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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 Sanmei Chemical Industry Co.,Ltd. (SHSE:603379) Insiders Have Significant Skin in the Game With 58% Ownership
Zhejiang Sanmei Chemical Industry (603379.SH): Director and Executive Deputy General Manager Zhan Linxi intends to reduce his shareholding by no more than 0.7887%.
Glory Exchange, February 28th丨Zhejiang Sanmei Chemical Industry (603379.SH) announced that within three months after the 15 trading days following the disclosure of this announcement, Director and Executive Deputy General Manager Mr. Kang Linxi plans to reduce his holdings through centralized bidding and/or block trading of no more than 4,814,747 shares of the company's unrestricted circulating stock, approximately accounting for 0.7887% of the company's total share capital, and not exceeding 25% of the total number of shares he holds; Director and Deputy General Manager Mr. Wu Shaoming plans to also reduce his holdings of the company's unrestricted shares through centralized bidding and/or block trading.
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 Gold Digging | Guosen: Maintain 'Outperform Market' rating for Zhejiang Sanmei Chemical Industry, Bullish on the continued prosperity of refrigerants.
Guosen's Research Reports point out that Zhejiang Sanmei Chemical Industry (603379.SH) has launched the second phase of its employee stock ownership plan, remaining bullish on the sustained prosperity of refrigerants. By continuously introducing employee stock ownership plans, the alignment of interests among the company, shareholders, and employees will be achieved, promoting a collective focus on the company's long-term development and interests, thereby bringing more efficient and lasting returns to the company. As the supply-side structural reform of third-generation refrigerant products continues to deepen, the industry competitive landscape tends to become more concentrated, and third-generation refrigerants are expected to maintain a long-term prosperity cycle. As a leading enterprise in the industry, the company will continue to benefit. In the future, the company will actively lay out in New Materials and New energy Fund.
Zhejiang Sanmei Chemical Industry (603379.SH): plans to launch an employee stock ownership plan in 2025.
On February 9, GELONGHUI reported that Zhejiang Sanmei Chemical Industry (603379.SH) announced an employee stock ownership plan for 2025. The stocks for this employee stock ownership plan will be sourced from the company's repurchase special account for repurchased Zhejiang Sanmei Chemical Industry A-share common stocks. The number of symbol stocks intended to be held under this employee stock ownership plan will not exceed 3.7231 million shares, accounting for approximately 0.61% of the company's total equity of 610.479037 million shares as of the date of the plan's announcement. After the draft of this employee stock ownership plan is approved by the company's shareholders' meeting, the stocks held in the company’s repurchase special securities account will be acquired through non-trading transfers and other methods permitted by laws and regulations.
Zhejiang Sanmei Chemical IndustryLtd's (SHSE:603379) Returns On Capital Not Reflecting Well On The Business
