ENTITY

Hunan Yuneng New Energy Battery Material (YNEM HK)

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Analysis
Materials • Hong Kong
Hunan Yuneng New Energy Battery Material Co., Ltd. is a globally leading new energy materials company that focuses on the research and development, manufacturing, and sales of phosphate-based cathode materials, primarily LFP cathode materials. The company ranked first globally among phosphate-based cathode materials suppliers in terms of shipment volume for six consecutive years from 2020 to 2025, holding a 28.2% global market share in 2025.
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•09 Oct 2026 14:01

Hunan Yuneng New Energy Battery Material (YNEM HK): Synthetic Expert Call Transcript (09 Oct 2026)

Structural Divergence in LFP Capacity: The widely reported low industry utilization rate of 54% in 2025 is a misleading indicator of LFP health....

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•08 Oct 2026 13:48

Hunan Yuneng (湖南裕能) A+H Pre-IPO: Early Thoughts

Hunan Yuneng is seeking an A+H listing. In this note, we look at the company's business and its industry, and give our early thoughts on valuation.

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•20 Aug 2026 11:01

Hunan Yuneng New Energy Battery Material (YNEM HK): Synthetic Expert Call Transcript (20 Aug 2026)

Cost Leadership Driven by Upstream Integration: Hunan Yuneng’s profitability in 2025 (9.1% gross margin, 1.28 billion yuan net profit) stood in...

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•19 Aug 2026 10:20

IPO Databook: Hunan Yuneng New Energy Battery Material (HK) - Aug 2026

Hunan Yuneng New Energy Battery Material Co., Ltd. is a globally leading new energy materials company focused on R&D, manufacturing, and...

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•23 Sep 2026 11:20

Aequitas: Hunan Yuneng New Energy Battery Material A/H - Dominant Position but Volatile Earnings

Hunan Yuneng New Energy Battery Material (301358 CH) (HYNEB), a new energy materials company, aims to raise around US$600m in its H-share listing....

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