异动解读｜东岳集团盘中上涨5.22%，制冷剂Q3长协超预期叠加反内卷政策催化

行情直击08-05 13:48

8月5日，东岳集团盘中上涨5.22%，报13.3港元，成交额2.31亿港元。

消息面上，近期制冷剂Q3长协价格超预期，市场预期下半年量价修复。同时，中央财经委员会第六次会议强调治理低价无序竞争、推动落后产能退出，行业研报指出制冷剂在配额制执行下产品价格环比稳步抬升，为化工反内卷典型案例，产业链逐渐接受制冷剂价格长周期上涨逻辑。东岳集团作为二代及三代制冷剂龙头，在R22、R32等核心产品市占率高，且具备行业联合定价权，此前已发布盈喜，预计上半年净利润同比增长超31%，主要受产品价格上涨带动。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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