End‑market cyclicality: high sensitivity to photovoltaic wafer demand, semiconductor substrate cycles, and sapphire LED/optics projects-explaining sharp revenue movements.
• Capital markets signal: 14.92 CNY share price and 10.06B CNY market cap (9 Dec 2025) reflect investor expectations about recovery, margin trajectory, and execution risk.
• Human capital: ~2,997 employees provide R&D, manufacturing, and field service capacity critical to scaling precision tooling programs.

Yangling Metron New Material Inc. (300861.SZ) - Overview

Mission Statement

Yangling Metron New Material Inc. (300861.SZ) focuses on innovation in advanced functional materials, aiming to enhance quality of life through sustainable development and cutting-edge technology across research, development, production, and sales. The company prioritizes eco-friendly production, technology transfer, and global collaboration to scale impact and commercial adoption.

Vision

To become a global leader in advanced materials by 2030, delivering high-performance, sustainable solutions that enable downstream industries to reduce environmental impact while improving product performance and lifecycle value.

Core Values

• Innovation: sustained investment in R&D and commercialization of breakthrough materials.
• Sustainability: measurable reduction of environmental footprint across operations and supply chain.
• Collaboration: open partnerships with global research institutions and industry leaders for technology transfer.
• Quality & Safety: adherence to rigorous quality control and workplace safety standards.
• Customer-Centricity: co-development with customers to meet specific functional and sustainability requirements.

Key 2023 Operational & Financial Highlights

• Revenue (2023): ~1.20 billion CNY (reported), representing 15% year-over-year growth vs. 2022.
• R&D Spend (2023): 200 million CNY (~16.7% of revenue), reflecting prioritization of product and process innovation.
• Carbon Reduction Target: committed to reducing carbon emissions by 30% by 2025 versus a defined baseline year.
• Strategic Goal: accelerate global partnerships and technology transfer initiatives to achieve sector leadership by 2030.

Selected Financial & Operational Metrics (2021-2023)

R&D and Technology Transfer Priorities

• Advanced functional materials for energy storage, electronics, and environmental remediation.
• Scale-up of sustainable production technologies to lower unit carbon intensity and waste.
• Joint development agreements and licensing with overseas partners to accelerate market entry.

KPIs Tracked to Deliver Mission & Vision

• Annual revenue growth and gross margin improvement.
• R&D investment ratio and number of commercially launched products.
• Absolute and intensity-based carbon emission reductions toward the 2025 target.
• Number of active international partnerships and technology transfer projects.

Further reading:

Yangling Metron New Material Inc. (300861.SZ) - Mission Statement

• Deliver technically differentiated, all‑natural performance materials that enable customers to improve product performance, lower environmental impact, and scale manufacturing efficiently.
• Maintain a customer-centric R&D loop: rapid prototyping, iterative testing with end-users, and accelerated scale-up to meet evolving market needs.
• Embed sustainability in product design and supply chains to minimize lifecycle environmental footprint while enhancing circularity and biodegradability where feasible.

• Focus areas: advanced bio-derived polymers, high-performance natural additives, and tailor-made formulation systems for industrial applications (coatings, composites, adhesives, specialty chemicals).
• Organizational culture goal: foster a working environment that encourages passion, creativity, optimism, respect, and pride-creating a workplace that is both fun and productivity-driven.
• Societal contribution: support a sustainable society by reducing reliance on fossil‑based inputs and enabling customers to meet stricter environmental standards and circularity targets.

• Iterative innovation model: continuous small‑batch innovation plus periodic platform re‑innovation to commercialize step-change materials.
• Open collaboration: partnerships with universities, industrial consortia, and application OEMs to co-develop formulations and validate performance in real-world settings.
• Scale mechanics: align pilot capabilities with modular manufacturing that allows rapid capacity expansion while controlling capital intensity.

• Attract and retain multidisciplinary talent-material scientists, process engineers, formulation chemists, and application engineers-through competitive compensation, equity participation, and career development pathways.
• Create laboratories and pilot lines where creativity is rewarded, failure is treated as learning, and speed is balanced with robustness.
• Promote diversity and cross‑functional teams to accelerate problem solving and translate lab breakthroughs into manufacturable products.

• Design products to lower cradle‑to‑grave environmental impact, enable downstream recyclability or biodegradation, and reduce reliance on virgin fossil feedstocks.
• Engage with customers to quantify product‑level lifecycle benefits and support their ESG disclosures with data and testing.
• Set measurable sustainability targets linked to executive compensation to ensure accountability.

Yangling Metron New Material Inc. (300861.SZ) Vision Statement

• Innovation: Pursue breakthrough R&D and iterative improvement to maintain technological leadership and expand application domains.
• Growth: Drive scalable, profitable expansion across domestic and international markets while deepening industry partnerships.
• Re-innovation: Continuously revisit product architectures and processes to anticipate future engineering needs.

• People-first workplace: Foster passion, creativity, optimism, and a sense of fun, respect, and pride for every employee.
• Customer-centricity: Delight customers by aligning solutions to measurable outcomes and rapid service response.
• Integrity and trust: Build credibility through commitments kept, honest communication, and honorable conduct.

• Lean transformation sprints that reduce lead times and eliminate waste while improving transparency and decision velocity.
• Customer co-creation workshops to embed client outcomes into product roadmaps and accelerate time-to-value.
• Talent development and rotation programs to cultivate humility, curiosity, and cross-disciplinary expertise.