China Steel Chemical Corporation · TWSE:1723
China Steel Chemical — Investor Presentation (August 2026)
40 slides from China Steel Chemical's investor presentation, August 2026
Slide 1: China Steel Chemical Corporation Investor Conference
CHINA STEEL CHEMICAL CORPORATION Investor Conference August 2026
Slide 2: Safe Harbor statement
Safe Harbor statement • This presentation may contains forward-looking statements. All statements other than historical and current fact, without limitation, including business outlook, predictions, estimates, are forward-looking statements. • Such statements are based upon management’s current beli
Slide 3: Agenda
Agenda 01 02 Company Operating Profile Performance 03 04 Sustainable Development Operation strategy 3
Slide 4: Company Profile
Company Profile 4
Slide 5: China Steel Chemical Corporation
CHINA STEEL CHEMICAL C O R P O R AT I O N Stock Year of Symbol Establishment Capital 1723 1989 2.369Billion The only coal The only professional chemical plant in graphitization plant Taiwan. in Taiwan. Number of Employees：331 PhD-8、Master-96；Male-86%、Female-14% Manufacture Base Coal Chemical Plant ：
Slide 6: Major Shareholders
Major Shareholders Name of Major Shareholders Shareholding Ratio 1 China Steel Corporation 29.04% 2 International CSRC Investment Holdings Co., Ltd. 4.96% 3 Ever Wealthy International Co., Ltd. 2.01% 4 Kao Hsing Chang Iron & Steel Corp. 1.67% 5 Chichengte Investment Co., Ltd. 1.46% Employee’s Stock
Slide 7: The Relating Product Map of Coal Chemical Industries
The Relating Product Map of Coal Chemical Industries Upstream Midstream Downstream (CSC、DSC) (CSCC) (Others) 18% Carbon精碳材料應用 material application Soft pitch Electrode Rod 57% 30% Coal Carbon Black, Wood Coal Tar Creosote Oil Preservative Oil Dyes, Naphthalene Naphthalene balls 22% Coke 28% Benzene
Slide 8: Applications of Carbon Material Product
Applications of Carbon Material Product RBP Densifier for Refined Graphite Pitch Carbon Fiber Precursor MG Mesophase BP Li-ion Battery Graphite Powder Soft Pitch GP ACS Green Supercapacitor Advanced Mesophase Powder Carbon Material Lead-Acid Battery GB Graphite Graphite Block 115H1 Share of Crucible
Slide 9: Product Coverage of a Variety of Industries
Product Coverage of a Variety of Industries Creosote Oil Benzene Soft pitch Carbon- Material Aluminum Petrochemical Green energy Car industry tire smelting industry- - Carbon Black industry industry Energy storage /electric - Basic raw material - Electrode Rod batteries 9
Slide 10: Operating Performance
Operating Performance 10
Slide 11: Recent Market Dynamics
Recent Market Dynamics Benzene and Oil Prices - Driven by the U.S.–Iran conflict, prices surged rapidly in early March before reversing downwards in early June following a agreed 60-day ceasefire. However, recent setbacks in negotiations and restrictions in the Strait of Hormuz have provided suppo
Slide 12: Recent Market Trends
Recent Market Trends Carbon Materials Spillover from China’s overcapacity in lithium-battery anode materials continues, while non-China supply chains are still in the development and qualification stage, leading to persistent market sluggishness. Currently evaluating options to increase toll man
Slide 13: Consolidated Revenue and Net Income Before Tax in the Past Five Years
Consolidated Revenue and Net Income Before Tax in the Past Five Years 2026 Jul. Unit：NT$100 Million Consolidated 6.83 35 Consolidated Revenue Revenue 35% Gross Margin (%) Net Income Before Tax 0.66 30 30% 25 25% 20 20% 15 15% 10 10% 5 5% - - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q
Slide 14: Major Financial Indicator
Major Financial Indicator Unit：% Current ratio Quick ratio Debt ratio 400 300 200 100 - 2021 2022 2023 2024 2025 2026H1 Current ratio 164.1 218.7 263.3 298.1 182.7 176.6 Quick ratio 105.3 155.1 177.3 188.1 111.1 102.8 Debt ratio 35.1 28.0 27.8 28.3 31.7 32.1 14
Slide 15: Dividend Policy
Dividend Policy Unit：NTD/Per share EPS Cash Dividend Dividend Payout Ratio Unit：% 8 100 6 75 4 50 2 25 - - 2021 2022 2023 2024 2025 EPS 4.73 7.33 6.18 5.20 2.65 Cash Dividend 4 5 4 4.5 1.85 Dividend Payout Ratio 85 68 65 87 70 CSCC has been profitable for 30 consecutive years. The total amount of
Slide 16: R&D expenses and Industrial innovation
R&D expenses and Industrial innovation Unit：NTD Thousand Group Synergy: Building Competitive Edge in Carbon Materials. 300,000 6.0% R&D expenses 250,000 5.0% Ratio of operating revenue% 200,000 4.0% 150,000 3.0% 100,000 2.0% 50,000 1.0% - 0.0% 2021 2022 2023 2024 2025 Execution Industrial innovation
Slide 17: Sustainable Operation
Sustainable Operation 17
Slide 18: Corporate Governance
Corporate Governance Establish a Corporate Governance and Sustainability Committee to promote corporate social responsibility policies and sustainable operation matters. Board of Directors Audit Remuneration Committee Committee CSR Committee Governance and Employee care and Risk management Sustainab
Slide 19: Sustainable Development
Sustainable Development Referencing the Ministry of the Environment‘s “Fee Rate Standards for Carbon Fees” and “Regulations Governing Voluntary Reduction Plan Management.”, formulated an internal carbon pricing mechanism (NTD 100/ tonne CO2e). Formulated biodiversity policy and commitments, assessin
Slide 20: Carbon neutrality by 2050
Carbon neutrality by 2050 Following the group’s policy, the company has pledged to achieve carbon neutrality by 2050. We have established short, medium, and long term strategies and targets, outlining various carbon reduction strategies and a pathway to carbon neutrality. Adopt mature and immediat
Slide 21: Greenhouse gas inventories conducted over the past three years
Greenhouse gas inventories conducted over the past three years. Plant of Xiaogang Unit：tons GREENHOUSE GAS INVENTORY • The inventoried emissions at Xiaogang Plant 100,000 have steadily decreased through measures such as process optimization , waste heat recovery, and enhanced energy utilization 80,0
Slide 22: ESG Implementation and Award Achievements
ESG Implementation and Award Achievements 2023 2024 • Awarded for Environmental Protection Sustainability Contribution • Award for The 9th National Environmental Education Award of Award the Excellence Award • Awarded for Excellent Trading Business • Award for Affairs 2024 Industrial Park Greening a
Slide 23: Development Strategy
Development Strategy 23
Slide 24: CSCC R&D Building
CSCC R&D Building • Officially opened on 2026/07/29 , the CSCC Pingnan Plant has officially become a carbon material development base where "production and R&D advance on dual tracks.“ • Focusing on three core directions: 1. Lithium-ion battery anode materials - Commit to graphite materials to meet
Slide 25: Green Mesophase Powder
Future Development Focus – Carbon Materials Green Mesophase Powder is the key core of Green Carbon Materials Development Mesophase High Quality High Performance Magnification Powder Particle Size Control Technology CSCC technology is in a leading position globally Mesophase Advanced Graphite G
Slide 26: AI Server Supply Chain Opportunities - Battery Backup Unit (BBU)
AI Server Supply Chain Opportunities - Battery Backup Unit (BBU) Energy Storage Component Types and Their Roles/Functions in BBU Energy Storage Component Role/Function Component Type LIB(Li-ion battery) Features higher electrical capacity to support system data storage (Long-term Backup) and generat
Slide 27: CSCC Strategic Layout in the BBU Supply Chain
CSCC Strategic Layout in the BBU Supply Chain Energy Storage Component Type CSCC Corresponding Strategic Layout The high-power anode materials have already been adopted LIB by customers for BBUs. Furthermore, the company has developed capacitor-like, ultra-high-power battery cells, offering distinct
Slide 28: Anode Material Development
Anode Material Development • Expansion Opportunities in Non-China Supply Chains – North American Market - In 2024, the United States imported nearly 180,000 metric tons of graphite products, with approximately two-thirds coming from China. - The U.S. Department of Commerce has addressed dumping prac
Slide 29: Development of Silicon-Carbon Anode Materials
Development of Silicon-Carbon Anode Materials • UF Series New Fast-Charging Graphite Applied in high-ratio silicon-carbon additive formulas; has successfully entered the supply chain for flagship high-end smartphones. Targeting expansion into high-end smartphones, wearable devices, drones, and power
Slide 30: Development of Silicon-Carbon Anode Materials
Development of Silicon-Carbon Anode Materials Silicon-carbon anodes can significantly increase the capacity of lithium-ion batteries, representing a key development direction for high-end lithium batteries in recent years. • UF Series New Fast-Charging Graphite Applied in high-ratio silicon-carbon a
Slide 31: Advanced Carbon Materials (ACS) Product Development
Advanced Carbon Materials (ACS) Product Development Raw Cleaning/ Surface Activation ACS Materials Drying Treatment Features of ACS Product Applications ✔ High Surface Area/High Capacitance ✔Supercapacitor ✔ Good chemical properties and ✔Advanced Lead-Acid Battery thermal stability ✔LIC(Li-ion Capac
Slide 32: Advanced Carbon Materials (ACS)
Advanced Carbon Materials (ACS) Capacitor Battery Water Physical Adsorption Chemical Energy Storage Treatment Capacitive Supercapacitor Li-ion Capacitor Li-ion Battery Lead-Acid Battery Deionization (CDI) •Surface adsorption •Adsorption and chemical •Chemical reaction energy •Chemical reaction energ
Slide 33: Supercapacitors (EDLC) Future Market Size Forecast
Supercapacitors (EDLC) Future Market Size Forecast Supercapacitors (EDLC) featuring ultra-high power density and achieve ultrafast charging/discharging and a long cycle life of up to millions cycles. This creates a complementary synergy with lithium-ion batteries, effectively addressing their limi
Slide 34: Opportunities in the AI Server BBU Supply Chain
Opportunities in the AI Server BBU Supply Chain Product Domestic and Foreign Manufacturers Advanced Energy Storage Carbon Powder Carbon CSCC、PCT、Kansai、Kuraray Materials Energy UPSTEAM Storage (EDLC, LIC) LSM、 Maxwell 、Panasonic、MES Components Energy storage module 新普、順達、Flex MIDSTREAM Flex、台達電、光寶科
Slide 35: Graphite Block Development
Graphite Block Development High High High Purity Density Strength • High Temperature Resistance • Chemical Corrosion Resistance • High Thermal Conductivity BCP • High Purity and High Density Mixing • Fine Grain Structure • Dense Structure and Uniform Texture CIP Carbonization Purification Graphitiza
Slide 36: Graphite Block Applications and Development
Graphite Block Applications and Development • Market Opportunities China's export controls on graphite products, combined with the high costs and unstable lead times of German and Japanese suppliers, have driven domestic manufacturers to urgently establish localized supply chains. • Progress of CSCC
Slide 37: SiC Semiconductor Market
SiC Semiconductor Market • The application market for SiC compound semiconductors is experiencing rapid growth, driven by global green energy initiatives, Electric Vehicles (EVs), and the future adoption of High-Voltage Direct Current (HVDC) for AI servers, leading to swift expansion in the SiC comp
Slide 38: Opportunities in the SiC Semiconductor Supply Chain
Opportunities in the SiC Semiconductor Supply Chain Product Foreign Manufacturers Domestic Manufacturers Crystal Growth Crystal SGL、Toyo、 Consumables Growth PocoGraphite CSCC Crucible Wolfspeed、Ⅱ- 環球晶、 漢民、盛新、 UPSTREAM SiC Wafer ⅥSiCrystal 穩晟、格棋、永泉 • Reliability 4 inch 6 inch • Materials Analysis MID
Slide 39: Application of Graphite Block
Application of Graphite Block 39
Slide 40: Q&A Thank you
Q&A T h a n k y o u Creating a sustainable and friendly environment, and precision manufacturing in green energy. To become a key carbon material supplier for the green energy industry. Customer Satisfaction、Sincerity、Credibility、Cooperation
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