27, Shanshan shares disclosed its semi-annual report for 2026. During the reporting period, the Company realized operating income of RMB12.130 billion, representing a year-on-year increase of 23.04%; net profit attributable to shareholders of the listed company was RMB822 million, representing a year-on-year increase of 296.73%; net profit attributable to shareholders of the listed company after deduction of non-recurring profit and loss was RMB780 million, representing a year-on-year increase of 362.55%. During the
reporting period, the Company continued to focus on the development of the dual main businesses of anode materials and polarizers, seized the booming opportunities of the lithium battery industry and the steady development trend of the display industry, insisted on consolidating the competitive advantages of products through technological innovation, continued to optimize the product structure and customer structure, deepened the cost control of the whole chain, and promoted the significant growth of operating results.
With regard to performance-driven, the semi-annual report pointed out that in terms of anode materials business, the downstream lithium battery industry maintained a high demand, the market demand for anode materials was strong, and the company achieved a substantial increase in sales through refined production scheduling and optimization of capacity scheduling; In terms of polarizer business, the company "continued to promote high-end layout, the proportion of sales of high value-added products steadily increased, the product structure continued to optimize; superimposed production process improvement and supply chain synergy to reduce costs and increase efficiency, improve the profitability of polarizer business"; At the same time, the operating performance of major shareholding enterprises accounted for by equity method continued to improve year on year, among which BASF Shanshan Battery Materials Co., Ltd., a cathode business company, realized turning losses into profits in the current period.
According to the data of Shanghai Nonferrous Metal Network (SMM), in the first half of 2026, the company ranked first in the shipment of artificial graphite, with a market share of 21%, and the leading position in the industry continued to consolidate. During the reporting period, the sales of anode materials increased by 54.92% year-on-year. In terms of polarizer business, according to the data provided by CINNO Research, in the first half of 2026, the company's share of large-size LCD polarizer shipment area was about 34%, maintaining a leading position. In terms of
products and technologies, the company's 4C and 6C fast-charging series anode products have been delivered to domestic head power battery enterprises in stable mass production, and low-expansion bulk silicon carbon and high-capacity spherical silicon carbon in the field of silicon-based anode have entered the stage of mass production. In terms of polarizers business, as a domestic enterprise that has achieved mass production of all kinds of OLED polarizers, the Company has achieved stable mass production of OLED TV polarizers in full size. In terms of vehicle polarizers, the vehicle polarizers business maintained stable shipment during the reporting period, and the Nanjing Vehicle Polarizers Factory achieved mass production and gradually obtained customer orders. In
July 2026, Conch Group and Wanwei Group completed the reorganization of the board of directors and management of the company, and the change of control rights of the company landed smoothly, formally entering a new stage of development dominated by state-owned assets. The semi-annual report shows that after the new controlling shareholder takes over, based on the standard of state-owned assets management, it adheres to the combination of compliance control and classification authorization, and promotes the integration and upgrading of the company from the four dimensions of Party building, governance optimization, strategic clarity and industrial empowerment. (Wang Luo)
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