Group 1 - Dongyue Group (00189) shares increased by over 3%, currently up 2.66% at HKD 10.81, with a trading volume of HKD 51.95 million [1] - The company recently announced a positive earnings forecast, expecting a significant year-on-year net profit increase of approximately 150% for the fiscal year ending June 30, 2025 [1] - The primary reason for this expected growth is attributed to a substantial rise in the prices of certain refrigerant products compared to the same period last year [1] Group 2 - According to Guosen Securities, mainstream refrigerant product prices are expected to show stable growth, with average prices for R32 in August to October projected at 56,000, 57,000, and 58,000 CNY respectively, and R134a at 50,000, 51,000, and 52,000 CNY [1] - The price of R227ea has increased to 73,000 CNY/ton due to impacts from fire-fighting stockpiling and insufficient production [1] - August is typically a low season for air conditioning production, leading to reduced refrigerant demand; however, with the arrival of the peak season in September and October, an increase in refrigerant demand is anticipated [1]
港股异动 | 东岳集团(00189)涨超3% 主流制冷剂产品价格稳定增长 机构指行业挺价心态持续增强