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Company Column
Tianci Materials, on March 25, announced that its operating income in 2023 will be 15.405 billion yuan, a year-on-year decrease of 30.97%; the net profit attributable to shareholders of listed companies will be 1.891 billion yuan, a year-on-year decrease of 66.92%.
Dongyue Group, on March 27, achieved revenue of approximately 14.493 billion yuan in 2023, a decrease of 27.63% from the same period last year; the gross profit margin dropped to 16.81%, and the profit for the year attributable to the owners of the company was 708 million yuan, a decrease of 81.64% from the same period last year. %.
Tianji Shares, on March 24, released its 2023 annual report. In 2023, it achieved operating income of 2.193 billion yuan, a year-on-year decrease of 33.03%; net profit was 36.6409 million yuan, a year-on-year decrease of 93.04%.
New OTC Market Yongchuang Pharmaceutical will achieve operating income of 303 million yuan in 2023, a year-on-year increase of 8.90%, and net profit attributable to listed shareholders of 56.1243 million yuan, a year-on-year increase of 3.84%.
Lianchuang Co., Ltd. and Tianci Materials rose by the daily limit, polyfluorocarbon rose by more than 7%, Juhua Co., Ltd., Haohua Technology, Dongyue Group, and Yonghe Co., Ltd. rose by more than 5%. On March 26, fluorine concept stocks fluctuated and rose during the session.
Inner Mongolia Yili Chemical Industry Co., Ltd. has a total investment of 138 million yuan in 30,000 tons/year trichlorethylene and 375 tons/year hydrogen purification projects. The project is currently delayed from being put into production.
Fujian Qingliu County Dongying Chemical Co., Ltd., on March 19, announced the 6,000 tons/year lithium hexafluorophosphate and 100 tons/year high-purity phosphorus pentafluoride projects with a total investment of 230 million yuan. The project is located in Longjin, Qingliu County, Sanming City, Fujian Province Town Dalukou Village.
Fujian Huanyang New Materials Co., Ltd., February 3, safety acceptance report of the 160,000 tons/year methane chloride technical transformation project supporting the comprehensive utilization of high-salt wastewater, with a total investment of 355.19 million yuan, planned to be built in Jiangyin Port City, Fuqing, Fuzhou City District Western Chemical Industry Zone.
Jinshi Resources, on January 16, released the "Announcement on Foreign Investment of Jinshi Resources Group Co., Ltd." and planned to acquire 67% of the mineral rights and other assets under the name of Mongolian Minglida Company for 134 million yuan, and planned to produce fluorspar in 2025. The scale reaches 1.5 million tons.
A patent of Yidu Xingfa Chemical Co., Ltd. was disclosed: a method for purifying lithium bisfluorosulfonimide and a lithium-ion battery, publication number CN117699749A.
Yuntianhua, on March 21, stated on the investor interactive platform that the phosphate fertilizer by-product fluosilicic acid process has a relative cost advantage over the fluorite process.
Hubei Funuolin New Materials Co., Ltd., on March 25, filed a vinylidene fluoride polymer technical transformation project (for semiconductors).
Hubei Funolin New Materials Co., Ltd. announced on March 26 the environmental impact assessment of the vinylidene fluoride polymer technical transformation project (for semiconductors), with a planned investment of 80 million yuan.
Zhejiang Funolin Chemical New Materials Co., Ltd., on March 26, announced the environmental impact assessment of the high-performance polytetrafluoroethylene resin innovation achievement transformation and industrialization project, with a planned investment of 680 million yuan.
Zhejiang Funolin Chemical New Materials Co., Ltd. announced on March 26 the environmental impact assessment of its 5,000-ton fluororubber production line project with a planned total investment of 350 million yuan.
Guangzhou Iron and Steel Gas, on December 1, plans to build a Guangzhou Iron and Steel Electronic Special Gas Project with an annual output of 300 tons of electronic-grade hydrogen bromide, 1,438 tons of high-purity hydrogen, 35.71 tons of high-purity helium, and 20,000 bottles of alkane mixed gas. The total investment amount is approximately 390 million yuan, and the project location is within the Hefei Economic and Technological Development Zone.
Jiangsu Hankang Electronic Materials Co., Ltd., on March 28, announced the environmental impact assessment of 7 product technical transformation and expansion projects including lithium difluoroborate oxalate, lithium difluorobisoxalate phosphate, and tris (trimethylsilyl) phosphate. The project construction location It is an existing factory in the chemical area of Huaian Industrial Park.
Polyfluoropolymer, on March 28, the annual output of 30,000 tons of ultra-clean and high-purity electronic grade hydrofluoric acid project was postponed to April 30, 2025, and the annual output of 30,000 tons of ultra-clean and high-purity wet electronic chemicals project was postponed to 2025. April 30, year.
Haohua Technology, on March 27, announced that the Shanghai Stock Exchange’s Mergers and Acquisitions and Reorganization Review Committee approved Haohua Technology’s issuance of shares to purchase assets and raise supporting funds and related transactions.
Policy Column
The European Council, on March 18, passed the Critical Raw Materials Act.
The Ministry of Emergency Management’s Hazardous Chemical Supervision issued the “Guidelines for the Investigation of Safety Risks in Fluoride Enterprises”.
