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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.
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.
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.
A-shares in the chemical sector have surged, with Yonghe Co., Ltd. hitting the daily limit.
On December 9th, according to Gelonghui, Yonghe Co., Shanghai Chlor-alkali Chemical hit the upper limit, while Zhejiang Sanmei Chemical Industry, Zhejiang Juhua, China Kings Resources Group, Luxi Chemical Group, and others followed suit.
Yonghe Co., Ltd. (605020.SH) has received approval from the Shanghai Stock Exchange for its application to issue A-shares to specific targets.
Yonghe Co., Ltd. (605020.SH) announced that it has recently received a listing review center from the shanghai exchange...
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