002407 Do-Fluoride New Materials
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Do-Fluoride New Materials News
Polyfluoride (002407): Short-term performance is under pressure, fluorine chemical diversified layout
Incident: Recently, the company released its report for the first quarter of 2024. Key investment points: The company's performance is under pressure in the short term. In the first quarter of 2024, the company achieved revenue of 2.119 billion yuan, down 13.87% year on year and 32.4 month on month
Polyfluoride (002407.SZ) 2023 equity distribution: 3 yuan for every 10 shares, share registration on May 13
Polyfluoride (002407.SZ) issued the 2023 equity distribution implementation notice, based on the company's current total share capital...
Polyfluoride (002407): Profitability exploration of hexafluoride promotes the layout of the entire fluorine chemical industry chain
Incident: The company released its 2024 quarterly report. 2024Q1 achieved operating income of 2.119 billion yuan, -13.87% year-on-year, and -32.43% month-on-month; realized net profit of 40 million yuan, year-on-year.
Express News | Polyfluoride: Net profit attributable to mother in the first quarter was 395.661 million yuan, down 63.92% year on year
Polyfluoride (002407.SZ): Repurchase completed, 1.8% of shares have been repurchased
Gelonghui, April 15, 丨 Polyfluoride (002407.SZ) announced that as of April 12, 2024, the repurchase plan was completed. In this repurchase plan, the company repurchased a total of 21,425,011 shares through a dedicated stock repurchase securities account, accounting for 1.8% of the company's current total share capital. The maximum transaction price was 16.32 yuan/share, and the minimum transaction price was 10.56 yuan/share, and the transaction amount was 299,993,653.48 yuan (excluding transaction fees).
Polyfluoride (002407): Lithium salt profits are expected to reverse the high utilization rate of hydrofluoric acid production capacity
Investment Incident The company disclosed its 2023 annual report. In 2023, it achieved operating income of 11.937 billion yuan, a year-on-year decrease of 3.41%; net profit to mother was 5.1 billion yuan, a year-on-year decrease of 73.83%; it plans to distribute every 10 shares
Changes in A-shares | Polyfluoride falls nearly 6% Shareholder Li Lingyun plans to reduce holdings by no more than 0.2%
Gelonghui, April 12 | Polyfluoride (002407.SZ) is now down 5.84% to 1,466 yuan. The temporary transaction was 700 million yuan, and the latest market value is 17.5 billion yuan. Polyfluoride announced yesterday evening that the shareholder, Ms. Li Lingyun, plans to reduce her total holdings of the company's shares by no more than 2,310,747 shares (that is, no more than 0.2% of the company's total share capital) through centralized bidding and bulk transactions.
Express News | Polyfluoride: Ms. Li Lingyun plans to reduce her shareholding by no more than 0.2%
Polyfluoride (002407.SZ): The main products of new energy batteries include soft packs, cylindrical, square aluminum-shell lithium-ion batteries and sodium-ion batteries
Gelonghui, April 10 | Polyfluoride (002407.SZ) said on the investor interactive platform, according to the company's 2023 annual report, the main products of new fluorine-based materials mainly include anhydrous aluminum fluoride, polymer cryolite, anhydrous hydrogen fluoride, etc. The main products of electronic information materials include electronic grade hydrofluoric acid, electronic grade silane, and other electronic grade chemicals. The main products of new energy materials include lithium hexafluorophosphate, lithium bisfluorosulfonimide, sodium hexafluorophosphate, etc. The main products of new energy batteries include soft packs, cylinders, and lithium ion aluminum shell batteries and sodium-ion batteries.
Polyfluoride (002407.SZ): Lithium difluorosulfonimide (LiFSi), lithium difluorooxalate borate (LidFOB), nanosilicon powder, etc. have commercial production lines and are shipped normally
Gelonghui, April 10 | Polyfluoride (002407.SZ) said on the investor interactive platform that the company has commercialized production lines for lithium difluorosulfonimide (LiFSi), lithium difluorooxalate borate (LiDFOB), and nanosilicon powder, etc. and are shipped normally. Lithium bistrifluoromethanesulfonimide (LiTFSI) has had technology ten years ago, and has also noticed a recent increase in market attention. If there are batch orders, the company can quickly establish a commercial production line to meet demand.
Polyfluoride (002407): Lithium hexafluorophosphate profits have bottomed out, and the diversified layout of new materials drives growth
Incident: On March 28, 2024, Polyfluoride released its 2023 annual report. The company's revenue for 2023 was 11.937 billion yuan, down 3.41% year on year; net profit to mother was 510 million yuan.
Bank of China Securities released a research report on April 8 stating that polyfluoride (002407.SZ) was given an increase rating. The main reasons for the rating include: 1) the company released its 2023 annual report and achieved net profit of 510 milli
Bank of China Securities released a research report on April 8 stating that polyfluoride (002407.SZ) was given an increase rating. The main reasons for the rating include: 1) the company released its 2023 annual report and achieved net profit of 510 million yuan for the whole year; the company's lithium hexafluorophosphate has leading costs and technical advantages, and the electronic information materials and battery business is developing rapidly; 2) raw material prices fluctuate greatly, and hexafluoride profits are under pressure; 3) the electronic information materials business is developing steadily; 5) the new energy battery business is developing well. (Mainichi Keizai Shimbun)
Polyfluoride (002407.SZ): Holding subsidiary Zhongning Silicon Industry plans to apply for listing on the New Third Board
On April 7, Gelonghui (002407.SZ) announced that Zhejiang Zhongning Silicon Co., Ltd. (“Zhongning Silicon”), a holding subsidiary of the company, intends to apply for listing on the National Small and Medium Enterprises Share Transfer System (“New Third Board”).
Polyfluoride (002407.SZ) has repurchased a total of 1.64% of its shares and has spent about 273 million yuan
Polyfluoride (002407.SZ) issued an announcement. As of March 31, 2024, in this repurchase plan,...
Polyfluoride (002407): The profit of lithium hexafluorophosphate is bottoming out, and the diversified layout is gradually improving
Description of the incident On the evening of March 28, polyfluoride released its 2023 annual report. In 2023, the company achieved total revenue of 11.937 billion yuan, -3.41% year-on-year; realized net profit of 510 million yuan to mother, same as
Express News | Polyfluoride: The price of lithium hexafluorophosphate has gradually bottomed out and is expected to rise steadily throughout the year
Net profit of polyfluoride fell 70% year on year, saying lithium hexafluorophosphate “will gradually bid farewell to sharp rise and fall” | Annual Report Interpretation
① Affected by the decline in lithium hexafluorophosphate prices, the net profit of polyfluoride (002407.SZ) in 2023 fell by more than 70% year on year. ② Polyfluoride stated in its annual report that as the downstream new energy industry gradually changes from explosive growth in the past to steady growth, the price of lithium hexafluorophosphate will gradually bid farewell to the sharp rise and fall and enter a new stage of steady development.
Express News | Polyfluoride: Net profit in 2023 fell 73.83% year on year, and it is proposed to pay 3 yuan
Dongwu Securities: The price of hexafluoride fell above the bottom and rebounded, leading the way to profit elasticity
Driven by rising prices and rising lithium carbonate, the price of hexafluoride is expected to rebound 10-15% from the bottom to around 65,000 yuan/ton.
Polyfluoride (002407.SZ): Currently no solid or semi-solid state batteries are produced
On March 12, GLONGHUI | Polyfluoride (002407.SZ) said on the investor interactive platform that the company currently does not produce solid or semi-solid batteries, but the company's technical team already has technical reserves for various new types of batteries, including solid-state battery-related technology. At this stage, solid-state battery research and development is still in the incubation stage from laboratory to industrialization. The commercialization prospects are still unclear. The company has always paid close attention to solid-state battery research and development trends. Thank you.
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