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China Galaxy Securities: The transformation and upgrade of the petrochemical industry may require further advancement. Focus on two main lines: high-end product development and greening.
Bullish on the continued advancement of the decarbonization process, the waste Plastics chemical recycling blue ocean market.
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.
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.
Zhejiang Juhua (600160): A leading company in China's fluorochemical Industry continues to benefit from the upward cycle of refrigerants.
The company has been deeply involved in the fluorochemical industry for nearly 20 years, transitioning from a basic chemical industry enterprise to an innovative company focused on high-performance fluorochlorine New Materials. It is a leading advanced manufacturing base for fluorochemicals and comprehensive supporting fluorochemical and Shanghai Chlor-alkali Chemical in China.
Express News | Donghai Securities: The refrigerant industry is expected to maintain a high level of prosperity.
Guosen: At the end of the year, the production of air conditioners shows double-digit growth, and the prices of R125 and R134a have further increased.
The tightening of refrigerant quota restrictions is a long-term trend. Against this backdrop, bullish sentiment for second and third generation refrigerants such as R22, R32, R125, and R134a is expected to continue, with significant potential for product prices to rise in the long term.
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