Domestic fluorine chemical industry is rational to pick up

As one of the fastest growing, most advanced and most promising chemical industries, last year's fluorine chemical industry benefited from the sharp increase in prices and spectacular performance, but in the second half of the year, due to the gradual release of new capacity and the fall in demand, various types of fluorine Chemical product prices gradually return to rationality. Recently, the prices of major products have shown signs of stabilization and rebound, and the stocks of related listed companies are expected to strengthen.

Since the beginning of this year, the prices of major products have gradually stabilized and rebounded. PTFE resin recently consolidated near 100,000 yuan, while R22 and R134a are currently quoted at 15,000 yuan / ton and 4.4 yuan / ton, the latter rose more than 1/4 since December.

Some brokerage sources told reporters that the current excess capacity of the fluorine chemical industry will gradually weaken the early speculative factors, and the industry tends to be reasonable. The “Twelfth Five-Year Development Plan for Chinese Fluorine Chemical Industry” released recently will prompt the industry to adjust its structure. Improve the added value of fluorine products and fluorine materials. The companies with the advantages of technology and scale, such as San Ai Fu and Juhua, will benefit from the transformation cycle of product replacement, and are relatively ideal investment targets.