港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期企业盈利有望修复

智通财经02-26

智通财经APP获悉，东岳集团(00189)早盘逆市涨超11%，截至发稿，涨6.5%，报7.37港元，成交额9602.09万港元。消息面上，各主要生产企业2024年三代制冷剂配额已核发。中金公司认为，三代制冷剂配额核发总量略低于市场预期，内用生产配额占比不足一半，利好国内三代制冷剂价格上涨。配额落地背景下，三代制冷剂行业供需格局有望得到改善，企业经营策略有望从份额导向转为盈利导向，看好制冷剂长周期...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2414042616?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-02-26 10:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2414042616","market":"sh","top_or_hot":-1,"title":"港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期 企业盈利有望修复","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，东岳集团(00189)早盘逆市涨超11%，截至发稿，涨6.5%，报7.37港元，成交额9602.09万港元。消息面上，各主要生产企业2024年三代制冷剂配额已核发。中金公司认为，三代制冷剂配额核发总量略低于市场预期，内用生产配额占比不足一半，利好国内三代制冷剂价格上涨。配额落地背景下，三代制冷剂行业供需格局有望得到改善，企业经营策略有望从份额导向转为盈利导向，看好制冷剂长周期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1076535.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期 企业盈利有望修复</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期 企业盈利有望修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 10:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1076535.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东岳集团(00189)早盘逆市涨超11%，截至发稿，涨6.5%，报7.37港元，成交额9602.09万港元。消息面上，各主要生产企业2024年三代制冷剂配额已核发。中金公司认为，三代制冷剂配额核发总量略低于市场预期，内用生产配额占比不足一半，利好国内三代制冷剂价格上涨。配额落地背景下，三代制冷剂行业供需格局有望得到改善，企业经营策略有望从份额导向转为盈利导向，看好制冷剂长周期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1076535.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"07226","symbol_name":"XL二南方恒科","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1076535.html","article_id":"2414042616","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2414042616","pubTimestamp":1708913623,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，东岳集团早盘逆市涨超11%，截至发稿，涨6.5%，报7.37港元，成交额9602.09万港元。消息面上，各主要生产企业2024年三代制冷剂配额已核发。中金公司认为，三代制冷剂配额核发总量略低于市场预期，内用生产配额占比不足一半，利好国内三代制冷剂价格上涨。配额落地背景下，三代制冷剂行业供需格局有望得到改善，企业经营策略有望从份额导向转为盈利导向，看好制冷剂长周期盈利上行，三代制冷剂企业盈利也因此得以修复。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"07226":"XL二南方恒科","00189":"东岳集团","BK1522":"燃料电池","BK1594":"碳中和概念股","BK1129":"特种化学制品","BK1511":"疑似财技股","YINN":"三倍做多富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","YANG":"三倍做空富时中国ETF-Direxion"},"translate_title":"Hong Kong stocks changed Dongyue Group (00189) rose by more than 11% against the market. The total amount of refrigerant quotas issued by the third generation was slightly lower than the market expectation. Corporate profits are expected to be repaired","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00189":1,"07226":1,"YANG":1,"YINN":1},"content_text":"智通财经APP获悉，东岳集团(00189)早盘逆市涨超11%，截至发稿，涨6.5%，报7.37港元，成交额9602.09万港元。消息面上，各主要生产企业2024年三代制冷剂配额已核发。中金公司认为，三代制冷剂配额核发总量略低于市场预期，内用生产配额占比不足一半，利好国内三代制冷剂价格上涨。配额落地背景下，三代制冷剂行业供需格局有望得到改善，企业经营策略有望从份额导向转为盈利导向，看好制冷剂长周期盈利上行，三代制冷剂企业盈利也因此得以修复。据生意社商品行情分析系统显示，进入2月份，氟化工行情以稳为主，但制冷剂产品价格上涨。截至2月20日，R134a价格为32500元/吨，2月涨幅超过14%；R22价格为23500元/吨，2月涨幅超过8.8%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2414042616"}

港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期 企业盈利有望修复

精彩评论

港股异动 | 东岳集团(00189)逆市涨超11% 三代制冷剂配额核发总量略低于市场预期企业盈利有望修复