Haohua Technology, Juhua Group, Sinopec, and others have been shortlisted for the Ministry of Industry and Information Technology's fine chemicals challenge list.

On July 3, 2026, the General Office of the Ministry of Industry and Information Technology issued the "Notice on Announcing the List of Shortlisted Units for the Open Competition for Selecting the Best Candidates to Tackle Key Fine Chemical Product Innovation Tasks" (MIIT Raw Letter [2026] No. 303), officially announcing the shortlisted entities for the 2025 fine chemical key product innovation tasks.

This list covers three major tracks: intermediate raw materials, key materials, and critical equipment. A large number of A-share and Hong Kong stock listed leading companies and national-level fluorine chemical research institutes have been selected as leading units. They will focus on tackling the localization of strategic new materials such as fluororubber and fluorinated ether lubricants, supported by the implementation of multiple support mechanisms including investment and financing, land use and energy consumption, and policy evaluation.

Policy Background and Core Support Mechanisms

This open competition work is carried out in accordance with the "Notice of the General Office of the Ministry of Industry and Information Technology on Organizing the 2025 Open Competition for Selecting the Best Candidates to Tackle Key Fine Chemical Product Innovation Tasks" (MIIT Raw Letter [2025] No. 445). The shortlisted enterprises were determined through local recommendations, comprehensive reviews, and public online announcements, with three clear supporting guarantee measures:

1. Full-cycle investment and financing support and gradient cultivation: The MIIT relies on the National Industrial and Financial Cooperation Platform to provide dedicated investment and financing docking for shortlisted projects, and shortlisted enterprises are prioritized for inclusion in the gradient cultivation database for high-quality manufacturing enterprises;

2. Local resource tilt to guarantee research and development: Industry and information technology departments of various provinces and cities report project progress annually. They prioritize the allocation of land use, energy consumption, and pollution discharge indicators to the selected units, and issue special supporting policies for pilot testing, application verification, and market promotion;

3. 3-year R&D cycle + special incentives for winning units: All R&D tasks must be completed within 3 years from the date of the list announcement. The MIIT entrusts professional institutions to conduct unified evaluations. For each product category, no more than 2 winning units will be selected. The market introduction of high-end fine chemical products will be accelerated through the insurance compensation policies for the first batch of new materials and the first set of equipment.

List Track Division: Focusing on Three Core Areas of Fine Chemicals

This shortlist is divided into three categories: intermediate raw materials, key materials, and critical equipment, precisely targeting domestic supply shortages in high-end fine chemicals:

1. Intermediate raw materials: Focusing on key upstream monomers for electronics and new energy, such as liquid crystal polymer monomers and high-end polyimide raw materials;

2. Key materials: Core research on high-end fluorine materials essential for aerospace, semiconductors, and data centers, such as high- and low-temperature resistant fluorine-sealing rubber and fluorinated ether lubricants;

3. Critical equipment: Covering high-end specialized production equipment for fine chemicals, such as special reactors, polymerization kettles, and purification equipment.

Among them, the leading enterprises in the two strategic fluorine material tracks of high- and low-temperature resistant fluorine-sealing rubber and fluorinated ether lubricants are all industry leaders and core industrial entities under listed platforms, making them the core highlights of this list.

(I) Leading Units for High- and Low-Temperature Resistant Fluorine-Sealing Rubber

1. Zhonghao Chenguang Chemical Research Institute Co., Ltd.

A subsidiary of A-share listed company Haohua Technology (600378), formerly a research institute directly under the Ministry of Chemical Industry. It is a leader in the domestic organic fluorine material entire industry chain, possessing complete capabilities in fluororubber R&D, pilot testing, and mass production. Many high-performance fluororubber products have broken overseas monopolies and are widely used in military and aviation sealing scenarios (Douyin Encyclopedia).

2. Zhejiang Jusheng Fluorochemical Co., Ltd.

A holding subsidiary of fluorine chemical leader Juhua Group (600160), a national high-tech enterprise and a Zhejiang provincial manufacturing single champion cultivation entity. It specializes in perfluoroether rubber and ultra-pure fluorine resins, with products supporting semiconductor and high-end equipment sealing fields.

(II) Leading Units for Fluorinated Ether Lubricants

1. Sinopec Lubricant Company

A wholly-owned subsidiary of the central enterprise Sinopec (600028), listed on both Hong Kong and A-share markets. It is the absolute leader in the domestic lubricant industry. Its subsidiary, Great Wall Lubricant, is the top domestic brand, holding the No. 1 market share in synthetic lubricants and greases in China. It is deeply engaged in the R&D of fluorine-containing lubrication media for aviation and precision equipment (China News Service).

2. Shandong Dongyue Polymer Materials Co., Ltd.

The core production platform of Hong Kong-listed fluorosilicone leader Dongyue Group (00189.HK). It is a leading fluorine material industrial base in Asia in terms of scale. It independently mass-produces perfluoropolyether lubricants, suitable for data center liquid cooling and precision machinery lubrication scenarios.

3. Tianjin Changlu Chemical New Materials Co., Ltd.

A key fluorine chemical innovation enterprise under Tianjin state-owned assets. It has independently mastered the synthesis technologies for hydrofluoroether and perfluoropolyether, reaching an international leading level in technology. It has broken the long-term foreign monopoly on high-end fluorinated ether lubricants. Its products are used in semiconductor cleaning, aerospace lubrication, computing power heat dissipation, and other fields (Tianjin Daily).

Summary Table of Shortlisted Leading Units for Key Products

Original Text: MIIT Announces List of Shortlisted Units for Open Competition for Selecting the Best Candidates to Tackle Key Fine Chemical Product Innovation Tasks

Interpretation of Industry Significance

This open competition prioritizes high-end fluorine-containing fine chemical products such as fluororubber and fluorinated ether lubricants, directly addressing "chokehold" materials in strategic industries like aerospace, integrated circuits, computing power liquid cooling, and high-end equipment. Listed leaders such as Haohua Technology, Juhua Group, Sinopec, and Dongyue Group will lead the R&D efforts, leveraging their complete industrial chains, large-scale production capacity, and R&D platforms to accelerate technology implementation. Combined with multiple supports from the MIIT regarding investment and financing, local energy consumption and land use indicators, and first-batch policies, the cycle for domestic substitution of high-end fluorine materials is expected to be significantly shortened, promoting the transformation of China's fine chemical industry towards high-end development and self-reliance.

All shortlisted enterprises must strictly advance the R&D work according to their application proposals and complete the verification of all technical indicators within 3 years. Subsequently, the MIIT will uniformly organize third-party evaluations and selectively support winning units to achieve large-scale market promotion.