8月12日，东岳集团盘中上涨5.59%，报13.58港元，成交额2.24亿港元。
消息面上，近期多家券商密集发布氟化工行业研报，指出制冷剂景气坚挺、新一轮行情正在酝酿。截至8月初，R32市场均价6.45万元/吨，R134a均价6.4万元/吨，R125均价5.5万元/吨，年内分别上涨2.38%、10.34%、14.58%。机构测算2026至2028年R32内需缺口将持续扩大，配额刚性叠加低库存使供给弹性几乎为零。此外，氟化工板块上周整体上涨10.5%，跑赢上证综指7.68个百分点，板块动能强劲。东岳集团作为二代及三代制冷剂龙头，在R22、R32等核心产品市占率较高，同时公司含氟高分子材料PTFE有望受益于AI算力材料升级需求。
（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.