东岳集团早盘涨超10% 机构长期看三代制冷剂仍有较大涨价空间

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　　东岳集团（00189）早盘涨超10%，截至发稿，股价上涨10.47%，现报17.52港元，成交额5.60亿港元。

　　2027制冷剂配额政策征求意见稿下发。国内制冷剂27年配额方案与26年基本维持一致，其中HFC-245fa禁止转换到其他品种，其他品种切换至HFC-245fa转换比率上限提升至50%。受益于配额制生产和市场供需关系的持续改善，制冷剂均价有望迎来恢复性上涨。

　　中信建投此前发布研报称，东岳集团是二代及三代制冷剂龙头，在R22、R32等核心产品的市占率高，且具备行业联合定价权。长期看三代制冷剂仍有较大涨价空间，公司有望深度受益。该行指出，制冷剂板块的丰厚利润有望为高端氟材料的研发持续补充血液。

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