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Puyang Refractories Group (002225.SZ): After the implementation of the "reciprocal tariffs," it will prompt suppliers of refractory materials in the USA to raise prices across the board.
On April 7th, Gelonghui reported that Puyang Refractories Group (002225.SZ) indicated on the investor interaction platform that the company's factory in the USA is currently focused on producing magnesium-carbon bricks and aluminum-magnesium-carbon bricks for converters, electric furnaces, and ladles, with a phase one capacity of 0.02 million tons per year already in production. The USA factory is a key part of the company's construction of a Global refractory materials full Industry Chain and represents a typical model of "China technology + USA manufacturing." After the implementation of "reciprocal tariffs," it will lead to a comprehensive price increase by refractory suppliers in the USA.
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Puyang Refractories Group (002225.SZ): The business in Russia has maintained stable growth in recent years.
Gelonghui reported on February 27 that Puyang Refractories Group (002225.SZ) stated on the investor interaction platform that both Ukraine and Russia were the leading market regions for the company's overseas sales before the conflict. The business in Ukraine was temporarily suspended after the conflict but is gradually resuming; the business in Russia has maintained stable growth in recent years.
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Everbright: The easing of the Russia-Ukraine conflict has created a reconstruction market. Focus on symbols benefiting from construction and building materials.
Everbright released a research report stating that the recent Russia-Ukraine conflict has reached a key turning point, with high-level talks between the US and Russia held in Saudi Arabia on February 18, establishing a consultation mechanism and increasing expectations for a peace agreement.
Puyang Refractories Group (002225.SZ): Currently, the orders in the Ukrainian market have not yet recovered to pre-war levels.
On February 19, Gelonghui reported that Puyang Refractories Group (002225.SZ) stated on the investor interaction platform that currently the Order in the Ukrainian market has not yet returned to pre-war levels. In the future, with the gradual recovery of Steel demand in Ukraine, the Ukrainian market will gradually recover.
The Market Doesn't Like What It Sees From Puyang Refractories Group Co., Ltd.'s (SZSE:002225) Earnings Yet