Group 1 - Dongyue Group (00189) shares rose over 6%, currently up 6.43% at HKD 12.92, with a trading volume of HKD 229 million [1] - The refrigerant market is currently characterized by a supply-demand balance driven by quota policies, leading to a strong market environment and increased pricing power among companies [1] - The outlook for the market remains positive, with expectations of price increases for most products due to the upcoming traditional stocking season and anticipated opening of shipping export windows [1] Group 2 - Dongyue Group previously issued 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] - Huatai Securities noted that the company's net profit for the first half of 2025 is in line with their expectations, estimated at HKD 750 million [1] - The company's performance is expected to enter an upward cycle, benefiting from the favorable conditions in the refrigerant market [1]
东岳集团涨超6% 制冷剂价格重心稳步上移 公司受益于制冷剂景气向上