[Nanya] Announcement of Consolidated Revenue for July 2026

1. Factual Date: 115/08/07 2. Company Name: Nanya Plastics Industrial Co., Ltd. 3. Relationship with Company (please enter '本公司' or 'Subsidiary'):本公司 4. Mutual Shareholding Ratio: Not applicable. 5. Reason for Occurrence: Announcement of the Company's consolidated revenue for July 2026. 6. Response Measures: None. 7. Other Matters to be Disclosed (if the subject of the event or resolution is a publicly issued company or above, this major information also meets the criteria under Article 7, Paragraph 9 of the Enforcement Rules of the Securities Trading Act regarding matters having significant impact on shareholder rights or securities prices): I. Comparison of July 2026 Consolidated Revenue with June 2026: The Company's consolidated revenue for July was NT$30.57 billion, an increase of NT$3.44 billion compared to June 2026 (volume difference +NT$2.78 billion, price difference +NT$660 million, growth rate 12.7%). Driven by growth across all four industries, monthly consolidated revenue rose to a 49-month high. Electronic materials remained the core growth driver, with revenue contribution increasing again to 57%. As North American cloud service providers (CSPs) continue to heavily invest in building data centers and expanding server clusters, and mainland Chinese operators actively deploy computing infrastructure, the supply-demand gap for related materials has further widened. In response to market conditions, the Company has consecutively raised electronic material selling prices and increased production capacity utilization to over 90%. Not only have high-end material certifications and expansions progressed smoothly, enhancing revenue contribution, but performance in consumer-grade general-purpose materials has also continued to grow, resulting in a significant month-on-month revenue increase. For other products, chemical product revenue grew due to downstream restocking of EG and BPA; plastic processing product sales volume and revenue increased due to recovering automotive and footwear demand; polyester product revenue rebounded as raw material prices bottomed out and rebounded, prompting customers to shift from观望to active ordering. Details are as follows: (1) Electronic Materials Product Revenue Increased by NT$2.3 Billion (Volume Difference +NT$1.46B, Price Difference +NT$840M): Major CSPs remain optimistic about future market computing demands and cloud service revenues, thus accelerating massive capital expenditures. Due to the large scale of data center construction, the demand expansion speed for related materials clearly exceeds supply growth, making it difficult to alleviate supply shortages. The Company's self-developed high-end electronic materials have successively entered mass production stages, gradually increasing revenue contribution, while continuing to develop even higher-end materials, submitting samples for certification, and preparing competitiveness for the next stage. Additionally, to respond to the tight market conditions for general-purpose materials, the Company has incrementally increased production and sales volumes of consumer-grade materials and raised selling prices each month. Currently, main product capacity utilization reaches over 90%, and the sales mix continues to optimize, resulting in significantly higher revenue than the previous month. (2) Chemical Products Revenue Increased by NT$950 Million (Volume Difference +NT$1.1B, Price Difference -NT$150M): a. EG increased by NT$610 million (Volume Difference +NT$700M, Price Difference -NT$90M) Due to recurring Middle East tensions and blocked exports by competitors, mainland China's EG arrival volumes and inventories continue to decline, increasing downstream restocking demand and driving revenue growth. b. BPA increased by NT$270 million (Volume Difference +NT$260M, Price Difference +NT$10M) Downstream inventories were already low, leading to increased purchase volumes this month and revenue growth. (3) Plastic Processing Products Revenue Increased by NT$120 Million (Volume Difference +NT$180M, Price Difference -NT$60M): Slight recovery in demand for automotive, footwear, furniture, and home appliance plastic products in mainland China led to revenue growth. (4) Polyester Products Revenue Increased by NT$100 Million (Volume Difference +NT$70M, Price Difference +NT$30M): After raw material prices bottomed out and began to rebound, previously delayed orders returned due to shifting customer sentiment from观望to active, leading to performance growth. II. Comparison of July 2026 Consolidated Revenue with July 2025: Compared to July 2025, July 2026 consolidated revenue increased by NT$9.42 billion (volume difference +NT$3.01B, price difference +NT$6.41B, growth rate 44.5%), primarily due to a substantial increase in electronic materials product revenue. Currently, the industry widely believes AI development remains in its early growth phase. To ensure computing power meets future demands, companies are actively expanding investments, causing surging demand for electronic materials and significant increases in both sales volume and price, making it the primary profit driver for the Company. Polyester and plastic processing products, affected by this year's Middle East situation, experienced generally higher raw material costs and product selling prices than the same period last year, leading to revenue increases. Chemical products saw reduced production, sales volume, and revenue due to less abundant raw material supply compared to the same period last year. Details are as follows: (1) Electronic Materials Product Revenue Increased by NT$7.99 Billion (Volume Difference +NT$3.84B, Price Difference +NT$4.15B): Various high-end materials actively developed in response to AI development have successively passed certifications and entered mass production sales, continuously optimizing the overall sales mix. Meanwhile, mid-tier and consumer-grade basic materials also experienced supply shortages and price increases due to resource crowding-out effects and specification upgrades. Overall, both sales volume and price of electronic materials products significantly exceeded the same period last year, driving revenue growth. (2) Polyester Products Revenue Increased by NT$1.13 Billion (Volume Difference +NT$40M, Price Difference +NT$1.09B): US-Iran war pushed up raw material prices, leading to higher product selling prices and revenue growth. (3) Plastic Processing Products Revenue Increased by NT$380 Million (Volume Difference +NT$20M, Price Difference +NT$360M): Product selling prices were raised to reflect raw material costs under geopolitical conflicts, leading to revenue growth. (4) Chemical Products Revenue Decreased by NT$330 Million (Volume Difference -NT$1.15B, Price Difference +NT$820M): a. EG decreased by NT$240 million (Volume Difference -NT$620M, Price Difference +NT$380M) Due to less abundant raw material supply compared to the same period last year, currently only one production line is operating at Mailiao EG, compared to two lines operating last year, resulting in relatively lower revenue. b. Plasticizer Series decreased by NT$240 million (Volume Difference -NT$480M, Price Difference +NT$240M) Sales volume slightly decreased compared to the same period last year due to raw material supply constraints, leading to declining revenue.