The refrigerant industry is welcoming a high boom, which listed companies are worthy of attention?

After entering September, the refrigerant price continued the upward trend since late August, and the price still rose sharply. The continuous shortage of supply and demand has led to an upward boom in the industry, and with the third generation of refrigerant quota management measures coming soon, new and old high-efficiency and energy-saving cars, air conditioners and refrigerators will be upgraded and iterated, and the industry demand is expected to increase substantially. We can focus on A-share listed companies:

Lianchuang Stock (300343)

The company gradually focuses its main business on new materials and fine chemicals, focusing on the development of new polyurethane materials, fourth-generation refrigerants, fourth-generation new environmentally friendly foaming agents, new fluoropolymers, fine chemicals and degradable plastics. The new polyurethane material industry has set up a full chain R&D team based on the application of monomer polyether, polyester and combined polyether, which can serve polyurethane applications in many industries such as heat preservation and cold preservation. In recent years, the company has innovatively developed a number of advanced polyether formulations, which have been tested in practice. Among them, the new environmental protection refrigerant tetrafluoropropene technology has passed the appraisal of scientific and technological achievements organized by China Petroleum and Chemical Industry Federation, reaching the international advanced level, breaking the monopoly of foreign technology and providing technical support with independent intellectual property rights for the upgrading of refrigerant products in China.

Hua Bin shares (60 1678)

China's largest supplier of trichloroethylene, mainly engaged in trichloroethylene and tetrachloroethylene, is the key upstream raw material of refrigerant.

Juhua shares (600 160)

The company is the leading advanced manufacturing base of new materials in fluorine chemical industry and chlor-alkali chemical industry in China, and its main business is the research, development, production and sales of basic chemical raw materials, food packaging materials, fluorine chemical raw materials and follow-up products. It has necessary industrial self-supporting systems such as chlor-alkali chemical industry, sulfuric acid chemical industry, coal chemical industry and basic fluorine chemical industry, and on this basis, it has formed a complete fluorine chemical industry chain including basic supporting raw materials, fluorine refrigerants, organic fluorine monomers, fluorine-containing polymers and fine chemicals, and set foot in petrochemical industry. The company's core business is the leading fluorine chemical industry in China (with a complete fluorine chemical industry chain, leading domestic product scale and technology, among which fluorine refrigerant is in the leading position in the world).