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Company column

• Shanghai Huayi 3F New Materials Co., Ltd. filed a patent application on March 27th, titled "A Monomer of Difluorinated Sulfide with Fluorine Content and Its Synthesis Method and Application", with the publication number CN 119684078 A. The application date was November 2024.

• Zhonghao Chenguang Chemical New Materials Co., Ltd. filed a project application on March 28th, for a 26,000-ton/year high-performance organic fluorine material project. The construction contents include 8,000-ton/year PTFE dispersion resin, 10,000-ton/year PTFE dispersion concentrated liquid, 6,000-ton/year FEP, 500-ton/year PFA, 500-ton/year octa-fluorocyclobutane facilities, and 25,000-ton/year HFE, 50,000-ton/year R22, 3,000-ton/year HFP, 100,000-ton/year industrial-grade polyaluminium chloride production lines and public utilities. The total investment of the project is 1.93 billion RMB, and the construction location is in the Sichuan Province Ziyang South New Materials Chemical Industrial Park.

• Lanzhou Yuflu New Materials Co., Ltd. held a groundbreaking ceremony for the 6,000-ton/year trifluorine nitride project on March 28th in the Lanzhou New District Chemical Industrial Park. The project's first phase invested 426 million RMB.

• Zhonghua Shengxing (Beijing) Enterprise Management Co., Ltd. and Inner Mongolia Wanzhong Weiye Investment Group Co., Ltd. signed a strategic cooperation agreement on March 29th. The two parties will conduct in-depth cooperation in three core areas: mineral resource integration, fluorine chemical park construction, and industrial fund linkage.

• Shenzhen Capchem Technology Co., Ltd. stated at the performance briefing on March 31st that in 2024, the company's electrolyte business sales volume achieved over 50% growth, with both growth rate and market share outperforming the industry average. It is expected that in 2025, the company's electrolyte shipment volume will increase by more than 30% year-on-year.

• Jiangsu Wanlong Chemical Co., Ltd. announced on April 1st that the environmental impact assessment for the environmental improvement project of the 500-ton/year difluorodiphenyl ketone production line was publicized. The construction content includes the renovation of the existing difluorodiphenyl ketone production line product purification device. The project investment is 6 million RMB, and the construction location is No. 8, Liangshan Road, Dingjiang Economic and Technological Development Zone.

• Wengfu Dazhou Chemical Co., Ltd. announced on April 2nd that the environmental impact assessment for the high-purity anhydrous fluorine hydride project was publicized. The construction content includes 30,000-ton/year high-purity anhydrous fluorine hydride and 20,000-ton/year electronic-grade hydrogen fluoride. The total investment of the project is 500 million RMB, and the construction location is Binlang Chemical Industrial Park, Daqing New District, Sichuan Province.

• Jiangsu Nata Opto-electronic Material Co., Ltd. announced on April 2nd that the company intends to acquire 4.8833% equity of Nanjing Dangsheng Wu No. 2 Enterprise Management Partnership (Limited Partnership) of Nanjing Dangsheng Optoelectronic Technology Co., Ltd. (main business covers advanced precursor materials, electronic special gases, photomask resins and related materials, etc.) by cash. The corresponding registered capital is 14.65 million RMB. The total transaction price is 22.6489 million RMB. After the transaction, the company's equity proportion in Nanjing Dangsheng in Ulanqab will increase to 74.8833%.

• HEPTALUO announced on April 3rd that the first phase of the 5,000-ton/year high-performance fluorine material project (Phase 1.5) includes the construction of 1,900-ton/year high-performance fluorine materials in the first phase, the update and re-arrangement of some equipment models in the second phase, and 3,100-ton/year high-performance fluorine materials in the third phase. The construction location is Jintang Industrial Park, Shangwu City, Nanping City. Sanming HEXAFLUO Chemical Co., Ltd, on April 7th, released the environmental impact assessment public notice for the project of producing 30,000 tons of high-end fluorine fine chemicals annually. The construction content is to produce high-end fluorine fine chemicals such as hexafluoroethanol. The construction location is in Zone One of Mingxi County Industrial Concentration Zone.

• Zhejiang Yonghe Refrigerant Co., Ltd., on April 8th, released the announcement of expected increase in the first quarter of 2025 financial performance. Zhejiang Yonghe Refrigerant Co., Ltd. predicts that the net profit attributable to shareholders of the listed company will be 91 million RMB to 103 million RMB, compared with the same period of the previous year, it will increase by 53.78 million RMB to 65.78 million RMB, with a year-on-year growth rate of 144.49% to 176.74%; Yonghe Co., Ltd. predicts that the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses will be 89 million RMB to 101 million RMB, compared with the same period of the previous year, it will increase by 52.32 million RMB to 64.32 million RMB, with a year-on-year growth rate of 142.65% to 175.37%. Zhejiang Yonghe Refrigerant Co.,Ltd. On April 8th, together with Quzhou Chenlong Enterprise Management Partnership (Limited Partnership), a new company named Zhejiang Chonglong New Materials Co., Ltd. was jointly established with equal shares. The business scope of the new company includes: sales of intelligent robots; research and development of intelligent robots; manufacturing of special operation robots; manufacturing of semiconductor discrete devices, etc.

• On April 8th, Hubei Heyuan Gas Co., Ltd. disclosed the project of Yichang Electronic Specialty Gas and Functional Materials Industrial Park: the tungsten hexafluoride, 3-aminopropyl tri(meth)oxysilane device, silane tank area and loading/unloading station have the conditions for trial production. Ludao Hydrogen Energy (Xiamen) Technology Co., Ltd. On April 8th, Guangdong HEC Technology Holding Co., Ltd. officially signed a strategic cooperation agreement with Shandong Dongyue Future Hydrogen Energy Materials Co., Ltd. Both parties conducted in-depth exchanges on key technological breakthroughs in hydrogen core materials and industrial chain collaboration. This cooperation aims to integrate the resources and technical advantages of both parties to accelerate the domesticization process of key materials such as proton exchange membranes.

• On April 9th, Guangdong HEC Technology Holding Co., Ltd. disclosed its 2024 annual report and the first-quarter earnings forecast for 2025. Donggang achieved a revenue of 12.199 billion RMB in 2024, an increase of 12.40% year-on-year; its net profit attributable to shareholders of the listed company was 375 million RMB, compared with a loss of 294 million RMB in the same period of the previous year. In the first quarter of 2025, its net profit attributable to the parent company was 253-323 million RMB, an increase of 156.17%-227.05%; its non-core attributable net profit was 244-314 million RMB, an increase of 166.25%-242.63%.

• On April 9th, Sichuan Hongxin New Materials Co., Ltd. disclosed the construction plan for the special fluorine compound new material project. The construction content includes 50 tons/year of high-purity trifluorochlorine and 30 tons/year of high-purity fluorine (fluorine-nitrogen mixed gas). The total investment of the project is approximately 245 million RMB, and the construction site is in the Chemical Materials Industrial Park of Yanshan High-tech Industrial Zone.

Exhibition column

• The 12th China International Fluorosilicon Materials Industry and Application Exhibition will be held in Shenzhen from October 28th to 30th.