news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Meijing AI News,Ping An Securities released a research report on August 26, giving Sanmei Shares (603379.SH, latest price: 28.72 yuan) a recommended rating. The reasons for the rating mainly include: 1) The fundamentals of fluorine refrigerants will improve in the first half of 2024, and the company's related products will increase in volume and price; 2) The company continues to promote the integrated layout of the fluorine chemical industry; 3) Increase R&D investment and reduce sales and management expenses. Risk warning: 1) Pressure of oversupply: In the early stage, enterprises expanded production significantly to compete for quotas, resulting in excess market capacity. Subsequent quota control is officially implemented. If the market supply is still loose, it may have a certain impact on the expectation of improving corporate profitability. 2) Risk of downstream demand falling short of expectations: If the demand for terminal air conditioners, refrigerators, automobiles, etc. is in a state of continued weakness, it will have an adverse impact on the fluorine chemical refrigerant industry. 3) Risk of sharp fluctuations in the price of raw materials such as fluorite: If the price of upstream core raw material fluorite fluctuates sharply, it may have a significant impact on the profit of refrigerant products. 4) Risk of a decline in refrigerant prices: If the market supply and demand structure does not improve as expected, the previous excessive increase in refrigerant prices may fall rapidly in the future, thus affecting the company's performance.

Every headline (nbdtoutiao)——

(Reporter Wang Xiaobo)

Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please verify before use. You will be responsible for your own risks if you act accordingly.

Daily Economic News