
$WEICHAI POWER(02338.HK) rose slightly, $DONGYUE GROUP(00189.HK) fell by over one percentage point, $SENIOR MATERIAL(06067.HK) rose by seven or eight percentage points. Chemical materials were divided into three lines today: $WEICHAI POWER(02338.HK) is a leader in commercial vehicle diesel engines, benefiting from the postponement of the National 7 emission standards; $DONGYUE GROUP(00189.HK) is a fluorine-containing new material, with no breakthrough in industrial product prices; $SENIOR MATERIAL(06067.HK) just went public a week ago, with lithium battery separator shipments increasing month-on-month in June. $SENIOR MATERIAL(06067.HK) is in the fermentation period for new and secondary new shares, $WEICHAI POWER(02338.HK) has realized policy benefits, and $DONGYUE GROUP(00189.HK) is waiting for fluorine price increases. Among the three independent stories, which one can continue to move forward? It looks more like $SENIOR MATERIAL(06067.HK)—secondary new share adjustments usually take 2-3 weeks to fully digest, and it's only been a week now, so the fermentation window is still open.
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