CAPCHEM(SZ:300037) Mei Ri Jing Ji Xin Wen·2026-02-02 10:16Core Viewpoint - The company has established a strong international presence with a professional team and is actively expanding its overseas business, particularly in the lithium-ion battery sector, to meet global customer demands [2]. Group 1: Overseas Business Development - The company has a specialized and efficient international team that has created a global sales and service network covering major markets in Europe, Southeast Asia, Japan, South Korea, and the Middle East [2]. - The Poland lithium-ion battery electrolyte project, which began production in 2023, is a key initiative in the company's overseas strategy, enabling local supply in Europe and establishing long-term partnerships with quality overseas clients [2]. - The company is currently constructing the Malaysia Nolete electronic chemicals project, expected to be operational by the end of 2026, with successful order deliveries already achieved from its first factory [2]. Group 2: Financial Performance and Future Outlook - In the first half of 2025, the company's overseas sales revenue reached 885 million yuan, accounting for 20.84% of total revenue, with overseas business gross margins exceeding those of domestic operations [2]. - The company attributes its overseas success to the establishment of production bases, localized service points, and the premium associated with its brand and intellectual property [2]. - Future plans include further deepening global expansion and enhancing localized service capabilities to capitalize on opportunities in the global new energy industry chain [2].