Guojin Securities: The Middle East situation does not affect the core factors; refrigerants still have long-term logic.

2026-03-27 00:21:18

Everyday Economic News AI Briefing, on March 27th, Guojin Securities research report pointed out that in the short term, regional conflicts in the Middle East combined with the Strait of Hormuz indeed impact the export of refrigerants and downstream air conditioners. However, this impact is expected to be significantly offset once transportation restrictions are lifted. Additionally, the recent oil and gas price effects are likely to promote further penetration of new energy vehicles domestically, driving the demand for automotive refrigerant R134a higher. The long-term fundamental logic for refrigerants remains unchanged, and it is still recommended to focus on leading companies in the refrigerant industry.

Daily Economic News

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.