Group 1 - The core viewpoint of the article highlights that Dongyue Group's stock has risen over 6%, currently at 12.92 HKD, with a trading volume of 229 million HKD, indicating strong market interest [1] - The refrigerant market is currently characterized by a supply-demand balance driven by quota policies, leading to a strong market position and increased pricing power among companies [1] - The outlook for the market remains positive, with expectations of price increases due to the upcoming traditional stocking season and anticipated opening of maritime export windows [1] Group 2 - Dongyue Group has previously issued a profit warning, projecting 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, amounting to 750 million CNY [1] - The company is expected to benefit from the upward trend in the refrigerant market, positioning its performance for a growth cycle [1]
港股异动 | 东岳集团(00189)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