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.

Zhitong FinanceDec 20 02:34 ET

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.

Zhitong FinanceDec 20 01:25 ET

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.

Zhitong FinanceDec 19 01:01 ET

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.

Zhitong FinanceDec 18 02:17 ET

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."

cls.cnDec 6 02:09 ET

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.

Zhitong FinanceNov 19 21:34 ET