Chemical Materials: 45%
New Energies: 30%
Electronic Materials: 25%

Top 3 Markets:
China: 50%
USA: 20%
Europe: 15%

Do-Fluoride New Materials Co., Ltd. generates the majority of its revenue from the chemical materials sector, followed by new energies and electronic materials. The Chinese market is the company's largest sales market, followed by the USA and Europe. These markets are crucial for the company's growth and strategic direction, especially regarding the increasing demand for fluorine-containing materials and new energy solutions.

Production Sites: China (Main Site)

Do-Fluoride New Materials Co., Ltd. mainly produces its products in China. The company strategically places its production facilities in regions with access to raw materials and well-developed infrastructure to maximize efficiency and cost advantages. China also offers a large domestic market and is a significant exporter of fluoride products, helping the company strengthen its market position.

Revenue Growth: 18% (estimated for 2024)
Focus on Lithium Production: Increase capacities by 25% (target for 2025)

Do-Fluoride New Materials Co., Ltd. is pursuing a growth strategy that heavily focuses on expanding its production capacities in the field of lithium compounds. This is a response to the increasing demand for lithium-ion batteries, especially in the electric vehicles and energy storage sectors.

The company plans to increase its investments in research and development to develop innovative materials that can be used in high-performance batteries. In addition, a geographical expansion into new markets is being pursued to strengthen global presence and attract new customers.

Through strategic partnerships and joint ventures with other companies in the industry, Do-Fluoride aims to expand its technological expertise and leverage synergies to reduce production costs and increase efficiency.

Main Imported Raw Materials: Fluorspar, Aluminum Oxide
Countries of Origin: China, Mexico, Australia

Do-Fluoride New Materials Co., Ltd. mainly imports raw materials such as fluorspar and aluminum oxide, which are crucial for the production of their products.

Fluorspar is primarily sourced from China and Mexico, as these countries are among the largest producers worldwide. Aluminum oxide is often imported from Australia, one of the leading exporters of this raw material.

These imports are essential for the production of fluorine chemicals and aluminum products, which are core competencies of the company.

Market share in the fluoride sector: 25% (2024, estimate) R&D investments: 8% of revenue (2024) Gross margin: 35% (2024)

Do-Fluoride New Materials Co., Ltd. has a significant competitive advantage in the field of fluoride materials, particularly due to its strong market position and technological leadership. With an estimated market share of 25% in the fluoride sector, the company can benefit from economies of scale, which improve its cost structure.

The continuous investments in research and development, accounting for about 8% of revenue, enable the company to develop innovative products and differentiate itself from competitors. These R&D investments also help maintain the gross margin of 35%, which can be considered robust compared to industry standards.

Furthermore, geographic diversification and a strategic partnership with key players in the supply chain strengthen the market position of Do-Fluoride New Materials Co., Ltd. Together, these factors give the company a sustainable competitive advantage in a dynamic market environment.

Institutional Investor Share: 25% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

The institutional investor share in Do-Fluoride New Materials Co., Ltd. is estimated to be around 25%. This reflects a moderate interest from institutional investors, indicating a certain level of stability and confidence in the company.

There were no significant insider buys or sells in the last year, suggesting that the management and other insiders have not made significant changes to their stake in the company. This can be seen as a sign of confidence in the company's future development.

Market share of Do-Fluoride New Materials Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Ganfeng Lithium Co., Ltd.: 18%
2. Tianqi Lithium Corporation: 16%
3. Albemarle Corporation: 15%
4. Do-Fluoride New Materials Co., Ltd.: 12%
5. SQM (Sociedad Química y Minera de Chile): 10%
6. Livent Corporation: 8%
7. FMC Corporation: 7%
8. Orocobre Limited: 6%
9. Pilbara Minerals Limited: 5%
10. Galaxy Resources Limited: 3%

Moat of Do-Fluoride New Materials Co., Ltd.:

Do-Fluoride New Materials Co., Ltd. has built a certain moat through specialized technologies and a strong position in the field of fluoride chemicals. This advantage lies mainly in vertical integration and the ability to offer high-quality products at competitive prices.

Compared to the largest competitors, who focus more on lithium production, Do-Fluoride could benefit from a diversified product range. However, companies like Ganfeng Lithium and Tianqi Lithium have a significant advantage due to their extensive resources and global partnerships, strengthening their market position.

Overall, the moat of Do-Fluoride is less pronounced than that of some of its larger competitors, who have a stronger market position due to economies of scale and strategic alliances.

Revenue Growth: 18% (2024) Net Income Growth: 22% (2024) Market Share in the Industry: 12% (2024)

Do-Fluoride New Materials Co., Ltd. recorded strong revenue growth of 18% in 2024, attributed to increased demand for its products and successful expansion into new markets. The company was able to increase its net income by 22%, indicating efficiency improvements and cost-cutting measures.

With a market share of 12% in the industry, Do-Fluoride holds a solid position that is strengthened by continuous investments in research and development. This could enable the company to develop innovative products and further enhance its competitiveness.

In summary, Do-Fluoride New Materials Co., Ltd. could be an attractive investment opportunity due to its strong growth and solid market position. However, potential investors should also consider general market conditions and specific risks of the company.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Regular payouts in the last 5 years

Do-Fluoride New Materials Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield for the year 2025 is estimated to be around 3.5%, based on current market conditions and the company's financial performance.

The reliability of dividend payments can be considered high, as the company has pursued a consistent dividend policy over the past five years. This suggests that Do-Fluoride New Materials Co., Ltd. has a stable financial foundation and is committed to providing shareholders with consistent value.