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Juhua Co., Ltd. said at the 2026 semi-annual results briefing held on September 11 that the company is optimistic about refrigerant market demand in the second half of the year. First, social inventories continued to be removed in the first half of the year. Currently, downstream inventories have reached a low level. As the traditional replenishment window for the fourth quarter approaches, downstream demand for procurement and preparation is expected to be released centrally. Second, this year is the last year of the second HFCs quota baseline year for developing countries, and the countries concerned have import quota requirements. Third, if the shipping situation in the Strait of Hormuz gradually returns to normal, the backlog of export demand from the Middle East and surrounding regions is expected to be released centrally in the coming period.
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Juhua Co., Ltd. said at the 2026 semi-annual results briefing held on September 11 that the company is optimistic about refrigerant market demand in the second half of the year. First, social inventories continued to be removed in the first half of the year. Currently, downstream inventories have reached a low level. As the traditional replenishment window for the fourth quarter approaches, downstream demand for procurement and preparation is expected to be released centrally. Second, this year is the last year of the second HFCs quota baseline year for developing countries, and the countries concerned have import quota requirements. Third, if the shipping situation in the Strait of Hormuz gradually returns to normal, the backlog of export demand from the Middle East and surrounding regions is expected to be released centrally in the coming period.
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