1、Last comments from SRF1. CAC is now clear. If the survey repeatedly shows a replacement rate of close to 3%, we have to accept it.2. Since Haier and Kelon are one of the largest OEMs, their shift away from HFC 134a should be estimated and HFC-134a market size modified suitably. A note should be made
2、 that these are best estimates due to limited data. What are they replacing HFC-134a with? 3. Appendix 4(Slide 122,123 &124) should be totally removed as this is not fully researched information and will leave more questions rather than answers.4. What is required is the % ge of total market of HCFC-22 catered by imported products which is 95%5. OK6. OK7. Can you calculate Gross Margin and show in the slide. Assume that investment, administrative and processing costs are zero. Manoj Mehrotra
