智通财经APP获悉，东岳集团(00189)涨近6%，截至发稿，涨5.78%，报14.09港元，成交额3.02亿港元。
消息面上，据氟务在线，随着春节停产企业陆续复产，市场流动性有望在下周逐步回归，而春旺需求预计将在3月后陆续释放，当前价格在库存低位与看涨预期的双重支撑下维持高位盘整。展望后市，出口市场订单执行持续推进，叠加四月制冷展临近，多重利好有望为制冷剂市场带来新的变动契机，部分品种或迎新一轮价格支撑。
国信证券此前指，制冷剂配额约束收紧为长期趋势方向，在此背景下，看好R32、R134a、R125等主流制冷剂景气度将延续，价格长期仍有较大上行空间；对应制冷剂配额龙头企业有望保持长期高盈利水平。此外看好液冷产业对氟化液与制冷剂需求的提升。建议关注PVDF、PTFE等含氟高分子价格修复。
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