Shanshan Co., Ltd. (600884.SH) posted an advance increase. Net profit returned to mother is expected to increase 262% to 334% year-on-year in the first half of the year

According to the Zhitong Finance App, Shanshan Co., Ltd. (600884.SH) announced a pre-increase in its 2026 semi-annual results. It is expected to achieve net profit attributable to shareholders of listed companies of 750 million yuan to 900 million yuan in the semi-annual year of 2026. Compared with the same period of the previous year (statutory disclosure data), it will increase 543 million yuan to 693 million yuan, an increase of 262% to 334% over the previous year.

The increase in performance in this period is mainly due to a significant year-on-year increase in the operating performance of the company's core business. The combined net profit of the two major businesses, anode materials and polarizer businesses, is expected to reach 880 million yuan to 950 million yuan, which is a significant increase over the previous year.

Benefiting from the continued boom in downstream application fields such as new energy vehicles and energy storage, demand for anode materials has maintained a strong trend. The company grasped the development window of the industry and was full of orders. Through refined production scheduling, the company optimized production capacity scheduling and improved delivery efficiency, and achieved a significant increase in product sales, driving further improvement in business performance. Demand in the downstream market for polarizers is generally steady. The company continues to cultivate a high-end strategic layout. The product structure is continuously optimized, and the sales share of high-value-added products has steadily increased; cost reduction and efficiency brought about by superimposed production process improvements and supply chain optimization have further enhanced the profitability of the polarizer business, and net profit for the current period increased significantly year-on-year.

In addition, the operating performance of major shareholding companies accounted for by the long-term equity investment equity method continued to improve year over year. Among them, the cathode business company BASF Shanshan Battery Materials Co., Ltd. and others turned losses into profits year over year.