Analysis of Why Duofuduo (002407) Is a Hot Stock: Performance Growth Driven by Lithium Hexafluorophosphate Price Hike

This analysis is based on data from the tushare_hot_stocks hot list. Duofuduo (002407) has seen a significant increase in market attention recently.

Duofuduo is a listed company in the fluorine chemical and new energy materials sector, mainly engaged in products such as lithium hexafluorophosphate and electrolyte. It currently has a lithium hexafluorophosphate production capacity of 65,000 tons/year [1], and has built a 100 tons/year production line for boron-stabilized isotope series new materials [2].

1. Skyrocketing Product Price
   : The price of lithium hexafluorophosphate is approaching 120,000 yuan/ton, nearly doubling in one month [5], directly boosting profitability;
2. Performance Exceeding Expectations
   : The performance in the first three quarters of 2025 increased 4x year-on-year, with both volume and price of main products rising [6];
3. Industry Prosperity
   : New energy vehicle sales reached 1.715 million units in October (YoY +19.9%) [0], driving demand for upstream materials;
4. New Growth Point
   : The cylindrical lithium battery business has started to release volume, which is expected to become a new profit source [6].

Recently, there has been a large-scale capital withdrawal from the lithium battery sector, with institutional seats fleeing 1.4 billion yuan [4]. Attention should be paid to the risk of short-term market fluctuations.

As a leader in the lithium hexafluorophosphate industry, Duofuduo fully benefits from the demand of the new energy industry chain, but needs to balance short-term price elasticity and capital flow risks.