Yunnan Energy New Material (002812.SZ) plans to increase the issuance to acquire 100% stake in Zhongke Hualian, improving the layout of advanced production capacity.

Yunnan Energy New Material (002812.SZ) disclosed a plan to issue shares to purchase assets and raise matching funds. The company intends to purchase a total of 100% of the shares of Zhike Hualian held by 63 transaction parties including Zhipeng Zi, Qingdao Zhongzhida, Jichao Chen, Bo Yang, Jun Yuan, etc., and issue shares to not more than 35 specific objects who meet the conditions to raise matching funds. The specific transaction price for this transaction has not yet been determined. It is reported that the issuance price for the purchase of assets with shares has been determined to be RMB 34.38 per share, and the issuance price for raising matching funds with shares will not be lower than 80% of the average trading price of the company's stock in the 20 trading days prior to the pricing base date. The announcement shows that the target company is a high-tech enterprise specializing in research and development, production, and sales of wet-process lithium-ion battery separator complete production equipment, other thin films, and other polymeric materials production equipment, as well as separator products. The main customers are lithium battery and lithium battery separator manufacturers. In terms of separator production equipment, the target company is a leading domestic manufacturer of lithium battery separator production equipment. Since the successful commissioning of the first lithium battery separator production demonstration line in 2013, the independently developed complete production equipment for separators has been developed for more than ten years, and the wet lithium battery separator production line has won the title of the first (set) major technical equipment in China. The technical advantages of the target company's separator production equipment include high single-line annual production capacity, basic domestic substitution of core components of the production line, independently developed separator management system, and rapid switching of production lines. After the completion of the transaction, the listed company can directly use the target company's separator production equipment and corresponding production technology to self-produce high-performance separator products, reducing the production and operation costs of the listed company. At the same time, with the long-term production practice and capacity advantages in the field of lithium battery separators, the listed company can use its own experience and technological accumulation to promote the improvement, optimization, and expansion of the target company's separator production equipment. The target company's separator products can complement the existing separator product matrix of the listed company, further improve the layout of advanced production capacity, and enhance scale effects. Additionally, as the largest supplier of lithium-ion battery separators in terms of global shipments, the listed company has held the market share in the market for many years. Abundant order demand and rich sales channels can effectively promote the sales of the target company's separator products. Furthermore, the company's stock will resume trading starting from Monday, December 15, 2025.