Group 1 - Dongyue Group (00189) saw a nearly 6% increase in stock price, currently at 14.09 HKD with a trading volume of 302 million HKD [1] - Market liquidity is expected to gradually return next week as companies resume operations after the Spring Festival, with spring demand anticipated to be released after March [1] - The current prices are supported by low inventory levels and bullish expectations, maintaining a high level of consolidation [1] Group 2 - Export market orders are continuing to progress, and the upcoming refrigeration exhibition in April may bring new opportunities for the refrigerant market, with some varieties potentially experiencing new price support [1] - Guosen Securities indicated that the tightening of refrigerant quotas is a long-term trend, which is expected to sustain the market for mainstream refrigerants like R32, R134a, and R125, with significant long-term price upside potential [1] - The demand for fluorinated liquids and refrigerants is expected to increase due to the liquid cooling industry, and attention is recommended for the price recovery of fluoropolymer products such as PVDF and PTFE [1]
港股异动 | 东岳集团(00189)涨近6% 机构看好主流制冷剂景气度将延续