Chaowei Power Holdings Ltd. · HKEX:951

Chaowei Power — FY2025 Earnings Presentation

25 slides from Chaowei Power's earnings presentation, March 2026

  1. Slide 1: 2025 Annual Results

    2025 Annual Results March 2026

  2. Slide 2: Disclaimer

    Disclaimer This document is prepared by Chaowei Power Holdings Limited (“Chaowei” or the “Company”) solely for the presentation annual results announcement for the year ended 31 Dec 2025. Copying or redistribution of this document to any person is strictly prohibited. The distribution of this docume

  3. Slide 3: Contents

    Contents 1. Industry Background P.4 2. Business Review P.9 3. Financial Performance P.20 4. Awards & Accolades P.23 3

  4. Slide 4: 1. Industry Background

    ® Dx | ol 52. CHILINEE Industry Background fT.

  5. Slide 5: Electric Bike Market Continued to Expand

    Electric Bike Market Continued to Expand Electric Bike • Intelligent upgrading of electric bikes has seen them evolve from commuting tools to tech-oriented lifestyle products. This shift has Consumption Gains broadened the consumer base, and coupled with their eco-friendly Momentum attributes, elect

  6. Slide 6: New National Standard Drives Industry Upgrading and Market Activation

    New National Standard Drives Industry Upgrading and Market Activation New National Standard Fully Implemented in December 2025 The New National Standard introduces the coordination mechanism of “One Vehicle, One Battery, One Charger, One Code”. It enhances anti-tampering technologies, imposes strict

  7. Slide 7: Lead-acid Motive Battery Market Share Remained Stable

    Lead-acid Motive Battery Market Share Remained Stable • High cost-effectiveness, superior safety and good stability, wide applicability and high recycling efficiency • Widely applied in the electric bicycle sector, with Stable Demand for growing market demand Lead-Acid Motive • The two-year replacem

  8. Slide 8: Rapid Development of New-type Batteries and Strong Market Demand for Lithium and Sodium Batteries

    Rapid Development of New-type Batteries and Strong Market Demand for Lithium and Sodium Batteries • In 2025, global lithium battery shipments reached 2,280.5 GWh, achieving a year-on-year increase of 47.6% with a significantly accelerated growth rate Lithium Battery • China’s lithium battery shipmen

  9. Slide 9: 2. Business Review

    4 [a CHILINEE 2. Business Review

  10. Slide 10: Business Review: Revenue and Revenue Breakdown in 2025

    Business Review Revenue and Revenue Breakdown in 2025 (RMB mn) Revenue has increased to Li-ion Battery approximately RMB54.4 billion, 625 1.15% a year-on-year increase of about (264 0.53%) Electric Bike 8.1%. Battery 19,957 36.69% Profit attributable to owners of (18,479 36.71%) the Company amounted

  11. Slide 11: Lead-Acid Battery Industry Leadership and Breakthrough in Graphene Technology

    Lead-Acid Battery Industry Leadership and Breakthrough in Graphene Technology Advantages of Lead - M a s t e r i n g C o r e Te c h n o l o g y Acid Motive Batteries of Graphene Batteries Lead-acid motive batteries are the The Group has continuously promoted Group’s primary products. Given their pro

  12. Slide 12: Steady Growth of Lithium Battery Business

    Steady Growth of Lithium Battery Business Through the development and application of new materials, technologies and processes, the Group’s lithium battery project has received professional certifications such as the “Certificate of Industrialisation Demonstration Project under the National Torch Pr

  13. Slide 13: Innovative Sodium Battery Business

    Proactive Layout in Cutting-edge Material Systems with Technological Innovation Driving the Development of Innovative Sodium Battery Business In September 2025, the Group officially In October 2025, the Group’s sodium-ion launched its brand-new “Chaowei Sodium battery hard carbon anode material proj

  14. Slide 14: Accelerated Expansion of the Energy Storage Segment in line with National Policy Guidance

    Accelerated Expansion of the Energy Storage Segment in line with National Policy Guidance • The project was successfully connected to the grid. It adopted the Group’s self-developed lead-carbon energy storage technology, the project combines the advantages of lead-acid batteries and supercapacitors,

  15. Slide 15: Standardised Reusable Materials and Nationwide Recycling Network Coverage

    Standardised Reusable Materials and Nationwide Recycling Network Coverage The Group has piloted a recycling management system in major cities across the country The Group has established subsidiary recycling companies for lead-acid batteries in By establishing standardised recycling various province

  16. Slide 16: Comprehensive Sales Network Coverage Bolstered Brand Influence

    Comprehensive Sales Network Coverage Bolstered Brand Influence Production facilities are strategically positioned in regions with higher demand for lead-acid motive batteries, including Shandong, Jiangsu, Henan, Zhejiang, Anhui, Jiangxi and Hebei provinces in the PRC Staying Close to Market Hebei Ma

  17. Slide 17: Sales Service System: Electric Bike Battery Primary Market

    Comprehensive Sales Service System with Full Coverage of Primary and Secondary Markets Electric Bike Battery – Primary Market Has dedicated departments Established long-term cooperative that provide all-round sales partnerships with several leading services to major customers electric bike manufactu

  18. Slide 18: Sales Service System: Electric Bike Battery Secondary Market

    Comprehensive Sales Service System with Full Coverage of Primary and Secondary Markets Electric Bike Battery – Secondary Market The Group boasts an extensive distribution network that covers all provinces and regions in the country, supported by a national service hotline The Group’s comprehensive s

  19. Slide 19: Commitment to Driving Innovation and Leading Industry Progress

    Commitment to Driving Innovation and Leading Industry Progress Technological Innovation During the Year, the Group invested approximately RMB1,408 million in R&D, equivalent to around 2.6% of its total revenue As at 31 December 2025, the Group employed more than 30 renowned experts from inside and o

  20. Slide 20: 3. Financial Performance

    4 [a CHILINEE 3. Financial Performance

  21. Slide 21: Operational Figures

    Operational Figures (RMB mn) Gross Profit and Profit Attributable to Revenue Gross Profit Margin Owners of the Company 54,400 50,341 3,489 3,657 361 290 6.9% 6.7% 2024 2025 2024 2025 2024 2025 (Audited) (Audited) (Audited) (Audited) (Audited) (Audited) 21

  22. Slide 22: Financial Performance

    Financial Performance As at 31 Dec 2024 As at 31 Dec 2025 (RMB mn) (Audited) (Audited) Cash and Cash Equivalents 3,612 3,752 Total Assets 23,844 24,888 Net Assets 7,650 8,016 Net Debt / Total Assets 10.7% 11.1% Net Debt /Total Equity 0.33 0.34 Current Ratio 1.27 1.29 22

  23. Slide 23: 4. Awards & Accolades

    4 [a CHILINEE 4. Awards & Accolades

  24. Slide 24: Awards & Accolades

    奖项及荣誉 2025 “Top 500 Chinese Enterprises” 2025 “Top 500 Chinese Privately Owned Enterprises” 2025 “Fortune Top 500 Chinese 2025 “Top 500 Chinese Enterprises in 2025 “Top 500 Privately Owned Enterprises in China’s Companies” Manufacturing Industry ” Manufacturing Industry” 2025 “Top 500 Chinese Energy

  25. Slide 25: Contact Us

    Contact Us Hong Kong Address: Unit 1308A, 13/F, Lippo Sun Plaza, 28 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong Tel:+852-3104 1602 The PRC Address: No. 18, Chengnan Road, Huaxi Industrial Function Area, Changxing, Zhejiang Province, China Tel:+86-572-6562868 Email:ir@chaowei.com.hk Website:www.ch

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