智通财经APP获悉，东岳集团(00189)午前涨超3%，截至发稿，涨3.49%，报8.59港元，成交额6891.73万港元。
消息面上，近日，东岳集团发布公告，东岳硅材截至2024年12月31日止年度归属于其股东的净利润预计同比增长大约119.18%至122.87%；扣除非经常性损益后的净利润预计同比增长大约125.69%至129.36%。国信证券指出，制冷剂配额政策的严肃性将持续，在供给端长期强约束的背景下，持续看好制冷剂产品长期景气度的延续，价格长期仍有较大上行空间；对应二代、三代制冷剂配额龙头企业有望保持长期高盈利水平。建议关注产业链完整、基础设施配套齐全、制冷剂配额领先以及工艺技术先进的氟化工龙头企业及上游资源龙头。
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