Dongyue Group (00189) rose 4.5 percent in early tradingwsopgamehunters.52%wsopgamehunters, is now reported at HK$9.94, a cumulative increase of more than 43% during the month, with a turnover of HK$188 million.
Huaan Securities believes that starting from 2024, the supply of third-generation refrigerants will enter the stage of "quota + continuous reduction". The reduction of second-generation refrigerants is accelerating, and the price of fourth-generation refrigerants remains high due to patent issues, making it difficult to replace them. The refrigerant supply side continues to shrink. At the same time, with the development of the heat pump and cold chain markets and the continued expansion of the air conditioning stock market, coupled with factors such as the expansion of refrigerant demand in Southeast Asian countries, the demand side maintained steady growth. In the future, the gap between supply and demand in the refrigerant market will continue to expand, refrigerant prices will rise steadily, and companies with a higher quota ratio will fully benefit.