Group 1 - The third-generation refrigerant R32 has seen a price surge, with the domestic average price exceeding 50,000 yuan per ton, representing a 42% year-on-year increase [2] - As of June 5, the gross profit for R32 reached 35,000 yuan per ton, an increase of over 10,000 yuan per ton compared to the same period last year [2] - Several brokerages are optimistic about the third-generation refrigerant's market cycle, anticipating that leading companies will benefit significantly [2] Group 2 - Dongyue Group (00189) is a leading player in China's fluorosilicon industry, holding the fourth domestic quota for HFCs and the first for R22 [3] - The company has integrated advantages across its two main industrial chains: fluorochemical (hydrofluoric acid, refrigerants, and fluorinated polymers) and silicon chemical (monomers, intermediates, and deep-processing products) [3]
港股概念追踪|北方各地持续高温 制冷剂再度涨价（附概念股）