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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.
Puyang Refractories Group (002225.SZ): The USA factory is expected to achieve full-scale production by mid-year.
On February 7, GELONGHUI reported that Puyang Refractories Group (002225.SZ) indicated on its investor interaction platform that the company's factory in the USA is expected to achieve full-scale production by mid-year, with actual output determined by Orders. The current capacity of the USA factory is approximately 0.02 million tons of magnesia-carbon bricks.
Puyang Refractories Group (002225.SZ): Signed a global strategy framework agreement with GEM Co., Ltd.
On January 13, the Longhu Group reported that Puyang Refractories Group (002225.SZ) announced that the company recently signed a "Global Strategy Cooperation Framework Agreement" with GEM Co., Ltd. Based on the principles of equality, voluntariness, mutual trust, mutual benefit, and long-term cooperation, the company will develop an efficient precipitant product suitable for the high-pressure leaching HPAL process of laterite nickel ore for GEM Co., Ltd. and ensure supply to maximize the strategic interests of both parties.
The Market Doesn't Like What It Sees From Puyang Refractories Group Co., Ltd.'s (SZSE:002225) Earnings Yet