港股异动 | 东岳集团(00189)涨超4% 上半年溢利同比预增约1.5倍 机构看好制冷剂景气度将延续

智通财经
22 Jul

智通财经APP获悉,东岳集团(00189)涨超4%,截至发稿,涨4.06%,报10.76港元,成交额1.12亿港元。

消息面上,东岳集团近期发盈喜,预计该集团截至2025年6月30日止年度的公司拥有人应占净溢利同比可能大幅增长约150%。根据现有资料,董事会认为上述增长的主要原因为部分制冷剂产品价格较去年同期大幅上涨所致。国信证券认为,制冷剂配额约束收紧为长期趋势方向,在此背景下,看好R22、R32等二代、三代制冷剂景气度将延续,价格长期仍有较大上行空间;对应二代、三代制冷剂配额龙头企业有望保持长期高盈利水平。

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