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Debang Securities: Production enterprises have low inventory levels, and refrigerants are showing signs of price increases again.
Due to factors such as insufficient remaining production quotas at the end of the year, domestic refrigerant companies will operate at low levels in December 2024, with widespread large-scale shutdowns for maintenance. Mainstream production companies have low inventory levels of quotas, which supports the rise in refrigerant prices.
Dongyue Group's Subsidiary Renews Supply, Purchase Agreements for Raw Materials, Ancillary Services
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.
YSREDDY OP : Yeah 60% capital loss in a month, shitty market I feel
hong0206 : u bought dongyue under recommendation of kk?
YSREDDY OP : Mr EC so called guru
101775871 : You are not alone.
102550346 : You are not alone. Bought under Ernest Chan?
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