异动解读|东岳集团盘中上涨5.07%,氢氟酸涨价及供需结构改善持续催化

行情直击
May 22

5月22日,东岳集团(00189.HK)盘中上涨5.07%,报12.44港元/股,成交额1.03亿港元。

消息面上,近期韩国无水氢氟酸生产商开始从中国采购无水氢氟酸,价格较年初上涨约40%,电子级氢氟酸作为半导体制造关键材料,供应趋紧格局对公司氟化工板块形成持续利好。

基本面方面,公司两大核心板块供需结构显著改善。含氟高分子材料方面,PTFE年内已完成数轮提价,PVDF价格从去年低位约4万元/吨回升至5万元/吨以上;有机硅方面,子公司东岳硅材一季度归母净利润达1.94亿元,同比大增427%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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