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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.
The Recent 8.8% Gain Must Have Brightened CEO Jianguo Tong's Week, Zhejiang Yonghe Refrigerant Co., Ltd.'s (SHSE:605020) Most Bullish Insider
Yonghe Co., Ltd. (605020.SH) has received approval from the Shanghai Stock Exchange for its application to issue A shares to specific targets.
Yonghe Co., Ltd. (605020.SH) announced that the company recently received a notice from the shanghai exchange listing review center regarding...
Eternal Unity (605020.SH): has cumulatively repurchased 0.6811% of the company's shares.
On December 2, 2023, Gelonghui announced that as of November 30, 2024, Yonghe Co., Ltd. (605020.SH) has cumulatively repurchased 2,590,380 shares of the company through the Shanghai Stock Exchange trading system via centralized bidding, accounting for 0.6811% of the current total share capital of the company. The highest price for the repurchase was 18.58 yuan/share, the lowest price was 14.74 yuan/share, and the total transaction amount was 39,994,925.40 yuan (excluding stamp duty, trading commission, and other transaction fees).
