Editor's Note
In January 2026, fluorite prices edged higher but remained largely stable overall, the price of AHF increased slightly. A recovery in operating rates within the downstream refrigerant industry led to a pickup in demand. R22 price remained generally stable.
Important market dynamics in January, 2026
- On 21 January, 2026, Zhejiang Juhua Co., Ltd. issued its preliminary results for 2025.
- On 6 January, 2026, the first project at the Do-Fluoride Yihua Central China Fluorosilicon Industrial Park—a joint venture between Do‑Fluoride New Materials Co., Ltd. and Hubei Yihua Chemical Industry Co., Ltd. —successfully started production.
- From late December 2025 to early January 2026, Tinci Materials Technology Co., Ltd. issued a series of updates. It projects its 2025 net profit will surge by 230.63% YoY, driven by steady EV and fast-growing energy storage battery demand. Separately, the company will idle one LiPF6 production line for scheduled maintenance of 20–30 days in January 2026.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.0230 (sourced from the People's Bank of China, 5 Jan., 2026). 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
- LiPF6 price retreats from highs in January 2026
Company Dynamics
- Zhejiang Juhua sees 2025 profit surge, Q4 growth cools
- Zhejiang Sanmei and Zhejiang Yonghe expect big profit increases for 2025
- Latest updates on Tinci Materials
- EI reports for two Changshu 3F projects accepted for review
- Daikin New Material's calcium fluoride project
- Jiangxi Fuli's LiPF6 project
- Kings Resources enters fine fluorochemicals via Zhejiang Noah stake acquisition
- Zhejiang Noah enters Malaysian market
- Jinchang Jinzhuo's cryolite project
- DFD and Hubei Yihua commission first fluorochemical project
- Lee & Man Chemical's fourth-generation refrigerant project
- Update on Zhejiang Sanmei's PVDF project
Political Factors
- ODS production ban takes effect
Technology
- EI reports for two refrigerant blending projects accepted
- DFD patent reveals method for making phosphorus pentafluoride
Import and Export
- China's major fluorochemical imports and exports in November 2025
Market Data Analysis
- Fluorite prices hold steady in January 2026
- AHF price sees modest rise in January 2026
- R22 price remains stable in January 2026
- AIF3 prices remain stable in January 2026
Price
- Ex-works prices of major fluorochemicals in China in Jan. 2026

