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East China Securities: Refrigerant prices are steadily rising, with broad future potential.
Since 2025, downstream Air Conditioner Industry production has significantly increased, with strong demand. In 2025, the long-term contract prices of Air Conditioner manufacturers have been established, providing support for refrigerant prices, and the refrigerant industry is expected to maintain a high level of prosperity.
Zhejiang Juhua Co., Ltd.'s (SHSE:600160) Biggest Owners Are Private Companies Who Got Richer After Stock Soared 9.7% Last Week
HAITONG INT'L: The supply and demand patterns and market opportunities under the tightening of refrigerant quotas between China and India.
The export of refrigerants between China and India shows a divergence, with leading enterprises consolidating their advantages through Industry Chain integration.
Research Reports on opportunities | Xiangcai Securities: Maintains a "Shareholding" rating for Zhejiang Juhua, which is expected to benefit significantly from the high profitability of refrigerants.
According to the Research Reports from Xiangcai Securities, Zhejiang Juhua (600160.SH) is a leading enterprise in the fluorochemical industry, possessing a complete Industry Chain of fluorochemicals. In terms of fluorinated refrigerants, the supply of refrigerants is constrained by quota policies. Influenced by factors such as the replacement of old appliances in the home and global climate warming, the demand from end-users like Air Conditioners is expected to remain stable or increase. Refrigerants are likely to maintain a tight supply and demand situation. As a leading company in refrigerants, the company is expected to fully benefit from the high profitability of refrigerants. The high-performance fluorinated new materials integration project that Gansu Juhua intends to implement aims to leverage the CNI Resource Index in the western region to expand its fluorochemical industry, further extending the company's reach.
An Intrinsic Calculation For Zhejiang Juhua Co., Ltd. (SHSE:600160) Suggests It's 49% Undervalued
Counter-cyclical layout of high-performance fluorinated New Materials, Zhejiang Juhua invested 4.2 billion yuan to increase its stake in Gansu Juhua | Quick Announcement
① After the completion of the high-performance fluorinated new materials project, the average annual sales revenue will be 8.211 billion yuan, with an average annual net income of 1.068 billion yuan; ② Zhejiang Juhua stated that the high-performance fluorinated new materials project is an urgent need for Zhejiang Juhua to maintain its leading position in fluorinated refrigerants and fluoropolymers; ③ In recent years, market competition in fluoropolymers has been fierce, being at the bottom of the industry cycle, and major domestic fluorochemical competitors have been approaching resource areas.
102884128 : getting disappointed with this counter. every day drop.