Shouchuang Securities research report points out that it is recommended to focus on investment opportunities in the tire and refrigerant industries. 1) In the long term, global tire demand is stable and increasing, while domestic tire companies continue to increase their market share globally with cost-effective advantages. In the short term, domestic and international demand is recovering, raw material costs and marine transportation costs are falling, and companies' orders are full with profit recovery. Focus on: Sailun Group, Qingdao Sentury Tire, etc. 2) After the production and sales of the third generation refrigerants are implemented according to quotas in 2024, refrigerant quotas will concentrate on leading companies. In the global environment of increasing demand for refrigerants, the refrigerant industry will usher in a long-term upward business cycle. Focus on: Zhejiang Juhua, Yonghe Corporation, etc.