Dongyue Group's stock soared 7.10% at the open on Monday.

The sharp rise was driven by favorable policy developments in the United States and United Kingdom regarding hydrofluorocarbon (HFC) refrigerants. The U.S. Environmental Protection Agency formally signed a final rule significantly relaxing global warming potential (GWP) limits across multiple core sub-sectors, effectively extending the legal service life of third-generation refrigerants in the U.S. market. Simultaneously, the UK Department for Environment, Food and Rural Affairs announced a postponement of its proposed fluorinated gas phase-down steps.

Analysts note these regulatory relaxations address supply shortages of high-GWP HFC refrigerants in Western markets. With global HFC production capacity concentrated primarily in China, where domestic production quotas are capped with minimal growth, Chinese producers like Dongyue Group are positioned to benefit from extended overseas demand and rising refrigerant prices, potentially signaling the start of a global restocking cycle. Dongyue Group, as a leading fluorochemical producer with significant R32 refrigerant capacity, holds a notable quota advantage in this tightening supply environment.