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Zhejiang Juhua's (SHSE:600160) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Despite Zhejiang Juhua Co., Ltd.'s (SHSE:600160) recent earnings report having lackluster headline numbers, the market responded positively. While shareholders may be willing to overlook soft profit
Deep* Company* Juhua Co., Ltd. (600160): Net profit to the mother increased sharply in 24Q1, optimistic about an increase in refrigerant prosperity
The company released its 2023 annual report. In 2023, it achieved revenue of 20.655 billion yuan, a year-on-year decrease of 3.88%; realized net profit of 944 million yuan, a year-on-year decrease of 60.37%, of which 23Q4 achieved revenue
Juhua Co., Ltd. (600160) 2024 First Quarter Report Review Report: Significant improvement in the first quarter of 2024 results, further highlighting the leading refrigerant position
Event: On April 26, 2024, the company released the report for the first quarter of 2024: In a single quarter of 2024Q1, the company achieved revenue of 5.470 billion yuan, +19.52% year-on-year, and +17.82% month-on-month
Juhua Co., Ltd. (600160) Company Brief Review Report: Third-generation refrigerant prices are rising, the company's performance is in line with expectations and is expected to continue to improve
Key investment points 2024Q1 performance increased sharply year on year, with significant improvement from month to month. Juhua Co., Ltd. released its 2023 annual report and 2024 quarterly report. The company achieved operating income of 20.655 billion yuan in 2023, a year-on-year decrease of 3.88%
Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
Juhua Co., Ltd. (600160): 24Q1 results showed an inflection point, leading refrigerants enjoyed the boom cycle
Guide to this report: The company's 23-year overcapacity performance is under pressure, and the 24Q1 performance inflection point has arrived. With the implementation of third-generation refrigerant quotas in 2024, the industry boom cycle begins, and the company will fully benefit as a third-generation refrigerant leader. Key investment points:
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