【制冷剂景气度持续向好 龙头企业上半年大幅预增】制冷剂行业景气度持续向好,龙头企业今年上半年业绩有望集体爆发。近期,巨化股份、三美股份、永和股份、东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告,净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为,总体来看,根据2025年制冷剂配额核发情况,第二代制冷剂基本符合预期,第三代制冷剂超预期削减,制冷剂供给端有序削减,需求端在国内以旧换新等政策催化下有望稳步增长,持续看好制冷剂行业景气度上行。

金融界
12 Jul
制冷剂行业景气度持续向好,龙头企业今年上半年业绩有望集体爆发。近期,巨化股份三美股份永和股份东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告,净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为,总体来看,根据2025年制冷剂配额核发情况,第二代制冷剂基本符合预期,第三代制冷剂超预期削减,制冷剂供给端有序削减,需求端在国内以旧换新等政策催化下有望稳步增长,持续看好制冷剂行业景气度上行。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10