智通财经APP获悉，东岳集团(00189)早盘涨近5%，截至发稿，涨4.31%，报10.88港元，成交额8460.89万港元。
消息面上，据卓创资讯，三代制冷剂26Q1长协价格基本确定为R32 6.12万元/吨(+1000元)、R410a 5.51万元/吨(+1900元)。申万宏源表示，展望26年，新能源汽车单车对R134a需求约为燃油车数倍，渗透率提升有望继续拉动R134a需求；26年印度等地进入配额基准期最后一年，或对高GWP品种如R125进口需求提升，且R134a和R125潜在的配额切换意愿低于R32，26年价格值得期待。
公开资料显示，东岳集团为氟硅行业龙头。高分子材料分部从事生产及销售高分子材料产品，例如聚四氟乙烯(PTFE)等产品；制冷剂分部从事生产及销售制冷剂产品；有机硅分部从事生产及销售生胶及混炼胶、深加工有机硅橡胶产品等；二氯甲烷、聚氯乙烯(PVC)及烧碱分部从事生产及销售二氯甲烷、PVC及烧碱产品。
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