Market Overview
On September 5, 2025, the Shenzhen Stock Exchange experienced a modest lift in the broader fluorine‑chemical sector. Several fluorine‑based producers posted first‑session gains, signaling a renewed investor appetite for the specialty chemicals that underpin modern manufacturing and environmental technologies. However, the Do‑Fluoride New Materials Co., Ltd. (stock code 002407) did not register a noticeable move in the early trading window, and its share price remained largely unchanged relative to the preceding close.
Trading Performance
- Closing price (2025‑09‑02): 13.21 CNH
- 52‑week range (2024‑09‑17 to 2024‑11‑11): 9.30 – 14.99 CNH
- Market capitalisation: 15.69 bn CNH
While the fluorine‑chemical index gained momentum, Do‑Fluoride’s price trajectory has been comparatively flat. The firm’s shares traded within a narrow band, reflecting a steady, albeit subdued, level of interest from market participants.
Investor Interest
Recent data from the xueqiu.com platform highlight that, on September 3, 2025, Do‑Fluoride attracted a financing buy‑in of 27.20 million CNH. This purchase represented 12.86 % of the day’s total buying volume, underscoring a modest yet tangible demand from institutional and retail investors. The current margin‑trading balance stands at 8.06 bn CNH, a decline of 0.61 % from the previous day, but still below the 30th‑percentile historical level, suggesting that borrowing activity remains moderate.
The company’s short‑selling activity was comparatively low: 800 shares were sold on September 3, with 2,000 shares repurchased the same day, leaving a net short‑position of 174.5 m, well beneath historical norms. This pattern indicates that market sentiment toward Do‑Fluoride is largely bullish, with few traders betting on a decline in its share price.
Product Portfolio and Market Position
Do‑Fluoride New Materials specialises in the development, production, and sale of cryolite, aluminum fluoride, and other inorganic fluoride compounds. The company’s catalogue includes:
- Anhydrous hydrogen fluoride
- Industrial hydrofluoric acid
- Ammonium bifluoride
- Potassium fluoride
These products are critical inputs for a range of high‑tech industries, from aluminum smelting to electronics fabrication and water treatment. Operating exclusively in China, Do‑Fluoride benefits from proximity to key downstream users and a growing domestic demand for advanced fluoride‑based materials.
Outlook
Although the latest trading session did not deliver headline‑making news for Do‑Fluoride, the broader fluorine‑chemical sector’s positive momentum, coupled with a steady infusion of financing orders, suggests that investors remain cautiously optimistic. The firm’s robust product pipeline and established market presence position it to capture incremental demand as China’s manufacturing and green‑energy initiatives expand.
Stakeholders and potential investors may wish to monitor the company’s quarterly reporting cycle for further insights into revenue growth, production capacity, and strategic initiatives that could influence its valuation trajectory.