智通财经APP获悉，东岳集团(00189)涨超4%，截至发稿，涨4.09%，报8.4港元，成交额4550.76万港元。
德邦证券发布研报称，根据百川盈孚统计数据显示，截至1月3日，R22、R32、R125、R134a价格分别33000、43000、42000、42500元/吨，较上月分别+1.5%、+7.5%、+10.5%、+9.0%。此外，2025Q1主流空调厂长协订单落地，R32和R410a价格分别39800和40800元/吨，环比分别+6.1%和+11.8%，均呈现上涨态势。
该行续指，受年末生产配额余量不足等因素影响，2024年12月国内制冷剂企业开工低位，大规模停产检修情况普遍，主流生产企业配额库存低位，对制冷剂价格上涨形成支撑。同时近期印度GFL装置突发事故引发装置停车，或对R32外贸市场价格带来进一步利好支撑。
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