[Shihua Financial News] It is reported that some media disclosed that new chemical materials will be included in the 12th Five Year Plan of the chemical industry, and will focus on developing six major varieties, including engineering plastics, special rubber, high-performance fibers, organic fluorine materials, organic silicon materials, and biodegradable plastics. The overall annual output value of new chemical materials will reach as high as 350 billion yuan. Among them, by 2015, the target output value of organic fluorine materials will reach 30 billion yuan. The organic fluorine industry will accelerate structural adjustment, and the proportion of polytetrafluoroethylene in the total amount of fluorinated polymers will be reduced from 90% to below 75%; The proportion of HCFC in the refrigerant will be reduced from the current 70% to below 50%; The consumption proportion of HFC in refrigerants will increase from the current 30% to over 50%; It will focus on the construction of special high-quality polytetrafluoroethylene, high-performance fluororubber, perfluoroethylene propylene resin, new ODS substitutes, electronic grade fluorinated Fine chemical, Per- and polyfluoroalkyl substances and other products. Affected by this news, fluorine chemical stocks have bucked the trend and strengthened. In the future, we can focus on Juhua Shares and San'aifu.

Organic fluorine materials will become a key development focus for new chemical materials

According to reports, some media recently revealed that new chemical materials will be included in the 12th Five Year Plan of the chemical industry, and will focus on developing six major varieties, including engineering plastics, special rubber, high-performance fibers, organic fluorine materials, organic silicon materials, and biodegradable plastics. The overall annual total output value of new chemical materials will reach 350 billion yuan. Among them, by 2015, the target output value of organic fluorine materials will reach 30 billion yuan. The organic fluorine industry will accelerate structural adjustment, and the proportion of polytetrafluoroethylene in the total amount of fluorinated polymers will be reduced from 90% to below 75%; The proportion of HCFC in the refrigerant will be reduced from the current 70% to below 50%; The consumption proportion of HFC in refrigerants will increase from the current 30% to over 50%; It will focus on the construction of special high-quality polytetrafluoroethylene, high-performance fluororubber, perfluoroethylene propylene resin, new ODS substitutes, electronic grade fluorinated Fine chemical, Per- and polyfluoroalkyl substances and other products.

San'aifu (600636:28.65,+0.31, ↑ 1.09) also announced on the 23rd that the company will jointly invest and establish a joint venture with DuPont China to produce fluoropolymers.

Affected by two major news, although the morning market opened lower due to the sharp drop in the US and European stock markets overnight, the stock prices of fluorine chemical new material manufacturers such as San'aifu, Juhua Shares (600160:25.12, -0.26, ↓ -1.02), and Duofuduo (002407:48.22, -0.3, ↓ -0.62) quickly strengthened. San'aifu closed up 2.87%, Juhua Shares closed up 0.67%, and Duofuduo closed up 0.83%, Lithium hexafluorophosphate producer Jiujiujiu (002411:13.30,+0.19, ↑ 1.45) closed 1.79% higher all day. In the case of extremely weak market trend, the trend of fluorochemical new materials stocks is "eye-catching", but the fluorochemical concept stocks Tianye Tonglian (002459:16.48, -0.44, ↓ -2.6), Yongtai Technology (002326:26.21, -0.09, ↓ -0.34), Elion Energy (600277:12.30, -0.06, ↓ -0.49) closed lower all day, Lose the market.