[Nan Ya] Announcement of Consolidated Earnings for Q2 2026

1. Date of Fact: 115/07/09 2. Company Name: Nan Ya Plastics Corporation 3. Relationship with the Company: Parent Company 4. Cross-Holding Ratio: Not Applicable 5. Reason for Occurrence: Announcement of Consolidated Earnings for Q2 2026 6. Response Measures: None 7. Other Matters to be Stated: One, Comparison of Consolidated Earnings for Q2 2026 with Q1 2026: The company's Q2 2026 reached an operational peak, with a single-quarter EPS of 3.37元 and a first-half EPS of 5.17元, both setting historical highs. Due to the AI wave sweeping across global industries, cloud providers are accelerating the construction of super-large-scale data centers with enormous amounts of money, leading to a surge in demand for various high-end materials in the supply chain. In particular, the entire series of materials in the circuit board field, such as glass fiber fabric (thread), copper foil, copper foil substrate, and ABF substrate, have experienced an unprecedented phenomenon of full-scale supply shortages in both upstream and downstream sectors. In addition to making the industry compete to invest in the development of high-end materials, the resource squeezing effect has also led to a wave of shortages and price increases spreading to mid-range and basic materials. The company has actively promoted the development and certification of high-end materials, which has shown significant results. Combined with the leading position of existing production capacity, not only has it achieved both self-use and external sales, but it has also taken into account high-end, mid-range, and basic products, promoting profits simultaneously. It continues to optimize the optimal formula for products such as copper foil substrates through the mutual technological integration of advanced resins, special glass fibers, and high-end copper foils, fully leveraging vertical integration advantages, and driving overall profits of electronic material products to increase significantly. In addition, chemical products have benefited from inventory benefits and the injection of American EG production advantages under geopolitical conflicts, polyester products have turned losses into profits in the second quarter due to market heating and the development of electronic membrane materials, and plastic processing products have also made stable growth contributions to profits. As for reinvestment, Nan Ya Technology has benefited from the further widening of the memory supply-demand gap, with benefits growing rapidly, and Formosa Petrochemical's revenue has also increased slightly compared to the previous quarter, enabling the company to achieve bountiful results in both its main business and external business. Profits not only far exceeded the previous quarter (growth rate of 87.7%), but also reached a historical peak. The explanation is as follows: (a) Consolidated revenue of 836.5 billion元, an increase of 150.5 billion元 compared to Q1 2026 (quantity difference +52.2, price difference +98.3), a growth of 21.9%. In Q2, due to the accelerated development of AI and related industries, the sales volume and price of electronic material products increased significantly, contributing the most to the increase in revenue. In addition, the product pricing was pushed up by the Middle East situation, the peak season of bottle granules, the increase in local procurement in the US market, and the increase in orders for polyester films and plastic building materials for electronic purposes, which also contributed to the growth of revenue for chemical, polyester, and plastic processing products compared to Q1. (b) Consolidated pre-tax profit of 307.6 billion元, an increase of 146.8 billion元 compared to Q1 2026: 1. Operating profit of 114.2 billion元, an increase of 76.8 billion元 compared to Q1 2026: Electronic material products actively developed AI servers, high-efficiency computing, and high-end communication materials, improved production capacity utilization, and raised product selling prices, resulting in a significant increase in profits. Chemical products, during the obstruction of transportation due to the Middle East war, not only raised product pricing according to market conditions and enjoyed inventory benefits but also ensured the full operation of the American EG production line, turning the overall situation from loss to profit. Polyester products, due to the development of electronic membrane materials, the peak season of bottle granules, and the increase in orders from the United States, also escaped losses and began to make profits. Plastic processing products made stable contributions, with profits increasing, and the operating net profit rate rising quarter by quarter. 2. Equity method investment profit and loss of 190.9 billion元, an increase of 69.7 billion元 compared to the previous quarter: (1) Recognized Formosa Petrochemical 48.0 billion元 (affecting the company's EPS by 0.61元), an increase of 0.9 billion元 compared to the previous quarter. (2) Recognized Nan Ya Technology 136.4 billion元 (affecting the company's EPS by 1.72元), an increase of 60.1 billion元 compared to the previous quarter. (3) Recognized Taisho Heavy Industries -0.5 billion元 (affecting the company's EPS by -0.01元), a decrease of 0.3 billion元 compared to the previous quarter. (4) Recognized Mailiao Power 3.3 billion元 (affecting the company's EPS by 0.04元), an increase of 3.1 billion元 compared to the previous quarter. (5) Recognized Formosa Olefins (USA) 7.1 billion元 (affecting the company's EPS by 0.09元), an increase of 5.8 billion元 compared to the previous quarter. 3. Foreign exchange loss of 0.05 billion元, a decrease of 4.9 billion元 compared to Q1 2026. This is mainly because the New Taiwan Dollar against the US Dollar exchange rate appreciated in Q2 2026, while it depreciated in Q1, hence relatively unfavorable. 4. Cash dividend income increased by 3.6 billion元 compared to the previous quarter (this quarter recognized Formosa 1.5 billion元, Port Company 1.0 billion元, Taiwan Chemical 0.8 billion元, previous quarter none). 5. Interest income and expenses, asset disposal, waste sales, fund evaluation, government subsidies, rental income, and other miscellaneous income and expenses totaled a profit of 1.6 billion元. (c) The after-tax profit attributable to the parent company for Q2 2026 was 267.5 billion元, with an after-tax earnings per share of 3.37元, setting a historic high. Two, Comparison of Consolidated Earnings for the First Half of 2026 with the First Half of 2025: The company's EPS for the first half of 2026 was 5.17元, compared to -0.46元 in the same period last year, not only breaking even but also making a significant leap to create a new historic high. This is mainly due to the rapid development of AI, where major cloud giants, based on optimistic expectations for future computing needs, are expanding capital expenditures at an astonishing speed, leading to an extreme shortage of related materials such as ABF substrates, copper foil substrates, and glass fiber fabric (thread). In response to industry development, the company has actively entered the AI and surrounding supply chain, with harvests gradually expanding, making the profit of electronic material products present a leapfrog growth, becoming the core operating power of the company. In addition, chemical products have benefited from the rise in product pricing and inventory benefits due to the Middle East war, significantly improving operations; polyester products have increased profits due to increased local procurement in the US market; plastic processing products have also seen profit growth due to the heating of the engineering materials market. In terms of reinvestment, the operating profits of Nan Ya Technology and Formosa Petrochemical have also increased significantly, contributing high investment returns, making the main business and investment profits of Nan Ya simultaneously reach new heights. The EPS for the first half of 2026 was 5.17元, surpassing the 5.13元 of the first half of 2021, creating a new peak. The explanation is as follows: (a) Consolidated revenue of 1,522.4 billion元, an increase of 209.8 billion元 compared to the first half of 2025 (quantity difference +53.4, price difference +156.4), a growth of 16.0%. The strongest growth driver is electronic material products, which, while fully developing the AI product line, also take into account the market share of a wide range of consumer-type products, making the overall revenue share of electronic material products reach more than 50%, contributing significantly. (b) Consolidated pre-tax profit of 468.4 billion元, an increase of 502.2 billion元 compared to the first half of 2025: 1. Operating profit of 151.6 billion元, an increase of 138.2 billion元 compared to the first half of 2025: Electronic material products are committed to product upgrading and improving production capacity utilization, with profits significantly exceeding the same period last year; chemical products have generally raised selling prices, and operations have improved; polyester products have seen significant profit improvement due to good development effects in electronic and optical film applications, coupled with an improvement in the situation of market low-price dumping; plastic processing products are operated stably, with product profits growing moderately with the market situation. 2. Equity method investment profit and loss of 312.1 billion元, an increase of 337.4 billion元 compared to the first half of 2025: (1) Recognized Formosa Petrochemical 95.2 billion元 (affecting the company's EPS by 1.20元), an increase of 104.0 billion元 compared to the first half of 2025. (2) Recognized Nan Ya Technology 212.7 billion元 (affecting the company's EPS by 2.68元), an increase of 230.4 billion元 compared to the first half of 2025. (3) Recognized Taisho Heavy Industries -0.7 billion元 (affecting the company's EPS by -0.01元), an increase of 0.1 billion元 compared to the first half of 2025. (4) Recognized Mailiao Power 3.5 billion元 (affecting the company's EPS by 0.04元), an increase of 0.5 billion元 compared to the first half of 2025. (5) Recognized Formosa Olefins (USA) 8.4 billion元 (affecting the company's EPS by 0.11元), an increase of 2.1 billion元 compared to the first half of 2025. 3. Foreign exchange gain of 4.8 billion元, an increase of 24.2 billion元 compared to the first half of 2025. This is mainly because the New Taiwan Dollar against the US Dollar exchange rate depreciated in the first half of 2026, while it appreciated in the first half of 2025, hence relatively favorable. 4. Interest income and expenses, asset disposal, waste sales, fund evaluation, government subsidies, rental income, and other miscellaneous income and expenses totaled a profit of 2.4 billion元. (c) The after-tax profit attributable to the parent company for the first half of 2026 was 410.1 billion元, with an after-tax earnings per share of 5.17元, setting a historic high.