Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized after the decline, opportunities outweigh challenges next year. | Directly target the earnings conference

①It is expected that refrigerant prices will rebound across the board in Q4, while non-refrigerants will stabilize; ②Optimistically view next year's performance prospects, pointing out the coexistence of opportunities and challenges; ③Next year, the certainty of refrigerant price increases is strong, and the competitive landscape has improved somewhat; ④ Non-refrigerants are still in surplus, but the risk of a major drop over the past two years has been released.

cls.cnNov 12, 2024 18:13

Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations

1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.

cls.cnOct 24, 2024 21:12

The overall weakness of the fluorine chemical industry is not concealed by the soaring refrigerant prices. Zhejiang Juhua's net profit in Q2 is lower than the peak in the same period of 2022. interpretations

① In Q2, the net profit attributable to shareholders of Zhejiang Juhua was 0.524 billion yuan, lower than the same period of 2022; ② H1 net profit attributable to shareholders increased by 70.31% YoY, facing greater profit growth pressure in H2; ③ Refrigerants performed well while other fluorine chemical products dragged down performance; ④ The company's diversification strategy does not currently have an advantage in the industry.

cls.cnAug 22, 2024 23:59

Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development

① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.

cls.cnApr 30, 2024 07:49

Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments

① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.

cls.cnApr 27, 2024 14:52

News flash: hydrogen fuel cell concept stock continues to be active in Beijing

December 17 news, hydrogen fuel cell concept stock continues to be active, as of press release, Beijing shares three consecutive boards, the stock price rose nearly four times a month, Lanke heavy equipment, Kailong shares rose again, Lanke Hi-tech, Binhua shares, Zhenhai shares rose. On the news, the national multi-land policy supports the development of hydrogen energy, according to the "14th five-year Plan for Industrial Green Development" issued by the Ministry of Industry and Information Technology, which mentions speeding up hydrogen energy technological innovation and infrastructure construction and promoting the diversified use of hydrogen energy.

新浪財經Dec 17, 2021 09:48