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Debang Securities: Production enterprises have low inventory levels, and refrigerants are showing signs of price increases again.
Due to factors such as insufficient remaining production quotas at the end of the year, domestic refrigerant companies will operate at low levels in December 2024, with widespread large-scale shutdowns for maintenance. Mainstream production companies have low inventory levels of quotas, which supports the rise in refrigerant prices.
Express News | The Concept of refrigerants fluctuates and surges, with Zhejiang Juhua hitting the daily limit.
Express News | The fluorochemical sector is experiencing a strong rebound, with Zhejiang Juhua and Yonghe Shares both reaching the limit up.
Zhejiang Juhua (600160): The refrigerant market is on the rise, and the company is expected to continue benefiting.
The supply and demand situation remains tight, and the high prosperity of refrigerants is expected to continue. Since the beginning of 2024, with the official implementation of the domestic quota system, the prices of the mainstream products of the third generation refrigerants (HFCs) have continued to rise. On December 16, the Ministry of Ecology and Environment released data from the domestic 20.
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.
