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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.
Hong Kong stock Concept tracking | The optimization of the supply and demand pattern leads to a bullish reversal in the fluorochemical industry, and Institutions are bullish on the price increase of the third-generation refrigerants (including related sto
The prices of second and third generation refrigerants are expected to continue to rise in 2025.
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.
Yearly Review | The top ten repurchase kings of Hong Kong stocks in 2024 are announced! All Market repurchase total exceeds 250 billion Hong Kong dollars, with Tencent accounting for a "half of the market".
According to Wind data, as of December 17, 277 Hong Kong stocks have conducted buybacks this year, with a total buyback amount of 256.117 billion Hong Kong dollars, and 64 individual stocks have a cumulative buyback amount exceeding 0.1 billion Hong Kong dollars this year.
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.
Dongyue Group (0189.HK): Focus on the main business and optimize costs.
Dongyue Group, a chemical new materials manufacturer focused on the domestic market, has been operating in Zibo City, Shandong Province since 1987 and was listed in Hong Kong in December 2007. Currently, the company mainly produces four major categories of chemical products.
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