东岳集团盘中涨超3% 东岳硅材一季度归母净利润约3681.9万元

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28 Apr
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  东岳集团(00189)盘中涨超3%,截至发稿,股价上涨1.89%,现报9.15港元,成交额1933.56万港元。

  4月25日,东岳集团(00189)公布东岳硅材(300821.SZ)2025年第一季度业绩,收入约12.02亿元,归属于东岳硅材股东的净利润为3681.9万元。方正证券认为,制冷剂进入需求旺季,涨价确定性强。制冷剂已经进入需求旺季,制冷剂企业生产负荷逐步提升,行业产量和库存同比提升,旺盛的下游需求带动制冷剂价格上行,二季度价格有望持续上调。同时根据海关总署数据,主流制冷剂1、2月出口均价同比均有大幅增长。制冷剂长景气周期趋势不变,在主流制冷剂内外贸报价同频背景下,制冷剂相关生产企业业绩释放确定性增强。

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