Electrical Components and Equipment

Yuneng New Energy

Yuneng New Energy released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 14.97 B (forecast CNY 7.786 B), actual EPS CNY 1.77 (forecast CNY 0.4034)

Yuneng New Energy released FY2025 Q4 earnings on April 22 After-Market (BJT), actual revenue CNY 11.4 B (forecast CNY 8.517 B), actual EPS CNY 0.8274 (forecast CNY 0.3949)

Yuneng New Energy released FY2025 Annual Earnings on April 22 After-Market (BJT), actual revenue CNY 34.62 B (forecast CNY 33 B), actual EPS CNY 1.68 (forecast CNY 1.5377)

Yuneng New Energy to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 7.786 B, EPS CNY 0.4034

Yuneng New Energy to Release FY2025 Annual Earnings on April 23 After-Market (BJT), Forecast Revenue CNY 33 B, EPS CNY 1.5377

Yuneng New Energy released FY2025 9 Months earnings on October 27 During-Market (BJT), actual revenue CNY 23.23 B, actual EPS CNY 0.8575

Yuneng New Energy released FY2025 Q3 earnings on October 27 During-Market (BJT), actual revenue CNY 8.868 B (forecast CNY 8.952 B), actual EPS CNY 0.4525 (forecast CNY 0.6473)

Yuneng New Energy to release FY2025 Q3 earnings on October 28 during market hours (BJT), forecast revenue CNY 8.54 B, EPS CNY 0.6636

Yuneng New Energy released FY2025 Semi-Annual Earnings on August 25 During-Market BJT, actual revenue CNY 14.36 B, actual EPS CNY 0.4

Yuneng New Energy released FY2025 Q2 earnings on August 25 During-Market (BJT), actual revenue CNY 7.596 B (forecast CNY 5.92 B), actual EPS CNY 0.2849 (forecast CNY 0.23)

Yuneng New Energy to Release FY2025 Semi-Annual Earnings on August 26, 2025 (BJT)

Hunan Yuereng to Invest in Malaysia for Lithium Battery Material Project

Hu'nan Yuer Energy's ESG Rating Results Announced

Eastwu Securities Gives Hunan Yuneng a Buy Rating

Hu'nan Yuneng Responds to Solid-State Battery Development Progress

Hunan Yuneng Announces 2024 Annual Report and Q1 Report

Positive Material Industry Sees Volume Growth but Price Drop, Intensifying Industry Cleanup Competition

Hunan Yuneng Fully Subsidiary Founded

Eastwu Securities Gives Hunan Yunneng a Buy Rating with a Target Price of 40.8 Yuan

Yuneng New Energy released FY2025 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 6.762 B (forecast CNY 6.327 B), actual EPS CNY 0.12 (forecast CNY 0.2)

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Citi has adjusted its commodity preference ranking, placing copper at the top due to its lagging prices and easing Middle East tensions. The bank's report highlights a strong performance in lithium stocks, while aluminum has underperformed. Overall, mining stocks are expected to align with commodity price trends despite current underperformance. Citi's new top picks include CATL, MMG, CMOC, CHALCO, GANFENGLITHIUM, and HUNAN YUNENG, with varying short selling ratios and price changes.

AASTOCKS News

CATL

GANFENGLITHIUM

Ganfeng Lithium

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

CMOC

CHALCO

CATL HK SDR 30to1

Citi Adjusts Commodity Preference Ranking, Tops Copper; New Top Picks Include CATL , MMG , CMOC , CHALCO , GANFENGLITHIUM

Hunan Yuneng, a leading Chinese supplier of lithium iron phosphate (LFP) cathode materials, plans to build a factory in Mérida, Spain, with an investment of €800 million. The facility will create around 500 jobs and will be located in the ExpacioMérida industrial park. The project will be developed in phases, starting with a plant capable of producing 50,000 tonnes of LFP material annually, with future expansion to 300,000 tonnes. This marks the first factory of its kind in Europe, with all necessary permits secured for construction.

electrive

BYD COMPANY

Stellantis NV

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Hunan Yuneng plans cathode material factory in Spain

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The A-share non-ferrous metal sector saw a partial rebound in the afternoon, with Hainan Mining hitting the daily limit, followed by Yuneng New Energy, Xizang Mineral, Guocheng Mining, and HX rising

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Xizang Mineral

Guocheng Mining

Hainan Mining

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Yuneng New Energy, WANRUN NEW ENERGY, Dynanonic, and Anda Technology, four lithium iron phosphate companies, plan to conduct a month-long maintenance and production reduction starting in January 2026, affecting approximately 50% of the market share. The reduction is expected to be between 35% and 50%, which may impact the supply and demand dynamics in January. This move comes at a critical moment for negotiations with downstream battery manufacturers regarding price increases. As a result of the production reduction news, the stock prices of the related companies have risen

WANRUN NEW ENERGY

Dynanonic

Lithium Iron Phosphate "Half the Market" Collective Price Support

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The A-share lithium battery sector continues to strengthen, with FENGYUAN and TONZE hitting the daily limit up, while Yuneng New Energy, HSC, LOPAL, JYC, and others rose over 7%

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Leading lithium iron phosphate cathode material manufacturers such as Jiangxi Shenghua New Materials, Hunan Yuneng, Shenzhen Dynanonic, and Shandong Fengyuan Chemical have recently announced expansion plans, focusing on high-end production capacity. This marks a shift in the lithium iron phosphate cathode material industry towards a new stage of high-quality development centered on technology, after experiencing overcapacity and price declines

Zhitong

Leading lithium iron phosphate cathode material manufacturers increase high-end production capacity

Regarding the progress of phosphate mining, Yuneng New Energy recently stated in an institutional conference call that since obtaining the mining rights certificate, the company has been advancing the construction of the mine in an orderly manner. Currently, the progress is relatively smooth, and the Huangjiapo phosphate mine is expected to start producing ore in the fourth quarter of this year. There will be a ramp-up period from ore production to reaching full capacity, which will depend on the actual situation

Hunan Yuneng: The Huangjiapo phosphate mine is expected to gradually start production in the fourth quarter of this year

Yuneng New Energy recently stated in an institutional conference call that in the third quarter of this year, downstream demand continued to rise, and the company's quarterly product sales reached a new high. The market demand for differentiated products in the downstream has maintained a rapid growth trend, with products such as the CN-5 series and YN-9 series in short supply, and their shipment proportion continues to increase. At the same time, benefiting from the growth in demand in the energy storage sector, the proportion of products used in the energy storage end has also increased

Yuneng New Energy: The proportion of products applied in the energy storage sector has increased

Regarding the recent price increase of the company's products, Yuneng New Energy stated in an institutional conference call that, based on the market situation of supply not meeting demand for the company's products and the rise in raw material prices, the company has actively engaged in business negotiations

Hunan Yuneng responds to product price increase situation: has actively engaged in business negotiations

Yuneng New Energy(301358.SZ)