In 2026, Jinyebo Fluorine Chemicals plans to produce 220,000 tons to 260,000 tons of anhydrous hydrogen fluoride

Thread Content

Recently, Jinshi Resources disclosed its current development status and production plans for 2026 on the investor interaction platform. The details regarding fluorine chemical production are as follows: 1. According to the company’s 2025 annual report, in 2026 Jinyebo Fluorine Chemicals plans to produce 220,000 tons to 260,000 tons of anhydrous hydrogen fluoride (this figure includes the amount of anhydrous hydrogen fluoride required for the flexible production of anhydrous aluminum fluoride; the production volume of anhydrous aluminum fluoride will be determined based on market demand and prices). 2. The company plans to produce approximately 300,000 tons of sulfuric acid in 2026, which will meet about one-third of its own demand; the remaining amount still needs to be purchased from external sources. 3. By 2025, the company is expected to achieve operating revenue of 3.888 billion yuan, representing a year-on-year increase of 41.25% ； The net profit attributable to the shareholders of the listed company was 326 million yuan, representing a year-on-year increase of 26.74% ； Earnings per share were 0.39 yuan, representing a year-on-year increase of 25.81%. Specifically: First, the \"integration of selection and chemical processing\" project performed exceptionally well, becoming a highlight of the business operations. The combined profit of the two projects was approximately 500 million yuan, of which the profit attributable to the parent company was 220 million yuan (about 158 million yuan from Baogang Jinshi and about 62 million yuan from Jin Ebo). The figure for the same period last year was 114 million yuan. Baotou Steel Jinshi produced 801,100 tons of fluorite powder through mineral processing throughout the year, and sold 822,900 tons (of which 192,900 tons were sold by Jin'Ebo Fluorine Chemicals on a trading basis). The project has 3 mineral processing production lines, with the average annual manufacturing cost kept below 800 yuan per ton, representing a reduction of over 15% compared to the previous year. The reduction in costs is mainly attributed to Baogang Jinshi’s continuous efforts in technology research and development as well as process improvements, which have led to steady enhancements in product quality and recovery rates, thereby facilitating a gradual decrease in production costs. Jin'Ebo Fluorine Chemicals produced 224,900 tons of anhydrous hydrogen fluoride, up from 127,700 tons in the same period of the previous year, marking a significant improvement in production capacity. Second, the fluorite resource mining sector is developing steadily. A single fluorite mine produced 416,400 tons of fluorite concentrate throughout the year, and sold 417,000 tons; in the previous year, these figures were 384,100 tons and 399,600 tons respectively. In terms of costs, the cost per ton of refined fluorite powder has decreased by about 150 yuan, while that of high-grade lump ore has dropped by about 50 yuan. Regarding the projects in Mongolia, the mining and ore storage activities are progressing as planned. Approximately 75,600 tons of mineral products with a calcium fluoride content of around 45% were produced through pre-treatment; of this amount, about 54,200 tons were sent back to the home country for further processing, while approximately 11,300 tons were sold abroad. The losses on the Mongolian project are mainly due to exchange rate losses; this year’s main tasks are to build tailings ponds and water intake facilities. Third are the lithium-related sectors in Jiangshan and Jiangxi. The net profit attributable to the parent companies of these two firms suffered losses of nearly 60 million yuan, but the situation has since improved.