智通财经APP获悉，东岳集团(00189)现涨超4%，截至发稿，涨3.57%，报12.47港元，成交额8972.43万港元。
消息面上，在制冷剂量价齐升的带动下，制冷剂龙头企业集体预喜。近期巨化股份、三美股份、永和股份预计2025年净利润增幅上限均超100%。相关企业将业绩增长原因归结为氟制冷剂价格持续恢复性上涨、产品产销量稳定。
申万宏源认为，2026年各企业HFCs配额已下发，在全球供给严格约束下，行业格局优化叠加下游需求的增长，将带来制冷剂价格和价差的长周期向上，制冷剂作为功能性产品，“刚需消费品”属性与“特许经营”商业模式的“基因”正在逐步形成。
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