Group 1 - Dongyue Group (00189) saw a nearly 4% increase in stock price, currently trading at 10.58 HKD with a transaction volume of 56.22 million HKD [1] - The release of 2026 HCFCs/HFCs enterprise quotas indicates a strong continuity in HFCs quota policy, with main products maintaining strong supply constraints [1] - The high industry concentration, favorable competitive landscape, and robust demand from household and automotive air conditioning are expected to support continued high prosperity in HFCs [1] Group 2 - According to Ping An Securities, the quota for second-generation refrigerants will be further reduced by 2025, while the increase in third-generation refrigerant quotas will be limited year-on-year [1] - The supply side is expected to be constrained, while the demand side is projected to grow driven by national subsidies, leading to an improved supply-demand balance in refrigerants [1] - The report suggests focusing on leading enterprises in third-generation refrigerant production due to sustained growth in downstream appliances and automotive demand [1]
港股异动 | 东岳集团(00189)盘中涨近4% 26年配额发布 有望支撑HFCs供需偏紧