Levima Advanced Materials Corporation (Levima, 003022.SZ) disclosed its 2026 semi-annual report on August 18, 2026. In H1, the company achieved revenue of RMB 5.366 billion, up 84.31% YoY; net profit attributable to shareholders of RMB 427 million, up 165.68% YoY; and non-GAAP net profit of RMB 425 million, up 165.95% YoY. The company attributed growth mainly to the Levima Gerun new-energy-materials and biodegradable-materials integrated project (commissioned in Q4 2025) driving new-product sales, improved methanol unit consumption, and higher capacity utilization of lithium-battery carbonate solvent, PLA and UHMWPE units.
In new-energy battery materials, the semi-annual report discloses a full product layout covering lithium-battery separator materials, electrolyte solvents, electrolyte additives, solid/semi-solid-state battery and sodium-ion battery key functional materials, with stable supply to leading downstream customers. Its controlling subsidiary Levima Weilan's solid-electrolyte dispersants, silicon-carbon anode binders and other new battery functional materials have begun forming batch sales, and its investee Wenzhou Naju New Energy Technology Co., Ltd. Has begun building a sodium-ion battery production line. According to Qichacha business-registration data, Levima holds 15.04% of Wenzhou Naju, which was established on November 18, 2022 with registered capital of RMB 11.77 million.
It should be clarified that Wenzhou Naju is a minority investee (15.04% stake, not consolidated); the specific capacity, investment, commissioning timeline and product route of the 'sodium-ion battery production line' are not disclosed; and investee construction progress has no direct bearing on Levima's own financials.