605020 Zhejiang Yonghe Refrigerant
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Zhejiang Yonghe Refrigerant 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.
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
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.
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.
Zhejiang Yonghe Refrigerant Co., Ltd. (SHSE:605020) CEO Jianguo Tong's Holdings Dropped 3.8% in Value as a Result of the Recent Pullback
Key Insights Zhejiang Yonghe Refrigerant's significant insider ownership suggests inherent interests in company's expansion A total of 2 investors have a majority stake in the company with 54% owner
Guojin Securities: The refrigerant pattern is highly concentrated on price increases, “the slope is long and the snow is thick”
Refrigerants are starting to rise in price, and there is good room for price increases.
Guoxin Securities: Refrigerants start a recovery cycle, the supply and demand pattern is improving, and the development trend is very certain
Recently, refrigerants have begun an upward boom cycle, and prices have clearly picked up.
Here's What's Concerning About Zhejiang Yonghe Refrigerant's (SHSE:605020) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common approach is to try and find a company with returns on capital employed (ROCE) th
Yonghe Co., Ltd. (605020.SH): The actual controller, Tong Jianguo, and his co-actors reduced their holdings of Yonghe Convertible bonds by a total of 890,000
Gelonghui, January 25, 丨 Yonghe Co., Ltd. (605020.SH) announced that recently, the company received a notice from the controlling shareholder and actual controller, Mr. Tong Jianguo and his co-actors. From July 11, 2023 to January 25, 2024, Mr. Tong Jianguo and his co-actors reduced their holdings of Yonghe Convertible Bonds through bulk trading and centralized bidding through the Shanghai Stock Exchange system, accounting for 11.17% of the total issuance volume.
Does Zhejiang Yonghe Refrigerant (SHSE:605020) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know wor
Guojin Securities: Domestic supply of third-generation refrigerants will be limited, and changes in the supply and demand pattern will have a basis for product price increases
HFC quotas have been determined. Domestic use quotas for some varieties are significantly lower, and supply is expected to be tight in the domestic market.
Yonghe Co., Ltd. (605020.SH): Does not produce PEEK-related products
Gelonghui, January 9丨Yonghe Co., Ltd. (605020.SH) said on the investor interactive platform that the company currently does not produce PEEK-related products.
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