Shenzhen Capchem Technology (300037) investor relations material

Executive summary

• Revenue for H1 2026 reached ¥7.46 billion, up 75.66% year-over-year, with net profit attributable to shareholders at ¥983.81 million, up 103.33% year-over-year. Major growth was driven by battery chemicals and electronic information chemicals, while organic fluorine chemicals saw a slight decline.

• The company maintained strong R&D investment, expanded global production capacity, and continued to deepen strategic customer relationships. Key projects and capacity expansions in battery chemicals and high-end fluorine materials progressed as planned.

Financial highlights

• Operating income: ¥7.46 billion, up 75.66% year-over-year.

• Net profit attributable to shareholders: ¥983.81 million, up 103.33% year-over-year.

• Operating cash flow: ¥1.13 billion, up 97.93% year-over-year.

• Basic EPS: ¥1.31, up 104.69% year-over-year.

• Gross margin for battery chemicals: 15.32%; electronic information chemicals: 51.68%; organic fluorine chemicals: 55.87%.

Outlook and guidance

• The company expects continued growth in battery chemicals, driven by demand in new energy vehicles and energy storage.

• Organic fluorine chemicals are positioned for future growth as new applications in semiconductors and digital infrastructure mature.

• Ongoing global expansion and vertical integration are expected to enhance supply chain resilience and cost competitiveness.