With increased expectations for air conditioner production after the New Year and exports gradually recovering since January, seasonal demand confidence among enterprises and distributors has rebounded, leading to price increases for many products. However, due to high prices, market inventory build....

OverviewThe 2026 refrigerant quota scheme has been officially implemented, establishing a clear long-term supply framework for the market. Industry sentiment remains positive, and companies have collectively raised their offers. Although the distribution channels are currently mainly observing and...

Short term: Tight supply-demand balance continues, prices and profits remain high.From Q4 2025 to Q1 2026, the refrigerant market will continue its pattern of "rigid supply and stable demand." On the supply side, over 90% of the 2025 HFCs quota has already been consumed. In Q4, most companies enter ...

Refrigerants will remain the mainstream choice for the long term, and the supply-demand gap is expected to widen further.

This article covers: (1) The supply of refrigerant R134A is insufficient, and its price continues to rise, with an imminent increase of 11%; (2) Unexpected events, such as the force majeure shutdown of core global R134A manufacturers, have further reduced supply; (3) The underlying logic behind the...