Hong Kong Stock Concept Tracking | The refrigerant industry is booming, leading chemical companies are receiving attention (with concept stocks)
With the implementation of the quota policy, the refrigerant industry is booming. According to the 2024 quarterly report disclosed by relevant listed companies, leading refrigerant companies collectively “reported good news” in the first quarter. The net profit of Sanmei Co., Ltd. in the first quarter increased more than 6 times year on year, and the net profit of Juhua Co., Ltd. increased more than 1 times year on year. Huachuang Securities pointed out that the 2024 third-generation refrigerant quota details were officially implemented in January. Judging from the quota policy side, compared to the Kigali Amendment rules implemented overseas, domestic quotas are more orderly under the adjustment rules that only allow “high cutting low.” In addition, the 2024 second-generation 65% quota will not be issued yet, making the total quota larger than expected
Changes in Hong Kong stocks | Dongyue Group (00189) rose more than 7%, and the price of third-generation refrigerants continues to rise, and the peak maintenance market season has yet to arrive
The Zhitong Finance App learned that Dongyue Group (00189) rose more than 7%. As of press release, it had risen 6.1% to HK$7.83, with a turnover of HK$85.209 million. Huachuang Securities pointed out that the 2024 third-generation refrigerant quota details were officially implemented in January. Judging from the quota policy side, compared to the Kigali Amendment rules implemented overseas, domestic quotas are more orderly under the adjustment rules that only allow “high cutting low.” Furthermore, not issuing the 65% quota for the second generation in 2024 also caused the total quota to drop compared to expectations, and the overall policy was interpreted as exceeding expectations. Since the beginning of the year, the price of third-generation refrigerants has continued to rise
Changes in Hong Kong stocks | Dongyue Group (00189) rose nearly 6% in early trading, limited supply combined with demand, and the price of good third-generation refrigerants rose sharply
Dongyue Group (00189) rose nearly 6% in early trading. As of press release, it rose 4.37% to HK$7.4, with a turnover of HK$54.6972 million.
Dongyue Group (00189) cancelled 521 million shares repurchased
Dongyue Group (00189) announced that on May 3, 2024, the company cancelled 521 million shares and repurchased...
Dongyue Group Says Chairman, Shareholder Qixin Investment Terminate Voting-Alignment Agreement
Dongyue Group (HKG:0189) said Zhang Jianhong, the company's chairman and chief executive officer, and Qixin Investment Management terminated their voting-alignment agreement on Thursday, according to
Dongyue Group (00189): Qi Xin Investment will decide for itself how to exercise all of its shareholders' rights
Zhitong Finance App News, Dongyue Group (00189) issued an announcement regarding the agreement reached between Mr. Zhang Jianhong (Company Chairman, CEO and Executive Director) and Qi Xin Investment. Qi Xin Investment agreed to exercise voting rights in the company's shares held from time to time in accordance with the same method as Mr. Zhang Jianhong. Qi Xin Investment and Mr. Zhang Jianhong have signed an agreement to terminate the arrangement (cancellation of the arrangement) on May 2, 2024. The agreement stipulated the termination of the agreement reached between the parties on August 4, 2023. Following the cancellation of this arrangement, Qi Xin Investment will decide for itself how to exercise all of its shareholders' rights. It is expected that this cancellation arrangement will also
東岳集團:2023年報
Changes in Hong Kong stocks | Dongyue Group (00189) rose nearly 4%, and the subsidiary Dongyue Silicon Materials reversed losses in the first quarter and became profitable. The company benefited from rising refrigerant market prices
The Zhitong Finance App learned that Dongyue Group (00189) is now up nearly 4%. As of press release, it has risen 3.42% to HK$6.66, with a turnover of HK$30.385 million. According to the news, Dongyue Group announced that its subsidiary Dongyue Silicon released its first quarter report, achieving revenue of 1,425 billion yuan, an increase of 1.6% over the previous year; net profit attributable to shareholders was 45.86 million yuan, compared with a loss of 69.45 million yuan in the same period last year, turning a loss into a profit. It is worth noting that according to data from Zhuochuang Information, the average price of R32 refrigerant in the East China market in the first quarter was 2,2583 yuan/ton, up 5,791 yuan/ton from the previous quarter.
Dongyue Group: Dongyue Silicon's net profit for the first quarter was 458.63 million yuan
Dongyue Group (00189) announced the results of Dongyue Silicon (300821.SZ) for the first quarter of 2024, with revenue of about 1,425 billion yuan. Net profit attributable to shareholders of Dongyue Silicon was 458.63 million yuan.
Dongyue Group (00189): Dongyue Silicon (300821.SZ)'s net profit for the first quarter was 458.63 million yuan
Dongyue Group (00189) announced the first quarter results of Dongyue Silicon (300821.SZ) in 2024...
東岳集團:內幕消息 附屬公司的季度業績
Changes in Hong Kong stocks | Dongyue Group (00189) rises more than 4%, refrigerant market prices continue to rise, and the company is expected to benefit significantly
Dongyue Group (00189) rose more than 4% in the intraday period. As of press release, it rose 3.43% to HK$6.34, with a turnover of HK$337.971 million.
Guosheng Securities: Third-generation refrigerants are expected to surpass the historical two-generation market
In the current boom, in a context where the three generations have begun to implement quotas, the fourth generation of patents have not yet fully expired, and the third generation accounts for a very low share of downstream costs (about 1%-2%), the third generation refrigerants are expected to show a super boom that surpasses the historical two rounds and two.
Changes in Hong Kong stocks | Dongyue Group (00189) rose nearly 5%. The refrigerant market is expected to surpass the historical two rounds of hydrogen energy and welcome favorable policies
Dongyue Group (00189) rose nearly 5% in the afternoon. As of press release, it had risen 4.35% to HK$6.72, with a turnover of HK$43.9605 million.
League of Nations Securities: High-end transformation of fluoropolymers to fluorinated liquid welcomes domestic replacement opportunities
There has been a breakthrough in domestically produced fluorinated liquid, and we are actively monitoring the progress of the introduction during the window period.
Huachuang Securities: Third-generation refrigerants are expected to enter the redemption period for product prices and stock prices
The Zhitong Finance App learned that Huachuang Securities released a research report saying that refrigerants are expected to enter a period of steady upward trend in performance. The refrigerant sector stock price in 2023 is mainly a game of policy expectations. With the implementation of the policy, third-generation refrigerants are expected to enter the redemption period for product prices and stock prices. As of March 31, 2024, the gross margins of third-generation refrigerants R32, R125, R134a, and R143a were 50.4%, 56.9%, 47.1%, and 65.1%, respectively. Looking ahead, downstream air conditioning production will continue to be strong in April. May-June will enter the peak season for the after-sales fluoridation market, and prices and profits are expected to stabilize
Huatai Securities: Domestic and foreign green hydrogen projects are vigorously deployed, and the scale of green hydrogen is expected to continue to rise as penetration increases in the future
Huatai Securities released a research report saying that hydrogen is mainly used in refining and industry. According to the IEA, global demand for hydrogen energy will exceed 95 million tons in 2022.
Changes in Hong Kong stocks | Dongyue Group (00189) fell by more than 4%. A subsidiary has filed a lawsuit against Xinhualian Finance requesting that Xinhualian Finance immediately return the outstanding balance
Dongyue Group (00189) fell by more than 4%, down 4.12% at press time, to HK$6.75, with a turnover of HK$10.17 million.
A subsidiary of Dongyue Group (00189) has filed a lawsuit against Xinhualian Finance requesting that Xinhualian Finance immediately return the outstanding balance
Dongyue Group (00189) issued an announcement regarding Dongyue Polymer (an indirect subsidiary of the company) and the financial roots of Xinhualian...
Changes in Hong Kong stocks | Dongyue Group (00189) is now down nearly 6%. The performance of various business segments has declined to varying degrees, and net profit for the whole year has declined by 81.6%
Dongyue Group (00189) is now down nearly 6%. As of press release, it is down 5.72% to HK$6.92, with a turnover of HK$107 million.
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