Chaowei Power Holdings Ltd. · HKEX:951
Chaowei Power — H1 2026 Earnings Presentation
25 slides from Chaowei Power's earnings presentation, August 2026
Slide 1: 2026 Interim Results
2026 Interim Results August 2026
Slide 2: Disclaimer
免责声明 This document is prepared by Chaowei Power Holdings Limited (“Chaowei” or the “Company”) solely for the presentation annual results announcement for the six months ended 30 Jun 2026. Copying or redistribution of this document to any person is strictly prohibited. The distribution of this docume
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
Slide 4: 1. Industry Background
1. Industry Background 4
Slide 5: Electric Bike Market Continues to Expand
Electric Bike Market Continues to Expand Boosted by multiple growth drivers - including policy dividends, expansion in the instant retail sector, and product upgrades - the electric bike industry in China has experienced rapid growth. China’s full-year production of electric bicycles reached 54.9 mi
Slide 6: Policy & Regulatory Implementation Accelerates Industry Consolidation and Standardisation
Policy & Regulatory Implementation Accelerates Industry Consolidation and Standardisation On 1 March 2026, the Jiangxi Provincial Electric Bicycle Fire Safety Administration Regulations (《江西省电动自行车消防安全管理条例》) took effect The New National Standard On 1 April 2026, the Interim Measures for the Administr
Slide 7: Steady Development of Lead-Acid Motive Battery Market
Steady Development of Lead-Acid Motive Battery Market Widely used in the electric bike sector, with sustained growth in market demand Offer advantages such as high cost-effectiveness, superior safety and stability, and high recycling efficiency Coupled with the price sensitivity of consumers of elec
Slide 8: Strong Market Demand for New Sodium Batteries and Steady Development of Lithium Batteries
Strong Market Demand for New Sodium Batteries and Steady Development of Lithium Batteries Released in August 2025, the Special Action Plan for the Large- Scale Development of New Energy Storage (2025–2027) (《新型储能规模化建设专项行动 方案 (2025—2027年)》) outlines efforts to achieve large-scale Sodium Battery Marke
Slide 9: 2. Business Review
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Slide 10: Business Review
Business Review Revenue and Revenue Breakdown in 1H 2026 (RMB mn) Li-ion Battery Revenue was approximately 364 1.51% RMB24.1 billion (357 1.31%) Electric Bike Profit attributable to owners of Battery the Company amounted 8,368 34.70% to approximately RMB149 Renewable (9,147 33.56%) million Materials
Slide 11: Lead-acid Motive Battery Business Remains Stable
Lead-acid Motive Battery Business Remains Stable Lead-acid motive batteries are the Group’s primary products. Given their mature technology, reliable performance, and high degree of compatibility, these batteries are well suited to meet the needs of electric bikes, giving them a competitive edge in
Slide 12: Steady Growth of Lithium-ion Battery Business
Steady Growth of Lithium-ion Battery Business Through the development and application of new materials, technologies and processes, the Group’s lithium- ion battery project has received professional accreditations such as the “Certificate of Industrialisation Demonstration Project under the National
Slide 13: Cutting-edge Material Innovation Layout Leading Domestic Sodium-ion Battery Technology
Cutting-edge Material Innovation Layout Leading Domestic Sodium-ion Battery Technology 🏆 Participation in National Standard-Setting 💡 Breakthroughs in Independently Developed New Products Two national standards - drafted primarily by the Group’s subsidiary： Five new products independently…
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 Against the backdrop of China’s “Dual Carbon” strategy and policies promoting the vigorous development of new energy storage, the Group accelerates technology commercialisation and supports the expansion of the
Slide 15: Standardised Reusable Materials and Nationwide Recycling Network Coverage
Standardised Reusable Materials and Nationwide Recycling Network Coverage By establishing a standardised recycling and storage system, the Group aims to improve a 🌍 Extensive Regional Layout of the Recycling System standardised national recycling network and to promote green recycling management…
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
Slide 17: Comprehensive Sales Service System: 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
Slide 18: Comprehensive Sales Service System: 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
Slide 19: Commitment to Driving Innovation and Leading Industry Progress
Commitment to Driving Innovation and Leading Industry Progress Technological innovation is core driving force for sustainable development. The Group has Sound System of National-level R&D Platforms continued to expand its talent pool, enhance its R&D capabilities and demonstrate its industry Nationa
Slide 20: 3. Financial Performance
3. Financial Performance 20
Slide 21: Operational Figures
Operational Figures (RMB mn) Revenue Gross Profit and Profit Attributable to Gross Profit Margin Owners of the Company 27,257 1,786 205 24,117 1,541 149 6.6% 6.4% 1H 2025 1H 2026 1H 2025 1H 2026 1H 2025 1H 2026 (Unaudited) (Unaudited) (Unaudited) (Unaudited) (Unaudited) (Unaudited) 21
Slide 22: Financial Performance
Financial Performance As at 31 Dec 2025 As at 30 Jun 2026 (RMB mn) (Audited) (Unaudited) Cash and Cash Equivalents 3,752 3,890 Total Assets 24,888 26,189 Net Assets 8,016 8,149 Net Debt / Total Assets 11.1% 10.7% Net Debt / Total Equity 0.34 0.34 Current Ratio 1.29 1.25 22
Slide 23: 4. Awards & Accolades
4. Awards & Accolades 23
Slide 24: Awards & Accolades
Awards & Accolades 2025 “Top 500 Chinese Enterprises” 2025 “Top 500 Chinese Private-owned Enterprises” 2026 “Fortune Top 500 Chinese 2025 “Top 500 Chinese Enterprises in 2025 “Top 500 Private-owned Enterprises in China’s Companies” Manufacturing Industry ” Manufacturing Industry” 2025 “Top 500 Chine
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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