Total investment of 1 billion yuan! Link Technology plans to build a 200,000-ton carbon black silica production capacity in Egypt

The project plans to build two production units with an annual output of 100,000 tons of carbon black and 100,000 tons of silica, with a total production capacity of 200,000 tons. The expected construction period is 18 months. The construction content includes the main production lines of carbon black and silica, and is simultaneously equipped with warehousing, ecological preservation treatment, discarded materials heat recovery, R&D center and office supporting facilities. The main operating entity of the project is the newly established company Link Egypt Materials Co. Ltd..

Project revenue expectation: The annual revenue will surpass 1.27 billion yuan after full production, with a net profit of 188 million yuan

Link methodology stated that the core purpose of this Egyptian base layout is to be close to overseas terminal markets, minimize cross-border logistics costs and import and export tariff expenditures, shorten delivery cycles, and enhance the response efficiency to overseas customers. After the project reaches full production, it is expected to achieve an annual operating revenue of greater than 1.27 billion yuan, with a net profit of 188 million yuan.

Enterprise fundamentals: Domestic carbon black and white carbon black supplier with rapid overseas sales development

Founded in 2001 and headquartered in Qingzhou, Shandong, Link methodology is mainly engaged in the R&D, production and sales of carbon black and silica, and is listed on the Shenzhen Stock Exchange. The company's existing production capacity is 225,000 tons/year of carbon black and 230,000 tons/year of silica.

Financial report data shows that the company's revenue in 2024 was 2.27 billion yuan, a year-on-year increase of 18.2%; the net profit was 274 million yuan, a year-on-year increase of 61.0%. The overseas business expansion momentum is strong. In 2025, international sales revenue increased by 45.03% year-on-year, and the sales network covers regional markets such as Europe, the Middle East, Southeast Asia, Africa and South Korea.

Investment logic: Follow domestic tire companies to go global and seize the regional supporting demand in Egypt

Recently, many domestic tire companies have intensively increased their production capacity layout in the Egypt region, driving the regional demand to tire raw materials upwards. Link methodology judges that the continuous landing of domestic tire manufacturers in Egypt will drive the demand to rubber reinforcing materials such as regional carbon black and white carbon black, providing downstream demand support to this project and further improving the feasibility of this overseas factory construction.

>Risk warning: The project is only a planning plan. Overseas factory construction involves multiple variables such as regional approval, land, infrastructure, labor, and geopolitical policies. There are uncertainties in the construction progress, commissioning time and revenue expectation.