新宙邦拟2.6亿美元海外扩产 推进赴港上市深化全球布局

Core Viewpoint - Company is expanding its overseas production capacity by investing in lithium-ion battery material projects in Saudi Arabia and Poland, aiming to enhance its global supply chain and market presence [1][3][4]. Group 1: Investment Projects - Company plans to invest approximately $260 million in the Middle East New Capchem lithium-ion battery material project in Saudi Arabia, which will produce 200,000 tons of carbonate solvent and 100,000 tons of ethylene glycol annually [1][3]. - In Poland, the company intends to invest no more than 200 million yuan in the second phase of the Capchem Poland project, which includes technical upgrades and the addition of 50,000 tons per year of lithium battery electrolyte production capacity [4][6]. Group 2: Market Position and Performance - Company has seen a continuous increase in its market share for electrolyte products, currently ranking among the top two in the industry [6][7]. - In the first half of 2025, the company achieved a revenue of 2.815 billion yuan from its battery chemical segment, accounting for 66.27% of total revenue, with a production capacity utilization rate of 83.54% [6][8]. - For the first three quarters of 2025, the company reported total revenue of 6.616 billion yuan, a year-on-year increase of 16.75%, and a net profit attributable to shareholders of 748 million yuan, up 6.64% [6]. Group 3: Globalization Strategy - Company is actively pursuing a globalization strategy, with ongoing projects in Malaysia and the United States to enhance its vertical integration and global footprint in the battery chemical sector [7][8]. - The company aims to establish an international capital operation platform through its planned H-share listing in Hong Kong, which is expected to optimize its capital structure and enhance its international brand influence [2][8].