基礎化工氟化工行業周報：板塊中報預增看好製冷劑景氣周期

國泰海通證券

2025/07/21

本報告導讀：二代製冷劑配額如期削減，三代製冷劑政策延續，配額約束下供需格局將持續優化，2025 年二代/三代製冷劑價格有望保持漲勢，繼續看好製冷劑景氣周期。國內綜合實力強，產品矩陣完善，技術儲備全面，製冷劑配額靠前的生產企業將受益。投資要點：行情回顧。本周（2025.7.14-2025.7.18）氟化工板塊升跌幅前五為中欣氟材（+14.34%）、東岳集團（+4.25%）、永和股份（+3.26%）...

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基礎化工氟化工行業周報：板塊中報預增 看好製冷劑景氣周期

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基礎化工氟化工行業周報：板塊中報預增看好製冷劑景氣周期