Group 1 - Dongyue Group (00189) saw a stock price increase of over 4%, currently at HKD 11.42 with a trading volume of HKD 137 million [1] - Guosen Securities reported that mainstream refrigerant long-term contract prices continued to rise in the first quarter, indicating a positive outlook for refrigerants like R32, R134a, and R125 due to tightening quota constraints [1] - The company is recognized as a leader in the fluorosilicone industry, with divisions producing and selling various products including polytetrafluoroethylene (PTFE), refrigerants, silicone rubber, dichloromethane, polyvinyl chloride (PVC), and caustic soda [1] Group 2 - The tightening of refrigerant quotas is expected to be a long-term trend, suggesting that leading companies in the refrigerant quota space will maintain high profitability levels [1] - There is an anticipated increase in demand for fluorinated liquids and refrigerants driven by the liquid cooling industry [1] - The report also suggests monitoring the price recovery of PVDF [1]
港股异动 | 东岳集团(00189)逆市涨超4% 一季度主流制冷剂长协价格持续上涨