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Guosen: At the end of the year, the production of air conditioners shows double-digit growth, and the prices of R125 and R134a have further increased.
The tightening of refrigerant quota restrictions is a long-term trend. Against this backdrop, bullish sentiment for second and third generation refrigerants such as R22, R32, R125, and R134a is expected to continue, with significant potential for product prices to rise in the long term.
Zhejiang Juhua (SHSE:600160) Seems To Use Debt Quite Sensibly
Huajin Securities: Isopropyl alcohol supply is tight, prices may continue to rise.
Starting from late June 2024, the price of n-propanol has continuously risen from a low of 7,400 yuan per ton, currently reaching 10,800 yuan per ton.
Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference
①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.
Zhejiang Juhua (600160.SH): The company is not engaged in fluorite mining business and currently has no plans for this business.
Gelonghui Nov. 11th | Zhejiang Juhua (600160.SH) stated on the interactive platform that the company is not engaged in fluorite mining business and currently has no plans for this business.
Private Companies Are Zhejiang Juhua Co., Ltd.'s (SHSE:600160) Biggest Owners and Were Rewarded After Market Cap Rose by CN¥5.1b Last Week
102884128 : getting disappointed with this counter. every day drop.