Loading...
lShandong Qianming New Materials Co., Ltd Shandong Qianming New Materials Co., Ltd. plans to invest 1.286 billion RMB (including 20 million RMB in environmental protection investment, accounting for 1.6% of the total investment) in Gaoqing Chemical Industry Park to build a new advanced material project with an annual output of 11200 tons of fluoroboron compounds, 100000 tons of sulfates, and 3530 tons of boron isotopes. The project includes the construction of a 7000 t/a boron trifluoride fluorination plant, a 10000 t/a boron trifluoride complex production plant, a 200 t/a boron trifluoride gas purification plant, a 100000 t/a sulfate production plant, a 500 ton boron trifluoride isotope separation plant, a 3500 ton high-purity boric acid production plant, and a 30 ton boron isotope advanced material production plant. The environmental protection investment is 20 million RMB, and the construction period is 18 months.
lYonghe Corporation On the evening of August 11th, Yonghe Group released its semi annual report for 2025; In the first half of the year, the revenue was 2.445 billion RMB (+12.39% year-on-year), and the net profit was 271 million RMB (+140.82% year-on-year), mainly benefiting from the refrigerant quota policy to promote product price increases and optimize the production capacity of fluorinated polymer materials. The company's product structure has been optimized, and the production efficiency and product quality of the existing production line for fluorinated polymer materials have steadily improved, further enhancing profitability.
lJuhua Subsidiary Zhejiang Quzhou Jusu Chemical plans to invest 47.03 million RMB to renovate the PVDF/PVDC device post-processing supporting and intelligent warehousing facility construction project. The project intends to implement the PVDC/PVDF device post-processing supporting and intelligent warehousing facility construction project, purchase relevant equipment, and build a post-processing plant and finished product warehouse. After completion, it will form a new PVDF granulation capacity of 5000 t/a and a spray drying capacity of 1500 t/a, with a construction period of 12 months.
lShandong Lianchuang Polymer Co., Ltd On August 14th, the Ecological Environment Bureau of Zibo City accepted the Environmental Impact Assessment Report of Shandong Lianchuang Polymer Co., Ltd.'s 12000 t/a 1,1,2,3-tetrachloropropene project and made it public; Shandong Lianchuang Polymer plans to invest 323 million RMB. This project uses tetrachloropropane, liquid chlorine, liquid alkali, and catalyst as raw materials to produce 1,1,2,3-tetrachloropropene. After completion, the production capacity of 1,1,2,3-tetrachloropropene will be 12000 tons per year, while by-products such as hydrochloric acid and sodium hypochlorite will be produced.
lGansu Zhanding New Materials Co., Ltd On August 6th, Gansu Zhanding New Materials completed the main topping out of its 870 ton annual production of high-end specialty chemicals project in Guazhou County, with an investment of 280 million RMB. The project mainly produces 90 tons of perfluorobutyl methyl ether, 150 tons of perfluorobutyl ether, 550 tons of perfluoroheptyl ether, and 80 tons of perfluoroisobutyronitrile series specialty chemicals.
lInner Mongolia Kemet Electronic Materials Inner Mongolia Kemet Electronic Materials Technology Co., Ltd. (indirectly wholly-owned by Yak Technology) has invested 940 million RMB in the construction of an electronic materials project in the Tokto Economic Development Zone of Hohhot. The first phase of the project will include the construction of an electrolyte preparation room, a steel cylinder warehouse, a filling station, 1 # -5 # electrolysis workshops, a distillation workshop, SF and CF refining workshops, SF and CF purification workshops, a distribution area, office buildings, restaurants, substations, etc. (from north to south). The total area of the project is 285.7 acres, with a total construction area of 78669 meters. After completion, it will produce 12000 tons of electronic grade high-purity sulfur hexafluoride and 2500 tons of electronic grade high-purity carbon tetrafluoride annually, with a by-product of 6500 tons of 40% hydrofluoric acid. This marks the further layout of Yak Technology in the field of electronic specialty gases.
lDongyangguang Co., Ltd On the evening of August 14th, Dongyang achieved impressive performance in the first half of 2025, with revenue of 7.124 billion RMB (+18.48% year-on-year) and net profit of 613 million RMB (+170.57% year-on-year), mainly benefiting from the simultaneous increase in quantity and price of the fluorine chemical sector. Among them, the revenue from new chemical materials was 1.968 billion RMB (+47.59% year-on-year), with a gross profit margin of 41.77%, mainly due to the skyrocketing prices of third-generation refrigerants (HFCs) and the company's 60000 ton quota advantage; At the same time, by acquiring Jiangxi Lanhengda, an additional 170000 tons of caustic soda production capacity was added, further increasing the profits of the chemical sector.
lHainan Mining Co., Ltd On the evening of August 17th, Hainan Mining announced that it plans to increase its capital in Fengrui Fluorine Industry by 300 million RMB in cash and acquire 15.7895% of its equity. Fengrui Fluorine is engaged in the mining and selection of fluorite ore and the production of anhydrous hydrogen fluoride. It has 8 mining rights in Henan, with a resource of 13.54 million tons and an annual mining scale of 645000 tons (actual mining of 718000 tons in 2024). The main products are fluorite stone ore and fine powder (with a production capacity of 78000 tons each in 2024), and a supporting production capacity of 30000 t/a of anhydrous hydrogen fluoride.
lZhongxin Fluorine Material On the evening of August 18th, Zhongxin Fluorine Materials released its performance announcement: in the first half of 2025, its revenue was 774 million RMB (+19.81%), and it achieved a net profit attributable to shareholders of the listed company of 5.41 million RMB (a year-on-year increase of 123.40%), turning losses into profits, mainly benefiting from the recovery of pesticide intermediates and the growth of new materials business; However, due to the high price of fluorite and weak demand, the overall profitability is still weak, and we will focus on breakthroughs in high-end fluorine-containing new materials in the future.
lLiwen Chemical Industry Liwen Chemical's revenue for the first half of 2025 was HKD 1.932 billion (unchanged year-on-year), but benefited from cost optimization, net profit increased by 36% to HKD 327 million, and gross profit margin increased to 36.3%. The company promotes quality and efficiency improvement through automation upgrades, high-end fluoropolymer layout, and green transformation, continuously strengthening competitiveness.
lLianchuang Shares In the first half of 2025, Lianchuang Group achieved a revenue of 443 million RMB (a year-on-year increase of 12.83%) and a net profit of 11.69 million RMB (a year-on-year increase of 191.96%), turning a loss on a year-on-year basis. This was mainly due to Lianchuang Group's long-term development strategy plan, which has been implemented to extend to more environmentally friendly fourth generation refrigerants, and the efforts are relatively strong. Lianchuang Group has now reserved commercial process technology and has a foundation for industrialization landing, and the degree of industrialization is relatively mature; The company has integrated its industrial chain layout to promote the extension of its fluorine chemical business into the field of new energy, resulting in continuous improvement in profitability.
Source: Fluorine Chemical Public account, Fluorine Chemical Industry Circle Public Account
