基础化工氟化工行业周报:板块中报预增 看好制冷剂景气周期

国泰海通证券
Jul 21, 2025

本报告导读:二代制冷剂配额如期削减,三代制冷剂政策延续,配额约束下供需格局将持续优化,2025 年二代/三代制冷剂价格有望保持涨势,继续看好制冷剂景气周期。国内综合实力强,产品矩阵完善,技术储备全面,制冷剂配额靠前的生产企业将受益。投资要点:行情回顾。本 周(2025.7.14-2025.7.18)氟化工板块涨跌幅前五为中欣氟材(+14.34%)、东岳集团(+4.25%)、永和股份(+3.26%)...

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