ZXFC(SZ:002915) Chang Jiang Shang Bao·2025-08-20 02:15Core Viewpoint - Zhongxin Fluorine Materials has reported significant improvements in its financial performance, achieving a revenue of 774 million yuan in the first half of 2025, marking a year-on-year growth of 19.81%, and turning a profit with a net profit of 5.41 million yuan, an increase of 123.40% compared to the previous year [1][2]. Group 1: Financial Performance - In the first half of 2025, Zhongxin Fluorine Materials achieved a revenue of 774 million yuan, representing a year-on-year increase of 19.81% [1][2]. - The company reported a net profit of 5.41 million yuan, indicating a turnaround from previous losses, with a growth of 123.40% year-on-year [1][2]. - The revenue from new materials and electronic chemicals reached 89.78 million yuan, accounting for 11.6% of total revenue, with a growth of 28.85% compared to the same period last year [3]. Group 2: Business Strategy and Market Position - Zhongxin Fluorine Materials focuses on the research, production, and sales of fluorine fine chemicals, establishing a complete industrial chain from fluorite mining to fine chemicals [2]. - The company is committed to enhancing its integrated industrial chain in the fluorine chemical sector, aiming to extend the "fluorite—fluorine fine chemicals—new materials" integrated industrial chain [5]. - The company plans to strengthen market promotion and order assurance in new materials, while also deepening innovation and research in fluorine new materials, fluorine energy, and fluorine electronic chemicals [5]. Group 3: Future Outlook and Expansion Plans - Zhongxin Fluorine Materials has announced plans to raise up to 226 million yuan through a private placement to fund the construction of new production projects, including 2000 tons of BPEF and 500 tons of BPF [4]. - The expansion project aims to meet the growing demand in the downstream market, particularly for high-performance optical materials [4]. - The company anticipates that the completion of the new projects will significantly increase its production capacity, particularly for BPEF, which is crucial for high-end optical resins and LCD screens [4].