异动解读｜东岳集团开盘上涨7.1%，美英延长HFCs使用期限持续催化

行情直击06-01

6月1日，东岳集团开盘上涨7.1%，报17.5港元，延续近期强势表现，年内累计涨幅已近60%。

消息面上，美国EPA正式签署针对AIM Act技术过渡规则的最终重审规则，大幅放宽多个核心子行业的GWP限值，实质性延长三代制冷剂（HFCs）在美合法使用寿命；英国亦宣布推迟含氟气体逐步削减步骤。由于全球HFCs产能主要集中在中国，国内配额仅79.78万吨且供给几乎零增长，海外需求延长叠加国内制冷剂价格持续上涨，全球制冷剂补库行情或在酝酿。东岳集团作为氟化工龙头，在建R32项目达产后总产能将达12万吨，配额优势显著，有望充分受益。

（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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