智通财经APP获悉，东岳集团(00189)涨超3%，截至发稿，涨2.66%，报10.81港元，成交额5195.12万港元。
消息面上，东岳集团近期发布业绩盈喜公告，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。国信证券指出，据卓创资讯预计，主流制冷剂产品价格稳定增长：8-10月R32均价分别在5.6/5.7/5.8万元；R134a分别在5.0/5.1/5.2万元。R227ea在消防打假补库，开工不足的影响下，报价上涨至7.3万元/吨。
国信证券认为，8月份为空调厂生产淡季，对应制冷剂需求有减少，但随着金九银十的到来，同时伴随着新冷年的开启，对应冷媒需求多有增量预期，且年度有限供应情况下，挺价心态明显，未来三个月制冷剂R32价格或延续高位偏强运行。随着R134a年度配额的持续消化，挺价心态持续增强，高价报盘陆续落实，同时随着9-10月份出口需求的逐步增量，市场或有进一步冲高预期。
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