600160 Zhejiang Juhua
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Zhejiang Juhua News
Changjiang Securities: What are the applications, patents and costs of fourth-generation refrigerants?
HFOS, mainly the R1234yf, has now partially replaced the R134a in European and American models, and its mixed quality is expected to be promoted in various fields such as household and commercial air conditioning.
Has Zhejiang Juhua Co., Ltd.'s (SHSE:600160) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
Most readers would already be aware that Zhejiang Juhua's (SHSE:600160) stock increased significantly by 27% over the past three months. Given that stock prices are usually aligned with a company's
Juhua Co., Ltd. (600160.SH): It is estimated that approximately 400 million tCO2 will not be distributed this year
Gelonghui, May 14, 丨 Juhua Co., Ltd. (600160.SH) said on the interactive platform that according to the “2024 Total HFC Quota Setting and Distribution Plan”, it was determined that China's HFCs (third-generation) production baseline value was 1,853 million tCO2, and the HFCS usage baseline value was 905 million tCO (2 including import baselines). In 2024, HFCs (excluding HFC-23) production quotas are based on the production volume approved by the baseline HFCs production verification organized by the Ministry of Ecology and Environment to determine the 2024 production of each production unit
Zhejiang Juhua's (SHSE:600160) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Despite Zhejiang Juhua Co., Ltd.'s (SHSE:600160) recent earnings report having lackluster headline numbers, the market responded positively. While shareholders may be willing to overlook soft profit
Guoxin Securities: The supply and demand pattern is improving, and there is strong certainty that third-generation refrigerants will continue to recover
Starting in February 2024, all parts of the country have taken many measures to promote “trade-in” of automobiles and home appliances to stimulate consumption vitality. Air conditioning schedule data showed beautiful performance, automobile sales data, and refrigerants continued the upward trend.
Juhua Co., Ltd. (600160.SH): Net profit for the first quarter was 310 million yuan, up 103.35% year on year
On April 25, Ge Longhui Co., Ltd. (600160.SH) released its report for the first quarter of 2024. During the reporting period, it achieved operating income of 5.47 billion yuan, up 19.52% year on year; net profit attributable to shareholders of listed companies was 310 million yuan, up 103.35% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 288 million yuan, up 118.26% year on year; and basic earnings per share were 0.115 yuan.
Zhejiang Juhua Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a good week for Zhejiang Juhua Co., Ltd. (SHSE:600160) shareholders, because the company has just released its latest annual results, and the shares gained 3.5% to CN¥23.28. It was not
Zhejiang Juhua Co., Ltd.'s (SHSE:600160) Biggest Owners Are Private Companies Who Got Richer After Stock Soared 4.4% Last Week
Key Insights Zhejiang Juhua's significant private companies ownership suggests that the key decisions are influenced by shareholders from the larger public Sinochem Group Co., Ltd. owns 53% of the c
Minsheng Securities: As fluoropolymer projects continue to be implemented, the performance of leading fluorine chemical companies is expected to continue to increase
After the HFCs quota is implemented, competition in the fluorine chemical industry chain may shift to competition for polymer fluoropolymers and other fluorine fine chemicals, and I am optimistic about the project implementation opportunities brought by leading fluorine chemical companies based on outstanding R&D capabilities.
Juhua Co., Ltd. (600160.SH): Net profit in 2023 fell 60.37% year on year, and plans to pay 10 to 1.1 yuan
On April 17, Ge Longhui Co., Ltd. (600160.SH) announced its 2023 annual report. During the reporting period, it achieved operating income of 20.655 billion yuan, a year-on-year decrease of 3.88%; net profit attributable to shareholders of listed companies of 944 million yuan, a year-on-year decrease of 60.37%; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss of 823 million yuan, a year-on-year decrease of 64.60%; and basic earnings per share. It is proposed to distribute a cash dividend of 1.1 yuan (tax included) for every 10 shares.
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.
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
Huajin Securities: Demand is strong as the peak season approaches, and the rise in refrigerants is expected to continue
Air conditioning manufacturers are entering a peak production season. Demand for refrigerants has increased significantly, order volume has increased, overall supply in the market is slightly tight, and the market generally has bullish expectations.
Zhejiang Juhua (SHSE:600160) Will Want To Turn Around Its Return Trends
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. Firstly, we'll want to see a proven return on capital employ
Juhua Co., Ltd. (600160.SH): JX immersion coolant products are still in the commercial promotion stage
Gelonghui, March 27丨Juhua Co., Ltd. (600160.SH) said on the investor interactive platform that the Juxin coolant project of the company's subsidiary Zhejiang Chuangfu Hi-Tech New Materials Co., Ltd. plans to have a production capacity of 5,000 tons per year, and the first phase of the project will be completed in 2022 with an annual production capacity of 1,000 tons. The project product is a new perfluoropolyether material, which has excellent electrical insulation, no corrosion, low evaporation, good thermal stability, etc., and is widely used in semiconductors, data centers, electronics, machinery, nuclear industry, aerospace and other fields. Currently, there are mainly JHT electronic fluid series, JHLO lubricant series, and JX immersion coolant
Guotai Junan: Increased refrigerant prices during peak season focus on supply-driven boom cycles
Looking at the medium to long term, the supply and demand pattern for third-generation refrigerants continues to improve. The supply-side refrigerant quota is gradually being cut, and the increase in demand side downstream air conditioners, refrigerators, etc. is driving up demand for refrigerants. It is expected that third-generation refrigerants will begin a long-term boom cycle.
Zheshang Securities: The liquid cooling industry accelerates the promotion of fluorinated liquids in a new blue ocean
Compared with other types of coolants, fluorinated liquid has better comprehensive properties and is an ideal liquid cooling material.
Juhua Co., Ltd. (600160.SH): The company's caustic soda production capacity is 560,000 tons in 2023
Gelonghui, March 13 | Juhua Co., Ltd. (600160.SH) said on the investor interactive platform that in 2023, the company will have a production capacity of 560,000 tons of caustic soda, an output of 5612,000 tons, a by-product of 135630.48KM3 of hydrogen, and export sales: 22641.844KM3.
We Think Zhejiang Juhua (SHSE:600160) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that debt - which is usually involved in bankruptcies - is a very important factor, when
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