Views: 0 Author: Site Editor Publish Time: 2024-08-23 Origin: Site
R32 air conditioners are overused in the first half of the year, and the demand is increasing
Taking R22 market as an example, the factory foces on core order sales. The policy of replacement OLD to NEW is expected to stimulate the downstream production demand. Air-conditioners have high production schedules but channel inventory has not been effectively absorbed. The export market continues to improve, and the foreign trade prices are rising one after another. It is expected to gradually narrow the price difference with the domestic market.
The quota adjustment in the second half of the year is expected to be introduced in the second half month of August, and there is no significant change in the industry supply pattern.
Specific products:
R22 prices in the market reached RMB 30,000 to 31,000 per ton, and the retail order rose to RMB 33,000 per ton. The quota of HCFC22 will be reduced rapidly in 2025. It is expected that the price will continue to increase in September with demand.
R125 price is slightly boosted from low point, early low-priced orders have shipped, enterprises plan to improve the market offer, but the implementation is not good.
In the first half of the year, R32 air-conditioner enterprises were overused, and the demand was increasing. The quota policy had a great impact on R32. The market price of R32 was 35,000-37,000 yuan/ton. The channel procurement did not decline, and the market remained firm.
Products such as R404 and R507 absorb channel inventory, and the weak trend remains unchanged. R134a production factories limited production and raised prices, the market price is 31000-33000 yuan / ton, demand is expected to continue to improve.
In general, the adjustment of refrigerant quotas is expected to arrive, and the subsequent entry into the stalemate stage, but the overall profit of enterprises is expected to maintain and expand.
