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Huachuang Securities pointed out that the details of the third-generation refrigerant quotas in 2024 will be officially implemented in January. From the perspective of quota policy, compared with overseas implementation,wheeloffortunemegawaysslotAccording to the Kigali amendment rules, domestic quotas will be more orderly under the rule that only allows "high and low" increases. In addition, the temporary suspension of 65% of the second-generation quota in 2024 will also cause the total quota to drop than expected, and the overall policy will exceed expectations. Since the beginning of the year, the prices of third-generation refrigerants have continued to rise. As of May 4, the mainstream market prices of R32/R134a/R125/R143a were 3.15/3.2/4.5/60,000 yuan/ton respectively, an increase of 85.3%/an increase of 16.4%/an increase of 63.6%/an increase of 87.5%.
