Analysis of 10 Listed Companies with Dual Focus on Fluorine Chemicals and Semiconductor Materials

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Recently, the global chemical and semiconductor raw material markets have seen a significant surge in prices. Due to shipping disruptions caused by conflicts in the Middle East, over 30% of the global sulfur supply has been interrupted, leading to simultaneous price increases for sulfuric acid and anhydrous hydrofluoric acid, with anhydrous hydrofluoric acid rising by approximately 40% year-to-date.

Overseas, core tungsten hexafluoride manufacturers such as South Korea's SK Specialty and Foosung have notified chip companies like Samsung Electronics and SK hynix of a 70%-90% price increase to tungsten hexafluoride in 2026.

In the domestic market, the spot price to 5N-grade (99.999% purity) tungsten hexafluoride is quoted at 1,670-1,810 yuan/kg, a massive surge of 232.7% compared to 523 yuan/kg in the same period last year.

Driven by the resonance of multiple supply and demand contradictions, prices of semiconductor key consumables such as fluorine-containing electronic specialty gases and electronic-grade hydrofluoric acid are strengthening across the board. Listed companies that are deeply cultivating both the fluorine chemical and semiconductor material tracks are encountering sector development opportunities. This article objectively outlines ten listed companies with businesses deeply tied to these two major manufacturing chains, to sector information reference only and does not constitute any investment advice.

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