On June 23, Dongyue Group rose 6% in regular trading, trading at 23.06 HKD/share, with turnover of 292 million HKD.

On the news front, domestic refrigerant prices have surged to decade-highs, with R32 ex-factory prices reaching 63,000 yuan/ton and R134a quoted at 64,000 yuan/ton, representing year-over-year gains exceeding 30%. On the supply side, the Ministry of Ecology and Environment has confirmed that the third-generation refrigerant production quota framework for 2027 will remain essentially unchanged from this year, maintaining rigid supply constraints with near-zero industry capacity growth.

Dongyue Group holds approximately 130,000 tons of second- and third-generation refrigerant quota, including 43,000 tons of R22 quota ranking first nationally with approximately 29% market share, and 56,000 tons of R32 quota ranking second nationally with approximately 20% market share. Additionally, the company has completed development of electronic fluorinated liquid FC-3283 for semiconductor manufacturing and data center liquid cooling applications, achieving domestic substitution for imported products.

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