ZXFC(SZ:002915) Zheng Quan Ri Bao Wang·2026-02-06 06:11Core Viewpoint - Zhejiang Zhongxin Fluorine Materials Co., Ltd. has received approval from the CSRC for a simplified procedure to issue shares to specific targets, raising a total of 186 million yuan for projects related to new materials and working capital [1] Group 1: Company Developments - The funds raised will be used for the construction of projects to produce 2000 tons of BPEF, 500 tons of BPF, and 1000 tons of 9-fluorenone, which are essential for the company's main business in the new materials sector [1] - The implementation of these projects is expected to enhance the company's core business advantages, expand product offerings, and strengthen its industry influence and profitability [1] Group 2: Industry Context - The new materials industry is a strategic and foundational sector that supports the modern industrial system and is crucial for developing new production capabilities and growth drivers [1] - The Chinese government has been actively promoting the development of the new materials industry through various supportive policies, leading to rapid growth and expansion of the market [1] Group 3: Market Opportunities - BPEF and BPF products are widely used in the synthesis of high polymer materials, with demand spanning high-growth sectors such as automotive, electronics, optical devices, smart home, aerospace, and defense [2] - The current market for BPEF shows a significant supply gap due to the limited number of domestic commercial production enterprises, providing a market opportunity for Zhongxin Fluorine Materials to expand production [2] Group 4: Strategic Insights - The production of 9-fluorenone as a core intermediate will effectively reduce the procurement costs and supply risks for BPEF and BPF, giving the company a competitive edge through vertical integration [3] - The combination of BPEF and BPF products will allow the company to meet diverse market demands, further solidifying its leading position in the BPEF market [3]