Core Viewpoint - The company, Duofuduo, has officially accepted an order for boron isotope products from China General Nuclear Power Group's subsidiary, marking a significant step in its entry into the boron isotope market, which is crucial for various industries including nuclear energy, healthcare, and semiconductors [1] Group 1: Company Developments - Duofuduo's subsidiary, Duofuduo Boron-based New Materials Technology Co., has begun delivering boron isotope products after a successful audit by Suzhou Thermal Research Institute [1] - The company has been researching boron isotopes since 2017 and achieved independent separation of boron isotopes in September 2023, establishing a production line with a capacity of 100 tons per year [1] - The company plans to gradually build and release additional production capacity based on market conditions, with its main facility planning for a total capacity of 1,000 tons, of which 200 tons is currently under construction [2] Group 2: Market Context - The demand for boron isotopes has increased due to the rising prosperity of the nuclear power industry, with a new production base being established by China National Nuclear Corporation, expected to be operational by December 2026 [2] - The revenue from boron isotopes currently represents a small portion of the company's overall performance, indicating limited immediate impact on financial results [2] - The stock price of Duofuduo has surged over 116% since September, driven by interest in boron isotopes and the high demand for lithium hexafluorophosphate, a key product for the energy storage sector [2] Group 3: Future Outlook - The company anticipates a tight supply-demand balance in the market for boron isotopes to persist until 2026, with potential for price increases [3] - Demand for lithium hexafluorophosphate is expected to remain strong, although price fluctuations are likely to stabilize compared to previous market cycles [3]

多氟多11月6日公告，子公司多氟多硼基（山东）新材料科技有限公司经过中广核子公司苏州热工研究 院有限公司牵头的现场审核后，正式接受对方订单，开始交付硼同位素产品。多氟多已从2017年开始硼 同位素产品的研究，于2023年9月份成功实现硼同位素自主分离，该产品主要应用于原子能工业、生命 健康、半导体、新能源等领域。公司已建成100吨/年硼稳定同位素系列新材料产线，能满足相关领域不 同丰度和纯度的产品需求。目前该产品收入占比较低，对当期经营业绩影响较小。 ...

证券日报网讯11月6日晚间，多氟多（002407）发布公告称，子公司多氟多硼基(山东)新材料科技有限 公司经过中国广核（003816）集团有限公司子公司苏州热工研究院有限公司牵头的现场审核后，正式接 受对方订单，开始交付硼同位素产品。 ...

今日聚焦 天赐材料公告称，公司全资子公司九江天赐与国轩高科签订《年度采购合同》，国轩高科2026-2028年 度向九江天赐采购预计总量为87万吨的电解液产品。该协议为框架性协议，实际采购量以经双方确认的 《采购订单》为准，可能存在一定的不确定性。如协议履行过程中遇不可预计或不可抗力因素，可能存 在协议无法如期或全部履行的风险。此协议的签订预计将对公司2026年至2028年度经营业绩产生积极影 响。 天赐材料同日公告，公司与中创新航签订了《2026-2028年保供框架协议》，公司承诺2026-2028年度向 中创新航供应预计总量为72.5万吨的电解液产品。该协议为框架性协议，具体采购量、单价、规格、交 货时间以经双方确认的《采购订单》为准。协议履行存在一定的不确定性和风险，但预计将对公司2026 年至2028年度经营业绩产生积极影响。 3、星网宇达：恢复参加军队物资采购活动资格 星网宇达公告称，经查询军采网，公司已经从禁止采购名单中移除，恢复参加军队物资采购活动资格。 此前，公司在参加军队采购活动中存在违规行为，被禁止参加全军物资工程服务采购活动1年。资格恢 复后，公司可全面参与军队采购活动，这将为公司正常经营 ...

多氟多已从2017年开始硼同位素产品的研究，于2023年9月份成功实现硼同位素自主分离，该产品主要 应用于原子能工业、生命健康、半导体、新能源等领域。公司已建成100吨/年硼稳定同位素系列新材料 产线，能满足相关领域不同丰度和纯度的产品需求。公司未来将根据市场情况逐步建设、释放新增产 能，为客户提供更多更优的产品和服务。 格隆汇11月6日丨多氟多(002407.SZ)公布，公司子公司多氟多硼基（山东）新材料科技有限公司经过中 国广核集团有限公司（简称"中广核"）子公司苏州热工研究院有限公司牵头的现场审核后，正式接受对 方订单，开始交付硼同位素产品。 ...

多氟多（002407）(002407.SZ)公告，公司子公司多氟多硼基(山东)新材料科技有限公司经过中国广核 （003816）集团有限公司("中广核")子公司苏州热工研究院有限公司牵头的现场审核后，正式接受对方 订单，开始交付硼同位素产品。 ...

智通财经APP讯，多氟多(002407.SZ)公告，公司子公司多氟多硼基(山东)新材料科技有限公司经过中国 广核集团有限公司("中广核")子公司苏州热工研究院有限公司牵头的现场审核后，正式接受对方订单， 开始交付硼同位素产品。 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, attributing the decrease to intense industry competition and low market prices despite an increase in the production and sales volume of some key products [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 4.328 billion yuan, a year-on-year decrease of 6.65% [1] - The net profit attributable to shareholders was 51 million yuan, down 16.55% year-on-year [1] - Basic earnings per share were 0.04 yuan [1] Group 2: Business Segments and Contributions - Revenue contributions from various segments: Fluorine-based new materials accounted for 30.39%, electronic information materials 5.55%, new energy materials 34.97%, and new energy batteries 25.30% [2] - Gross profit contributions from these segments were 8.62%, 19.53%, and 9.74% respectively [2] Group 3: Product Performance and Strategies - The shipment volume of lithium hexafluorophosphate in the first half was approximately 23,000 to 24,000 tons, with an expected annual shipment of around 50,000 tons [2] - The gross margin for lithium hexafluorophosphate fluctuated between 15% and 20% due to price volatility driven by raw material costs [2] - The company employs a mixed procurement strategy for lithium carbonate, adjusting inventory based on market price dynamics [2] Group 4: Future Outlook and Developments - The battery segment shipped around 3.2 GWh in the first half, with expectations for an increase in the second half [2] - The company is focusing on solid-state battery development in collaboration with top domestic universities and research institutions, currently optimizing material performance and cost [2] - The company plans to expand its production capacity for boron isotope products, which currently contribute minimally to profits but are expected to drive growth as capacity increases [2] - The electronic information materials segment is facing challenges due to a downturn in the photovoltaic industry, but the company aims to expand its client base in the semiconductor and chip sectors [2]