HK Stock Market Move | DONGYUE GROUP (00189) rose more than 4%, hydrofluoric acid prices may see a significant increase, the supply and demand structure of the company's two major sectors has improved significantly.

DONGYUE GROUP (00189) rose more than 4%, as of the time of writing, up 4.06%, at 12.83 Hong Kong dollars, with a turnover of 57.5698 million Hong Kong dollars. On the news front, following the shortage of helium, another type of semiconductor material is feared to face a supply shortage. It was reported that South Korean anhydrous hydrofluoric acid producers, including Solbrain, ENF Technology, Huseong, will start purchasing anhydrous hydrofluoric acid from China this month, with prices rising by about 40% since the beginning of the year. Electronic-grade hydrofluoric acid is an essential material in semiconductor manufacturing processes, mainly used for semiconductor etching and cleaning processes to remove surface residual oxides or metal contaminants. FIRST SHANGHAI previously pointed out that the supply-demand structure in the two major sectors has significantly improved by 2026. Fluorine-containing high molecular materials are driven by demand in high-end fields and lithium batteries, showing a strong recovery. Currently, the company's PTFE has successfully completed several rounds of price increases this year, with good downstream acceptance; PVDF prices have surged from around 40,000 yuan/ton last year to over 50,000 yuan/ton. Regarding organosilicon, the previous oversupply issue is gradually being digested along with the industry's collective effort to counteract overwork and steady demand growth, leading to a rise in product prices directly driving the subsidiary Shandong Dongyue Silicone Material's net profit attributable to the parent company in the first quarter of 2026 to reach 194 million yuan, a year-on-year increase of 427.0%.