【制冷剂景气度持续向好龙头企业上半年大幅预增】制冷剂行业景气度持续向好，龙头企业今年上半年业绩有望集体爆发。近期，巨化股份、三美股份、永和股份、东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告，净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为，总体来看，根据2025年制冷剂配额核发情况，第二代制冷剂基本符合预期，第三代制冷剂超预期削减，制冷剂供给端有序削减，需求端在国内以旧换新等政策催化下有望稳步增长，持续看好制冷剂行业景气度上行。

金融界2025-07-12

制冷剂行业景气度持续向好，龙头企业今年上半年业绩有望集体爆发。近期，巨化股份、三美股份、永和股份、东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告，净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为，总体来看，根据2025年制冷剂配额核发情况，第二代制冷剂基本符合预期，第三代制冷剂超预期削减，制冷剂供给端有序削减，需求端在国内...

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