On the evening of January 26, 2026, Do-Fluoride New Materials Co., Ltd. released its performance forecast for the fiscal year 2025. During the period from January 1 to December 31, 2025, the company's net profit attributable to shareholders of the listed company is expected to be in the range of 200 million yuan to 280 million yuan, compared to a loss of 308.4988 million yuan in the same period last year. The net profit after deducting non-recurring gains and losses is projected to be between 105 million yuan and 155 million yuan, showing significant improvement from the loss of 403.7819 million yuan in the same period last year. The primary reason for the turnaround in performance is attributed to the rapid growth in demand from the new energy vehicle and energy storage markets. The sales of the company's core products, such as lithium hexafluorophosphate and new energy batteries, increased significantly year-on-year, directly driving a notable improvement in gross profit.

Highlights: Industry consensus this week was that the semi-solid-state route will commercialize first, focusing on the low-altitude economy and ESS. The 200MW/800MWh semi-solid-state BESS project in Wuhai entered the final sprint stage, while Hymson and Lead Intelligent Equipment made breakthroughs in solid-state battery equipment and key processes.

The signing ceremony for the 2025 Ningfu New Energy Large Cylindrical Battery Project, themed "Gathering Cores, Linking Chains, Sharing a Fluorine Future," and the Partners Conference were held in Nanning. At the event, the Nanning Municipal People's Government signed a strategic cooperation agreement with Do-Fluoride New Materials Co., Ltd.; the Management Committee of Nanning High-tech Industrial Development Zone and the Qingsxiu District People's Government signed an agreement for the entire industry chain project of fluorine-core batteries with Do-Fluoride New Materials Co., Ltd. More than 300 supply chain enterprises from across the country gathered in the Green City to witness the on-site signing of the fluorine-core battery entire industry chain project, with a total investment of 15 billion yuan, adding a capacity of 100 GWh, and an output value of 30 billion yuan upon reaching full production.