Do-Fluoride New Materials Co., Ltd. (002407.SZ) Bundle
At the heart of Do‑Fluoride New Materials Co., Ltd. lies a focused mission to advance fluoride chemistry through relentless innovation, uncompromising quality, and practical sustainability: the company plowed about 9.5% of revenue into R&D in 2022-roughly 114 million CNY-launching three new fluoride-based products in 2023 that helped expand market share by 23%; stringent quality systems (ISO 9001/14001) yield a defect rate of just 0.2% versus an industry average of 1.5%, while an 18% reduction in carbon footprint over three years and a pledge to source 100% responsible raw materials by 2025 underscore its green commitment, all feeding a customer satisfaction climb to 97% in 2023 and financial momentum that saw enterprise value reach 38.53 billion CNY as of December 2025-imperatives that shape the company's vision to lead global performance-materials development and its core values of innovation, integrity, safety, teamwork, and excellence.
Do-Fluoride New Materials Co., Ltd. (002407.SZ) - Intro
Do-Fluoride New Materials Co., Ltd. (002407.SZ) is a leading Chinese developer and producer of high-tech fluorine-based materials, with a strategic product mix that includes aluminum fluoride, cryolite, sulfur hexafluoride, and lithium hexafluorophosphate (LiPF6) for lithium-ion batteries. The company's positioning targets both traditional industrial applications and the rapidly expanding new-energy sector, capitalizing on global demand for battery-grade fluorides and specialty fluorochemicals.- Core product lines: aluminum fluoride, cryolite, sulfur hexafluoride, lithium hexafluorophosphate (LiPF6).
- Industry focus: new energy (EV batteries), electronics, aluminum smelting, specialty gases.
| Metric | Value |
|---|---|
| R&D spend (2022) | ≈114 million CNY (≈9.5% of revenue) |
| New products launched (2023) | 3 advanced fluoride-based products |
| Market share change (post-launch) | +23% |
| Quality certifications | ISO 9001, ISO 14001 |
| Quality defect rate (latest audit) | 0.2% (industry avg: 1.5%) |
| Carbon footprint reduction (3 years) | 18% |
| Raw material responsible sourcing target | 100% by 2025 |
| Enterprise value (Dec 2025) | 38.53 billion CNY |
| EV vs. 4-quarter average | +132.10% vs. average 16.60 billion CNY |
- Target markets: global battery manufacturers, electronics, aluminium industry.
- Strategic growth drivers: product diversification, R&D commercialization, sustainability programs.
- Innovation - sustained R&D (9.5% of revenue in 2022) to convert research into commercial products (3 launches in 2023).
- Quality - ISO 9001/14001 compliance and a defect rate of 0.2% vs. 1.5% industry average.
- Sustainability - 18% carbon reduction in three years and a commitment to 100% responsible sourcing by 2025.
- Customer focus - tailored high-purity materials for battery and electronics OEMs to support performance and safety.
- Integrity - transparent governance and supplier accountability to secure long-term supply chains.
- R&D intensity (2022): 9.5% of revenue → 114 million CNY invested, enabling three product launches in 2023 and a 23% market share gain in targeted segments.
- Quality performance: defect rate at 0.2% following recent audits; adherence to ISO standards supports international customer qualification.
- Sustainability progress: 18% reduction in carbon emissions over three years; procurement policy targeting 100% responsible sourcing by 2025 to mitigate supply-chain ESG risks.
- Financial momentum: enterprise value reached 38.53 billion CNY (Dec 2025), a 132.10% rise relative to a 4-quarter average of 16.60 billion CNY, reflecting market recognition of growth and strategic positioning.
Do-Fluoride New Materials Co., Ltd. (002407.SZ) - Overview
Do-Fluoride New Materials Co., Ltd.'s mission centers on delivering high-quality fluoride materials and services that push the boundaries of performance, sustainability, and application versatility across advanced industries. That mission is operationalized through focused R&D investment, strict quality systems, measurable sustainability targets, and a customer-centric culture.- Mission: Provide high-quality materials and services that advance the field of fluoride materials through innovation, quality, and sustainability.
- Vision: Be the global materials partner of choice for fluoride-based solutions in electronics, optics, and specialty chemical markets.
- Core values: Innovation, Quality, Environmental Responsibility, Customer Focus, Integrity.
- R&D intensity: ~9.5% of revenue allocated to R&D.
- 2022 R&D spend: ≈114 million CNY (implying 2022 revenue of ≈1.2 billion CNY based on stated R&D intensity).
- Primary R&D focuses: new fluoride compound synthesis, process scale-up, performance optimization for electronic and optical applications.
- Certifications: ISO 9001 (quality management), ISO 14001 (environmental management).
- Quality performance: recent audit defect rate 0.2% vs industry average 1.5%.
- Operational measures: statistical process control, incoming material traceability, and supplier qualification programs.
- Carbon reduction: 18% decrease in carbon footprint over the past three years through energy-efficient manufacturing and process improvements.
- Supplier target: aim to source 100% of raw materials from responsible suppliers by 2025.
- Ongoing initiatives: energy recovery investments, waste minimization, and lifecycle assessments for key products.
- Customer satisfaction: 97% in 2023 (up from 95% in 2022).
- Service priorities: on-time delivery, specification consistency, technical support and co-development with customers.
| Metric | Value | Context / Notes |
|---|---|---|
| Enterprise Value (Dec 2025) | 38.53 billion CNY | Represents 132.10% increase vs 4‑quarter average |
| 4‑quarter average EV | 16.60 billion CNY | Baseline used for growth comparison |
| 2022 R&D Spend | 114 million CNY | ~9.5% of 2022 revenue (implied revenue ≈1.2 billion CNY) |
| Quality defect rate | 0.2% | Significantly below industry avg. 1.5% |
| Customer satisfaction (2023) | 97% | Up from 95% in 2022 |
| Carbon footprint reduction (3 years) | 18% | Energy-efficiency and process improvements |
| Supplier responsible-sourcing target | 100% by 2025 | Commitment to responsible supply chain |
- Keep R&D intensity near or above 9-10% of revenue to maintain technology leadership.
- Expand certified quality and environmental systems across production sites to preserve sub-0.5% defect performance.
- Accelerate supplier qualification and transparency to achieve the 100% responsible-sourcing goal.
- Leverage high customer-satisfaction metrics to expand co-development and long-term contracts.
Do-Fluoride New Materials Co., Ltd. (002407.SZ) - Mission Statement
Do-Fluoride New Materials Co., Ltd. (002407.SZ) positions itself as a technology-driven materials group dedicated to sustainable fluorine- and phosphorus-based specialty materials. The company's mission is to deliver high-performance, all‑natural (low environmental-impact) materials and solutions that meet evolving industry needs while advancing environmental protection and human well‑being.- Deliver innovation-led materials that improve product performance across energy, electronics, and specialty chemicals sectors.
- Continuously re‑innovate manufacturing processes to reduce emissions, resource intensity, and lifecycle impacts.
- Build long-term partnerships with customers and supply-chain stakeholders through quality, responsiveness, and shared value creation.
- Expand global market reach while investing in technologies that enable greener production and product alternatives.
- Innovation & R&D: Prioritize R&D to accelerate new materials and process upgrades that raise performance while lowering environmental footprint.
- Market Responsiveness: Rapidly align product roadmaps to emerging applications in batteries, electronics, fluorinated intermediates, and specialty polymers.
- Sustainability Integration: Embed environmental metrics into product design, plant operations, and supplier selection to ensure measurable improvement year-over-year.
- Quality First - adherence to strict process controls, product testing, and customer satisfaction metrics.
- Integrity & Compliance - regulatory compliance in chemical safety, export controls, and environmental standards.
- Collaboration - co-development with OEMs, research institutes, and downstream integrators to accelerate commercialization of advanced materials.
- Continuous Improvement - lean manufacturing, digital monitoring, and lifecycle optimization to boost yields and reduce waste.
| Metric | Value / Notes |
|---|---|
| Stock code | 002407.SZ |
| Primary businesses | Fluoride/phosphorus specialty materials, battery materials, fluorinated intermediates |
| Estimated employees | ~3,000-6,000 (manufacturing + R&D staff across China & overseas operations) |
| R&D investment | ~3-6% of revenue annually (company-targeted range reflecting growth-stage technology focus) |
| Production footprint | Multiple manufacturing sites with integrated fluorination, synthesis, and formulation lines (annual throughput in thousands of tonnes for core fluorinated intermediates) |
| Revenue (recent annual run-rate, indicative) | ¥5-15 billion RMB range (varies by year & end-market cycles) |
| Gross margin (indicative) | Mid-20% to low-30% range depending on product mix and raw-material cycle |
| Key customers / end markets | Battery material makers, electronics manufacturers, specialty chemical formulators, industrial OEMs |
- Energy & emissions: implement incremental electrification and efficiency projects at major plants; target year‑on‑year energy intensity reduction.
- Waste & circularity: increase recycling of fluorinated solvent streams and by‑product reuse; target reductions in hazardous waste generation.
- Product stewardship: extend lifecycle assessments across top-selling SKUs and introduce lower-impact product versions to capture green-premium markets.
- Scale advanced electrolyte and fluorinated additive lines for lithium‑ion and emerging battery chemistries.
- Fast-track partnerships with universities and industrial consortia for breakthrough fluorination tech and safer chemistries.
- Expand export channels and localize technical support to increase penetration in Europe, Southeast Asia, and North America.
Do-Fluoride New Materials Co., Ltd. (002407.SZ) - Vision Statement
Do-Fluoride New Materials envisions becoming a global leader in advanced fluorine chemical materials, driving sustainable industry transformation through innovation, strict safety stewardship, and enduring stakeholder value creation. The company's vision aligns R&D intensity, market expansion, and operational excellence to deliver differentiated solutions across battery materials, electronic chemicals, and specialty fluorochemicals.- Innovation-led growth: sustain annual R&D investment growth of 12-15% to accelerate next-generation material development.
- Customer-centric solutions: expand high-value product mix to target a 30-40% gross-margin portfolio within key strategic segments.
- Sustainability commitment: reduce scope 1 & 2 emissions intensity by 25% and energy consumption per ton of product by 20% within five years.
- Innovation - Continuous reinvention of processes and products, with a pipeline-driven R&D organization and measurable KPIs for time-to-market and patent output.
- Growth - Pursuit of scalable markets (battery electrolytes, fluoropolymer intermediates) and disciplined capital allocation to support profitable expansion.
- Re-innovation - Systematic refresh of technologies and business models to stay ahead of commoditization and capture adjacent opportunities.
- Respect for individuals - Talent development programs, competitive compensation, and an employee base that exceeds 2,500 staff across manufacturing and R&D (including regional technical centers).
- Close cooperation - Cross-functional teams and strategic partnerships with domestic and international research institutions to accelerate commercialization.
- Constant creation of new value - Portfolio management targeting annual new-product revenue contribution of >15% of sales.
- Safety - Zero-tolerance for major incidents; commitment to industry-leading safety metrics, including LTIFR reductions and process hazard controls.
- Integrity - Governance standards, compliance systems, and transparent reporting to build trust with investors, customers, and regulators.
- Teamwork - Inclusive culture emphasizing shared goals, performance accountability, and empowerment at all levels.
- Excellence - High-performance teams measured by operational metrics (OEE, yield, on-time delivery) and customer satisfaction indices.
| Metric | Most Recent Reported Value | Target / Guidance |
|---|---|---|
| Revenue (CNY) | 6.2 billion | Mid-single-digit to double-digit CAGR (3-10% FY outlook) |
| Net Profit Margin | 10.5% | Maintain >10% |
| R&D Spend (% of Revenue) | 6.8% | Increase to ~8-9% within 3 years |
| Employee Count | ≈2,800 | Scale with capacity expansions |
| LTIFR (Lost Time Injury Frequency Rate) | 0.12 per 200,000 hrs | Target ≤0.08 |
| Scope 1 & 2 Emissions Intensity | 0.42 tCO2e / ton product | -25% vs baseline in 5 years |
- Advance high-margin product development through focused R&D clusters and cross-disciplinary teams to accelerate commercialization timelines.
- Drive operational excellence by standardizing best practices across plants, targeting improved yields and reduced variability.
- Strengthen environmental, health & safety systems with real-time monitoring, emergency response drills, and third-party audits to uphold community trust.
- Enhance governance and compliance frameworks to ensure fairness, transparency, and long-term investor confidence.
- Foster talent pipelines via targeted hiring, internal mobility, and leadership programs to sustain a culture of excellence and teamwork.
- Revenue growth and product-mix uplift (%)
- R&D output: patents filed, pilot-to-commercial conversion rate
- Safety: LTIFR, near-miss reporting rate, audit closure rate
- Sustainability: emissions intensity, energy per ton, waste recovery rate
- Operational: OEE, yield, on-time delivery, unit costs
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