Views: 0 Author: Site Editor Publish Time: 2022-11-11 Origin: Site
The price at the beginning of Q4 is already a relatively high level this year, and some products are close at price.
1) The price at the beginning of Q4 is already at a relatively high level this year, and some products are close to the cost line;
2) The demand for refrigerants in Q4 is not optimistic, and the price is estimated to be stable or slightly decreasing;
3) At present, the market price of the three generations of mainstream R32 is at least 12,500, and R134a is about 23,500, and it is estimated that there will be 500-1000 yuan of decline in the future.
1) Orders for downstream air conditioners have been gradually reduced since October, and the demand for refrigerants for Q4 vehicles is expected to rise compared with Q3.
2) The growth rate of export orders in the third quarter was relatively high, mainly due to the improvement of the epidemic. Foreign trade orders ended at the end of November, and Q4 foreign trade orders decreased compared with Q3.
1) The plan will be determined this year, and it will be determined until next year;
2) The quota of the third generation may be 65% according to the GWP value;
3) It is estimated that after the quota is landed, FRIOFLOR's market share can be 40%, and its market share in the R32 field will exceed 50%.
