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Open-source Securities: Refrigerants may welcome a double hit in the main upward market in 2025.
There is a strong bullish outlook for the refrigerant market to continue, and it is determined that by 2025, under the multiple catalysts of ongoing profit release, accelerated right-side trends, potential seasonal restocking due to low inventory, and rational expectations of policies, the refrigerant Industry may迎来 a major wave of profit and valuation increases.
Zhejiang Sanmei Chemical Industry Co.,Ltd.'s (SHSE:603379) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
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 Sanmei Chemical Industry (603379.SH): The industry chain does not include businesses such as fluorite mining and processing.
Gelonghui November 29th, zhejiang sanmei chemical industry (603379.SH) stated on the interactive platform that the company's main products are fluorine refrigerants, fluorine foaming agents, and hydrogen fluoride, with the industry chain not including business such as fluorite mining and processing.
Zhejiang Sanmei Chemical Industry (603379.SH): Currently, there is no PVDF production capacity.
Gelonghui November 29th | zhejiang sanmei chemical industry (603379.SH) stated on the interactive platform that the company currently has no PVDF production capacity.
Insiders Are the Top Stockholders in Zhejiang Sanmei Chemical Industry Co.,Ltd. (SHSE:603379), and the Recent 4.2% Drop Might Have Disappointed Them