Nanya Announces Consolidated Revenue for July 2026

Release Date: August 8, 2026 Statement Date: August 7, 2026 Statement Time: 13:30:12 Company Code: 1303 Company Name: Nanya Subject: Announcement of the Company's Consolidated Revenue for July 2026 Applicable Clause: Clause 51 Factual Date: August 7, 2026

Explanation: 1. Factual Date: 08/07/2026 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 Clarified (if the entity involved in the event or resolution is a publicly issued company or above, this major information simultaneously meets the criteria under Article 7, Paragraph 9 of the Enforcement Rules of the Securities and Exchange Act regarding matters having significant impact on shareholders’ equity or securities prices):

I. Comparison of consolidated revenue for July 2026 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%). Contributed by growth across all four industries, monthly consolidated revenue rose to a 49-month high. Electronic materials products remain the core growth driver, with their revenue share rising again to 57%. As North American Cloud Service Providers (CSPs) continue building data centers and expanding server cluster scale, and mainland enterprises actively deploy computing infrastructure, the supply-demand gap for related materials has widened further. In response to market conditions, the Company has consecutively raised electronic materials selling prices and increased production capacity utilization to over 90%. Not only have high-end material certifications and expansions progressed smoothly, increasing revenue contribution, but also performance of consumer-grade general-purpose materials continues to grow, resulting in a significant month-on-month revenue increase. For other products, chemical product revenue grew due to downstream restocking demand for EG and BPA; plastic processing product sales volume and revenue increased due to recovering automotive and footwear material demand; polyester product revenue rebounded as raw material prices bottomed out and rebounded, turning customer sentiment from观望to active, leading to order recovery and performance growth. Details are as follows:

(1) Electronic Materials Product Revenue Increased by NT$2.30 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 construction of data centers, the demand expansion speed for related materials clearly exceeds supply growth, making supply-demand imbalance difficult to alleviate. High-end electronic materials independently developed by the Company have successively entered mass production stages, gradually increasing revenue contribution, while continuing to develop even more advanced materials, submitting samples for certification, and securing competitiveness for the next phase. Additionally, to respond to tight market conditions for general-purpose materials, the Company has monthly increased production and sales volumes of consumer-grade materials and raised selling prices. 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 Product Revenue Increased by NT$950 Million (Volume Difference +NT$1.10B, Price Difference -NT$150M): 1. 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 EG arrival volumes and inventories continue to decrease, increasing downstream restocking demand and driving revenue growth. 2. BPA increased by NT$270 million (Volume Difference +NT$260M, Price Difference +NT$10M) Downstream inventories were already low; increased purchase volume this month led to revenue growth.

(3) Plastic Processing Product Revenue Increased by NT$120 Million (Volume Difference +NT$180M, Price Difference -NT$60M): Demand for automotive, footwear, furniture, and home appliance plastic products in mainland China slightly recovered, increasing revenue.

(4) Polyester Product Revenue Increased by NT$100 Million (Volume Difference +NT$70M, Price Difference +NT$30M): After raw material prices bottomed out and began rebounding, previously delayed orders due to观望returned, driving performance growth.

II. Comparison of consolidated revenue for July 2026 with July 2025: Compared to July 2025, consolidated revenue for July 2026 increased by NT$9.42 billion (volume difference +NT$3.01B, price difference +NT$6.41B, growth rate 44.5%), mainly due to a significant increase in electronic materials product revenue. Currently, the industry widely believes AI development remains in its early growth stage. To ensure computing power meets future demand, enterprises are actively expanding investments, causing surging demand for electronic materials products and substantial increases in both sales volume and price, becoming the primary profit driver for the Company. Polyester and plastic processing products, affected by this year’s Middle East situation, have generally higher raw material costs and product selling prices than the same period last year, increasing revenue. Chemical products saw reduced sales volume and revenue due to less sufficient 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 face supply shortages and price hikes 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 Product 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 increased revenue.

(3) Plastic Processing Product Revenue Increased by NT$380 Million (Volume Difference +NT$20M, Price Difference +NT$360M): Product selling prices were raised to reflect higher raw material costs under geopolitical conflicts, increasing revenue.

(4) Chemical Product Revenue Decreased by NT$330 Million (Volume Difference -NT$1.15B, Price Difference +NT$820M): 1. EG decreased by NT$240 million (Volume Difference -NT$620M, Price Difference +NT$380M) Due to less sufficient raw material supply than 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. 2. 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 alignment with raw material supply, leading to declining revenue.