Business description: Yunnan Energy New Material (Group) Co., Ltd.

Yunnan Energy New Material Co, Ltd. is specialized in the manufacture and marketing of paper packaging and plastic films. Products include lithium battery insulation films, biaxially oriented polypropylene films, packaging boxes, cigarette labels, aseptic packaging products and special papers (laser transfer anti-counterfeiting papers, direct plating papers and coated papers).

Number of employees: 10,664

Sales by Activity: Yunnan Energy New Material (Group) Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

Lithium Battery Separator Business

6.44B 11B 10.38B 8.62B 12.01B

Others

987M 1B 1.05B 1.03B 1.1B

BOPP Film Business

639M 636M 699M 584M 587M

Inter-Segment Elimination

-81M -42.66M -82.64M -67.18M -64.16M

Geographical breakdown of sales: Yunnan Energy New Material (Group) Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

East

3.94B 5.8B 5.49B 3.63B 5.73B

Southwest Region

1.06B 1.71B 1.24B 1.36B 3.22B

Overseas Regions

906M 1.33B 2.02B 2.21B 2.29B

Central and Southern China

- - - 2.73B 1.87B

North China

221M 162M 132M 182M 327M

Northwest Territories

296M 290M 22.09M 28.11M 174M

Northeast China

38.82M 47.59M 45.9M 24.17M 20.59M

Southern China Region

1.53B 3.25B 3.09B - -

Executive Committee: Yunnan Energy New Material (Group) Co., Ltd.

Manager TitleAgeSince
Chief Executive Officer 64 19/04/2011
Director of Finance/CFO 47 27/04/2025
Investor Relations Contact 39 10/04/2021

Composition of the Board of Directors: Yunnan Energy New Material (Group) Co., Ltd.

Director TitleAgeSince
Chairman 68 31/12/2005
Director/Board Member 64 19/04/2011
Director/Board Member 67 31/03/2011
Director/Board Member 62 03/01/2017
Director/Board Member 68 07/04/2020
Director/Board Member 59 21/11/2021
Director/Board Member 39 07/04/2020
Director/Board Member 55 23/03/2023
Director/Board Member 49 23/03/2023
Director/Board Member 65 23/03/2023

Shareholders: Yunnan Energy New Material (Group) Co., Ltd.

NameEquities%Valuation
16.6 %
134,185,289 16.6 % 1 629 M ¥
8.818 %
71,298,709 8.818 % 865 M ¥
3.972 %
32,110,785 3.972 % 390 M ¥
Origin Asset Management LLP
2.542 %
20,552,267 2.542 % 249 M ¥
2.497 %
20,187,470 2.497 % 245 M ¥
NameEquities%Valuation
60.22 %
96,332,353 60.22 % 1 169 M ¥
37.86 %
60,562,409 37.86 % 735 M ¥

Company details: Yunnan Energy New Material (Group) Co., Ltd.

Yunnan Energy New Material Co., Ltd.

No. 125 Fuxian Road

653100, Yuxi

+

http://www.semcorp.com
address Yunnan Energy New Material (Group) Co., Ltd.(002812)

Plastics

Change 5d. change 1-year change 3-years change Capi.($)
-1.65%-10.16%+127.90%-30.96% 9.12B
-2.36%+0.65%+18.98%-36.94% 24.48B
-1.59%-1.20%-1.20%-5.00% 20.36B
-0.85%-4.90%+73.20%-53.22% 16.61B
+0.08%-0.17%-0.37%+53.04% 14.34B
-3.74%+3.06%+38.53%-47.98% 9.86B
-4.35%+5.81%+114.20%-24.03% 9.78B
-3.09%-3.69%+40.62%-16.57% 6.63B
-3.12%+13.60%+87.74%+167.11% 6.58B
+3.49%-0.12%+63.35%+93.69% 6.41B
Average -1.72%-1.21%+56.30%+9.91% 12.42B
Weighted average by Cap. -1.74%-1.31%+44.84%-4.27%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
63.31CNY
Average target price
65.27CNY
Spread / Average Target
+3.10%

Quarterly revenue - Rate of surprise

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