港股异动 | 东岳集团(00189)盘中涨近4% 26年配额发布有望支撑HFCs供需偏紧

智通财经12-23 11:50

智通财经APP获悉，东岳集团(00189)盘中涨近4%，截至发稿，涨3.42%，报10.58港元，成交额5622.38万港元。

消息面上，2026年HCFCs/HFCs企业配额发布。华泰证券表示，HFCs配额政策延续性较强，主流产品继续保持强供给约束，叠加行业集中度高、竞争格局良好以及家用/汽车空调内外需支撑较好等因素，HFCs有望延续高景气。同时，氟化工企业PVDF、氟化液等业务亦有望受益于下游新能源、AI等需求增长。

平安证券发布研报称，2025年二代制冷剂配额进一步削减，三代制冷剂配额同比增量有限，供应端确定性受限，需求端则在国补驱动下增势向好，下游家电与汽车需求维持增长，制冷剂供需格局改善，建议关注三代制冷剂产能领先企业。

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港股异动 | 东岳集团(00189)盘中涨近4% 26年配额发布 有望支撑HFCs供需偏紧

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港股异动 | 东岳集团(00189)盘中涨近4% 26年配额发布有望支撑HFCs供需偏紧