Development trends of the domestic fluorine chemical industry

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As one of the fastest-growing, most high-tech, and most promising industries in the chemical sector, the fluorine chemicals industry saw excellent performance last year due to soaring prices. However, in the second half of the year, as new production capacity was gradually brought online and demand declined, the prices of various fluorine chemicals began to return to more reasonable levels. Recently, prices of key products have shown signs of stabilizing and rebounding, suggesting that the stocks of related listed companies are likely to perform well. 　　 Since the beginning of this year, prices of key products have shown signs of stabilizing and rebounding. PTFE resin has been trading in the vicinity of 100,000 yuan recently, while the current prices for R22 and R134a are 15,000 yuan per ton and 44,000 yuan per ton respectively; the price of R134a has risen by more than 1/4 since December. Some securities industry insiders told reporters that the current excess production capacity in the fluorine chemicals sector will gradually reduce speculative factors, leading to a more rational development of the industry. The recently released \"12th Five-Year Development Plan for China’s Fluorine Chemicals Industry\" will drive the sector toward structural adjustments and an increase in the added value of fluorine-based products and materials. Companies such as Sanyafu and Juhua Shareholding, which possess advantages in terms of technology and scale, will benefit from the transformation cycle associated with product upgrades, making them ideal investment targets.