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 2011-04-19
Director of Finance/CFO 47 2025-04-27
Corporate Secretary 42 2026-03-22
Corporate Officer/Principal 45 2026-03-26
Investor Relations Contact - -

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

Director TitleAgeSince
Chairman 68 2005-12-31
Director/Board Member 64 2011-04-19
Director/Board Member 39 2020-04-07
Director/Board Member 49 2023-03-23
Director/Board Member 65 2023-03-23
Director/Board Member 45 2026-03-26
Director/Board Member 42 2026-03-22
Director/Board Member 52 2023-08-06
Director/Board Member 39 2023-12-28

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

NameStocks%Valuation
16.6 %
134,185,289 16.6 % 1 323 M ¥
8.818 %
71,298,709 8.818 % 703 M ¥
3.972 %
32,110,785 3.972 % 317 M ¥
Origin Asset Management LLP
2.542 %
20,552,267 2.542 % 203 M ¥
2.497 %
20,187,470 2.497 % 199 M ¥
NameStocks%Valuation
60.22 %
96,332,353 60.22 % 950 M ¥
37.86 %
60,562,409 37.86 % 597 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 5-day change 1-year change 3-year change Capi.($)
-6.60%-15.78%+82.09%-45.97% 7.92B
-0.35%+4.00%+5.33%-43.47% 21.41B
0.00%-3.20%-7.28%-10.70% 19.63B
0.00%+0.17%-0.63%+26.10% 14.25B
-1.51%+2.16%-4.58%-61.69% 13.17B
-0.15%+13.10%+82.48%-21.62% 12.99B
-5.37%-15.40%+51.76%+68.70% 6.02B
-3.25%+0.85%+7.45%-42.26% 5.68B
-0.77%-3.86%+31.66%+59.68% 5.51B
+1.88%+10.80%-16.93%+5.19% 4.56B
Average -1.61%+0.07%+23.14%-6.60% 11.11B
Weighted average by Cap. -1.14%+0.93%+18.67%-15.29%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
51.33CNY
Average target price
64.19CNY
Spread / Average Target
+25.05%

Quarterly revenue - Rate of surprise

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