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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.
Yonghe Co., Ltd. (605020.SH): has repurchased a total of 0.8193% of the company's shares.
On January 3, Gelonghui reported that Yonghe Co., Ltd. (605020.SH) announced that as of December 31, 2024, the company has cumulatively repurchased 3,106,280 shares through the trading system of the Shanghai Exchange using centralized bidding, accounting for 0.8193% of the company's current total share capital. The highest price for the repurchase was 19.94 yuan per share, the lowest price was 14.74 yuan per share, with a total transaction amount of 50,004,011.40 yuan (excluding stamp duty, trading commissions, and other transaction fees).
Zhejiang Yonghe Refrigerant (SHSE:605020) Is Reinvesting At Lower Rates Of Return
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.
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