Zhitong Financial APP learned that Dongyue Group (00189) rose by more than 4%. As of press time, it rose by 4%.cryptogameslikeaxie.48%, reported at HK$9.8, with a turnover of HK$85.6008 million.
On the news front, according to Baichuan Yingfu data, as of May 24, the price of the second-generation refrigerant R142b was 16,500 yuan/ton, unchanged from last week; the price of R22 was 29,000 yuan/ton, up 2500 yuan/ton from last week. In terms of the third-generation refrigerant, the price of R125 is 40,500 yuan/ton, down 4500 yuan/ton from last week's price; the price of R134a is 32,000 yuan/ton, which is the same as last week's price; and the price of R32 is 36,000 yuan/ton, up 1000 yuan/ton from last week.
Hua 'an Securities pointed out that since 24 years ago, the supply of third-generation refrigerants has entered the stage of "quota + continuous reduction", while the reduction of second-generation refrigerants has accelerated. The price of fourth-generation refrigerants remains high due to patent issues and it is difficult to replace them, and the refrigerant supply side continues to shrink. At the same time, with the development of the heat pump and cold chain markets and the continued expansion of the air conditioning stock market, coupled with factors such as the expansion of refrigerant demand in Southeast Asian countries, the demand side maintained steady growth. In the future, the gap between supply and demand in the refrigerant market will continue to expand, refrigerant prices will rise steadily, with a high quota proportioncryptogameslikeaxieThe company will fully benefit.