HK Recently Listed Stocks Watch | SENIOR MATERIAL (06067.HK) to review Q3 results on October 22; lock-up on 67,495,500 H shares held by cornerstone investors to expire on December 22

NewTimeSpace News: As of 15:10 on 13 October 2026, SENIOR MATERIAL (06067.HK) traded at HKD 5.92, down 1.50%.

On the news front, the Company published a notice of board meeting on 9 October 2026, announcing that a board meeting will be held on Thursday, 22 October 2026 to consider and approve the quarterly results of the Company and its subsidiaries for the nine months ended 30 September 2026 and their publication, and to transact any other business.

On the lock-up arrangement, according to the Allotment Results Announcement previously disclosed by the Company, the 13 cornerstone investors hold an aggregate of 67,495,500 H shares, representing 45.14% of the total number of offer shares, and the final day of the relevant lock-up undertakings is 22 December 2026, with the shares becoming tradable from 23 December 2026.

According to publicly available information, SENIOR MATERIAL (06067.HK) listed on the Main Board of The Stock Exchange of Hong Kong Limited on 23 June 2026 at an offer price of HKD 8.98, under a global offering of 149,523,500 H shares, comprising 14,952,500 H shares under the Hong Kong public offering and 134,571,000 H shares under the international offering; gross proceeds amounted to approximately HKD 1.343 billion and net proceeds to approximately HKD 1.281 billion, with a board lot of 500 shares. The number of issued shares at the time of listing was 1,495,234,139. The Company's H shares have been included in the Stock Connect (Southbound) stock lists under Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect since 23 June 2026.

In terms of performance, the Company's 2026 interim report for its H shares was published on 27 August. According to the interim report (prepared under International Financial Reporting Standards), the Company recorded revenue of RMB 2.631 billion in the first half of 2026, up 39.90% year on year; profit for the period was RMB 164 million, of which profit attributable to owners of the Company was RMB 137 million and profit attributable to non-controlling interests was RMB 27 million. Overseas sales revenue was RMB 820 million, up 233.2% year on year, accounting for 31.2% of revenue.

On the institutional view, in its results review report published on 11 September 2026, GUOSEN SECURITIES assigned the Company an "Outperform" rating, noting that profitability of the Company's core separator business is improving steadily, with the gross margin of the separator business rising 4.40 percentage points year on year to 29.24% in the first half of 2026, and overseas revenue growing 234% year on year to account for 31% of total revenue; its products are supplied in volume to battery makers including LG Energy Solution, Samsung SDI, Envision AESC, SK On and Murata; through the acquisition of Bangci Electronics, the Company has entered the piezoelectric ceramics industry to tap the semiconductor equipment and components market, which is expected to form a second medium- to long-term growth curve.