Yunnan Energy New Material Co.Ltd(002812) (002812) announced that the company signed the cooperation agreement on the whole industry chain project of new energy battery with the people’s Government of Yuxi City, Yunnan Province, Eve Energy Co.Ltd(300014) (300014), Huayou holdings and Yunnan Yuntianhua Co.Ltd(600096) (600096). The relevant parties will jointly establish a joint venture in Yuxi city to jointly carry out mineral mining, deep processing, joint research and development Produce and sell new energy batteries and upstream and downstream materials of new energy batteries, drive the construction of new energy battery industry chain, and jointly promote the formation of the whole industrial chain cluster of new energy batteries in Yuxi City.
It is understood that Yuxi City, Yunnan Province is rich in lithium oxide and other mineral resources. The local government actively introduces new energy industries, including but not limited to battery positive and negative materials, diaphragm, electrolyte and other battery materials and leading enterprises in battery production, so as to promote the coordinated development of the industrial chain. The goal is to build power batteries, energy storage batteries The whole industry chain of new energy batteries, which focuses on consumer battery manufacturing, will build a first-class lithium battery industry base in China.
As the absolute leader in the field of lithium battery diaphragm, Yunnan Energy New Material Co.Ltd(002812) is registered in Yuxi City, Yunnan Province and has been deeply cultivated there for many years, so it has a unique first mover advantage. In October last year, the company signed a strategic cooperation framework agreement with Yuxi Municipal government. The two sides agreed to build a new energy battery industry chain industrial system focusing on power battery, energy storage battery and consumer battery manufacturing in Yuxi within three to five years, so as to build a first-class lithium battery industry base in China.
From the perspective of the main business background of all parties involved in this cooperation, Yunnan Yuntianhua Co.Ltd(600096) is the leader of phosphorus chemical industry. It has advantages in phosphate rock, iron phosphate and lithium iron phosphate. Huayou holdings is good at lithium ore and lithium battery cathode materials, Eve Energy Co.Ltd(300014) is a leader in the downstream lithium sub battery and lithium primary battery; Yunnan Energy New Material Co.Ltd(002812) is the “first brother” of lithium battery isolation membrane, which has global competitiveness in capacity scale, product quality, cost efficiency and technology research and development. It can be said that this cooperation integrates multi-level industrial chains, from the resource exploration and mining of phosphate rock and lithium ore at the most upstream to the midstream supporting facilities such as lithium battery isolation film and copper foil, and then to the layout of terminal new energy battery products, so that all industrial giants can strengthen cooperation and show their strengths in the industrial chain.
The company said that this cooperation will help the company further improve the production capacity of lithium battery isolation membrane, improve the industrial chain layout, have positive significance for the company’s strategic layout in the new energy industry, and further improve the company’s market competitiveness and sustainable profitability.
Today, the company’s share price fluctuated upward, closing at 248.88 yuan / share, up 1.83% from the previous trading day
Figure / Yunnan Energy New Material Co.Ltd(002812) time sharing chart of share price on February 17
In fact, in addition to the diaphragm capacity, Yunnan Energy New Material Co.Ltd(002812) is carrying out the BOPP film reconstruction and expansion project in Yuxi City. The company recently announced that its subsidiary Hongta plastic and the Management Committee of Yuxi high tech Zone have reached an agreement on adding 20 mu of industrial land for the project. The company plans to invest 360 million yuan to build a 70000 ton BOPP film reconstruction and expansion project in Jiulong area of Yuxi high tech Zone in accordance with the policy of “retreat from two to three”. The project plans to relocate the original two BOPP film production lines to the new plant site, add one BOPP film production line and supporting equipment, and expand production to three production lines.
According to the research report released by Guotai Junan Securities Co.Ltd(601211) securities on February 11, it is optimistic about the prospects for the improvement of the company’s diaphragm shipments and profits. It is expected that the overall shipments in Yunnan Energy New Material Co.Ltd(002812) 2022 will exceed 5 billion square meters, maintaining its “overweight” rating.
