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港股异动 | 东岳集团(00189)现涨超8% 制冷剂R32市场均价持续上涨 下游整体需求向好

Changes in Hong Kong stocks | Dongyue Group (00189) is now up more than 8% The average price of refrigerant R32 continues to rise, and overall downstream demand is improving

Zhitong Finance ·  May 15 21:48

Dongyue Group (00189) is now up more than 8%. As of press release, it has risen 6.16% to HK$9.14, with a turnover of HK$88.277 million.

The Zhitong Finance App learned that Dongyue Group (00189) is now up more than 8%. As of press release, it has risen 6.16% to HK$9.14, with a turnover of HK$88.277 million.

According to Baichuan Yingfu data, on May 14, the average reference price in the domestic refrigerant R32 market was 35,000 yuan/ton, up 500 yuan/ton from the previous working day, up more than 20% from the same period last month and 150% from the end of July last year. Huachuang Securities believes that the upward trend of third-generation refrigerants in this round is expected to significantly surpass second-generation refrigerants.

Huaxin Securities pointed out that the domestic refrigerant R32 price rose. Production schedules in the air conditioning market increased in May, and downstream manufacturers gradually became more likely to take orders. Manufacturers mainly delivered orders from air conditioning manufacturers; market enthusiasm increased, overall downstream demand improved, manufacturer offers increased, some manufacturers' inventories were tight, and market supply was limited. In terms of raw materials, fluorite mining continues a tight pattern, hydrofluoric acid is running smoothly, and cost support is strong. It is expected that the refrigerant R32 market will be strong in the short term, with warm operation mainly.

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