智通财经APP获悉，东岳集团(00189)盘中涨超8%，截至发稿，涨6.31%，报11.12港元，成交额4.25亿港元。
消息面上，据钢联数据，R32制冷剂价格高位持稳，R134a制冷剂高位续涨。根据百川盈孚数据，截至10月31日，R32、R125、R410a、R134a价格较年初分别上涨46.51%、8.33%、27.83%、27.06%。
中信建投发布研报称，我国化工品价格已经连续下行4年，反内卷政策/协会自律行动纷纷出台，周期拐点或渐行渐近。我们认为在供给、需求都有边际改善预期的情况下，关注供给格局改善和内需相关的顺周期板块。其中，氟化工关注东岳集团等。开源证券认为，随着碳达峰、碳中和战略的持续推进，二代制冷剂R22即将大规模削减，HFCs有望受益于国家政策实现渗透率快速提升。
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