配额制下的制冷剂行业 能否打破化工周期定律?

证券市场周刊
10 Jul

点击上方"证券市场周刊"↑免费订阅本刊在全球环保公约的约束下,中国制冷剂行业正经历一场由配额制度主导的深刻变革,其引发的供需重构已形成一条清晰的投资主线。本刊特约王雁飞/文《基加利修正案》是全球首个针对第三代制冷剂(HFCs)的国际公约,要求缔约国分阶段削减HFCs产能,旨在避免2100年前全球升温0.4°C。2024年中国作为HFCs最大生产国,按照既定时间表正式进入管控年,开始冻结HFCs产能...

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