原油价格大幅反弹，三代制冷剂R32、R134a价格上涨

Group 1: Oil and Gas Industry - The conflict between the US and Venezuela is intensifying, leading to significant geopolitical impacts on oil prices [1] - The US Treasury announced sanctions on Russia's largest oil companies, Rosneft and Lukoil, on October 22 [1] - The EU has banned Russian liquefied natural gas from entering the European market and lowered the price cap for Russian crude oil to $47.6 per barrel [1] - As a result of these factors, WTI oil prices fell to $61.5 per barrel, a decrease of 6.88%, while Brent oil prices dropped to $65.94 per barrel, down 7.59% [1] Group 2: Refrigerant Industry - Prices for refrigerants R32 and R134a have increased due to supply constraints from quota policies, with companies prioritizing long-term customer orders [2] - As of October 26, the price of R134a rose by 1,000 yuan per ton to 5.4 million yuan per ton, while R32 increased by 500 yuan per ton to 6.3 million yuan per ton [2] - Prices for R142b and R22 remained stable at 27,000 yuan per ton and 16,000 yuan per ton, respectively [2] Group 3: Explosives and Pesticides Industry - The civil explosives industry is experiencing accelerated consolidation as the "14th Five-Year Plan" approaches its conclusion [3] - Major projects such as the Yarlung Tsangpo project and the new shipping channel of the Three Gorges are expected to boost domestic demand [3] - The "Belt and Road" initiative is anticipated to help civil explosive companies expand overseas demand [3] - In the pesticide sector, safety production accidents among key enterprises may disrupt supply [3]