CGWS(SZ:002939) 智通财经网·2026-02-05 02:26Group 1 - The ongoing PFAS bans are driving global industries to seek alternative materials, creating growth opportunities for China's fluorine-free materials sector [1] - PFAS, due to its "permanent pollution" characteristics, poses a dual crisis for global environment and health, as it is difficult to degrade and can accumulate in the ecosystem [1] - The global regulatory landscape for PFAS has entered a stringent phase, with over 40 countries initiating bans, including the EU's plan to prohibit over 10,000 PFAS substances starting in 2025 [2] Group 2 - The impact of PFAS restrictions on the fluorinated refrigerant industry is expected to be minimal in the short to medium term, as existing regulations may exclude fluorinated gases [3] - China's PFAS prevention and control system is still in its early stages, requiring collaboration between policy, technology, and industry to transition from checklist management to comprehensive governance [4]