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Zhejiang Yonghe Refrigerant (SHSE:605020) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' So it might
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.
Yonghe Co., Ltd. (605020.SH) announced 2023 annual results, net profit of 184 million yuan, down 38.81% year on year
Yonghe Co., Ltd. (605020.SH) disclosed its 2023 annual report. The company achieved 43 operating income during the reporting period...
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.
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.
Zhejiang Yonghe Refrigerant Co., Ltd.'s (SHSE:605020) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?
With its stock down 24% over the past month, it is easy to disregard Zhejiang Yonghe Refrigerant (SHSE:605020). However, stock prices are usually driven by a company's financial performance over the
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