福建科润一期已完成建设，实现了从四氟乙烯单体—四氟磺内酯—全氟烷基乙烯基醚—全氟磺酸树脂的 全产业链国产化，产品品质超越进口磺酸树脂。二期项目建设占地100亩，预计新增投资5亿元，将为我 国氢能和液流电池行业提供全氟磺酸树脂产品，解决新能源、半导体、航空航天领域用全氟磺酸树脂等 高端含氟材料的技术难题。 项目全部建成达产后，福建科润将成为全球规模最大的全氟磺酸树脂生产基地，为我国液流电池、电解 水制氢、燃料电池等行业用质子交换膜提供可靠的基础原料。 中化新网讯 近日，福建科润世纪氢能材料有限公司年产1500吨高端含氟聚合物项目在邵武市金塘工业 园开工。 ...

Core Viewpoint - DT New Energy aims to bridge domestic and international hydrogen energy and fuel cell industries, providing comprehensive services including industry research, consulting, investment, technology transfer, market promotion, media conferences, and data analysis [1]. Group 1: Industry Development - The development of hydrogen energy in China is led by fuel cell vehicles (FCVs) and is gradually transitioning to a broader hydrogen energy approach. The past reliance on policy support is shifting towards a model driven by new policy guidance and technological innovation [3][4]. - The FCV industry chain is expected to upgrade first due to its relatively mature application and technology within the larger hydrogen energy sector [3]. Group 2: FCVC Exhibition Insights - The FCVC exhibition showcased a significant increase in material companies, with discussions centered around core material iterations for fuel cells. Notable foreign material giants like Solvay, 3M, AGC, and Saint-Gobain were present, indicating a slowdown in overseas hydrogen energy development [4][6]. - The exhibition highlighted the ongoing transition in the hydrogen production sector towards high-performance competition, with companies beginning to replace core materials, such as the adoption of Solvay's short-chain perfluorosulfonic acid resin in PEM hydrogen production membranes [6][8]. Group 3: Technological Innovations and Applications - The exhibition emphasized the importance of expanding application scenarios and technological innovation in the fuel cell industry, especially in light of reduced subsidies. Companies are increasingly discussing new applications, such as hydrogen fuel cell mining trucks and hydrogen-powered drones [10][12]. - Air-cooled fuel cells have become a standard feature among exhibitors, with nearly all companies showcasing or developing this technology, reflecting its maturity and the influence of current policies [13]. Group 4: Increased State-Owned Enterprise Participation - The presence of state-owned enterprises at the FCVC has increased, indicating a growing governmental focus on hydrogen energy development. Companies like Huadian Hydrogen Energy and Zhonglian Heavy Industry showcased their fuel cell and electrolysis technologies [18]. Group 5: Consumer Engagement and Hydrogen Production - The exhibition featured more consumer-oriented products and experiences, addressing previous criticisms regarding hydrogen energy's accessibility to end-users. Activities included a hydrogen-powered two-wheeler experience event [21]. - New hydrogen production companies, such as Yifu Hydrogen Energy, also participated, indicating a rising interest in the hydrogen production segment [18]. Group 6: Upcoming Events - DT New Energy will host the "2025 Renewable Energy Hydrogen Production Industry Development Forum" on July 10-11, 2025, focusing on key materials and hydrogen production systems, including discussions on ALK/PEM/AEM technologies and market trends [23].

Core Viewpoint - The fluorochemical industry in China has achieved significant growth, with the market size projected to increase from 58.85 billion yuan in 2022 to 91.58 billion yuan in 2024, indicating strong overall market demand and rising product value [1][7]. Group 1: Overview of Fluorinated New Materials - Fluorinated new materials are organic polymer compounds formed by replacing hydrogen atoms in the main or side chains with fluorine atoms, resulting in polymers with excellent properties such as high-temperature resistance, chemical corrosion resistance, and low flammability [2][4]. - These materials are increasingly important in various industries, including defense, aerospace, automotive, and electronics, due to their unique characteristics [2][4]. Group 2: Industry Chain of Fluorinated New Materials - The industry chain for fluorinated new materials includes raw materials like fluorite and sulfuric acid, with hydrogen fluoride as a basic product. These materials are crucial for high-end manufacturing, environmental protection, and new energy sectors [9]. - The rapid development of fluorinated new materials is driven by their applications in solar energy, lithium-ion batteries, and fuel cells, leading to an expanding market space and promising future prospects [9]. Group 3: Upstream Raw Materials - China is a major producer of fluorite, with an estimated production of 6.3 million tons in 2023, accounting for approximately 70% of global output. The consumption structure shows that fluorochemical applications dominate, representing over 50% of fluorite usage [11]. Group 4: Downstream Application Areas - In the lithium-ion battery sector, the total production is expected to reach 1170 GWh in 2024, with a year-on-year growth of 24%. Fluorinated materials like lithium hexafluorophosphate and PVDF are essential for battery components [15][17]. - The photovoltaic sector is also growing, with new installed capacity projected at 277.57 GW in 2024, making it the second-largest power source in China. Fluorinated materials such as PVDF and PVF are widely used in solar panel backings [22][24]. Group 5: Policy Support for Fluorinated New Materials - Various local governments in China are implementing policies to support the development of fluorinated new materials, aiming to enhance the overall self-sufficiency of chemical new materials and promote high-end applications [6][13]. Group 6: Future Trends - The fluorinated new materials market is expected to continue expanding due to ongoing developments in downstream applications and increased R&D efforts, leading to technological breakthroughs and broader product applications [30].