DONGYUE GROUP (00189) rose more than 4%. As of writing, the stock was up 4.06% to HK$12.83, with a turnover of HK$57.5698 million. Following helium, another semiconductor material may be facing a supply shortage. It is reported that South Korean anhydrous hydrofluoric acid producers, including Solbrain, ENF Technology, and Huseong, will begin purchasing anhydrous hydrofluoric acid from China starting this month, with prices up approximately 40% since the beginning of the year. Electronic-grade hydrofluoric acid is an essential material in semiconductor manufacturing, primarily used in etching and cleaning processes to remove residual oxide films or metal contaminants from wafer surfaces. First Shanghai previously noted that, looking ahead to 2026, the supply-demand structure for the company's two major segments has already shown significant improvement. Fluorinated polymers are experiencing a strong recovery, driven by demand from high-end applications and the lithium battery sector. The company has successfully implemented several rounds of price increases for PTFE this year, with good acceptance downstream. The price of PVDF has significantly rebounded from last year's low of around RMB 40,000 per ton to over RMB 50,000 per ton. In the silicone segment, the previous issue of overcapacity is gradually being absorbed as the industry collectively moves away from excessive internal competition and demand grows steadily. The recovery in product prices directly contributed to a surge in the net profit attributable to owners of the parent for subsidiary DONGYUE SILICONE in Q1 2026, reaching RMB 194 million, a staggering year-on-year increase of 427.0%.