研报掘金丨国海证券：维持巨化股份“买入”评级，制冷剂高景气度有望持续

格隆汇2025-09-09

国海证券研报指出，制冷剂产品价格上涨，2025年上半年巨化股份归母净利润同比大幅提高，2025Q2归母净利润环比继续增长。公司制冷剂生产配额优势明显，据公司公告，2025年，国家核定公司（含控股子公司）HCFC-22生产配额3.89万吨，占全国26.10%，其中内用配额占全国31.28%，为国内第一；HFCs生产配额29.78万吨，占全国同类品种合计份额的39.33%。同时，公司第四代含氟制冷剂（...

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