东岳集团午后涨超13% 本年内股价累计涨幅已近60%

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　　东岳集团（00189）盘中涨超19%，高见18.10港元，本年内股价累计涨幅已近60%。截至发稿，股价上涨13.65%，现报17.23港元，成交额17.70亿港元。

　　开源证券指出，欧美此前过于严苛和激进的HFCs削减计划、HFO替代品推进不及预期、国际货源以及本土库存紧张，叠加旺季需求到来，引发了本次海外制冷剂价格大幅调涨，并促使其放宽HFCs的合规期限，事实上延长了HFCs的生命周期。我们认为本质就是欧美高GWP的HFCs制冷剂出现供给短缺，需要从政策上放宽要求以保障国内需求。直接证明了HFCs制冷剂的需求旺盛，难以被快速替代。需求坚挺、库存不足、价格上涨，全球制冷剂补库行情或在酝酿。

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