Dongyue Group (00189) rose 4.5 percent in noonbigcatkingmegaways.66%bigcatkingmegaways, currently reported at HK$6.74, with a turnover of HK$51.3829 million.

Guosheng Securities released a research report that the effective production capacity of the three-generation mainstream varieties in this round of refrigerant boom has been essentially cut by more than 40% after the implementation of quotas in 2024; looking at the competitive landscape, the third-generation refrigerant quotas are more concentrated than the second-generation refrigerant. Looking at demand, about 70% of the terminal demand for refrigerants comes from overseas. The bank pointed out that against the background that the third generation has begun to implement quotas, the fourth generation patents have not yet fully expired, and the third generation accounts for a very low proportion of downstream costs, the third generation refrigerant is expected to demonstrate a super boom that surpasses the performance of the two rounds of the second generation in history.