TINCI(SZ:002709) Xin Lang Cai Jing·2025-09-24 03:32Group 1 - The core viewpoint of the articles highlights the positive performance of the chemical industry, particularly in the refrigerant sector, with significant price increases and profit growth among key companies [1][2]. - The Zhongzheng Subdivided Chemical Industry Theme Index (000813) has seen an increase of 0.46%, with notable gains from constituent stocks such as Tongcheng New Materials (603650) up 10.01% and Tianci Materials (002709) up 6.99% [1]. - Tianci Materials announced a cooperation agreement with Ruipu Lanjun for the procurement of at least 800,000 tons of electrolyte products by the end of 2030, indicating strong demand in the market [1]. Group 2 - East China Securities noted that the supply-demand relationship for second and third-generation refrigerants is tightening, with prices steadily rising since 2025 [2]. - Prices for third-generation refrigerants R32, R134a, and R125 have increased by 44.19%, 22.35%, and 8.33% respectively as of September 19, 2025 [2]. - Major refrigerant producers such as Juhua Co., Sanmei Co., and Yonghe Co. reported significant year-on-year net profit growth of 145.84%, 159.22%, and 140.82% respectively in the first half of 2025, indicating a sustained high level of industry prosperity [2].