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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.
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.
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