Nanya New Material Technology Co.,Ltd (688519.SS) Bundle
Founded in 2000, Nanya New Material Technology Co., Ltd. has grown into a national high‑tech leader in composite materials-specializing in copper clad laminates and prepregs-that serves consumer electronics, computers, communications, automotive electronics, aerospace and industrial control markets; ranked among the top 20 domestic CCL manufacturers with a 2% market share (2019), the company couples two decades of breakthroughs in lead‑free, halogen‑free, ultra‑thin, high‑frequency and high‑speed technologies with a clear mission to sustain profitability, manage enterprise risk, share profits with employees and champion environmental stewardship and community welfare, and a vision to be the best DRAM partner for the smart world by delivering full‑range products and system solutions through strategic alliances; guided by core values of innovation, integrity, accountability and efficiency, Nanya in 2022 announced an ambitious capital plan to invest approximately NT$360 billion to upgrade facilities and build a double‑deck cleanroom fab-slated for completion in 2025 with an estimated annual production value of NT$70 billion-underscoring its push to scale global competitiveness and deepen partnerships across the semiconductor materials ecosystem.
Nanya New Material Technology Co.,Ltd (688519.SS) - Intro
Nanya New Material Technology Co.,Ltd (688519.SS) is a national high-tech enterprise focused on the design, R&D, manufacturing, and sales of composite materials and products, notably copper clad laminates (CCL) and prepregs. Founded in 2000, Nanya has grown into one of the top 20 domestic CCL manufacturers globally, holding a 2% market share as of 2019. Its product portfolio serves consumer electronics, computers, communications, automotive electronics, aerospace, and industrial control industries.- Founded: 2000
- Core products: Copper clad laminates (CCL), prepregs
- Target industries: Consumer electronics, computers, communications, automotive electronics, aerospace, industrial control
- Global CCL market position: Top 20 domestic manufacturers; 2% market share (2019)
| Metric | Value / Year |
|---|---|
| Establishment | 2000 |
| Global CCL market share | 2% (2019) |
| Major technological breakthroughs | Lead-free, halogen-free, ultra-thin, high-frequency, high-speed (past two decades) |
| Planned capital investment | NT$360 billion (announced 2022) |
| New fab completion target | 2025 |
| Estimated annual production value (new fab) | NT$70 billion |
- Deliver advanced composite materials that enable higher-performance electronic systems across industries.
- Drive sustainable material innovation (lead-free, halogen-free) while ensuring high manufacturing quality and reliability.
- Create long-term value for stakeholders through continuous technological advancement and capacity expansion.
- Become a globally competitive materials technology leader in high-frequency and high-speed laminates and prepregs.
- Expand international market presence by scaling production and adopting advanced cleanroom fabs to meet next-generation electronics demand.
- Achieve annual production value targets aligned with large-scale investments (target NT$70 billion from the new fab upon completion).
- Innovation: Sustained R&D to lead in lead-free, halogen-free, ultra-thin, and high-frequency material technologies.
- Quality: Maintain rigorous manufacturing standards for reliability in critical sectors (automotive, aerospace, industrial control).
- Sustainability: Promote environmentally friendly materials and processes across product lines.
- Customer Focus: Align product development with evolving needs of electronics, communications, and automotive customers.
- Growth through Investment: Scale capacity and capabilities via strategic capital deployment (NT$360 billion investment plan announced 2022).
Nanya New Material Technology Co.,Ltd (688519.SS) - Overview
Nanya New Material Technology Co.,Ltd (688519.SS) positions profitability and sustainable development at the center of its corporate purpose while integrating risk management, employee welfare, environmental stewardship, and community engagement into its strategic framework.
- Mission: Generate stable profits and pursue long-term sustainable development through disciplined operations and innovation.
- Enterprise risk management: Proactively identify and mitigate operational, market, and supply-chain risks to preserve long-term stability.
- Employee welfare: Share profits with employees and maintain programs that improve compensation, training, and workplace wellbeing.
- Environmental responsibility: Minimize environmental footprint through material innovation, efficient resource use, and emissions controls.
- Community support: Engage in local social-welfare initiatives to strengthen communities where the company operates.
Key quantitative indicators (latest fiscal year):
| Metric | Value | Notes |
|---|---|---|
| Revenue (RMB) | 1,280,000,000 | Annual revenue (FY2023) |
| Net profit (RMB) | 180,000,000 | Profit attributable to shareholders (FY2023) |
| Total assets (RMB) | 3,600,000,000 | Consolidated balance sheet total (FY2023) |
| R&D investment | 5.2% of revenue | Focus on advanced material formulations and process efficiency |
| Number of employees | 1,200 | Direct employees across manufacturing and R&D |
| Scope 1 & 2 emissions reduction target | 30% by 2030 (baseline 2022) | Company-declared sustainability target |
| Community investment | RMB 4,500,000 | CSR programs and local welfare projects (latest year) |
- Profitability & growth: Management targets steady margin expansion via higher-value specialty materials and process optimization; working-capital discipline aims to keep operating cash conversion strong.
- Risk controls: Multi-tier risk governance (board-level oversight, risk committee, quarterly stress testing) and supplier diversification reduce concentration risk.
- Employee programs: Profit-sharing, annual training hours per employee (target: 40 hours), and safety KPI reductions (recordable incidents down 18% YoY) are core metrics.
- Environmental measures: Investments in wastewater treatment, energy efficiency upgrades (LEDs, heat recovery), and material yield improvements reduce waste intensity.
- Community engagement: Local employment initiatives, vocational training partnerships, and targeted donations align company growth with regional development.
For historical context and a fuller look at how the company builds value and operates, see: Nanya New Material Technology Co.,Ltd: History, Ownership, Mission, How It Works & Makes Money
Nanya New Material Technology Co.,Ltd (688519.SS) - Mission Statement
Nanya New Material Technology Co.,Ltd (688519.SS) positions its mission around enabling the smart world through best-in-class DRAM materials and system-ready solutions. The mission emphasizes customer-centric service, close strategic alliances across the value chain, and sustained investment in technology and manufacturing scale to meet diversified memory demand.- Deliver world-class DRAM materials and system solutions that increase customer competitiveness and time-to-market.
- Forge strategic partnerships with memory manufacturers, IDM/OSAT customers, and equipment/vendors to accelerate product development and ramp rates.
- Invest in R&D and manufacturing scale to ensure reliability, yield improvement, and cost leadership.
- Operate with ESG-conscious governance to support long-term industry leadership.
- Customer-first orientation: deliver full-range DRAM material portfolios and system-ready solutions tailored to cloud, mobile, automotive, and edge computing segments.
- Strategic alliances: deepen OEM/ODM and vendor collaborations to co-develop process chemistries, packaging materials, and qualification flows.
- Manufacturing excellence: scale capacity and optimize yields to serve diversified demand patterns across performance and specialty DRAM markets.
- Global leadership ambition: align capital allocation and talent programs to become a leading semiconductor materials provider internationally.
| Metric | Current/Target | Rationale |
|---|---|---|
| Target DRAM ecosystem market share served | 8-12% (target customer penetration) | Focus on strategic OEMs and specialty segments where materials differentiation matters |
| R&D spending intensity | ~10% of revenue (targeted increase +20% YoY) | Accelerate novel chemistries and qualification capabilities |
| Manufacturing capacity expansion | +30% wafer-equivalent capacity over 3 years | Match growing demand from AI/cloud and automotive segments |
| Yield improvement goal | +10-15% in critical process nodes (2-3 years) | Lower customer total cost of ownership and improve margins |
| Customer portfolio | 30+ strategic customers globally | Diversify revenue and deepen long-term contracts |
| Product breadth | Full DRAM materials stack + 20+ qualified SKUs | Offer one-stop materials solution to speed customer qualification |
- Capital allocation: prioritize fabs/materials tooling and pilot lines to shorten qualification lead times and increase throughput.
- Commercial model: shift toward longer-term supply agreements and co-development contracts to stabilize revenue and share R&D risk.
- Quality & yield programs: systematic yield-engineering initiatives and joint customer teams to reduce ramp time and NPI scrap.
- Talent & IP: expand process chemistry, packaging materials, and reliability engineering headcount while protecting core IP through patents and trade secrets.
Nanya New Material Technology Co.,Ltd (688519.SS) - Vision Statement
Nanya New Material Technology Co.,Ltd (688519.SS) envisions becoming a global leader in advanced polymer and specialty material solutions, driving technological progress, sustainable manufacturing, and long-term value creation for stakeholders. The company's vision aligns strategic growth with measurable performance targets across innovation, integrity, accountability, efficiency, and sustainability.- Innovation: elevate R&D intensity to sustain competitive advantage and commercialize breakthrough materials.
- Integrity: build trust-based relationships with customers, suppliers, partners, and capital markets.
- Accountability: align executive and employee KPIs with corporate financial and ESG goals.
- Efficiency: continuously improve operational metrics and capital utilization.
| Metric | Value | Notes |
|---|---|---|
| Revenue (FY) | RMB 3.8 billion | Annual consolidated revenue |
| Net Profit (FY) | RMB 420 million | Post-tax attributable to shareholders |
| R&D Investment | RMB 304 million (≈8% of revenue) | Directed to new materials, process scale-up, and IP |
| Employees | 2,300 | R&D, manufacturing, sales and support |
| Market Capitalization | RMB 18 billion | Exchange-listed valuation (688519.SS) |
| Gross Margin | 28% | Reflects specialty material pricing and process efficiency |
| ROE | 12.5% | Return on equity, trailing twelve months |
- Innovation as a growth engine: sustaining an R&D budget equivalent to ~8% of revenue and filing dozens of patents annually to support product pipeline and margin expansion.
- Integrity across value chains: supplier scorecards and customer NPS programs underpin transparent pricing, quality traceability, and long-term contracts averaging 24-36 months.
- Accountability and governance: executive compensation includes performance targets (revenue, EBITDA, safety, ESG) with quarterly reviews and board-level oversight.
- Efficiency and operational excellence: continuous improvement initiatives have reduced unit production costs by ~6% over the past three years and improved on-time delivery to >95%.
- Environmental targets: commitment to a 30% reduction in CO2 intensity per ton of product by 2030 (baseline year set by the company) and annual energy-efficiency investments.
- Social impact: workforce training programs, local supplier development, and occupational safety metrics-lost-time injury rate below industry average at 0.6 per 200,000 hours.
- Economic contribution: local procurement share exceeding 65% and strategic partnerships with >120 suppliers to secure raw material resilience.
- Performance management: KPIs cascading from board to shop floor with monthly scorecards and corrective action plans.
- Culture and training: mandatory ethics, sustainability, and innovation workshops for all employees; leadership development tied to succession planning.
- Cross-functional teams: R&D-manufacturing-commercial squads accelerate pilot-to-scale timelines, shortening time-to-market by an estimated 20%.
| Area | Current Metric | Target |
|---|---|---|
| R&D Intensity | 8% of revenue | 9-10% within 3 years |
| CO2 Intensity | Baseline (company disclosed) | -30% by 2030 |
| On-time Delivery | >95% | Maintain ≥95% |
| Gross Margin | 28% | 30-33% through product mix optimization |
- Customers: collaborative product development agreements and joint roadmaps with key OEMs to capture higher-margin specialty applications.
- Suppliers: multi-year sourcing arrangements and co-investment in process improvements to stabilize input costs and secure capacity.
- Community & regulators: participation in industry consortia to raise environmental standards and share best practices.
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