彩客新能源中期报告2026

(Incorporated in the Cayman Islands with limited liability)（於開曼群島註冊成立的有限公司）Stock Code 股份代號：1986 2026INTERIM REPORT中 期 報 告 CONTENTS目 錄 2Corporate Information5Financial Highlights6Management Discussion and Analysis26Corporate Governance37Report on Review of Interim Financial Information39Unaudited Interim Condensed Consolidated Statement of Profit or Loss andOther Comprehensive Income41Unaudited Interim Condensed Consolidated Statement of Financial Position43Unaudited Interim Condensed Consolidated Statement of Changes in Equity45Unaudited Interim Condensed Consolidated Statement of Cash Flows46Notes to Unaudited Interim Condensed Consolidated Financial Information81Definitions Corporate Information BOARD OF DIRECTORS 董事會 執行董事1 Executive Directors Mr. GE Yi(Chairman)Mr. BAI Kun(Vice Chairman)1 非執行董事FONTAINE Alain Vincent Non-executive Directors Mr. FONTAINE Alain VincentMr. PAN Deyuan Independent non-executive Directors 獨立非執行董事 2 Mr. ZHU Lin(Lead independent non-executive Director)2Mr. YU MiaoMs. LU Xin COMPANY SECRETARYMr. BAI Kun 公司秘書 授權代表 AUTHORISED REPRESENTATIVES Mr. GE YiMr. BAI Kun 審核委員會 AUDIT COMMITTEE Mr. ZHU Lin(Chairman)Mr. YU MiaoMs. LU Xin REMUNERATION COMMITTEE 薪酬委員會 Mr. YU Miao(Chairman)Mr. ZHU LinMs. LU Xin 1. 1.Mr. BAI Kun has been appointed as the Vice Chairman witheffectfrom 30 March 2026.For details,please refer to theannouncement of the Company dated 30 March 2026. 2. 2.Mr. ZHU Lin has been designated as the lead independentnon-executiveDirector with effect from 30 March 2026.Fordetails,please refer to the announcement of the Companydated 30 March 2026. 提名委員會 NOMINATION COMMITTEE Mr. GE Yi(Chairman)Mr. ZHU LinMs. LU Xin 註冊辦事處 REGISTERED OFFICE P.O. Box 472Harbour Place, 2nd Floor, North Wing103 South Church StreetGeorge TownGrand CaymanCayman Islands KY1-1106 P.O. Box 472Harbour Place, 2nd Floor, North Wing103 South Church StreetGeorge TownGrand CaymanCayman Islands KY1-1106 HEAD OFFICE IN THE PRC 中國總辦事處 10910 Building No. 10109 JinghaisanluBeijing Economic-Technological Development AreaThe PRC 香港主要營業地點 PRINCIPAL PLACE OF BUSINESS IN HONG KONG 131 31st FloorTower TwoTimes Square1 Matheson StreetCauseway BayHong Kong 股份過戶及登記總處 PRINCIPAL SHARE REGISTRAR AND TRANSFEROFFICE International Corporation Services Ltd.P.O. Box 472Harbour Place, 2nd Floor, North Wing103 South Church StreetGeorge TownGrand CaymanCayman Islands KY1-1106 International Corporation Services Ltd.P.O. Box 472Harbour Place, 2nd Floor, North Wing103 South Church StreetGeorge TownGrand CaymanCayman Islands KY1-1106 Corporate Information 香港股份過戶登記分處 HONG KONG BRANCH SHARE REGISTRAR 1617 Tricor Investor Services Limited17/F, Far East Finance Centre16 Harcourt RoadHong Kong 法律顧問 LEGAL ADVISER 153232033209 As to Hong Kong law:Jingtian & Gongcheng LLPSuites 3203-3209, 32/FEdinburgh Tower, The Landmark15 Queen’s Road CentralCentralHong Kong AUDITOR 核數師 181151501-1508 Confucius International CPA LimitedCertified Public AccountantsRegistered Public Interest Entity AuditorRooms 1501-8, 15/F, Tai Yau Building181 Johnston RoadWanchaiHong Kong STOCK CODE 股份代號 1986 1986 主要往來銀行 PRINCIPAL BANKERS China Construction Bank (Dongguang Branch)Bank of China (Dongguang Branch)Agricultural Bank of China (Dongguang Branch) INVESTOR ENQUIRIES 投資者查詢 www.tsaker.com Website: www.tsaker.com Revenue of the Group for the six months ended 30 June 2026amounted to approximately RMB1,413.1 million, representing anincreaseof approximately RMB479.6 million or approximately51.4%, as compared with approximately RMB933.5 million in thesame period of 2025. The Board resolved to declare and pay an interim dividend ofHK$0.015 per ordinary share for the six months ended 30 June2026 (six months ended 30 June 2025: interim dividend RMB0.015per ordinary share (equivalent to HK$0.016 per ordinary share)). Management Discussion and Analysis 業績回顧 PERFORMANCE REVIEW Management Discussion and Analysis 51.4%1,413.1933.5120.5%257.5116.85.718.2%12.5% For the Review Period, the total revenue of the Group increasedby approximately 51.4% to approximately RMB1,413.1 million (sixmonths ended 30 June 2025: approximately RMB933.5 million) ascompared with that in the same period of 2025, and the overallgrossprofit of the Group increased by approximately 120.5%period-on-period to approximately RMB257.5 million (six monthsended30 June 2025:approximately RMB116.8 million).Theperiod-on-period increase in the overall gross profit was mainlydue to the sales volume and the average unit selling price of ironphosphate,the major product of the Group’s battery materialssegment,for the six months ended 30 June 2026 increasedsignificantly as compared with those in the same period of 2025dueto the continuous growth in downstream market demand.Theoverall gross profit margin of the Group increased by 5.7percentage points period-on-period to approximately 18.2% (sixmonths ended 30 June 2025: approximately 12.5%). 914.0%94.3