Group 1 - Dongyue Group's stock price increased by 2.66%, currently at HKD 10.81, with a trading volume of HKD 51.95 million [1] - The company announced a profit warning, expecting a significant year-on-year increase of approximately 150% in net profit attributable to shareholders for the fiscal year ending June 30, 2025 [1] - The primary reason for this expected growth is attributed to the substantial increase in prices of certain refrigerant products compared to the same period last year [1] Group 2 - Guosen Securities reported that mainstream refrigerant product prices are expected to show stable growth, with average prices for R32 projected at 56,000, 57,000, and 58,000 yuan for August to October, respectively [1] - For R134a, the average prices are expected to be 50,000, 51,000, and 52,000 yuan during the same period [1] - The price of R227ea has risen to 73,000 yuan per ton due to impacts from insufficient production and inventory replenishment in fire protection [1] Group 3 - August is typically a low season for air conditioning manufacturers, leading to a decrease in refrigerant demand; however, with the arrival of the "golden September and silver October," an increase in demand is anticipated as the new cooling season begins [1] - The limited annual supply of refrigerants is expected to support a strong pricing sentiment, with R32 prices likely to remain high in the coming three months [1] - As the annual quota for R134a continues to be consumed, the pricing sentiment is expected to strengthen, with high-price offers being realized and an anticipated increase in export demand from September to October [1]
东岳集团早盘涨超3% 主流制冷剂产品价格稳定增长