智通财经APP获悉，东岳集团(00189)再涨超8%，截至发稿，涨8.18%，报9.92港元，成交额1.24亿港元。
消息面上，根据氟务在线报道，二季度R32长协价为4.66万/吨，环比上涨约6000元/吨。国信证券指出，进入二季度，受夏季高温天气驱动，制冷剂消费即将进入传统旺季，在低库存背景下交易活跃度逐步提升。中航证券认为，当下低库存叠加头部企业挺价决心和制冷剂产业链惜售情绪，二季度制冷剂或将掀起新一轮涨价潮。
方正证券指出，制冷剂是氟化工行业中规模最大、应用最广泛的细分领域之一。《蒙特利尔议定书》推动了制冷剂的代际更迭，当前制冷剂行业处于二代制冷剂加速削减、三代制冷剂配额冻结、四代制冷剂专利保护期，供给强约束叠加行业格局集中背景下，二、三代制冷剂正处于价格上行周期，下游空调和汽车行业有望保持增长趋势，三代制冷剂有望量价齐升。
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