智通财经APP获悉，东岳集团(00189)涨超6%，截至发稿，涨6.43%，报12.92港元，成交额2.29亿港元。
消息面上，据氟务在线跟踪，当前制冷剂市场在配额政策主导的供需紧平衡格局下维持强势，行业集中度提升，企业提价意愿较强，业者看涨氛围浓厚，市场成交重心缓慢上移。展望后市，叠加传统备货季临近及海运出口窗口开启预期，多数品种价格上行趋势有望延续；然而，持续高价位显著加剧下游补库风险，预计后续市场交易将转向以刚需采购为主导。
东岳集团此前发盈喜，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%。华泰证券指出，公司25H1归母净利润基本符合该机构的预期(7.5亿元)。受益于制冷剂景气向上，公司业绩有望进入上行周期。
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