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● Ecopro’s Hidden Boon

ECOPRO Materials: A Comprehensive Analysis of Expectations and Growth Prospects in the Precursor Market

Many are curious about why ECOPRO Materials is considered the most promising stock in both the short and long term.
In this article, we will explore:

1. ECOPRO Materials' unique position in the war for non-Chinese precursor supply
2. The explosive growth trend in the global Electric Vehicle (EV) and Energy Storage System (ESS) markets
3. ECOPRO Materials' growth rate and changes in its revenue structure with major clients (LG Energy Solution, Samsung SDI)
4. Future performance outlook and investment perspectives
   These four key points will be explained in chronological order, in an easy-to-understand and systematic manner.
   We will cover the latest order news, revenue change trends, and the future direction of the precursor and secondary battery industries in detail.

1. Global Precursor Supply Reorganization – The ‘De-China’ Era, ECOPRO Materials’ Dominance

ECOPRO Materials is virtually the only large-scale precursor manufacturer globally that can be immediately substituted.
Free from reliance on China, it is receiving love calls from the world’s top secondary battery companies.
Precursor is a key material in the secondary battery (battery) value chain, so important that its supply disruption can halt the entire process.
Following the recent supply chain diversification policies centered on the United States and Europe, ECOPRO Materials is the fastest Korean material company to respond.
If it successfully establishes itself outside of China, ECOPRO Materials will inevitably see a significant expansion in its global market share.

2. Electric Vehicle (EV) and ESS (Energy Storage System) Markets: Structural Demand Surge

Orders for electric vehicles and ESS, which are key to secondary battery front-end demand, are rapidly increasing.
In particular, electric vehicle sales are growing overwhelmingly, and now ESS is also entering a steep growth phase.
Accordingly, the need to expand production capacity for precursors and cathode materials (including ECOPRO BM, an ECOPRO subsidiary) is increasing.
Recent disclosures of large-scale ESS/EV orders with major battery clients such as LG Energy Solution and Samsung SDI have also been confirmed.
The strategy of reducing the proportion of Chinese precursors and expanding the use of K-materials is becoming clear.

3. Detailed Analysis of ECOPRO Materials’ Growth Rate and Revenue Structure Changes

Revenue is in a phase where an average annual growth rate of 30% or more is ‘inevitable.’
Since there are no realistic alternative companies, global clients are frantically trying to secure it.
Currently, ECOPRO Materials’ product share in total revenue is less than 10% based on LG Energy Solution.
However, it is expected to grow rapidly to 15-20% within the next year.
Samsung SDI has already exceeded 20% as of the first half of the year.
A structure leading to ‘order disclosure → performance reflection → margin expansion’ is clear.
It is inevitable that it will enjoy multiple top-down momentum, including global supply chain reorganization, expansion of the electric vehicle battery market, and an explosion in ESS demand.

4. Performance Outlook, Investment Perspective, and ECOPRO Materials’ Future

It is considered a representative growth stock where the four elements of order volume, production volume, sales, and profit align perfectly.
The actual order scale is already expanding from the mid-sized enterprise era to the large enterprise level.
The premium linked to the de-China story is emerging as a factor for ‘valuation reevaluation’ within the industry.
It is highly likely that it will maintain its position as the number one domestic and international precursor market player within the next 2-3 years.
Although there may be short-term profitability fluctuations, there will be no change in the overall trend of structural growth.
ECOPRO Materials is strengthening its strategic position in the global K-battery (Korean battery) value chain.
It captures all the core economic keywords: precursors, secondary battery materials, lithium-ion batteries, supply chains, and global growth.

< Summary >
ECOPRO Materials is the biggest beneficiary of the de-China precursor industry reorganization.
With the surge in electric vehicle and ESS orders, high growth of over 30% annually.
Innovating the revenue structure with large clients such as LG Energy Solution and Samsung SDI.
Securing performance growth, supply chain competitiveness, and global growth momentum.

[Related Articles…]

• ECOPRO's precursor strategy, Samsung SDI collaboration prospects (Link: ECOPRO)
• Changes in K-battery global market share and analysis of key material companies (Link: K-Battery)

*YouTube Source: [달란트투자]

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