Core Viewpoint - The company is proactively addressing the impact of the domestic third-generation refrigerant quota policy freeze starting in 2024 and the subsequent quota reductions from 2029 by implementing various strategic measures [1] Group 1: Company Strategies - The company emphasizes leveraging the full industry chain synergy to maintain cost advantages [1] - The company is closely monitoring the market to dynamically optimize its quota usage plans [1] - The company is accelerating the construction of fourth-generation refrigerant production capacity, with a project in Baotou that includes 20,000 tons/year of HFO-1234yf and 23,000 tons/year of HFO-1234ze co-produced with HCFO-1233zd, which is expected to enhance its core competitiveness and support long-term sustainable development [1]

每经AI快讯，有投资者在投资者互动平台提问：你好董秘，请问贵公司和英伟达有业务往来吗？ 永和股份（605020.SH）11月26日在投资者互动平台表示，截至目前，公司与英伟达暂无业务往来。 （文章来源：每日经济新闻） ...

Group 1 - The company is currently maintaining normal production operations at the Shaowu base, with ongoing improvements in production line efficiency and product yield [2] - The high-purity PFA has entered the trial production stage [2]

Core Viewpoint - The company has confirmed its involvement in the liquid cooling sector through its products, specifically hexafluoropropylene dimer and trimer [2] Company Summary - Yonghe Co., Ltd. (605020.SH) has indicated that its hexafluoropropylene dimer and trimer can be utilized in the liquid cooling field [2]

Group 1 - The company Zhejiang Chenglong New Materials, controlled by Yonghe Co., is a comprehensive new materials enterprise [2] - The main business of Zhejiang Chenglong includes the production and sales of polymer colored granules and fine powders [2]

Group 1 - The core point of the article is that Yonghe Co., Ltd. has announced that its subsidiary, Shaowu Yonghe, has entered the trial production phase for a high-purity PFA plant with a capacity of 3kt/year [2] Group 2 - Investors inquired about the construction cycle for the PFA project on the investor interaction platform [2] - The announcement was made on November 26, indicating progress in the company's production capabilities [2]

格隆汇11月26日丨永和股份(605020.SH)在投资者互动平台表示，公司子公司邵武永和3kt/年高纯pfa已进 入试生产阶段。 ...

Group 1 - The core viewpoint of the article is that Yonghe Co., Ltd. (605020.SH) is currently in the market expansion phase for its fluorinated liquid products [1] Group 2 - The company has communicated this information through its investor interaction platform [1]

永和股份（605020.SH）11月26日在投资者互动平台表示，2025上半年度，公司出口美国业务的销售收 入占公司整体销售收入比重不足5%，占比较小。 每经AI快讯，有投资者在投资者互动平台提问：请问永和股份出口美国的收入或利润占比是多少？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company has received a total HFCs quota of approximately 55,900 tons for 2024, with specific allocations for different types of HFCs detailed [2]. Quota Allocation - The total HFCs quota for 2024 is approximately 55,900 tons, with the following allocations: - HFC-143a: 14,400 tons - HFC-152a: 10,600 tons - HFC-134a: 10,900 tons - HFC-227ea: 7,200 tons - HFC-32: 5,800 tons - HFC-125: 6,400 tons [2]. Future Projections - For 2025, the company is projected to receive a total HFCs quota of approximately 58,200 tons [2]. Quota Utilization Strategy - The company adheres to relevant policy requirements and develops production plans based on annual quota size and market dynamics, aiming to maximize benefits for the company and its shareholders [2].