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港股异动 | 东岳集团(00189)涨超6% 供需格局持续优化 氟化工行业景气有望反转向上

HK stocks fluctuate | East Yue Group (00189) rises more than 6% and the supply and demand pattern continues to be optimized. The prosperity of the fluorine chemical industry is expected to reverse and rise.

Zhitong Finance ·  Jun 25 10:23

Dongyue Group (00189) rose more than 6%, as of press time, up 5.65%, to HKD 8.79, with a turnover of HKD 89.9276 million.

According to the Wise News APP, Dongyue Group (00189) rose more than 6% and was up 5.65% to HKD 8.79 as of press time, with a turnover of HKD 89.9276 million.

In terms of news, the Ministry of Ecology and Environment announced the issuance of quotas for the production, use, and import of ozone-depleting substances and hydrofluorocarbons in 2024. SHWY pointed out that the quota numbers of each enterprise meet expectations; the industry and enterprise landscape continues to optimize, and with the strong constraint of future supply, the continuous optimization of supply and demand pattern will bring the prosperity of the fluorine chemical industry to reverse upward along with the growth of the global air conditioner and auto repair and new installation market, and the growth of industrial refrigerants and cold chain demand.

In addition, according to Baichuan Yingfu data, the average price of refrigerant R32 is currently 34,000 yuan/ton, a decrease of 5.56% from last week, a decrease of 5.56% from last month, and an increase of 97.1% from the beginning of the year. Shanghai Securities believes that the recent price decline of refrigerants is mainly due to the end of the peak season for domestic air conditioner production. Zhuochuang Information expressed that the production scheduling of air conditioners in the second half of the year will greatly affect the adjustment amplitude of R32 prices; it is expected that the domestic market price of refrigerant R32 may weaken and stabilize before bottoming out and rebounding in the second half of the year.

The translation is provided by third-party software.


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