Sindh New Materials (301349.SZ) pre-sales increase is expected to increase 562% to 664% in the semi-year net profit of 65 million to 75 million yuan

According to Zhitong Finance App, Sindh New Materials (301349.SZ) disclosed its 2026 semi-annual results forecast. The company expects net profit attributable to shareholders of listed companies to be 65 million to 75 million yuan for the half year, an increase of 562.34% to 664.24% over the previous year. Net profit of 46 million to 56 million yuan after deducting non-recurring profit and loss.

The 2026 semi-annual results increased compared to the same period of the previous year. The main drivers were as follows:

First, the boom in the new energy industry continues to rise. Demand in the power battery and energy storage market is increasing simultaneously, and the penetration rate of high-pressure fast charging models continues to increase, driving strong overall market demand for anode coating materials. Relying on the company's leading domestic industry position, stable leading customer resources, and production capacity guarantee in Northeast China, Southwest China - the “Golden Triangle”, the overall shipment volume of anode coating materials increased significantly.

Second, the company actively matches the needs of downstream high-end customers, increases the production and delivery of high-end products, and increases the share of shipments of medium- to high-temperature and high-temperature series coating products, effectively driving the simultaneous improvement of overall operating income and comprehensive gross margin, and further increasing the company's profit margin.

Third, the company's downstream demand for by-products increased year-on-year, and by-product shipments and sales prices both increased, bringing incremental contributions to the company's revenue and profits.