Specialty Chemicals

CAPCHEM

CAPCHEM released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 3.361 B (forecast CNY 3.653 B), actual EPS CNY 0.62 (forecast CNY 0.5228)

CAPCHEM to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 3.653 B, EPS CNY 0.5228

CAPCHEM to release FY2025 earnings on March 24 After-Market (BJT), forecast revenue CNY 9.882 B, EPS CNY 1.5401

CAPCHEM released FY2025 Q4 earnings on February 10 After-Market (BJT), actual revenue CNY 3.023 B (forecast CNY 2.316 B), actual EPS CNY 0.4579 (forecast CNY 0.47)

CAPCHEM released FY2025 earnings on February 10 After-Market (BJT), actual revenue CNY 9.639 B (forecast CNY 9.882 B), actual EPS CNY 1.43 (forecast CNY 1.5401)

CAPCHEM released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 2.368 B (forecast CNY 2.447 B), actual EPS CNY 0.3504 (forecast CNY 0.5254)

CAPCHEM released FY2025 9 Months Earnings on October 28 After-Market (BJT), actual revenue CNY 6.616 B, actual EPS CNY 0.9801

CAPCHEM to Release FY2025 Q3 Earnings on October 24 After-Market (BJT), Forecast Revenue CNY 2.447 B, EPS CNY 0.5254

CAPCHEM released FY2025 Semi-Annual Earnings on August 25 After-Market (BJT), with actual revenue of CNY 4.248 B and EPS of CNY 0.62

CAPCHEM released FY2025 Q2 earnings on August 25 After-Market (BJT), actual revenue CNY 2.246 B (forecast CNY 2.367 B), actual EPS CNY 0.3196 (forecast CNY 0.4161)

CAPCHEM FY2025 Semi-Annual Earning Release on August 26, 2025 (BJT)

New 宙邦 Responds to Shareholder Questions on Fluorine Chemicals and Electrolytes

New 宙邦 Responds to Investor Inquiries About Solid State Battery Business Layout

NewTechBOND Receives Patent for Lithium-Ion Battery Technology

New Tech Achieves Stable Production and Sales of Hundred Kilograms of Solid Battery Sulfide Materials

Nezonium Executives Plan to Sell 0.16% of Shares

Newzonbang Announces Ohio Project Delayed Until 2026

New 宙邦 Lays Out for Semiconductor Chemicals and Fluorinated Liquids

NewTechBond Introduces Its Technological Advantages and Strategies in Solid-State Batteries

New 宙邦 Holds First Quarter Earnings Presentation

09866

300037

300750

300014

On March 20th, the domestic lithium hexafluorophosphate market continued to decline, with an average price of 111,000 yuan/ton, a cumulative drop of over 38% from the peak of 180,000 yuan/ton in December 2025. Lithium hexafluorophosphate is the core material for lithium battery electrolytes, and its price fluctuations reflect the supply and demand relationship in the lithium battery industry chain, becoming an important indicator of industry prosperity

Wallstreetcn

NIO-SW

Li Auto

LI AUTO-W

NIO Inc

NBSS

CATL

XPeng

BYD Company Limited

BYD Company

Amplify Lithium & Battery Tech ETF

BYD COMPANY

Global X Lithium & Battery Tech

XPENG-W

The price of lithium hexafluorophosphate has adjusted, and the industry has entered a stage of supply and demand rebalancing

300438

159767

002460

03750

561910

01772

Data released by the National Bureau of Statistics shows that in early February 2026, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month. Among the 50 important production materials monitored, the prices of 28 products increased, 20 decreased, and 2 remained unchanged

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

Ganfeng Lithium

China Merchants CSI Battery Theme ETF

GANFENGLITHIUM

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

Capchem Technology, a Chinese fine chemical supplier, plans to invest USD260 million in a lithium-ion battery electrolyte solvent plant in Saudi Arabia, located in Yanbu Heavy Industrial Park. The factory aims to produce 200,000 tons of carbonate solvents and 100,000 tons of ethylene glycol annually, enhancing Capchem's global supply chain and reducing logistics costs. Additionally, the company will invest CNY200 million to expand its Polish factory's capacity by 50,000 tons. Capchem's shares rose 2.4% to CNY53.68, reflecting a 43% increase over the past year.

Yicai

China's Capchem to Build Lithium Battery Materials Plant in Saudi Arabia for USD260 Million, Boost Polish Factory Capacity

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09863

002970

Asian markets are focusing on companies with high insider ownership, indicating management confidence. Top growth companies include Zhejiang Leapmotor, UTI, and Streamax Technology. Shanghai Chicmax Cosmetic and Shenzhen Capchem Technology show robust growth potential despite recent insider selling and strategic shifts. Auras Technology also demonstrates strong growth with high insider ownership. Simply Wall St provides analysis based on historical data and forecasts, not financial advice.

Simplywall

CHICMAX

Universal Tech

LEAPMOTOR

Streamax

Asian Growth Companies With High Insider Ownership December 2025

CAPCHEM: Planning to issue H shares and list on the Hong Kong Stock Exchange Limited

On the performance briefing on October 29, CAPCHEM stated that the price increase of lithium hexafluorophosphate is gradually being reflected in the conductivity of electrolytes. Since the third quarter of 2025, the electrolyte industry has rebounded from historical lows. Although the fourth quarter is still in a price transition phase, new contracts will reference the latest prices of lithium hexafluorophosphate, and the transmission efficiency will further improve

Zhitong

CAPCHEM: The price increase of lithium hexafluorophosphate is gradually being reflected in the conductivity of electrolytes

CAPCHEM announced that its revenue for the third quarter was 2.368 billion yuan, an increase of 13.60% year-on-year; net profit was 264 million yuan, a decrease of 7.51%. Revenue for the first three quarters was 6.616 billion yuan, an increase of 16.75% year-on-year; net profit was 748 million yuan, an increase of 6.64%

CAPCHEM: Net profit in the third quarter was 264 million yuan, a decrease of 7.51%

002709

002407

Everbright Securities released a research report indicating that the main reasons for the rise in lithium hexafluorophosphate prices are the recovery in demand and supply tightness. The demand from downstream electrolyte and battery manufacturers is rebounding, while upstream producers have adopted cautious production strategies during the industry's low period and have not significantly expanded capacity. Currently, the market operating rate is 75.43%, and there is a lack of effective supply increment in the short term, with inventory having bottomed out. Since mid-September, the price of lithium hexafluorophosphate has risen rapidly, with the average price reaching 75,000 yuan/ton after the National Day holiday, an increase of 16.3% compared to last week. The state of tight balance between supply and demand will continue

TINCI

Everbright Securities: Marginal improvement in supply and demand pattern, hexafluoride prices are expected to continue rising

CAPCHEM stated on the interactive platform that the company has completed the layout of fluorinated polyimide monomers and resins, and polyimide film products for specific scenarios are under development, with flexible electronic skin being one of the directions. Polyimide materials, with their excellent low dielectric loss, flexibility, and thermal stability, provide an ideal substrate and packaging material choice for electronic skin and flexible sensors

CAPCHEM: Polyimide film products for specific scenarios are under development

CAPCHEM(300037.SZ)