On May 22, Dongyue Group rose 5.07% in regular trading, trading at HK$12.41/share, with trading volume of HK$106 million. The rally extends a multi-session advance fueled by tightening global supply of anhydrous hydrogen fluoride (AHF), a critical semiconductor manufacturing material.

Korean AHF producers including Solbrain, ENF Technology, and Huseong have been bulk-purchasing AHF from China since May, with procurement prices surging approximately 40% from the start of the year. These materials, once purified to electronic-grade quality, supply Samsung Electronics and SK Hynix. Industry sources indicate further substantial price hikes are expected in June and July. The supply disruption traces back to the Strait of Hormuz shipping disruption, which cut roughly 30% of global sulfur supply, pushing sulfuric acid costs sharply higher across the fluorochemical chain.

Additionally, the company's two core segments show markedly improved fundamentals. Fluoropolymer materials including PTFE have completed multiple rounds of price increases, while PVDF prices recovered from approximately RMB 40,000/ton to above RMB 50,000/ton. Its organosilicon subsidiary posted Q1 net profit of RMB 194 million, surging 427% year-over-year.

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