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Debang Securities: Production enterprises have low inventory levels, and refrigerants are showing signs of price increases again.
Due to factors such as insufficient remaining production quotas at the end of the year, domestic refrigerant companies will operate at low levels in December 2024, with widespread large-scale shutdowns for maintenance. Mainstream production companies have low inventory levels of quotas, which supports the rise in refrigerant prices.
Haohua Chemical Science & Technology Promotes Vice Chair to Chair
Haohua Chemical Science& Technology Corp. (600378.SH): Chairman Hu Dongchen has retired and stepped down, and Wang Jun has been elected as the new Chairman.
On December 26, Gelonghui reported that Haohua Chemical Science& Technology Corp. (600378.SH) announced that the Board of Directors recently received a written resignation letter submitted by Mr. Hu Dongchen. Due to reaching retirement age, Mr. Hu Dongchen applied to resign from the positions of director, chairman of the eighth Board of Directors, and member of relevant specialized committees. After resigning from the aforementioned positions, Mr. Hu Dongchen will not hold any position in the company. As of the date of this announcement, Mr. Hu Dongchen holds 167,500 shares of Stocks due to participating in the company's Stock-based Incentive. The company will hold the 25th meeting of the eighth Board of Directors of Haohua Chemical Science& Technology Corp. on December 26, 2024, to review.
Haohua Chemical Science& Technology Corp. (600378.SH) elected Wang Jun as Director.
Haohua Chemical Science& Technology Corp. (600378.SH) announced that the company's Board of Directors recently received a written resignation submitted by Mr. Hu Dongchen...
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.
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.