China Fluoride Materials Monthly Report(China Fluoride Materials Monthly Report 202510)

Published Date:1 Oct 2025
Monthly Report
Fluorine
202512
202511
202510
202509
202508
202507
202506
202505
202504
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Editor's Note
date Published Date: 25 Dec 2025
Free

In October 2025, the price of R22 experienced a significant decline, driven by an unexpected drop in downstream demand, compounded by an oversupply of R22 in the market. Looking ahead, it is anticipated that the price of R22 will continue to exhibit weak fluctuations.

 

Important market dynamics

  • In October 2025, Zhejiang Juhua Co., Ltd. reported a 160.22% YoY increase for Q1–Q3 2025 net profit, with higher refrigerant prices being the principal driver.
  • On 14 October, 2025, Shandong Chief New Materials Co., Ltd. (Chief New Materials)'s environmental protection acceptance monitoring report for the high-end fluorinated electronic materials and supporting chemicals project (Phase I) was publicised.
  • On 9 October, 2025, Jiangxi Lee & Man Chemical Co., Ltd.'s revised environmental impact (EI) report for the novel green refrigerant project (Phase I) was accepted.
  • On 29 September, 2025, Sichuan Zhongfu Taihua New Materials Technology Co., Ltd.'s environmental impact (EI) report for the 10,000 t/a PVDF and 60,000 t/a electronic & anhydrous hydrogen fluoride project was accepted.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1102 on 9 Oct., 2025, sourced from the People's Bank of China.

 

All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.

 

If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com

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Market Analysis
date Published Date: 24 Dec 2025
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  • LiPF6 price surges in October
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Company Dynamics
date Published Date: 24 Dec 2025
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  • Zhejiang Juhua's Q1–Q3 2025 net profit leaps 160.22% YoY
  • Phase I of Jiangxi Lee & Man's novel green refrigerant project accepted
  • Taihua New Materials cuts planned PVDF capacity from 25,000 t/a to 10,000 t/a
  • Chief New Materials' fluorinated electronic materials project (Phase I) passes acceptance check
  • HEC projects over 170% surge in net profit for first three quarters of 2025
  • Zhejiang Yonghe's Q3 2025 net profit surges 447.64%–506.85% YoY
  • Jiujiang New Power to add 3,000 t/a AHF capacity for Tinci Materials' LiPF6 production
  • Gansu Juhua's silicon-fluorine new material integration project to begin trial runs in 2026
  • Zhejiang Sanmei announces fourth-generation refrigerants pilot project
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Political Factors
date Published Date: 24 Dec 2025
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  • China formally released 2026 refrigerant quota allocation plan
  • 20 enterprises' 2025 HFCs production quota adjustments approved
  • India imposes final anti-dumping duties on Chinese R134a
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Technology
date Published Date: 24 Dec 2025
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  • Shilei Fluorine Material to lift LiPF6 capacity to 24,000 t/a with technological renovation
  • Tsinghua University boosts solid-state battery with fluorinated polyether material
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Market Data Analysis
date Published Date: 24 Dec 2025
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  • Fluorite price slightly increases in October
  • AHF price keeps climbing in October
  • R22 price plummets in October
  • AIF3 price continues to rise in October
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Import and Export
date Published Date: 24 Dec 2025
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  • Import and export of major fluorochemicals in China in August 2025
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Price Update
date Published Date: 24 Dec 2025
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  • Ex-works prices of major fluorochemicals in China in Oct. 2025
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