【East Money Strategy Series ② Searching for Potentially 'Mistakenly Killed' Assets - Focus on Fluorochemicals】

English summary

Contacts: Chen Guo/Chang Yixiang 1. Has multiple logics of refrigerants + entering AI upstream fluorine-containing materials. 2. Peak season is still ongoing, medium-term supply has constraints, basic panel refrigerant price increases are expected to continue, pay attention to Q3 long-term agreements. 3. Following AI trading adjustments, previous gains have been given back. Risk warnings: significant decline in market risk appetite; price increases below expectations; slower-than-expected progress in entering AI materials, etc. The above is based on public information for research reference only, not involving investment advice.