智通财经APP获悉,东岳集团(00189)涨近4%,截至发稿,涨3.75%,报9.97港元,成交额1.67亿港元。
消息面上,据氟务在线跟踪,制冷剂市场继长协报盘后市场迎来平稳,渠道真实采购需求逐步释放,企业报盘与市场成交加速贴合,外贸出口定价继续上涨,但部分品种与国内步调一致,价格高位抑制备库需求,市场进入低库刚需消化。开源证券表示,尽管行业临近传统生产淡季,但当前处于消耗旺季,头部经销商低价库存基本出清,多重利好因素或将推动市场旺季延迟启动。国信证券此前指,公司为R22、R32 配额龙头,在该行看好制冷剂长期景气度的前提下,公司作为主流制冷剂品种的国内配额龙头企业将充分受益于制冷剂品种的价格上行。
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