#1CHINA STEEL CHEMICAL CORPORATION (1723) Investor Conference March 2024 1#2[$ CSC GROUP Safe Harbor statement 대 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 beliefs and expectations and are subject to various risks, uncertainties and other factors that could cause actual outcomes and results to differ materially. We caution readers not to place undue reliance on forward-looking statements as these statements speak only as of the date they are made, and we disclaim any obligation to, update or alter any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law or regulation. This cautionary statement is applicable to all forward-looking statements contained in this presentation. 2#3[$ CSC GROUP Recap of Recent Major Events 대 CSCC Board of directors approved the setup of the halogen purification furnace to facilitate development of highly pure carbon materials.(2021/08/03), the installation has been completed and is being debugged. CSCC Board of directors approved the investment in a second line of graphitization furnaces at the Pingnan Carbon Materials Plant. (2022/05/05), estimated completion date is second quarter 2024. CSCC approved the investment in Research and Development Center at the Pingnan Carbon Materials Plant.(2023/09/27), estimated completion date is the end of year 2025. 3#4[$ CSC GROUP Agenda 대 1 Profile 2 Operating Performance 3 Sustainable Development Future 4 Development > > > > ☑ 4#5CSC GROUP 1.Profile 新材料科技有限公司 5#6[$ CSC GROUP 대 Basic information Company name Inception Company Address Capital Listed Date China Steel Chemical Corporation February 3, 1989 25F, No. 88, Chenggong 2nd Road, Qianzhen District, Kaohsiung City, 806 NT$2,369,044,800 November 27, 1998 ( Stock symbol: 1723) Number of 318 Employees 、 (PhD-9 Master-94; Male-87% Female-13%) the first coal chemical company with Graphitization in Taiwan 16#7[$ CSC GROUP The structure of shareholder 대 Major shareholder Percentages China Steel Corp. 29.04% Fubon Life Insurance Co., Ltd. 5.31% International CSRC Investment Holdings Co., 4.96% Ltd. Ever Wealthy International Corp. 2.01% Chi Cheng Teh Invstment Co., Ltd. 1.46% As of July 20,2023 7#8[$ CSC GROUP The Relating Product Map of Coal Chemical Industries Upstream (CSC - DS ) Midstream (CSCC) Downstream Coal Coke Oven Carbon material application Soft pitch Coal Tar Naphthalene Creosote Oils Light Oil Benzene Electrode Rod Dyes, Monthball Carbon Black, wood Preservative oil Styrene, Alkyl benzene Solvent Toluene Coke Small size coke Carbon additive 8#9[$ CSC GROUP 대대 Applications of Carbon material product Carbon material product RBP Application Carbon Fiber Precursor Densifier for Graphite Li-ion Battery Mesophase Soft Pitch Graphite Powder Green Mesophase Powder Supercapacitor ACS Lead-Acid Battery Graphite Block Graphite Crucible EDM 0#10[$ CSC GROUP The Relating Product Map of Coal Chemical Industries The Process of the Light Oil Distillation Plant The Process of the Coal Tar Distillation Plant Products Products PITCH HHI The Process of the Coke Breeze Plant Benzene Toluene Products Small size coke HE Fine size coke Large size Coke The Process of the Green Mesophase Powder plant HHI Flakers NAPHTHALENE CREOSOTE OILS Products Green Mesophase Powder 10#11Green Mesophase Powder [$ CSC GROUP The Relating Product Map of Carbon Material Industries Carbonzation Process Product Grading Graphitizing and Sieving Mesophase Graphite Powder Activation Clean Dry Mill Carbon- Graphiti- Mixing CIP zation zaing ACS Graphite Block Silicon Carbide crystal- Purifica- growing crucibles tion High purity toner 11#12[$ CSC GROUP 2 · Operating Performance 대 12#13[$ CSC GROUP Raw material inputs 대 Coal Tar(Unit: ten thousand metric tons) Light Oil (Unit: ten thousand metric tons) 40.0 30.0 10.9 10.6 9.1 20.0 25.2 24.5 10.0 22.5 1.4 3.8 2021 2022 2023 2024 February 13#14[$ CSC GROUP Revenue breakdown by products in the past three years Unit : % Creosote Oils 23 24 24 32 Coal Tar Product 40 ■Soft Pitch 45 50 55 11 16 Naphthalene 19 5 15 5 5 6 LO Product 24 Benzene Toluene Coke(including processing item) ■Trading Carbon Material ■Others(Balance) 30 25 30 23 27 26 21 2 3 9 8 m co 28 13 12 3 7 LO 3 20 2 6 6 6 8 11 10 2021 2022 2023 2024 February 14#15[$ CSC GROUP Coverage of a variety of industries Basic raw material in Petrochemical industry Benzene Electrode Rod in Aluminium smelting industry Soft pitch Energy storage /electric batteries Carbon- Material Creosote Oils Carbon Black -car tires 15#163,500 3,000 2,500 2,000 1,500 1,000 500 [$ CSC GROUP Consolidated Revenue and Net income before tax in the past three years Consolidated Revenue 대 Unit NTD Million -Consolidated Net income before tax 700 600 500 400 300 200 100 21/Q1 Q2 Q3 Q4 22/Q1 Q2 Q3 Q4 23/Q1 Q2 Q3 Q4 2024 January 2024 February 2023 Revenue 8,318 ; Net income before tax: 1,733 Consolidated Revenue 513 645 Consolidated Net 2024 January to February 70 142 income before tax Revenue 1,158 ; Net income before tax : 212 16#17[$ CSC GROUP Debt ratio(%) 100 Major financial indicator 80 60 40 20 대 2,019 2,020 2,021 2,022 2,023 -Debt ratio 39 42 35 28 28 -ROA 11.0 6.2 9.6 15.0 12.6 -ROE 17.6 10.0 15.2 21.7 17.6 Return(%) 25 20 15 10 5 17#18[$ CSC GROUP Unit NTD/Pershare 00 8 76 5 4 3 대 Dividend Policy EPS and Dividend in the past five years Div. payout ratio Unit : % 100 2 1 0 2019 2020 2021 2022 2023 EPS 5.57 3.09 4.73 7.33 6.18 Cash Div. 5 2.8 4 5 4 Div. payout ratio 90 91 85 68 65 80 60 40 20 *The appropriations of earnings for 2023 are subject to the resolution in the shareholders' meeting to be held in June 2024.1 18#19[$ CSC GROUP 3 · Sustainable Development 대 E G S 19#20[$ CSC GROUP 대 Coporate governance Evaluation To establish Sustainable Development Committee. Governance CSCC was in the second grade (6%~20%, Grade: 101.48) according to the lasted corporate governance evaluation results (2022). CSCC was involved TWSE Corporate Governance 100 index(2022 and 2023). Board of Directors Audit Committee Remuneration Committee CSR Committee Risk management team Governance and integrity management team Sustainable environmental development team Employee care and social participation team 20#21CSC GROUP 대 Save energy and Reduce carbon emissions Short-term Cumulative average electricity saving rate (%) 1.05 Water/Waste water use intensity (%) 1.5 (Coal Chemical) 1.1 Air pollution reduction (SOx tons/year) (NOx tons/year) Scope 1 and 2 reduction (%) goals (Coal Chemical) 1.00 SOX: <5 2 NOX : <25 (2024) (Carbon Chemical) (Carbon Chemical) Medium- 1.05 term (Coal Chemical) SOX: <3 2025~26:2 2 goals 1.10 NOX < 20 2027~28:5 (2025-2028) (Carbon Chemical) Long-term goals 1.1 (2029~2033) SOX : <1 5 2 NOX < 15 FY2050 carbon Neutrality 21#22[$ CSC GROUP 대 2021-2024 TIPS BURADAR RARE 2023 bsi. Certificate of Registration INFORMATION SECURITY MANAGEMENT SYSTEM 150/IEC 27001:2013 China Che Corporation anggong 2nd R This is in carty that 中銅碳素化學股份有限公司 CNA STEEL CHEMICAL CORPORATION Awarded TIPS Level A Patent and ertification Kachsung City Teman 15 788361 operates an Infumaton Serty Management System which comples with the rest of C 27001:2013 Math 2023 scope tive Date 2021-05-29 Ong Registon Date: 202) 05-29 Latest Revision Date 2023-05-2 Fuery they ju ANAB 1 ESG Awards making excellence a habit" Awarded Certification of information security ISO 27001 2019-2023 ➤ Gold Award from TCSA 2022 National Enterprise Environmental Protection Award-Bronze medal ➤ Top 100 Carbon materials competitiveness on Business Weekly ➤ Awarded Badge of Accredited Healthy Workplace (preliminary). 2023 Awarded for Environmental Protection Sustainability Contribution Award ➤ Awarded for Excellent Trading Business ➤ Awarded for Environmental Education Award Awarded Badge of Accredited Healthy Workplace 22#23CSC GROUP 顧客至上 4 4、Future Development 대 特用化學品 100 碳材料 誠信為先 展望未來 合作無間 品質第一 Anode material Advanced Carbon for Supercapacitors Graphite Block 23#24[$ CSC GROUP Carbonization Furnaces Expansion 대 To plan and expand carbonization furnaces due to the increased demand for anode material. UNIT: MT/YEAR 20 18 16 14 12 10 8 642 23 24 25 26 27 28 29 30 31 32 24#25[$ CSC GROUP CSCC's Meso-Graphite Feature: High first columbic efficiency, high energy - density, high discharge capability and long cycle life. Application: High Energy & Power density in LIB Energy Density (Wh/kg):Low Power Density (W/Kg):Strong High Low Future Development ✓ High efficient discharge characteristics(100C- 200C) High Capacitance of Silicon Carbide products(520/550mAh/g) High Capacitance of fast charge products (5C/8C) Composite development i of Mesophase and artificial graphite UF1 UF2 MG11 MG10 Racing car/HEV PT/ Drone China Steel Chemical Corp. MG12 TAG11 EV / ESS MG13 BS481 Tablets / 3C O 25#26[$ CSC GROUP Advanced Carbon for Supercapacitors (ACS) Green Meso- phase Powder Clean Activation Mill Dry • ACS 대대 Supercapacitor Lead-acid Battery Lithium-Ion Capacitor Features of ACS ✓ High Surface Area ✓ High Capacitance | ✓ High Quality L ACS annual production capacity is 90MT/year(two production line) 26#27[$ CSC GROUP Applications of ACS Supercapacitors Supercapacitors have high efficient charge and discharge characteristics. Cycle life is more than twenty thousand times. • • 대 Advanced Lead-Acid Battery Advantages of addition activated carbon into LAB Increasing conductivity Improving the uniformity of Pb/PbSo Extending the life of LAB Positive plate Separator Grid plate Electrolyte-tight sealing ring Valve negative cell connection Positive cell connection Casing Terminal Negative plate pack Negative pole ➤ Rail vehicle, wind power, automobile field, smart grid, smart appliances Negative plate Positive plate Start-Stop Battery ➤ UPS uninterruptible power system 27#28[$ CSC GROUP Mixing BCP CIP Carbonzation 대 Graphite Block Thermal and Chemical Resistance High Thermal Conductivity • High Purity Graphitizaion Purification High Density Fine Structure Homogeneous ✓ Supply 5N Level high- purity carbon powder and graphite crucible, which is the key material in graphite components for semiconductor industry. 28#29CSC GROUP 連接板 88 Graphite Block 螺帽 連鑄治具 3D玻璃模具 支撐軸件 連鑄模具 加熱器 石墨電極 半導體構件 SiC長晶坩堝 SiC長晶坩堝 高純碳粉 Silicon carbide compound semiconductor 29#30CSC GROUP Our Vision 대 пода 永續友善環境、綠能精緻製造 成為綠能產業關鍵碳材料供應者 顧客至上、誠信為先、品質第一、合作無間 L 30#31Q&A EST 中鈺碳素