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Refrigerant R22 production quotas, supply tension

2019 - 03 - 18, ecological environmental protection documents show three years later, R22 production quota cuts again in 2019, according to the plan will further cuts in 2020 to 35% of the benchmark, in the case of basic steady demand, supply and demand will be more nervous. R22 production quotas in 2019 dongyue group owns the nation's largest segment R22 refrigerant capacity of 220000 tons, is one of the biggest companies of quota for R22, 2019, the company production of refrigerant R22 use quotas for 7. 860000 tons, the company's performance, according to the forecast in 2018 the company net profit year-on-year growth rate of more than 30%, estimated at around $2. 1 billion; JuHua shares the third generation of refrigerant capacity of more than 150000 tons, is one of the largest enterprises, domestic capacity and production capacity of 110000 tons of R22, in the second, in 2019 the company get the refrigerant R22 use production quotas for 6. 960000 tons, second only to dongyue group. R22 price trends price of R22 refrigerant R22 production enterprise in our country recently aproll ex-factory price is concentrated in 18500 yuan/ton. Learned, affected by the production quotas, the refrigerant R22 in small packaging market supply of goods is still relatively tight, traders take goods, relatively aproll source slightly loose, production enterprise supply large customer orders to give priority to. In addition, from the cost side, hydrofluoric acid losses did not check raw materials, cost of R22 surface support waning. Short-term R22 price pressures. Forecast advantage resources to reduce mining costs increase under the increase of concentration of industry, environment protection is more severe, the domestic supply of fluorite tighter. We expect the domestic supply of fluorite in 2019 will continue to decline, the supply and demand to maintain tension. Refrigerant season every year since before the arrival of summer, usually 3 - Is air conditioning production peak season in June, and 5 - Is service market season in July, 2019 and superposition of fluorite supply tension, R22 again reduce production quota, the third generation of refrigerant developed countries began to cut production and use of positive factors, such as the boom of refrigerant industry promotion.

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