# If Yunnan Energy New Material (SEMCORP) moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/yunnan-energy · Facet: ripple · Updated: 2026-07-12T08:25:21.877391+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Yunnan Energy New Material (SEMCORP) is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 16 companies within two hops; the links are backed by 5 dated sources, 3 of them primary filings (as of 2026-07-12).

Yunnan Energy New Material (SEMCORP) operates across Li-ion separators, world No.1 wet-process. It is -5.3% in 2026. The demand side (avg +19.7%) leads the stock (-5.3%), so customer moves come first here. Among connected nodes the furthest ahead is Panasonic Energy (+98.1%) and the furthest behind is BYD (-11.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Still, non-GAAP net profit was just CNY 111M, so the recovery is only at its start.

## Demand chain (leading)
- T1 CATL (https://valuechain.wiki/catl.md)
- T2 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T2 Tesla (https://valuechain.wiki/tesla.md)
- T3 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T2 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T2 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 SAIC Motor (https://valuechain.wiki/saic-motor.md)
- T1 BYD (https://valuechain.wiki/byd.md)
- T2 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T1 Panasonic Energy (https://valuechain.wiki/panasonic-energy.md)
- T2 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T1 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T2 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T2 General Motors (https://valuechain.wiki/general-motors.md)
- T2 Honda Motor (https://valuechain.wiki/honda-motor.md)
- T2 DTE Energy (https://valuechain.wiki/dte-energy.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)

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