Group 1 - Dongyue Group (00189) saw a nearly 6% increase in stock price, currently at HKD 14.09 with a trading volume of HKD 302 million [1] - Market liquidity is expected to gradually return next week as companies resume operations after the Spring Festival, with demand anticipated to be released after March [1] - The refrigerant market is supported by low inventory levels and bullish expectations, maintaining high price 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 [1] - Guosen Securities indicated that the tightening of refrigerant quotas is a long-term trend, with a positive outlook for mainstream refrigerants like R32, R134a, and R125, which are expected to have significant price upside [1] - The liquid cooling industry is expected to increase demand for fluorinated liquids and refrigerants, with a recommendation to pay attention to the price recovery of fluoropolymer products like 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