5月28日，东岳集团盘中上涨5.8%，报15.83港元，成交额2.03亿港元，延续近期强势表现。
消息面上，美国EPA此前正式签署针对AIM Act技术过渡规则的最终重审规则，大幅放宽多个核心子行业GWP限值，实质性延长三代制冷剂（HFCs）在美国的合法使用寿命；英国亦宣布推迟含氟气体逐步削减步骤。由于全球HFCs产能主要集中在中国，国内配额仅79.78万吨且供给几乎零增长，海外需求延长叠加国内制冷剂价格持续上涨，中国制冷剂企业有望充分受益。东岳集团作为氟化工龙头，在建R32项目达产后总产能将达12万吨，配额优势显著。此外，PTFE材料全面提价亦对公司高分子材料板块形成利好。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.