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Corporate column

• Yichang Jingneng Fuxin Materials Co., Ltd  On August 24th, Yichang Jingneng Fu New Materials Co., Ltd. conducted the first public announcement of environmental impact assessment for its 25000 ton annual production of special fluorosilicon new materials project. The project is an expansion project located at No. 8 Shigu Road, Tianjiahe Chemical Industry Zone, Baiyang Industrial Park, High tech Zone, Yichang City, Hubei Province, with a total registered investment of 143.2457 million RMB. The project utilizes 35 acres of reserved land on the west side of the first phase of the factory to construct a production line. The product capacity allocation includes 20000 tons of silicon-based water reducing agent, 2000 tons of high-purity silicon dioxide (using carbon dioxide acidification process), 2000 tons of adsorption grade sodium fluoride, and 1000 tons of high-purity potassium fluoride.

• Tianci Materials   Tianci Materials saw a significant surge in performance in the first half of 2026, with revenue and net profit doubling year-on-year. The core benefit was the explosive demand for energy storage, which led to a significant increase in electrolyte sales. In addition, core products such as lithium hexafluorophosphate were fully produced and prices rose, achieving a simultaneous increase in quantity and price. The company is promoting fluorine chemical and new energy new materials in multiple areas. The 35000 ton lithium hexafluorophosphate technological transformation production line has been completed and is awaiting release. The solid-state battery material pilot line has been put into trial production in the third quarter. At the same time, the company is steadily advancing its overseas production capacity layout in Europe and America, proactively upgrading LiFSI electrolyte formula technology, implementing sodium ion electrolyte supply business, and actively expanding overseas lithium mineral resources to improve its upstream and downstream industrial chain layout.

• Sanmei Corporation  On August 24th, Sanmei Corporation disclosed its 2026 semi annual report, with a revenue of 3.414 billion RMB in the first half of the year, a year-on-year increase of 20.73%, and a net profit attributable to the parent company of 1.07 billion yuan, a year-on-year increase of 7.61%. The company's fluorine refrigerant dosage has decreased and increased, which is a core profitable sector; The production and sales of fluorine foaming agents have significantly declined, with only a slight increase in prices; Hydrogen fluoride achieved a simultaneous increase in both quantity and price, with significant revenue growth.

• Zhongxin Fluorine Material  On August 24th, Zhongxin Fluoromaterials disclosed its 2026 semi annual report, with a revenue of 795 million RMB in the first half of the year, a slight increase of 2.66% year-on-year, and a net profit attributable to the parent company of 4.4251 million RMB, a decrease of 18.24% year-on-year. The company's core products are fluorinated intermediates for pharmaceuticals and pesticides, which are the main sources of revenue and profit; By acquiring upstream hydrofluoric acid and supporting sulfuric acid businesses, and entering the fluorine-containing refrigerant track, relying on the existing third-generation refrigerant production capacity, we will focus on researching and developing fourth generation refrigerants and trifluoride series derivative products to expand the new energy, pharmaceutical and pesticide markets.

• Dongyangguang Group Electronic New Materials   On August 24th, the key projects of Dongyang Group's electronic new materials and Qinhuai Data started production in Shaoguan Qujiang Economic Development Zone, with a total of 12 projects, 10 of which started production and 2 of which were put into operation. The production projects include an annual output of 10000 tons of PVDF and 10000 t/a of R32 equipment. Dongyangguang is developing key new materials such as PVDF, corrosion foil, electronic grade hydrogen peroxide, and environmentally friendly refrigerants to support the AI hardware industry; Qinhuai Data the Nanling Mountain Chanjing No. 1 Base has an IT load of nearly 200MW, adopts advanced cooling technology, and PUE is as low as 1.197, which is used for AI training and reasoning, to build a low delay computing hub in the Great Bay Area. Later, it plans to build a GW level intelligent computing cluster in Shaoguan, and jointly build a "advanced manufacturing+intelligent computing" demonstration area.

• Xinjiang Anbo Ruikang Energy Co., Ltd   Recently, the 900000 t/a mining project of Gaijike Fluorite Mine in Ruoqiang County, Anbo Ruikang Energy, Xinjiang has entered the stage of environmental impact assessment and public announcement. The project is a new construction with a total investment of 483.3 million RMB and a total service life of about 22 years. The project will be implemented in stages, with an open-pit mining scale of 900000 tons per year in the first phase, and supporting facilities such as mining sites and waste disposal sites will be constructed; The second phase will be converted to underground mining, with a scale of 600000 tons per year, and supporting new well sites and connecting roads will be built.

• Fujian Huayi San Ai Fu Fu You New Materials Co., Ltd  On August 26th, the K-type perfluoropolyether fluid and hexafluorobutadiene expansion project of Fujian Huayi Sanaifu Fluoroyou New Materials received the third public announcement of environmental impact assessment. The project is a renovation and expansion project, located in the existing factory area of Jintang Industrial Park in Shaowu, with a total investment of 225.5823 million RMB and a construction period of 24 months. The project is implemented based on the reserved space in the factory area without adding new land. After completion, it can produce 400 tons of K-type perfluoropolyether and 400 tons of hexafluorobutadiene annually, as well as 956 tons of hexafluorodichlorocyclohexane and 824 tons of zinc chloride solution.

• Zhejiang Hongfu Chemical Co., Ltd  On August 26th, the environmental impact assessment of Zhejiang Hongfu Chemical's annual mixed filling of 127100 tons of environmentally friendly refrigerants and cleaning agents project was approved. The new project is located in Quzhou Intelligent Manufacturing New City, with a total investment of 500.6299 million RMB and a construction period from October 2026 to September 2027. After the completion of the project, it can be mixed and filled with 32700 t/a of elemental refrigerant, 93100 t/a of mixed refrigerant, and 1300 t/a of cleaning agent.

Source: Fluorine Chemical Public account、Editorial Department, Information Center，CHEMWELLS Corp.