Zhong Guo Neng Yuan Wang·2025-08-14 01:57Group 1 - The prices of third-generation refrigerants R32, R125, and R134a have increased as of July 31, 2025, reaching 55,000 yuan/ton, 45,500 yuan/ton, and 50,000 yuan/ton respectively, with increases of 4.76%, 0%, and 2.04% compared to the end of April [1][2] - The price of R22 remains stable at 35,000 yuan/ton, unchanged from the previous month, but up 14.75% year-on-year; the price difference is 26,842 yuan/ton, down 0.55% from the end of last month [1][2] - The prices of fluorinated polymers have decreased, with PTFE suspension medium, dispersion emulsion, and dispersion resin priced at 37,000 yuan/ton, 28,000 yuan/ton, and 40,000 yuan/ton respectively as of July 31, 2025 [2] Group 2 - The production of household air conditioners is expected to decline year-on-year from August to October 2025, with total production volumes of 11.443 million units, 10.662 million units, and 12.356 million units respectively, showing year-on-year growth rates of -2.79%, -12.70%, and -12.10% [2] - Zhongxin Fluorine Materials expects a net profit of 4.7589 million to 6.0809 million yuan for the first half of 2025, recovering from a loss of 23.1287 million yuan in the same period last year [3] - Yonghe Co. reported a revenue of 2.445 billion yuan for the first half of 2025, a year-on-year increase of 12.39%, with a gross margin of 25.29%, up 7.36 percentage points from the previous year, and a net profit of 271 million yuan, a year-on-year growth of 140.82% [3] Group 3 - The supply-demand relationship for second and third-generation refrigerants remains tight, with a reduction in second-generation refrigerant quotas and a stable total production quota for third-generation refrigerants [3] - The refrigerant prices have been steadily increasing since 2025, with a notable rise in July, indicating a high level of industry prosperity and potential for significant profit growth for related production companies [3]