Huajin Securities: The quota for refrigerants will take effect in 2025, leading to a continued high prosperity driven by supply and demand resonance.
The third generation quotas have increased, but the overall extent is smaller than the previous guidance.
Hong Kong stock Concept tracking | The optimization of the supply and demand pattern leads to a bullish reversal in the fluorochemical industry, and Institutions are bullish on the price increase of the third-generation refrigerants (including related sto
The prices of second and third generation refrigerants are expected to continue to rise in 2025.
SWHY: The overall performance of the third generation slightly exceeded expectations. The high prosperity of refrigerants continues in the new year.
The structure of the refrigeration Industry and enterprises continues to improve, with strong constraints on future supply. The continuous optimization of the supply-demand structure will lead to a reversal and upward trend in the fluorochemical Industry.
Open-source Securities: Refrigerants may welcome a double hit in the main upward market in 2025.
There is a strong bullish outlook for the refrigerant market to continue, and it is determined that by 2025, under the multiple catalysts of ongoing profit release, accelerated right-side trends, potential seasonal restocking due to low inventory, and rational expectations of policies, the refrigerant Industry may迎来 a major wave of profit and valuation increases.
Fuel cell energy and hydrogen internal combustion engines are advancing in parallel, with the application of hydrogen energy accelerating on the end-user side due to frequent bullish policies.
① The CA6HV3 hydrogen engine, independently developed by faw jiefang group, has been released as the first domestic heavy-duty commercial vehicle hydrogen engine with direct injection. ② At this stage, many hydrogen internal combustion engine products still have shortcomings such as "low thermal efficiency."
Hong Kong stocks movement | dongyue group (00189) rose more than 4% in early trading, and the holding positions of E Fund surpassed 6%. The supply in the refrigerant market continues to be tight.
Dongyue Group (00189) rose over 4% in early trading, and as of the time of writing, it has increased by 2.8%, priced at 6.62 Hong Kong dollars, with a trading volume of 23.7512 million Hong Kong dollars.
Hydrogen energy concept stocks are performing well. Enn Energy (02688) rose by 4.88%, and Sichuan is further promoting the development of the entire hydrogen energy industry chain.
Jingu Finance News | Stocks related to hydrogen energy concept are performing well, with ENN Energy (02688) up 4.88%, Jingcheng MAC (00187) up 4.71%, Ch Energy Eng (03996) up 2.73%, Weichai Power (02338) up 2.39%, and Dongyue Group (00189) up 1.47%. On the news front, the General Office of the People's Government of Sichuan Province issued the 'Action Plan for Further Promoting the Development and Popularization of the Entire Hydrogen Energy Industry Chain in Sichuan Province (2024-2027)'. It aims to promote the hydrogen energy industry in Sichuan Province by 2027 in high-end equipment, key core technologies, basic materials.
dongyue group (00189.HK) received a shareholding of 1.123 million shares from E Fund Fund.
According to the latest equity disclosure data from the Stock Exchange, on October 29, 2024, Dongyue Group (00189.HK) received EasyFund Management Co., Ltd. shareholding at an average price of 6.4272 Hong Kong dollars per share on the market, increasing by 1.123 million shares, involving approximately 7.2177 million Hong Kong dollars. After the shareholding, the latest shareholding of EasyFund Management Co., Ltd. is 87.449 million shares, and the shareholding ratio has increased from 4.98% to 5.05%.
Guolian Securities: Dual Carbon Acceleration Empowers Chemical Industry Supply-Side Reform with Multi-Industry Fluctuations
Since 2024, policies related to energy conservation, carbon reduction, and capacity optimization have been introduced successively. After the acceleration of dual-carbon policies, some positive changes are expected to occur on the supply side.
Shandong Dongyue Records 125% Jump in Q3 Net Profit
Dongyue Group: Shandong Dongyue Organosilicon Materials' net income attributable to parent company for the first three quarters was 88.59 million yuan.
Dongyue Group (00189) announced that Shandong Dongyue Organosilicon Materials (300821.SZ) achieved revenue of 4.022 billion yuan in the nine months ended September 30, 2024, with a net income attributable to Shandong Dongyue Organosilicon Materials' shareholders of 88.59 million yuan.
dongyue group (00189.HK): shandong dongyue organosilicon materials net income was 88.59 million yuan
On October 28, Gelonghui reported that dongyue group (00189.HK) announced that for the nine months ended September 30, 2024, its subsidiary shandong dongyue organosilicon materials achieved revenue of 4.022 billion yuan, with a net income attributable to shareholders of shandong dongyue organosilicon materials of 88.59 million yuan.
DONGYUE GROUP: INSIDE INFORMATIONQUARTERLY RESULTS OF A SUBSIDIARY
Hong Kong stocks abnormal | Dongyue Group (00189) fell more than 8% in the afternoon, with an increase in R32 emission of 0.045 million tons in 25 years. Institutions said it will not have a negative impact on prices.
dongyue group (00189) fell more than 8% in the afternoon, as of the press release, down 7.39%, trading at 6.27 Hong Kong dollars, with a turnover of 0.156 billion Hong Kong dollars.
haitong sec: First Dongyue Group (00189) has been given an "outperform the market" rating, benefiting from the rise in refrigerant prices.
From 2021 to 2024H1, the company achieved revenues of 15.847 billion yuan, 20.036 billion yuan, 14.554 billion yuan, and 7.285 billion yuan, with year-on-year changes of +57.48%, +26.43%, -27.36%, and +1.07% respectively.
Hong Kong stock concept tracking | Restrictions on quotas at the supply end of refrigerants. The fluorochemical industry is bullish on the cyclical boom (with concept stocks attached).
The supply and demand structure of the fluorine chemical industry is improving, and the prosperity cycle is coming.
Huafu Securities: By 2025, the quota policy is gradually becoming clear, bullish on the upward trend of refrigerant prices.
Under international environmental protection conventions, our country implements quota management for refrigerants, optimizing the supply-demand structure and increasing industry concentration. Demand is gradually rising with the global development of air conditioners, autos, and commercial refrigeration, supporting the continuous upward trend in refrigerant prices.
Hong Kong stock concept tracking | Significant increase in household appliance sales, refrigerant market continues to rise (with concept stocks)
Household appliance sales and production capacity continue to increase, driving up refrigerant demand.
Target: 5-minute full charge! Global battery manufacturers compete: Ningwang leads, Korean companies vow to catch up.
①In the increasingly fierce electric vehicle racing field in recent years, which company can now take the lead in alleviating consumers' "range anxiety", perhaps who can seize the opportunity. ②Now, many Asian battery manufacturers are competing to develop a new generation of electric vehicle "super fast charging" batteries, which are expected to make the charging speed of electric vehicles as fast as refueling gasoline or diesel vehicles:
Trending Industry Today: WEICHAI POWER Leads Losses In Hydrogen Energy Stocks