Shenzhen Capchem Technology Co.,Ltd. (300037.SZ) has released its 2025 performance report. During the reporting period, the company achieved operating revenue of 9.639 billion yuan, an increase of 22.84% compared to the same period last year. This growth was primarily driven by: 1) Continued growth in demand for lithium-ion batteries, especially the rapid increase in demand for energy storage batteries in the second half of the year, which boosted demand for lithium-ion battery materials. The sales volume and revenue of the company's battery chemicals saw substantial year-on-year growth, with rapid improvements in production efficiency and capacity utilization; 2) The company seized market opportunities in fluorine-containing coolants, fluorine-containing cleaning solvents, and the domestic semiconductor industry. Market development for semiconductor chemicals within the organic fluorine chemicals and electronic information chemicals businesses showed significant results, with increased order volumes and steady year-on-year growth in sales revenue; 3) The capacitor chemicals segment of the company's electronic information chemicals business benefited from the robust "product + solution" business model. Under stringent safety, environmental requirements, and high-quality management, the company further strengthened its relationships with key customers, achieving sustained sales revenue growth, steady improvement in gross margin, and enhanced profitability. During the reporting period, the company reported a net profit attributable to shareholders of 1.098 billion yuan, an increase of 16.56% year-on-year. This was mainly attributable to three factors: First, improvement in core operations, with year-on-year growth in sales revenue from main businesses and significant increases in production and sales of semiconductor chemicals within the battery chemicals and electronic information chemicals segments; Second, optimization of operational efficiency, as newly operational projects rapidly achieved capacity utilization, combined with process improvements and cost-reduction and efficiency-enhancing measures, further strengthening cost competitiveness and significantly improving operational efficiency, which strongly supported overall profitability growth; Third, contribution from investment returns, with a substantial year-on-year increase in the net profit of joint venture Shilei Fluorine Material, leading to a notable rise in the company's investment income and further boosting its profits.
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