Group 1 - The core viewpoint of the article highlights that Dongyue Group's stock has risen over 6%, reflecting strong market sentiment in the refrigerant sector driven by supply-demand balance and pricing power [1] - The refrigerant market is currently characterized by a strong demand-supply balance under quota policies, leading to increased industry concentration and a strong willingness among companies to raise prices [1] - The outlook for the market remains positive, with expectations of continued price increases due to the upcoming traditional stocking season and the 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 yuan [1] - The company's performance is expected to enter an upward cycle, benefiting from the favorable conditions in the refrigerant market [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