上半年，随着国际关税政策等外部因素的变化，整体经济环境起伏不定，氟硅化工行业也受到一定影 响，部分产品市场需求较弱，供给竞争激烈，产品价格处于低位。但受配额因素影响，集团制冷剂业务 板块多个产品价格大幅上涨，是业绩的重要支撑点，是难得的发展机遇。集团凭藉多年来在制冷剂行业 的经营，获得了大量配额，牢牢抓住此机遇，因此从中获益，为集团上半年业绩带来大幅增长。上半 年，集团拥有人应占溢利同比增长153.28%。 格隆汇8月26日丨东岳集团(00189.HK)发布公告，截至2025年6月30日止六个月，实现收入人民币74.63 亿元，同比增加2.8%；毛利为人民币21.72亿元，同比增加50.8%；公司拥有人应占期内溢利为人民币 7.79亿元，同比增加153.28%；基本每股盈利人民币0.47元。 ...

Group 1 - The term "fluorosilicon" was mentioned over 20 times during the press conference, indicating its significance in the context of high-quality county economic development in Sichuan [1] - Fluorosilicon new materials are widely used in aerospace, new energy vehicles, semiconductor packaging, and medical fields [1] - The Ziyang Chuan Nan New Materials Chemical Park in Yantian District was ranked among the top 10 fluorosilicon chemical industrial parks in China, being the only one selected from the Southwest region [1] Group 2 - The total proven rock salt reserves in Zigong exceed 17 billion tons, with abundant brine resources, providing a solid foundation for the development of the fluorosilicon industry through "chlorine for fluorine" [2] - The lack of dedicated chemical parks in the Chengdu-Chongqing area for fluorosilicon new materials, along with national support for Zigong to build a national fluorine materials industrial base, strengthens the rationale for choosing this industry [2] - The fluorosilicon new materials industry chain has been identified as a key development area under the provincial government's "15+N" industrial chain strategy [2] Group 3 - The arrival of China National Chemical Corporation in Yantian District is a pivotal move that helps rapidly form the industry chain [3] - Several leading chemical enterprises, including Zhonghao Chenguang and Sinochem Blue Sky, have settled in the Zigong Chuan Nan New Materials Chemical Park, contributing to the growth of the industry [3] - Since its recognition as one of the first chemical parks in the province in April 2022, the Zigong Chuan Nan New Materials Chemical Park has signed 46 projects, with 15 already in production or trial production [3]

Core Insights - The Sichuan province's Yan Tan District has been recognized for its development in the fluorosilicon new materials industry, being one of the top ten industrial parks in China for this sector [1][2] - The district's strategy focuses on leveraging national and provincial policies to establish a competitive edge in the fluorosilicon materials market, avoiding homogenization with other regions [1] Industry Development - The fluorosilicon new materials industry is identified as a key component of China's strategic emerging industries, with significant support from national policies [1] - The Yan Tan District has a strong foundation for developing this industry due to its historical background in chemical production and the presence of research institutions and enterprises [2] - The district has abundant natural resources, including over 17 billion tons of rock salt and significant quantities of brine, which provide a solid basis for the fluorosilicon industry [2] Competitive Landscape - Major companies, including China National Chemical Corporation, are establishing a presence in the Yan Tan District, which is expected to accelerate the development of the fluorosilicon industry [2] - The district is witnessing a positive transformation with the clustering of leading enterprises, enhancing the overall competitiveness of the fluorosilicon materials sector [2]

Core Insights - The article highlights the ranking of the top 10 fluorosilicon chemical industrial parks in China, with Quzhou Intelligent Manufacturing New City High-tech Zone taking the first place [1] - Quzhou Intelligent Manufacturing New City is recognized as a key hub for the fluorosilicon new materials industry, featuring a complete industrial chain from fluorite resource development to high-end fluorosilicon products [1][2] - The park is home to 78 fluorosilicon new materials enterprises, with an expected annual output value of 68.04 billion yuan in 2024, forming a modern industrial cluster with international competitiveness [2][3] Industrial Overview - The fluorosilicon chemical industry is characterized by high-performance new materials centered around fluorine and silicon, encompassing fluorochemical and organic silicon sectors [3] - The industry relies on upstream resources such as fluorite and silicon ore, with midstream production of fluoropolymers and organic silicon monomers, and downstream applications in renewable energy, electronics, high-end manufacturing, and medical consumption [3] - Quzhou Intelligent Manufacturing New City has established a full-cycle innovation ecosystem, integrating basic research, pilot transformation, and industrial application, supported by high-level platforms and research institutions [2][3]