China Risun Group Shares Climb Nearly 4% as Middle East Tensions Reshape Energy Landscape, Chemical Segment Poised to Drive Earnings Flexibility

Stock News
04/02

China Risun Group (01907) rose nearly 4%, with the stock up 3.95% to HK$3.16 at the time of writing, recording a turnover of HK$114 million. The ongoing situation in the Middle East continues to disrupt global energy and chemical supply chains. Debon Securities believes that, looking ahead to 2026, sustained geopolitical risks in the Middle East are expected to drive a significant increase in international crude oil prices. This, in turn, would lead to a corresponding sharp rise in prices for the company's chemical products—such as methanol and caprolactam, whose market prices by late March had already surged more than 60% and 30%, respectively, from the beginning of the year. The company's multi-year strategic investments may soon enter a period of substantial returns. Additionally, on April 2, China Risun Group announced via its official WeChat account that its self-developed caprolactam-to-hexamethylenediamine facility completed catalyst loading on March 30, 2026, laying the groundwork for production commencement in April. The plant is projected to achieve an annual output of approximately 30,000 tonnes in 2026.

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