On May 27, Dongyue Group rose 8.72% in regular trading, trading at HK$16.86/share, with trading volume of HK$242 million. The stock has extended a multi-session rally fueled by favorable policy developments from both the US and UK regarding hydrofluorocarbons (HFCs).

On the news front, the US Environmental Protection Agency (EPA) formally signed and published the Technology Transitions Reconsideration Final Rule, substantially relaxing Global Warming Potential (GWP) limits across multiple core sub-sectors and effectively extending the legal usage lifespan of third-generation refrigerants (HFCs) in the United States. Separately, the UK Department for Environment, Food and Rural Affairs announced a postponement of its proposed fluorinated gas phase-down steps. Analysts note that extended overseas HFCs usage will provide stronger demand-side support. With global HFCs production capacity predominantly concentrated in China and limited overseas supply, Chinese refrigerant producers are expected to benefit significantly.

Dongyue Group, as a leading fluorochemical enterprise, will see its total R32 capacity reach 120,000 tons once its 49,000-ton R32 project under construction comes on stream, securing significant quota advantages amid domestic HFC allocation of only 797,800 tons with near-zero supply growth.

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