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中期 業績發佈會 Interim Results Presentation2026 中集安瑞科控股有限公司 CIMC Enric Holdings Limited (Stock code: 3899.HK)
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1. Financial Performance 2. Segment Results and Orders 3. Business Highlights, Review and Outlook Contents
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9,626 10,420 1,111 1,290 1,877 1,158 12,614 12,868 1H2025 1H2026 Unit: RMB million Steady Growth in Overall Revenue Clean Energy 81.0% Chemical & Environmental 10.0% Liquid Food 9.0% China 58.1% Overseas 41.9% Revenue Breakdown by Segment Revenue Breakdown by Region *All financial data currency is in RMB Overall Revenue Increased YoY 3/49 Clean Energy Chemical & Environmental Liquid Food
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1,823 1,829 1H2025 1H2026 Consolidated Net Profit* Annualised Return on Equity (Annualised ROE) 9.7% 8.3% 1H2025 1H2026 Profitability Unit: RMB million Unit: % 581 526 1H2025 1H2026 Unit: RMB million Gross Profit Profit Attributable to Shareholders 562 517 1H2025 1H2026 Unit: RMB million *1H 2026, net foreign exchange gains/losses amounted to a loss of RMB130 million (1H 2025: RMB68 million), mainly due to book foreign exchange losses. After adding back the pre-tax foreign-exchange loss to net profit, the approximate amount was RMB656 million. 4/49
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25.4% 27.0%Gearing Ratio 3,495 3,864 13,787 14,331 1/1/2025 1/1/2026 Interest-bearing debts Net assets 2025/12/31 2026/06/30 Robust Overall Asset-liability Structure Unit: RMB million Unit: RMB million Gearing Ratio up Slightly • Among the interest-bearing debts, there are medium-term notes amounting to ~RMB2.0 billion, short-term notes of ~RMB500 million, and loans from financial institutions and others of about RMB1.36 billion. • Total liabilities of ~RMB18.48 billion included accounts payable, contract liabilities, interest-bearing debts, etc. • Interest-bearing debts were ~RMB3.86 billion. Robust Long-term Asset-liability Structure 5/49 18,395 18,476 30,182 32,808 6/30/25 6/30/26 Total liabilities Total assets 12/31/2025 6/30/2026 18,395 18,476 32,182 32,808 31/12/2025 30/6/20262025/12/31 2026/06/30 57.2% 56.3% Debt-to-asset ratio
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1. Financial Performance 2. Segment Results and Orders 3. Business Highlights, Review and Outlook Contents
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12.7% 13.8%GP margin 9,626 10,420 1H2025 1H2026 Revenue Increased YoY Reportable Segment Profit: RMB640 million Unit: RMB million China 67.3% Overseas (Onshore) 11.1% Overseas (Offshore) 21.6% Revenue Breakdown by Location Revenue Breakdown by Business Nature Key equipment 36.7% Core processes 43.0% Integrated services 20.3% Revenue Breakdown by Business Onshore 63.1% Offshore 34.1% Hydrogen 2.8% Clean Energy Segment Performance • Reportable segment profit of clean energy (adjusted operating profit): RMB640 million, increased by 15.1% YoY; • Revenue from offshore clean energy business: RMB3.55 billion, up 16.2% YoY; • Excluding trading business revenue: Clean energy revenue reached RMB8.48 billion (+17.5% YoY), with a gross margin of 16.8%. 7/49 Processing and Others (Upstream) 22.9% Storage (Midstream) 12.5% Transportation (Midstream) 49.8% End-use Applications (Downstream) 14.8%
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11.8% 18.7% 14.8% 18.6% 19.4% 15.8% 13.8% 17.2% 毛利率 年化ROE 清洁能源 关键装备 核心工艺 综合服务 Clean Energy Financial Performance — Breakdown by Key Equipment, Core Process and Integrated Services Unit: RMB million Unit: % Key Ratios Integrated Services: including revenue from green methanol, wellhead gas liquefaction, and LNG trading; revenue from underwriting sales of clean energy for COG projects; and investment income from non-controlling operational projects; The trading business focuses on bunkering services for clients under the Inland Vessel Oil-to-Gas Strategy and stable LNG supply for long-term industrial customers. During the period, the Company proactively controlled LNG and other trading revenue. Going forward, Integrated Services will mainly comprise distribution revenue from self-owned LNG / hydrogen-ammonia-methanol capacity. For the operating Integrated Services projects, Anji and Linggang, the Company holds 50% equity interest in each. Their revenue and costs are not consolidated. Net profit contributed from those projects is recognised as investment income based on equity interest. In 1H 2026, the projects’ net profit contribution surged by more than 200% YoY. Integrated Services gross profit margin excludes trading business. Including trading business, Integrated Services gross profit margin was 1.7% 8/49 Key Equipment Core Processes Integrated Services 3,072 3,821 1H2025 1H2026 976 932 3,059 3,555 1H2025 1H2026 Core Process-offshore Core Process-onshore 2,412 1,944 1H2025 1H2026 Integrated Services - Trading Integrated Services - Self-owned 4,035 4,487 2,519 2,112 Annualised ROE GP margin Clean Energy Key Equipment Core Process Integrated Services
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12.9% 11.0% GP margin • Ranking the first in the global tank container market share for over 20 consecutive years; • In 2026, recovering and growing demand from Chinese chemical end-users lifted demand from domestic chemical logistics operators;meanwhile, the growth in global seaborne chemical trade volume provided long-term support; • Revenue contribution from the high-end medical imaging equipment business continued to increase. The medical equipment components business generated RMB143 million in revenue, up 19.9% YoY; • Entered into controllable-fusion equipment sector, with achieved delivery in early-2026 to support development of industry. • Continuous R&D for semiconductors, new energy & fluorochemicals; launching custom tank-container solutions. Standard tank containers, 50.4% Special tank containers,33.6% Medical equipment components,11.1% After-sale services,4.7% Revenue Improved YoY Unit: RMB million Local intermodal 15.7% Global intermodal 84.3% Revenue Breakdown by Location Revenue Breakdown by Business Chemical and Environmental Segment Performance 1,111 1,290 1H2025 1H2026 9/49
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China 22.9% Overseas 77.1% Beer 72.3% Distilled spirits 17.0% Others* 10.7%24.2% 21.1% GP margin Revenue and Gross Profit Margin Unit: RMB million Revenue Breakdown by BusinessRevenue Breakdown by Location 1,877 1,158 1H2025 1H2026 • Revenue declined mainly due to a lower opening backlog and a smaller executable project scale YoY . • Global mature alcoholic beverage markets remained weak on the consumption side. Combined with shifts in consumer preferences, health concerns, and economic volatility, clients placed greater emphasis on efficiency improvement and sustainable development in capital expenditure decisions; • In Q2, the segment secured multiple new projects, including turnkey brewery projects in Japan, domestic solid-state fermentation raw-material handling and whisky distilleries, as well as tank and process projects in the UK, Turkey, and other countries; • Pursued diversified growth, focusing on ready-to-drink beverages, biopharmaceuticals, non-alcoholic beverages, solid-state fermentation (soy sauce, vinegar, etc.), and other related high-growth sectors. Meanwhile, new technologies such as de-alcoholisation solutions launched at the end of 2025 have already been commercialised; • Capacity layout optimisation: In 1H2026, the Segment incurred one-off costs for coordinated plant-asset disposal and optimisation, with related gains expected in 2H2026. Liquid Food Segment Performance Others: including baijiu, juice, biopharmaceuticals, etc.; 10/49
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• The Clean Energy segment recorded newly signed orders of RMB10.61 billion in 1H2026, up 18.3% YoY . Among them, newly signed overseas orders for onshore clean energy business reached RMB1.46 billion, up 18.7% YoY . • The Chemical and Environmental segment recorded newly signed orders of RMB1.66 billion in 1H2026, up 54.3% YoY; • The Liquid Food segment recorded newly signed orders of RMB1.44 billion in 1H2026, up 108.4% YoY; *Backlog orders: Outstanding orders as of 30 June 2026 107.4 137.1 1H2025 1H2026 Total Newly Signed Orders Cumulatively Newly Signed Orders by Segment in 1H2026 Unit: RMB100 million Breakdown of Cumulative Newly Signed Orders in 1H2026 Newly Signed Orders of Clean Energy Segment Reached A Record High Clean Energy Backlog as of 30 June （Unit：RMB100 million） 2026 2025 Onshore Clean Energy 56.0 52.9 Offshore Clean Energy 45.4 32.4 Hydrogen Energy 4.7 4.4 Total Clean Energy 106.1 89.7 Clean Energy Backlog as of 30 June （Unit: RMB100 million） 2026 2025 Key equipment 53.6 42.6 Core processes-Offshore 45.4 32.4 Core processes-Onshore 7.1 14.7 Clean Energy Total 106.1 89.7 • Integrated services: operational business that are not reflected as orders 11/49 Newly Signed Orders Backlog as of 30 June （Unit：RMB100 million） 2026 2025 Storage 14.2 20.9 Transportation 68.1 52.1 End-use Applications 19.3 15.2 Upstream-related Businesses and Others 4.5 1.5 Total Clean Energy 106.1 89.7 89.7 106.1 10.8 16.6 6.9 14.4 107.4 137.1 1H2025 1H2026 液态食品 化工环境 清洁能源 +108.4% +54.3% +18.3% Clean Energy Chemical & Environmental Liquid Food Unit: RMB100 million
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291.8 317.7 2025/06/30 2026/06/30 • The Clean Energy segment's backlog reached RMB27.76 billion, up 10.1% YoY . • The Chemical and Environmental segment's backlog reached RMB1.57 billion, up 86.8% YoY; • The Liquid Food segment's backlog reached RMB2.44 billion. *Backlog orders: Outstanding orders as of 30 June 2026 Overall Backlog Backlog by segment as of the end of June 2026 Unit: RMB100 million Breakdown of Order Backlog as of 30 June 2026 Clean Energy Segment Backlog Orders Clean Energy Backlog as of 30 June （Unit: RMB100 million） 2026 2025 Onshore Clean Energy 75.8 73.7 Offshore Clean Energy 198.5 169.7 Hydrogen Energy 3.3 8.6 Total Clean Energy 277.6 252.0 Clean Energy Backlog as of 30 June （Unit: RMB100 million） 2026 2025 Key equipment 47.3 44.5 Core processes-Offshore 198.5 169.7 Core processes-Onshore 31.8 37.8 Clean Energy Total 277.6 252.0 • Integrated services: operational business that are not reflected as orders 12/49 Clean Energy Backlog as of 30 June （Unit: RMB100 million） 2026 2025 Storage 38.9 41.0 Transportation 214.4 186.1 End-use Applications 16.9 20.0 Upstream-related Businesses and Others 7.4 4.9 Total Clean Energy 277.6 252.0 252.0 277.6 8.4 15.7 31.4 24.4 291.8 317.7 1H2025 1H2026 液态食品 化工环境 清洁能源 -22.1% +86.8% +10.1% Clean Energy Chemical & Environmental Liquid Food Unit: RMB100 million 2025/06/30 2026/06/30
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1. Financial Performance 2. Segment Results and Orders 3. Business Highlights, Review and Outlook Contents
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Clean Energy Segment
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Possessed the capability to deliver large-scale projects including liquefied gas carriers, large cryogenic tanks, storage tanks and spherical tanks and turnkey projects for clean energy production, with core processes achieving significant revenue and excellent ROE. Core Processes "Key Equipment + Core Process +Intelligent Interconnection→ Integrated Services” Building a New Growth Driver Relied on the champion product portfolio, including cryogenic vehicles, medium- pressure vehicles, high-pressure tube trailers， electronic specialty gas storage and LNG tank containers, to achieve rapid delivery with high gross profit margin. Key Equipment Providing Integrated Intelligent Solutions for Clean Energy Transformation of Traditional Industries Transforming to a technology-oriented low- carbon energy integrated service provider, and achieved a stable profit model with high cash flow, high marginal contribution and high net profit margin. Integrated Services Intelligent Hardware Intelligent Platform Intelligent Scenarios LNG, Hydrogen, Ammonia & Methanol Integrated Service Operations 15/49 Intelligent Interconnectivity Hydrogen-Ammonia-Methanol production & Processing Turnkey Projects Electronic Gas Storage and Transportation Equipment
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Coke Oven Gas to LNG/H2/Liquid Ammonia/Methanol Project Green Methanol Project Product Focus - Clean Energy Champion Product Portfolio Clean energy core champion product Key Equipment Equipment for the full value chain of natural gas and hydrogen-ammonia-methanol Intelligent Interconnectivity Core ProcessesOffshore - Small and Medium-sized Liquefied Gas Carriers , etc. Onshore - comprehensive utilisation of coke oven gas, spherical tanks, bunkering stations, etc. Integrated Services Including Wellhead Gas Liquefaction and LNG Trading and other businesses Natural Gas/LNG Full-Industry- Chain Equipment LPG Trailers Distributed Low-Carbon Energy Stations Specialty Gas Equipment for Commercial Aerospace and Other Sectors Liquefied gas carriers, LNG bunkering vessels, liquid cargo tanks, fuel tanks and gas supply systems Process design and EPC for COG utilisation, green methanol, large spherical tanks and integrated energy stations Intelligent hardware: smart mass flow meters, capacitance meters, cryogenic valves, and gas supply systems "End-to-End" Intelligent Platform 16/49 Hydrogen, Ammonia, and Methanol Full-Industry-Chain Equipment
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Industry-leading Key Equipment
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• In 1H2026, the Company further deepened its presence in markets such as Africa, Southeast Asia, and the Americas. Both overseas revenue and newly signed orders for onshore clean energy achieved double-digit YoY growth. Notably, newly signed overseas orders for Clean Energy - Onshore reached RMB1.46 billion, up 18.7% YoY . Steady Overseas Business Growth • Benefiting from the increased supply from domestic LNG liquefaction plants, domestic demand for LNG transportation capacity was rapidly released. In 1H2026, newly signed orders for the Company’s LNG trailers and LNG on- vehicle cylinders experienced significant growth. Strong Demand for LNG Storage and Transportation Business Highlights - Clean Energy Key Equipment • Sales of smart hardware for cryogenic equipment all posted YoY growth. Cutting-edge gear including Coriolis mass flow meters has been developed and scale-produced, breaking international monopolies and securing batch orders. • Deeply serving frontier sectors such as commercial aerospace, semiconductors, AI computing power, and off-grid distributed power generation backed by intelligent manufacturing capabilities of key equipment. Deeply Serving Frontier Sectors Key Equipment Orders: RMB5.36 billion, up 26.1% YoY 18/49
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3215 1287 5703 4450 1860 7530 Rocket Launch and Manufacturing Launch Site Construction and Operations Ground Station Construction and Operations 2025 2026E +38% +45% +32% Key Equipment – Seize the Trillion-Level Blue Ocean in the Commercial Aerospace Market 1H2026 commercial aerospace newly signed orders reached RMB175 million, with the backlog totaling RMB177 million, both surging over 150% YoY . ➢ Delivered batch core equipment for Hainan Commercial Space Launch Site (propellant filling tanks, gas storage tanks, LNG tank trucks for fuel storage & transport), supporting Long March 10B reusable launch. ➢ Onboard carbon fiber-wound high-pressure cylinders for launch vehicles have passed customer testing and are expected to be used in launch fuel boosting. ➢ Products include cryogenic equipment such as liquid hydrogen, liquid oxygen, and liquid nitrogen tanks, as well as high-pressure nitrogen and helium cylinder bundles and high-pressure air compressors, etc. China Commercial Aerospace Market Size Source: CCID Think Tank, Outlook for China's Commercial Aerospace Industry Development in 2026 Ground Equipment and Gas Supply Engineering High-pressure Gas Cylinders for Rockets and Satellites Onboard Propellant Tanks and Payload Fairings Rocket propellant 5,939 17,496 6,259 6,959 Revenue Newly Signed Orders 1H2026 1H2025 19/49 Unit: RMB100 million Unit: RMB10,000
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21.23 13.2 11.1 6.41 6.26 3.25 3.2 2.64 2.35 2.15 0% 5% 10% 15% 20% 25% 30% 0 5 10 15 20 25 三氟化氮 氨气 硅烷 六氟化钨 六氟丁二烯 六氟化碳 磷烷 氩气 一氧化二氮 氟化氢 市场规模（亿美元） 占比 Deepening presence in the semiconductor sector to empower global partners with safer and more efficient storage & transportation equipment Key Equipment - Electronic Specialty Gases CIMC Enric — Electronic Specialty Gas Storage & Transportation Equipment Industry Overview According to SEMI, electronic specialty gas accounts for 13% of total wafer fabrication material value. From chip growth to final packaging, electronic specialty gas is indispensable at almost every step, with the semiconductor industry accounting for 79% of total ESG consumption. According to market research firm Global Information, the global electronic specialty gas market is projected to grow at a CAGR of approximately 7.45% from 2026 to 2032, expanding from USD 4.78 billion in 2025 to USD 7.90 billion by 2032. Looking ahead, fab capacity expansions, process node iterations driving higher etching frequencies, multiplier effects from memory stacking, and domestic substitution will boost gas consumption across etching, thin-film, deposition, and other process steps. Business Outlook CIMC Enric has become one of China's most comprehensive, qualified and highest-capacity specialist manufacturers, maintaining a leading position in the domestic market. Its core products include Electronic Specialty Gases Multiple-Element Gas Containers (MEGCs) and Y-ton cylinders, meeting the storage and transportation demands for various high-purity electronic specialty gases, including helium, nitrogen trifluoride, hydrogen chloride, silane, boron trifluoride, sulfur hexafluoride, high-purity carbon dioxide, etc. The electronic specialty gas storage and transportation equipment manufactured by the Company achieves an internal surface roughness of 0.1 μm, a moisture content down to 0.5 ppm, and an overall oxygen content down to 0.5 ppm, with all cleanliness metrics reaching advanced international levels. Nitrogen Trifluoride Cylinder Container Silane Cylinder Container Nitrogen Trifluoride Cylinders Global Electronic Specialty Gas Market Size by Segment Source: QY Research 2025 Hydrogen Chloride Cylinder Container 20/49 NF3 NH3 SiH4 WF6 C4F6 C2F6 PH3 Ar N2O HF Market Size (US$100 million) Share
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Modular Smart Low-Carbon Energy Station Products and One-Stop Solutions for Domestic and Overseas Clients Key Equipment — Embracing Opportunities in the New Energy Electrification Transition Industrial Exhaust Power Generation • Power generation stations fueled by natural gas, industrial exhaust gas, coal mine gas, biogas and biomass gas, with single-unit generating capacity ranging from 700 kW to 2,000 kW. • Intelligent generator sets fueled by natural gas or associated petroleum gas. • Suitable for isolated-grid applications with significant power load fluctuations. • They can be widely used in oilfield drilling, electric-drive fracturing and LNG liquefaction plants, etc. Off-Grid Distributed Energy Stations Business Highlights The Company continued to make breakthroughs in oilfields, industrial exhaust power generation, and overseas markets, including: ⚫ The gas-fired distributed power generation system supplied to CNPC Daqing Drilling exceeded 100,000 kWh of daily power generation. ⚫ Won bids for the fracturing power generation service projects from Sinopec Xinan Oilfield Service Corporation and CNPC Western Drilling in the Daqing region. ⚫ The AM1200 product successfully entered the drilling "gas-for-oil" substitution market, providing drilling natural gas power generation services in the Xinjiang Karamay block (Western Drilling) and the Inner Mongolia block (Sinopec Northwest Bureau). ⚫ Successfully developed the CIMC-HEG16V hydrogen-rich power generation module, serving hydrogen-rich off-gas power generation needs in carbon-carbon materials, coal, steel and coking industries, and secured multiple commercial orders. ⚫ The integrated LNG base-station power generator was delivered to a telecommunications customer in Nigeria. LNG Liquefaction Plant LNG Trailers LNG Storage Tank LNG Regasification Skids Energy Storage Cabins PV Power Generation 10kV Power Distribution Stations Mineral Processing Plants & AIDCs Future Prospects: Off-grid power generation scenarios for overseas mines and data centers 21/49
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Industry-leading Core Processes Technologies
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Business Highlights – Clean Energy Core Processes • A total of eight new vessels were contracted during 1H2026, with newly signed orders for offshore clean energy businesses reaching RMB4.54 billion, representing a YoY increase of 40.1%. • The Company continued to secure new orders for integrated LNG and methanol fuel gas supply systems, maintaining its leadership position in China's inland waterway vessel clean energy retrofit market and supporting the green upgrading of major waterways. Core Processes – Offshore Core Processes – Onshore • The Company’s third coke oven gas integrated utilisation project (Shougang Shuicheng Iron & Steel) officially commenced operations. • Signed two feasibility study contracts for green methanol EPC projects and continued to pursue more than ten opportunities relating to green methanol process packages and EPC contracts. • Entered into a cooperation agreement with Pangang Group for a coke oven gas integrated utilisation project. • Delivered the TEMAS LNG liquefaction plant project in Indonesia, the country’s first modern LNG green plant. 23/49
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Core Processes: Enhancing Equipment Self-Sufficiency, Building Second Integrated Steel-Coke Turnkey Project Core process technologies and turnkey project capabilitiescovering the production of natural gas, hydrogen, ammonia and methanol. The CIMC Liupanshui Shougang Shuigang Iron & Steel Project was successfully delivered and commenced operations. 24/49 Project Capacity Process Innovation • The project officially commenced operations at the end of June 2026. The first batch of LNG products was delivered in July, alongside the commencement of LNG and hydrogen filling operations. • Annual Production Capacity: LNG: 147,000 tonnes; High-Purity Blue Hydrogen: 24 million Nm³ • With 10 months of construction, the project adopted standardised design and modular construction approaches. • The project utilises a fully integrated process covering “Coke Oven Gas Purification → Multi-Stage Compression → Cryogenic Separation → Low-Temperature Liquefaction”, supported by self-developed LNG storage tanks, cryogenic liquefaction systems and hydrogen compression equipment. Intelligent System • Equipped with in-house developed digital and intelligent control system and multiple safety interlock mechanisms.
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Newly signed orders, revenue and net profit from the offshore clean energy business continued to grow Core Processes – Reinforcing Global Market Leadership in Liquefied Gas Carriers and LNG Bunkering Vessels • A total of 9 vessels were delivered during 1H2026, including 3 liquefied gas carriers. Revenue recognised from the offshore clean energy business reached RMB3.55 billion, while net profit margin steadily increased to approximately 7%, with further improvement expected in the second half of the year. • Expects to deliver 21 vessels in 2026. Efficient and Continuous Project Delivery • Secured orders for 8 newbuild vessels, including two 20,000m³ LNG bunkering vessels for GSX Energy, as well as multiple new energy container vessels. The business's order book extends to September 2029. • New orders for shipbuilding, offshore fuel tanks and fuel gas supply systems totalled RMB4.54 billion during 1H2026, representing a YoY increase of 40.1%. Strong Momentum in Shipbuilding Orders • New orders for offshore fuel tanks more than doubled YoY during 1H2026, with the orderbook for offshore fuel tanks substantially secured through the second half of 2028. • Upro-Marine, a subsidiary of the Company, delivered the liquid cargo handling system and LNG dual-fuel gas supply system for a 9,000m³ ethylene multipurpose carrier. The technology represents a domestic first and achieves full localisation through self-owned intellectual property rights. Fuel Tanks and Fuel Gas Supply Systems 25/49
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• According to Clarksons data as of 30 June 2026, a total of 1,658 LNG-fuelled vessels (including 732 LNG carriers) were in operation globally, while there were 1,111 LNG vessel orders (including LNG carriers) and 603 LNG-ready vessels on order. • According to DNV, seven new LNG bunkering vessel orders were placed globally during 1H2026. As of the end of June, the global orderbook for LNG bunkering vessels stood at 47 vessels. Offshore Clean Energy– Market Outlook and Future Prospects Strong Growth Prospects for the LNG Alternative Fuel and Bunkering Vessel Market Analysis of the Offshore Clean Energy Business 23.4 27.1 8.9 18.3 1H2025 1H2026 New Orders Fuel Tanks and Others Vessels 3 4 1 Gas Carriers New Energy Container Vessels Other Vessel Types Number of New Vessel Orders Secured in the First Half of 2026 (Vessels) 127.1 141.5 42.6 57.0 169.7 198.5 1H2025 1H2026 Orders on hand 28 10 12 Gas Carriers New Energy Container Vessels Other Vessel Types Number of Vessel Orders on Hand as of 30 June 2026 (Vessels) 0 10 20 30 40 2025 2030 2035 2040 LNG Marine Bunkering Volume (Million Tonnes per Year) LNG-Fuelled Vessel Fleet Size LNG Offshore Bunkering Volume 21.4 29.6 9.2 5.9 1H2025 1H2026 Revenue 35.5 Unit: RMB100 million Source: Shell interpretation of Clarkson Research (May 2026) and Wood Mackenzie data Source: Clarksons, DNV, GECF Note: LNG-fuelled vessel fleet = vessels in operation + delivered order. 26/49 32.4 45.4 30.6 798 1,9452,406 6,895 0 2000 4000 6000 8000 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 LNG-Fuelled Vessel Fleet (Number of Vessels) Average LNG Bunkering Volume per Vessel (Tonnes)
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Green Transformation Integrated Solutions
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Jining Project Supporting the Development of a Northern Inland Waterway Shipping Center ⚫ Xinneng Jining provides gas trial operations for new vessels, LNG bunkering services and fuel supply assurance services for LNG-powered vessels operating along the Beijing– Hangzhou Grand Canal. It also provides gas trial and bunkering technical services for seagoing vessels. ⚫ Lanshui Jining provides core LNG propulsion systems for the project, including LNG storage tanks, safety systems and LNG bunkering support services. ⚫ Number of LNG Vessels in Operation in Jining in the First Half of 2026: 124 ⚫ Target Number of LNG-Powered Vessels to be Built in Jining in 2026: 160 Green Transformation, Integrated Solutions – Integrated LNG Solutions for Inland Waterway Vessels 济宁项目打造北方内河航运中心 Leading Market Share in LNG Fuel Gas Supply Systems Vessels + Tanks + Stations + Energy + Services Integrated Offshore Solutions Offshore LNG Storage Tanks and Vessel Construction⚫ The Company has established a full industrial chain layout covering marine LNG storage tanks and vessel construction, fuel gas supply systems and safety systems, LNG bunkering station construction and operation, as well as intelligent interconnectivity platform operations for marine applications. Construction and Operation of Offshore Bunkering Stations LNG/Methanol Fuel Power Supply System 智能船联网安保系统 LNG Vessel Energy Supply and Gas Test Services Offshore Intelligent Interconnection Platform Services Breakthrough Progress in Tank-Swapping Energy Replenishment for Inland Waterway Vessels ⚫ Successfully delivered China's first batch of LNG-powered vessels equipped with replaceable LNG tanks, addressing key fuel replenishment challenges for hazardous chemical transportation vessels. ⚫ Effective Orders for Tank-Swapping Vessels: 75 vessels (including projects in Guangxi, Poyang Lake and Changjiang Shipping Group) ⚫ From August 2026, regular tank-swapping energy replenishment operations are expected to commence at river-sea ports along the Jiangsu section of the Yangtze River and at Jining Port along the Shandong section of the Grand Canal. 水上加注站智能运营平台 28/49
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Green Transformation, Integrated Solutions – Stable Contributions from Coke Oven Gas Utilisation Projects in Operation 2024.09 Anji (Yingkou) Project 2025.11 Linggang CIMC Project Location: Yingkou, Liaoning Province Annual LNG Capacity: 125,000 tonnes Annual Hydrogen Capacity: 24 million Nm³ (approximately 2,200 tonnes) Equity Interest: 50% Location: Chaoyang, Liaoning Province Annual LNG Capacity: 150,000 tonnes Annual Blue Ammonia Capacity: 80,000 tonnes Equity Interest: 50% • Independently developed by CIMC Digital Energy Technology. • The platform is the first in China to achieve full -scenario integration of digital intelligence technologies across the entire energy value chain, covering production, storage, transportation, distribution, sales and utilisation. End-to-End Digital Intelligent Platform • On the production side, the platform enables real -time monitoring and optimisation of operations, maximising the efficiency of green energy production while ensuring operational safety. • On the customer service side, it supports transmission and distribution scheduling, cost reduction and efficiency enhancement, safe refuelling and precision peak -shaving, helping customers achieve energy conservation and emissions reduction objectives. Three projects have commenced operations, generating aggregate net profit of nearly RMB120 million at the project company level during 1H2026. The projects serve as demonstration models for the hydrogen energy industry, covering the entire clean low-carbon hydrogen value chain. 29/49 2026.06 Liupanshui Shougang Shuicheng Iron & Steel Project Location: Liupanshui, Guizhou Province Annual LNG Capacity: 140,000 tonnes Annual Hydrogen Capacity: 24 million Nm³ (approximately 2,200 tonnes) Equity Interest: 82% The Anji (Yingkou) Project has established an integrated application chain covering hydrogen production, storage and transportation, distribution and hydrogen powder metallurgy end-use applications. Aggregate Annual Production Capacity of Operational Projects LNG: 420,000 tonnes/year Hydrogen: 48 million Nm³ /year Liquid Ammonia: 80,000 tonnes/year
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Green Transformation, Integrated Solutions – Replicating COG Utilisation Projects Leveraging key equipment and core processes to deliver integrated solution projects Providing operational services for the production and sales of clean energy such as LNG and hydrogen Promoting end-to-end closed-loop solutions and large-scale applications of clean energy in surrounding areas Annual Production Capacity: LNG: 180,000 tonnes Methanol: 100,000 tonnes Shareholding: Not less than 51% Annual Production Capacity: LNG + Hydrogen + Ammonia: 100,000 tonnes Shareholding: 50% 2027（E） Linggang Phase II Project 2027/2028（E） Pangang Xichang Project Production Capacity: LNG: 100,000 tonnes/year Hydrogen: 16 million m³/year Liquid Hydrogen: 5 tonnes/day Planned Annual Production Capacity: 1 million tonnes of LNG, 300,000 tonnes of Blue Low-Carbon Hydrogen, Ammonia and Methanol Coke Oven Gas Application Project Overall Project Planning ◆ According to Longzhong Information, the production capacity of LNG plants utilising coke oven gas in China increased to 33.62 million m³ /dayin 2025, representing a year-on-year growth rate of 12%. Annual emissions of coke oven gas exceeded 150 billion m³. Macro Overview Policy Support ◆ In November 2025, the Ministry of Ecology and Environment officially incorporated steel and other energy-intensive industries into China's national carbon emissions trading market. ◆ The 15th Five-Year Plan calls for phasing out over 30 million tonnes of outdated coke capacity, including all coke ovens of 4.3 metres and below. It also promotes higher-value utilisation of coke oven gas, industrial digitalisation and intelligentisation, and energy and carbon reduction in the steel industry. ◆ In the steel sector, policies encourage the large-scale substitution of high-carbon hydrogen with low-carbon hydrogen, supporting by-product-gas-based hydrogen production and hydrogen metallurgy. 2027/2028（E） Indonesia Tsingshan Project 30/49
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Green Transformation, Integrated Solutions – Green Methanol Business (85% CO₂ Emissions Reduction) Biomass Gasifiers and Syngas Equipment and Technologies EPC engineering and operational capabilities for chemical plants Deep processing of biomass raw materials Storage tanks Tank trucks Methanol transport & bunkering vessels 50,000 Tonnes of Green Methanol Green Fuels Bio-based Chemicals Sustainable Aviation Fuel (SAF) Multi-modal transport tank container Renewable Energy Ethanol Pharmaceutical Intermediates Shipping Companies Zhanjiang, Guangdong, China 50,000-tonne Green Methanol Project Commenced Operations with Capacity Utilisation Continuing to Increase 31/49 Key Equipment Possesses core technologies for large-scale biomass oxygen gasification, as well as equipment businesses including methanol storage tanks and methanol transport trailers. Core Processes • The self-developed Phase I project with annual production capacity of 50,000 tonnes has maintained stable operations. The project has obtained ISCC EU full-chain international certification and has passed quantitative C14 testing. By the end of June, the project had achieved stable operation at 80% utilisation, with product purity reaching 99.9%. • Secured two feasibility study contracts for external green methanol projects while pursuing more than ten green methanol process package and turnkey opportunities especially multiple SAF projects has achieved notable progress. Integrated Services • Successfully supported the first green methanol bunkering operations in Shenzhen and Hong Kong and completed the first batch of green methanol exports from South China. • Provided high-purity green feedstock (99.99%) to domestic biopharmaceutical enterprises, facilitating the application of bio-based methanol in the biopharmaceutical sector. • On 30 April 2026, the Phase II project with annual production capacity of 200,000 tonnes completed project filing procedures. In July 2026, CIMC Enric entered into a cooperation agreement with State Grid Corporation of China and Datang Shandong Company for the Dongying Integrated Green Methanol Project. Intelligent Interconnection An integrated digital-intelligence platform for green certification, fully compatible with the latest international regulatory requirements including RED III, FuelEU Maritime, EU ETS and IMO frameworks. Upstream Midstream Downstream
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Green Transformation, Integrated Solutions – Outlook for Green Methanol • According to Clarksons data, as of June 2026, there were 287 methanol-fuelled vessels on order, of which 162 vessels had been delivered and entered into operation. This represents an increase of approximately 57 vessels compared with the 105 methanol-fuelled vessels in operation at the beginning of the year. In addition, there were 404 methanol-ready vessels. The period from 2026 to 2027 is expected to witness a significant wave of methanol-fuelled vessel deliveries. • According to the Shanghai International Shipping Institute, as of 30 June 2026, there were 31 ports globally with methanol bunkering capabilities, including 20 ports capable of supplying green methanol. Global green methanol bunkering ports are primarily located in the Asia-Pacific region, Northwestern Europe and the United States. Demand for Green Methanol in the Shipping Industry Green Methanol – Industry Capacity in China Source: Compiled from publicly available news sources 263 575 793 968 1,063 1,088 105 230 317 387 425 435 0 200 400 600 800 1,000 1,200 1,400 0 50 100 150 200 250 300 350 400 450 2025 2026 2027 2028 2029 2030 Cumulative Green Methanol Demand (10,000 tonnes) Cumulative Number of Methanol-Fuelled Vessels in Operation Assumption: Based on methanol-fuelled vessels already in operation and on order as of the end of 2025, each vessel is assumed to consume 25,000 tonnes of green methanol annually. Green Methanol Production Capacity in China 380,000 tonnes/year Green Methanol – Significant Potential in Both Incremental Demand and Replacement Markets 32/49 • Green methanol has an extensive range of applications, with downstream demand diversified across different industry scenarios. Its major applications include organic chemicals, advanced plastic materials, pharmaceuticals and agrochemicals, fuel and energy, coatings and solvents, transportation, environmental protection and energy storage. According to Sublime China Information, China’s apparent methanol consumption reached 105.67 million tonnes in 2025, while net imports (imports less exports) accounted for 13.4% of apparent consumption. • Pharmaceutical-grade methanol requires a purity level of more than 99.8% and is capable of supporting higher purification requirements and green premium pricing. • Under the European Union's ReFuelEU Aviation regulation, the proportion of Sustainable Aviation Fuel (SAF) is required to reach 6% by 2030, while the aviation sector has already been incorporated into the EU Emissions Trading System (EU ETS). As one of the viable technological pathways for SAF production, green methanol possesses substantial medium- to long-term industrialisation and application potential.
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A Comprehensive Product Portfolio Covering the Entire Value Chain from Hydrogen Production to End-Use Applications Green Hydrogen, Ammonia and Methanol – Leading the Industry with Full Industrial Chain Solutions Advancing New Approaches to Hydrogen Production Equipment • Completed the delivery of spherical storage tanks for multiple green hydrogen, ammonia and methanol projects. In May 2026, it was awarded the contract for eight 2,000m³ hydrogen spherical storage tanks for the Lishu Wind-Power and Solar-Powered Green Hydrogen and Biomass-Coupled Green Methanol Project. • China’s first 20-foot Type IV hydrogen MEGC was successfully rolled off the production line, with an operating pressure of 38MPa and hydrogen carrying capacity exceeding one tonne in a 40- foot container. • Self-developed anhydrous ammonia transport trailer supported the world's largest single-batch export shipment of green ammonia. Leading the Industry in Hydrogen and Ammonia Transportation Solutions • Delivered Hong Kong’s first commercial hydrogen- powered distributed charging station. The hydrogen- electricity system adopts a dual-skid modular design, comprising hydrogen storage system and hydrogen power generation system. Hydrogen-Powered Distributed Charging Station Commissioned • Delivered 2 large-scale skid- mounted hydrogen pipeline compressors, independently designed and developed with proprietary core technologies. The equipment will be deployed in China’s first long-distance green hydrogen transmission pipeline project (190 km). Supporting the Development of the 'West-to-East Hydrogen Transmission' Initiative Providing Hydrogen Storage Solutions for Benchmark Projects • Achieve major breakthroughs in water electrolysis hydrogen production post-processing systems (BOP systems), completing the development and manufacturing of 4,000 Nm³/h separation skids and 8,000 Nm³/h purification skids, for a large-scale hydrogen production project in Northeast China. 33/49
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13 26 3.8 10 2025 2030 Fuel Cell Electric Vehicle (FCEV) Fleet (10,000 units/fleet) Global China 'Hydrogen, Ammonia, Methanol & Storage’ Strategic Roadmap 15th FYP New-Type Energy System: Green Hydrogen, Renewables, Industrial Decarbonisation, Energy Security. Green Hydrogen, Ammonia, and Methanol-Macro Overview and Outlook Hydrogen Equipment A full liquid hydrogen industry chain equipment matrix covering hydrogen production BOP, large-scale storage, long- haul transport, onboard storage, and refueling stations. Steel-Coke Integration Large-scale blue hydrogen purification from coke oven gas, co-producing LNG and blue ammonia to balance steel decarbonisation with low-cost hydrogen supply. Green Methanol Mass-produced green methanol and steel- coke co-produced blue methanol, serving as industrial raw materials and low-carbon shipping fuels, extending into fine chemicals and health sectors. Long-Duration Energy Storage Forming an "equipment + commercial application" model for energy storage solution covering compressed air, CO2, hydrogen, and liquid air storage. Macro Development Trends and Outlook for Hydrogen Energy 100 430 26 200 2025 2030 Green Hydrogen Production Capacity (10,000 tonnes/year) Global China Source: International Energy Agency (IEA), 15th Five-Year Plan for the Development of a New Energy System, TrendBank Sources: International Energy Agency (IEA), 15th Five-Year Plan for the Development of a New Energy System 27% 26%11% 16% 20% Downstream Hydrogen Consumption Sectors in ChinaMethanol Synthesis Ammonia Synthesis Coal Chemical Industry Refining and Petrochemicals Transportation, Metallurgy and Other Applications Source: National Energy Administration, 2024 0 660 0 138 2025 2030 Hydrogen Consumption in Hydrogen Metallurgy (10,000 tonnes/year) Global China Sources: International Energy Agency (IEA), European Commission, Huatai Securities 34/49
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Technology Innovation Hard Tech Breakthrough
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T3 Cylinders Developed lightweight liners and composite-wrapped cylinders for aerospace applications. Utilising T800-grade carbon fibre, the cylinder weight can be reduced by more than 10%, helping to increase rocket payload capacity. Water Electrolysis BOP Equipment Established a full-spectrum BOP product portfolio covering capacities from 2,000 Nm³/h to 8,000 Nm³/h. The 8,000 Nm³/h purification skid has become a key equipment solution for large-scale domestic projects. BOG Helium Recovery Partnered with Shanghai Lianfeng to develop a BOG helium recovery project with annual production capacity of 110,000 m³ of 99.999% high-purity helium, extending the industrial value chain from helium storage and transportation equipment to gas production. Large-Scale Hydrogen Pipeline Compressor Delivered a 22MPa diaphragm hydrogen compressor, while the 35MPa hydraulic booster system has completed development and delivery for demonstration projects. Hydrogen Energy Microgrid System Developed a microgrid system for The Hong Kong and China Gas Company Limited integrating hydrogen extraction from hydrogen-rich gas, fuel cell power generation, combined heat and power (CHP), energy storage and charging functions. Type IV Hydrogen Tube Trailer (MEGC) China’s first 20-foot Type IV hydrogen MEGC was successfully rolled off the production line. Technology Innovation – Achieving Technological Breakthroughs Focusing on standards leadership, process innovation and product iteration, the Company drives technological breakthroughs in equipment manufacturing and related fields through key strategic projects. 36/49
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Smart Connectivity Value Creation
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Intelligent Interconnection – Proprietary Development of Advanced Intelligent Hardware • Utilising the Coriolis measurement principle, the LSMF Coriolis Mass Flow Meter enables highly accurate measurement of the mass flow of various media under complex operating conditions. The product is primarily applied in scenarios requiring high-precision measurement, including trade settlement at LNG refuelling stations and metering for LNG tanker truck distribution. • Business progress: The product has successfully broken the long-standing international market domination and secured batch orders. The Company has completed the construction of annual production capacity of 2,000 units. Following the completion of all required certifications in June 2026, the first batch of 50 units has been successfully delivered. LSMF Coriolis Mass Flow Meter Cryogenic Submerged Pump • The cryogenic submerged pump delivers industry-leading performance, featuring low heat generation, high head pressure and large flow capacity. • The product is primarily used in LNG refuelling stations, LNG liquefaction plants, LNG peak-shaving facilities, LNG receiving terminals, fuel gas supply systems and LNG tanker unloading operations. • Business progress: The Company has completed the construction of annual production capacity of 800 units. The product has entered the mass production stage and corresponding orders have been successfully delivered. 38/49
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Core Policy Drivers at the National Level Dual Carbon Goals: Clear strategic targets have been established, including carbon peaking by 2030, carbon neutrality by 2060 and the objectives outlined in the 15th Five-Year Plan. New Energy System: Building a clean, low-carbon, secure and efficient energy system has been elevated to a national strategy. Energy Security: Optimising the energy mix and safeguarding the security and stability of energy supply. Industrial Upgrading: Accelerating the green, low-carbon transformation and digital-intelligent upgrading of the energy and chemical industries. Industry Pain Points Low Operational Efficiency: High costs associated with manual inspections, delayed equipment monitoring and inadequate fault prediction capabilities. Challenges in Safety Management: Elevated risks in the storage and transportation of hazardous chemicals, insufficient early-warning mechanisms and limited emergency response coordination. Data Silos: Significant fragmentation of data across the entire energy and chemical industry value chain. Lagging Carbon Monitoring: Insufficient accuracy and timeliness of carbon emissions data, resulting in elevated compliance risks. Market Opportunities Energy Internet of Things (IoT) Platforms Integrated Clean Energy Management and Control Industrial Internet and Intelligent Manufacturing Carbon Management and Green Certificate Services Digital Energy Services Deep Integration Across Multiple Application Scenarios Insufficient Systematisation of After-Sales Services: Long response cycles and high service costs, with customer issues unable to be resolved efficiently through closed-loop management. Intelligent Interconnection – Enabling Energy Digitalisation and Building an End-to-End Service Ecosystem Intelligent TransmitterMarine Methanol Fuel Supply SystemIntelligent Mass Flow MeterVehicle-Mounted Cylinder Capacitive Level Gauge Digital Platform for Coke Oven Gas Projects and Green Methanol Plants39/49
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Chemical and Environmental Segment （CIMC Safeway 301559.SZ）
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Chemical and Environmental – Business Highlights Chemical and Environmental Tank Container Business Medical Equipment Components Business Aftermarket Business Recovery in market demand Growth in orders, sales volume and production volume Maintained positive development momentum Continued to deliver stable earnings contribution Optimised service network Incremental contributions from service business gradually emerged Intelligent Business Continuous enhancement of capabilities Further strengthened the foundation for service development 41/49
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Chemical and Environmental – Business Highlights CIMC Safeway has accumulated extensive experience in fluorochemical application scenarios and has developed a comprehensive portfolio of high-performance specialised tank container products. These products are characterised by lengthy qualification cycles, a large installed customer base and strong market acceptance, having obtained certifications from leading industry players. Going forward, leveraging its long-standing expertise in the storage and transportation of high-purity media, as well as its global service network, the Company will continue to increase investment in the research and development of specialised tank containers for fluorochemicals and electronic chemicals. Through the continuous upgrade and iteration of corrosion-resistant, high-cleanliness and intelligent storage and transportation equipment, the Company will support the high-quality development of the fluorochemical, semiconductor and new energy industry chains. Anhydrous Hydrogen Fluoride Tank Containers Electronic-Grade Lined Tank Containers (for wet electronic chemicals such as high-purity hydrofluoric acid) Specialised Tank Containers for Electrolytes (including Lithium Hexafluorophosphate) Electropolished (EP) Tank Containers Fluorochemical, Semiconductor and New Energy Industry Opportunities In January 2026, the Company made a strategic investment in Startorus Fusion Co., Ltd., a company engaged in the controlled nuclear fusion sector. During the 1H2026, the Company successfully completed product deliveries to the customer, contributing to the high-quality development of China’s high-end equipment manufacturing industry. In July 2026, building on the successful delivery of its products and the recognition received from the customer for its technological capabilities and product quality, CIMC Safeway formally entered into a strategic cooperation agreement with Anhui Megawave Fusion Co., Ltd. Controlled Nuclear Fusion Equipment CIMC Safeway Signed a Strategic Cooperation Agreement with Megawave Fusion 42/49
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Chemical and Environmental – Outlook Tank Container Manufacturing MRI Equipment Components • Deeply Implementing the Mid-to-Long-Term Strategy of “Lean Innovation, Intelligent Transformation and Digitalisation, Tank Containers Connecting the World, and Green Development” • Leveraging its existing manufacturing advantages and adhering to the development philosophy of “consolidating and extending the foundation businesses while achieving key breakthroughs in growth businesses” • Through continuous innovation, the Company will strengthen its differentiated competitive advantages, expand into new businesses and further consolidate its industry-leading position. Consolidating and Extending the Foundation Businesses: Strengthening the Tank Container Business and Maintaining Steady Development • The Company will continue to adhere to its strategic direction of “Manufacturing + Services + Intelligence”. By leveraging its scale manufacturing advantages, it will further enhance its digitalisation and intelligent manufacturing capabilities, thereby continuously reinforcing its global leadership in tank container manufacturing. • The Company will continue to strengthen its comprehensive customer lifecycle service capabilities across tank container cleaning, refurbishment, maintenance, modification and spare parts sales, further enhancing customer value and service competitiveness. • At the same time, the Company will actively expand its intelligent equipment business and continue to build integrated software, hardware and service capabilities covering “Perception, Prediction and Execution”. Through reliable product quality and innovative technologies, it will support the digital and intelligent transformation of the chemical logistics and intelligent manufacturing industries. Achieving Key Breakthroughs in Growth Businesses: Focusing on High-End Equipment Manufacturing and Expanding into New Growth Areas • Building on its precision manufacturing capabilities and focusing on customer needs, the Company will steadily advance capacity expansion initiatives while comprehensively enhancing automation, digitalisation and stable delivery capabilities. • Through diversified approaches including internal incubation, industry collaboration and strategic mergers and acquisitions, the Company will extend its business into higher value-added segments of core components for medical equipment, further integrating into thesupply chains of leading global customers. • The Company will continue to strengthen its precision processing capabilities for non-ferrous metals, closely monitor developments in emerging technology sectors, and continuously enhance its research and development, process engineering and manufacturing capabilities, thereby creating new avenues for future growth and expanding its long-term development potential. 43/49
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Liquid Food Segment (CLPT: 872914.NEEQ)
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业绩亮点 • Steady Progress in Key Projects: Key projects advanced steadily during the year, including the expansion projects for a distillery and brewery in Cambodia, a raw material handling and storage tank project in Japan, a sauce production line project in the United Kingdom, and a bioreactor order project in Canada. • Continuous Deepening of Global Operational Capabilities: The contribution from China manufacturing increased significantly. Nantong plant exported core equipment to projects in Japan, Cambodia and Zimbabwe, while Künzel was incorporated into the Group’s strategic sourcing framework in China. The Mexico plant successfully delivered its first edible oil tank and beverage tank projects. • Diversification Strategy Delivered Initial Results: The Group made substantive progress in expanding into new business areas, including non-alcoholic beverages, ready-to-drink (RTD) products, biopharmaceuticals and solid-state fermentation. • Development of Sustainable Solutions: Leveraging its reverse osmosis-based beer de-alcoholisation system, the segment successfully delivered and commissioned its first commercial order, enabling the production of high-quality non-alcoholic beverages. In the baijiu sector, efforts focused on improving grain utilisation efficiency and production process automation, supported by the development of grain handling systems, fully automated brewing and distillation production lines, as well as intelligent filtration, storage and blending technologies. • ESG Rating Upgraded to “A” from China Chengxin Green Finance International : CLPT received an “A” rating in its Environmental, Social and Governance (ESG) assessment, reflecting authoritative recognition of its comprehensive performance across environmental, social and governance dimensions and underscoring its industry-leading sustainable development practices. Liquid Food Liquid Food – Business Highlights 45/49
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898.1 961.0 1,890.4 2025 2026E 2036E Global Beer Market Size Outlook Global Beer Market Size (USD billion) Liquid Food – Outlook Consolidating the Foundation of the Beverage Industry and Market Share Driving the Diversified Business Development Source: Fact.MR, May 2026 Sources: IWSR (2026), KPMG (2026) 46/49 • Long-term growth in global alcoholic beverage consumption continues to be driven by two structural factors: the shift in consumption demand towards emerging economies and the increase in the population reaching the legal drinking age. • According to IWSR (June 2026), beverage consumption in India, Colombia, Vietnam and Mexico is projected to increase by 38%, 26%, 15% and 13%, respectively, between 2025 and 2035. These markets are expected to create substantial business opportunities for related equipment manufacturing and turnkey solutions. • The segment has actively advanced the market promotion and sales penetration of new products, launching the de-alcoholisation equipment (Elixir), the digital platform (Ziemann AnalytiX) and the energy-efficient boiling system (BubbleBoil). • According to IWSR, the global consumption volume of non-alcoholic alternatives (including non-alcoholic beer, wine, RTD and spirits) is expected to increase by 36% between 2024 and 2029, with total consumption projected to exceed 18 billion servings by 2029. Driven by demand for convenience consumption and product diversification strategies adopted by leading beverage companies, ready-to-drink (RTD) beverages continue to demonstrate strong growth momentum. Leveraging its reverse osmosis-based beer de-alcoholisation system, the segment has successfully delivered and commissioned its first commercial order, enabling the production of high-quality non-alcoholic beverages. • In 1H2026, the segment secured new orders totaling approximately RMB 46 million in the biopharmaceutical and life sciences sectors. Among them, it won two major projects in the biopharmaceutical sector, supplying core fermentation and supporting equipment for a flexible production line for vitamins and coenzyme Q10, as well as for the world’s largest single-site bio-based sugar substitute plant and a vitamin API production line.Going forward, the segment will seek high-quality and suitable targets through capital market measures such as mergers and acquisitions and investments to supplement professional technologies and mature solutions in the biopharmaceutical market, further enhancing its business portfolio. 6.3% 5.5% Non-Alcoholic Beverages (2024–2029 CAGR) Biopharmaceuticals (Average Growth Rate, 2026–2030) Compound Annual Growth Rate (%)
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Q & A
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CIMC Enric Holdings Limited (the “Company”) makes no representation as to the accuracy and correctness, and has conducted no independent verification, of the content of this presentation. The Company accepts no responsibility for any loss howsoever arising from in reliance upon any information or omission herein and expressly disclaims any liability whatsoever arising therefrom. This presentation does not constitute an offer or invitation to buy or sell any assets or securities of the Company. The Company has made no authorisation and representation in relation thereto. The content of this presentation is strictly confidential and is the property of the Company. Upon receipt of this presentation, you are deemed to have agreed to abide by the confidentiality agreement. You may not circulate or duplicate any content herein to or for any other person, nor disclose any part or the whole of this document to any person; otherwise you will be subject to legal liability. This presentation is published in both Chinese and English. In the event of any discrepancy between the Chinese and English versions, the Chinese version shall prevail. Disclaimer 48/49
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Tel: (86) 755 2680 2312 (86) 755 2680 2134 Email: ir@enric.com.hk Address: CIMC R&D Center, No.2 Gangwan Avenue, Shekou Industrial Zone, Shenzhen, Guangdong, The PRC Room 1902-3, 19/F, Bank of America Centre, 12 Harcourt Road, Central, Hong Kong Website: https://en.enricgroup.com/ WeChat： Contact Us