Mei Ri Jing Ji Xin Wen·2025-11-06 12:08Core Insights - The fluorochemical sector in A-shares is experiencing a high prosperity cycle, driven by leading companies achieving significant performance and stock price increases [1] - Major companies like Duofluoride (多氟多) and Yonghe Co. (永和股份) reported net profit growth exceeding 190% in the first three quarters, with Duofluoride leading at a remarkable 407.74% increase [1] - The stock prices of top companies have surged, with Duofluoride's increase over 130% and others like Dongyangguang (东阳光) and Juhua Co. (巨化股份) achieving over 40% gains, indicating a "Davis Double Play" effect [1] Industry Performance - Juhua Co. achieved revenue surpassing 20 billion yuan, maintaining its position as the largest player in the sector [1] - The high prosperity in the industry is primarily attributed to the significant price increases of lithium hexafluorophosphate and refrigerants, with the former reaching a near two-year high of 107,500 yuan per ton since July [1] - Refrigerants are benefiting from supply contraction and rising demand, sustaining strong market conditions [1] Market Outlook - Industry insiders and listed companies express optimism about the sustainability of this high prosperity, although some caution that prices of the two key products may reach rational levels while continuing to rise [1] - There is a noted divergence within the sector, as companies like Jinshi Resources (金石资源) face profit declines due to insufficient capacity release from technical upgrades, while ST Lianchuang (ST联创) experiences stock price divergence despite significant profit increases due to disclosure violations [1]