Group 1 - Dongyue Group (00189) saw its stock price increase by over 8% during trading, currently up 6.31% at HKD 11.12, with a trading volume of HKD 425 million [1] - According to Steel Union data, the prices of refrigerants R32 remained stable at high levels, while R134a continued to rise. As of October 31, prices for R32, R125, R410a, and R134a have increased by 46.51%, 8.33%, 27.83%, and 27.06% respectively since the beginning of the year [1] - CITIC Construction Investment released a report indicating that chemical product prices in China have been declining for four consecutive years, with policies aimed at reducing internal competition and self-regulation emerging, suggesting a potential turning point in the cycle. The report highlights the importance of supply and demand improvements, focusing on cyclical sectors related to supply structure and domestic demand, particularly in fluorochemicals like Dongyue Group [1] Group 2 - Kaiyuan Securities noted that with the ongoing implementation of carbon peak and carbon neutrality strategies, the second-generation refrigerant R22 is set to be significantly reduced, which is expected to benefit HFCs as national policies promote rapid penetration [1]
东岳集团盘中涨超8% 化工反内卷加速供给出清 制冷剂供需格局改善