According to the CITIC Securities Research Report, the second refrigerant quota adjustment plan was announced in 2026, and the total volume was slightly reduced; quotas for major third-generation refrigerants were reduced, and quotas for some supporting varieties were raised. In the first half of 2026, refrigerant exports and domestic demand weakened, but the underlying logic did not change, refrigerant prices remained strong, and the industry is expected to maintain a high boom. In line with industry trends, companies that have third-generation refrigerant quotas and have independent production capacity for fourth-generation refrigerants and even mixed refrigerants are expected to further strengthen their position in the industry.

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