002812.SZ Yunnan Energy New Material Co., Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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00:26
Feb 03
Feb 03
Global separator leader has 50% upside
Yunnan Energy New Material is the global separator leader with 35-40% market share and major customers including CATL, BYD, and LG Energy Solution. It has raised prices, 4Q shipments rose 1.5x QoQ, utilization is rising, and overseas expansion supports 2025-2026 earnings estimates; the report sees about 50% upside and global separator inventory is nearly sold out.
HIGH
About 002812.SZ Investor Commentary
Across the available history and selected sources, Buzzberg tracks 002812.SZ (Yunnan Energy New Material Co., Ltd.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Wang Jeong.