Duofluoroduo (002407.SZ) Hot Stock Analysis: Lithium Battery Material Price Hike Drivers and Market Performance

This analysis is based on the hot list data from tushare_hot_stocks [0]. Duofluoroduo (002407.SZ) has recently become a hot stock of market concern. The main driving factors include the price increase of lithium battery industry chain materials (especially lithium hexafluorophosphate exceeding 150,000 yuan/ton), the company’s strong financial performance, and the market’s positive expectations for the new energy industry. On November 17, the company’s stock price rose by 6.16%, reflecting strong market attention.

Duofluoroduo is a global leading lithium hexafluorophosphate producer [0]. Recently, benefiting from the overall price increase trend in the lithium battery industry chain, the price of lithium hexafluorophosphate exceeded 150,000 yuan/ton, an increase of 1,500 yuan/ton from yesterday [0]. This price increase trend has spread to VC electrolyte additives, lithium ore and other sub-fields, indicating industry-wide demand growth [0]. In terms of finance, the company’s Q3 2025 revenue reached 5.019 billion yuan, a record high [0], reflecting strong profitability. In market performance, on November 17, the company’s stock price closed at 40.65 yuan, with an increase of 6.16% and active trading [0]. Funds are deeply involved in the lithium battery sector, and the sector has strong continuity [0].

1. Industry and Company Synergy
   : Duofluoroduo’s hot performance not only stems from short-term price increases but also is closely related to its leading position in the lithium battery material field and the long-term development trend of the new energy industry [0].
2. Industry Chain Conduction Effect
   : The price increase of lithium hexafluorophosphate spreads to upstream and downstream, indicating strong demand in the new energy vehicle industry, driving up the prosperity of the entire industry chain [0].
3. Consistent Market Sentiment
   : The company is listed on the hot stock list by multiple platforms [0], with high market attention, reflecting investors’ optimistic expectations for its future development [1].

• Raw material price fluctuation risk: If the prices of materials such as lithium hexafluorophosphate fall sharply, it may affect the company’s profit margin [0].
• Intensified industry competition: As more enterprises enter the lithium battery material field, market competition may intensify [0].

• Sustained growth of the new energy vehicle industry: The expansion of the global new energy vehicle market will drive demand for lithium battery materials, and the company as a leading enterprise is expected to continue to benefit [0].
• Technical advantages: The company’s technical accumulation in the fluorochemical field provides support for its competition in the lithium battery material market [0].

As a leading enterprise in the lithium battery material and fluorochemical industry, Duofluoroduo (002407.SZ) benefits from industry price increases and new energy industry development. Its Q3 2025 revenue hit a record high, and its market performance is strong, reflecting positive market sentiment. Investors should pay attention to the price trend of the lithium battery industry chain, the company’s financial performance and industry policy changes to make objective judgments [0].