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巨化股份(600160.SH)：今年R32需求超预期增长

Zhejiang Juhua (600160.SH): This year, R32 demand has exceeded expectations.

Gelonghui Finance ·  Sep 11 04:50

Gelonghui, September 11丨Juhua Co., Ltd. (600160.SH) said at the investor reception day event that since demand for R32 increased more than expected this year and there was an increase in market quotas in the fourth quarter, it is expected that by the end of the third quarter, the company's progress in using the original R32 production quota will clearly exceed time. Of the new R32 quota of 0.035 million tons allocated by the country, the company's wholly-owned subsidiary Zhejiang Quhua Fluorine Chemical Co., Ltd. and the holding subsidiary Zibo Feiyuan Chemical Co., Ltd. (51% holding shares) are expected to receive a total of 0.01575 million tons (subject to data approved by the Ministry of Ecology and Environment). According to the company's annual production plan, according to chemical production rules, the company will carry out annual system overhauls in the fourth quarter. Considering that the R32 production quota issued this time is only valid for the year, production will be concentrated in the fourth quarter, which greatly exceeds the company's original production plan. Furthermore, the company is an integrated manufacturer, and production facilities are highly related. Under annual system overhauls, production and supply capacity is limited compared to other quarters. The company will optimally arrange the R32 production and supply plan for the fourth quarter based on factors such as annual system overhaul arrangements, production resource matching, and market conditions.

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