On May 28, Dongyue Group rose 5.8% in regular trading, trading at HK$15.82/share, with trading volume of HK$206 million. The rally extends a multi-session advance that has seen the stock surge approximately 40% over recent trading days.

On the policy front, the US EPA formally signed and issued a final rule significantly relaxing GWP limits for multiple core sub-industries, effectively extending the legal usage lifespan of third-generation refrigerants (HFCs) in the US. Concurrently, the UK Department for Environment, Food and Rural Affairs announced a postponement of its proposed fluorinated gas phase-down steps. Analysts note that since global HFCs production capacity is predominantly concentrated in China, with domestic quotas capped at approximately 797,800 tonnes and supply growth near zero, Chinese refrigerant producers stand to benefit substantially from extended overseas demand.

Additionally, PTFE materials — a key product segment for Dongyue — have seen broad-based price increases, with high-end PTFE applications in PCB substrates gaining momentum from AI infrastructure buildout. The company's in-construction R32 project will bring total capacity to 120,000 tonnes upon completion, reinforcing its quota advantage in the refrigerant segment.

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