Core Viewpoint - Dongyue Group (00189) saw a stock price increase of over 4%, currently trading at HKD 11.42 with a transaction volume of HKD 137 million, driven by positive market sentiment regarding refrigerant prices and demand [1] Industry Summary - 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 firm believes that leading companies in the refrigerant quota space are likely to maintain high profitability levels in the long term, supported by sustained demand from the liquid cooling industry for fluorinated liquids and refrigerants [1] - There is an expectation for price recovery in PVDF, which is relevant to the broader market dynamics [1] Company Summary - Dongyue Group is a leader in the fluorosilicone industry, with divisions engaged in the production and sale of various high polymer materials, refrigerants, and silicone products [1] - The high polymer materials division produces products such as polytetrafluoroethylene (PTFE), while the refrigerant division focuses on refrigerant products [1] - Other divisions include the production and sale of dichloromethane, polyvinyl chloride (PVC), and caustic soda [1]
东岳集团逆市涨超4% 一季度主流制冷剂长协价格持续上涨