消息面上，近日，东岳集团发布公司非全资附属公司山东东岳有机硅材料股份有限公司(东岳硅材)截至 2025年12月31日止年度业绩公告，预告称东岳硅材归属于其股东的净利润预计为亏损人民币1370万元至 人民币2540万元；扣除非经常性损益后的净利润预计为亏损人民币160万元至人民币310万元。 东岳集团(00189)一度跌超5%，截至发稿，跌3.65%，报12.13港元，成交额9879.78万港元。 智通财经APP获悉，东岳集团(00189)一度跌超5%，截至发稿，跌3.65%，报12.13港元，成交额9879.78 万港元。 ...

东岳集团(00189)跌超5%，截至发稿，跌3.65%，报12.13港元，成交额9879.78万港元。 消息面上，近日，东岳集团发布公司非全资附属公司山东东岳有机硅材料股份有限公司(东岳硅材 （300821）)截至2025年12月31日止年度业绩公告，预告称东岳硅材归属于其股东的净利润预计为亏损 人民币1370万元至人民币2540万元；扣除非经常性损益后的净利润预计为亏损人民币160万元至人民币 310万元。 ...

消息面上，近日，东岳集团发布公司非全资附属公司山东东岳有机硅材料股份有限公司(东岳硅材)截至 2025年12月31日止年度业绩公告，预告称东岳硅材归属于其股东的净利润预计为亏损人民币1370万元至 人民币2540万元；扣除非经常性损益后的净利润预计为亏损人民币160万元至人民币310万元。 智通财经APP获悉，东岳集团(00189)跌超5%，截至发稿，跌3.65%，报12.13港元，成交额9879.78万港 元。 ...

智通财经APP讯，东岳集团(00189)发布公司非全资附属公司山东东岳有机硅材料股份有限公司(东岳硅 材)截至2025年12月31日止年度业绩公告，预告称东岳硅材归属于其股东的净利润预计为亏损人民币 1370万元至人民币2540万元;扣除非经常性损益后的净利润预计为亏损人民币160万元至人民币310万 元。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部 或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 於本公告日期，於深圳證券交易所創業板上市的本公司非全資附屬公司山東東岳 有機硅材料股份有限公司（「東岳硅材」）已於深圳證券交易所網站刊發有關其截至 2025年12月31日止年度的預計財務業績預告（「預告」）。預告稱東岳硅材截至2025 年12月31日止年度歸屬於其股東的淨利潤預計為虧損人民幣13,700,000元至人民幣 25,400,000元；扣除非經常性損益後的淨利潤預計為虧損人民幣1,600,000元至人民 幣3,100,000元。有關進一步詳情可透過www.szse.cn查閱。 DONGYUE GROUP LIMITED 東 岳 集 團 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：189） 內幕消息 附屬公司預計業績 本公告由東岳集團有限公司（「本公司」，連同其附屬公司統稱「本集團」）根據香港 聯合交易所有限公司 ...

每经AI快讯，东岳集团(00189.HK)涨超4%，截至发稿，涨4.39%，报11.9港元，成交额1.33亿港元。 ...

Core Viewpoint - Dongyue Group's stock price increased by 4.56% to HKD 11.92, with a trading volume of HKD 135 million, indicating positive market sentiment towards the company and the industry [1][4]. Group 1: Market Performance - On January 16, the prices of refrigerants R507 and R404 reached CNY 46,000-49,000 per ton and CNY 43,000-45,000 per ton, respectively, both showing an increase of CNY 3,000 per ton compared to January 14 [1][4]. - Dongyue Group is recognized as a leader in the fluorosilicone industry, with expectations of a long-term upward trend due to the official freeze of the third-generation refrigerant quota in 2024 [1][4]. Group 2: Financial Forecasts - Sanmei Co. anticipates a net profit growth of 155.66%-176.11% for 2025, while Yonghe Co. expects a net profit increase of 110.87%-150.66% for the same year [1][4]. Group 3: Industry Insights - Changjiang Securities highlights that the significant slowdown in capital expenditure for organic silicon, combined with high demand growth, is likely to lead to a reversal from the bottom [1][4]. - The fluoropolymer segment is expected to encounter structural opportunities, further supporting the positive outlook for Dongyue Group and the industry [1][4].

Core Viewpoint - Dongyue Group (00189) has seen a stock price increase of over 4%, currently trading at 11.9 HKD with a transaction volume of 133 million HKD, driven by rising refrigerant prices and positive earnings forecasts from leading companies in the sector [1] Group 1: Market Performance - Dongyue Group's stock rose by 4.39% to 11.9 HKD, with a trading volume of 133 million HKD [1] - The prices of refrigerants R507 and R404 have surged, reaching 46,000-49,000 CNY/ton and 43,000-45,000 CNY/ton respectively, an increase of 3,000 CNY/ton compared to January 14 [1] Group 2: Earnings Forecasts - Sanmei Co., Ltd. (603379) anticipates a net profit growth of 155.66%-176.11% for 2025 [1] - Yonghe Co., Ltd. (605020) expects a net profit increase of 110.87%-150.66% for 2025 [1] Group 3: Industry Outlook - Changjiang Securities highlights Dongyue Group as a leader in the fluorosilicone industry, with a long-term upward trend expected due to the freezing of third-generation refrigerant quotas in 2024 [1] - A significant slowdown in capital expenditure for organic silicon is anticipated, with high demand growth likely to lead to a reversal from the bottom [1] - The fluoropolymer segment is expected to encounter structural opportunities [1]

Group 1 - Dongyue Group (00189) saw a stock price increase of over 4%, reaching HKD 11.9 with a trading volume of HKD 133 million [1] - The prices of refrigerants R507 and R404 surged by CNY 3,000 per ton, reaching CNY 46,000-49,000 per ton and CNY 43,000-45,000 per ton respectively [1] - Leading companies in the refrigerant sector are forecasting significant profit growth for 2025, with Sanmei Co. expecting a net profit increase of 155.66%-176.11% and Yonghe Co. projecting a growth of 110.87%-150.66% [1] Group 2 - Changjiang Securities highlighted Dongyue Group as a leader in the fluorosilicone industry, anticipating a long-term upward trend due to the freezing of third-generation refrigerant quotas in 2024 [1] - The capital expenditure in the organic silicon sector is expected to slow down significantly, while demand is projected to grow rapidly, indicating a potential reversal from the bottom [1] - The fluoropolymer segment is expected to encounter structural opportunities in the near future [1]

Summary of Dongyue Group Conference Call Company Overview - Dongyue Group is a leading enterprise in the domestic fluorosilicone industry, established in 1987, focusing on new energy, new environmental protection, and new materials [4][13] - The company has a stable shareholding structure, with the chairman and his son holding a combined 15.4% of shares, and has repurchased 31% of shares from Xinhua Group [2][4] Key Business Segments Refrigerants - The refrigerant industry is entering a long-term upcycle following the national quota freeze in 2024, with a market concentration (CR3) of 65% [2][7] - Dongyue Group holds approximately 32,000 tons of second-generation refrigerant rights and 63,000 tons of third-generation refrigerant rights, significantly contributing to the company's performance [3][9] - Prices for certain refrigerants have risen significantly, with R32 reaching 63,000 CNY/ton and R134 reaching 58,000 CNY/ton, indicating a strong price outlook [8] Organic Silicon - The organic silicon industry is expected to maintain a growth rate of over 10%, with demand increasing and no new capacity expected after 2025 due to reduced capital expenditure [2][11] - The compound annual growth rate (CAGR) for apparent consumption of organic silicon from 2008 to 2024 is projected at 11%, with exports growing at 19% [11] Fluoropolymers - Dongyue's fluoropolymer products include PTFE and PVDF, with PTFE maintaining a gross margin of over 20% in high-value applications despite low profitability in low-end markets [12] - PVDF is benefiting from increased demand in energy storage and lithium battery applications, with a potential for price recovery due to improving supply-demand balance [12] Financial Performance and R&D - The company maintains a good cash flow and debt situation, with R&D investment accounting for about 5% of revenue, reflecting a commitment to high-quality development [5][6] Market Dynamics - The third-generation refrigerant market is stable due to the inability to build new production capacity, ensuring existing players are not threatened by new entrants [7] - The second-generation refrigerant market is expected to see price recovery as quotas are reduced, despite a recent price drop [10] Investment Outlook - Dongyue Group is well-positioned in the refrigerant, organic silicon, and fluoropolymer sectors, with a favorable valuation and potential for growth in a long-term upcycle [2][13]