Yunnan Energy New Material
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Yunnan Energy New Material (002812) investor relations material

Yunnan Energy New Material H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Yunnan Energy New Material Co Ltd
H1 2026 earnings summary25 Aug, 2026

Executive summary

  • Revenue for H1 2026 reached ¥8.67 billion, up 50.47% year-over-year, with net profit attributable to shareholders at ¥820 million, marking a return to profitability from a loss in the prior year.

  • Core business, lithium battery separator, contributed 87.88% of total revenue, with segment revenue up 58.09% year-over-year and gross margin improving by 17.99 percentage points.

  • The company maintained global leadership in lithium battery separator capacity and market share, with robust growth in both domestic and international markets.

  • Significant R&D investment led to new high-safety, high-performance separator products and a 30%+ reduction in product carbon footprint compared to 2023.

Financial highlights

  • Operating income: ¥8.67 billion, up 50.47% year-over-year.

  • Net profit attributable to shareholders: ¥820 million, compared to a loss of ¥93 million in H1 2025.

  • Basic and diluted EPS: ¥0.8352, up from -¥0.1 year-over-year.

  • Operating cash flow: ¥1.16 billion, up 452.38% year-over-year.

  • Gross margin for lithium battery separators increased by 17.99 percentage points year-over-year.

Outlook and guidance

  • The company expects continued demand growth for lithium battery separators, driven by global EV and energy storage markets.

  • Ongoing expansion of production capacity and product upgrades are planned to maintain market leadership.

  • Focus remains on high-value-added products, global market penetration, and green manufacturing initiatives.

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