东岳集团今日盘中大涨5.02%，引起了市场的广泛关注。
消息面上，公司此前发布的年度业绩表现强劲，全年实现营业总收入143.55亿元，同比增长1.23%；归母净利润16.42亿元，同比大幅增长102.49%。其中，制冷剂业务实现盈利22.88亿元，同比增长183.71%，成为核心利润驱动因素。
行业层面，三代制冷剂价格全面上涨，在配额制下企业成本传导顺畅，原料价格回落后价差有望进一步扩大。东岳集团的R32配额位居行业第二，在高度集中的市场格局下竞争优势显著。此外，公司持股44%的子公司东岳硅材在一季度实现扭亏为盈，盈利约2亿元，进一步增厚了整体利润预期。当前公司静态市盈率约11.51倍，市场对其盈利周期的持续性仍有定价空间。
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