智通财经APP获悉，东岳集团(00189)午后涨超8%，截至发稿，涨7.91%，报12.28港元，成交额2.28亿港元。
消息面上，东岳集团近期发布年度业绩。2025年公司实现营业总收入143.55亿元，同比增长1.23%；实现归母净利润16.42亿元，同比增长102.49%。其中，制冷剂业务实现盈利22.88亿元，同比增长183.71%。2026年，制冷剂价格延续增长趋势。
值得注意的是，二氯甲烷、三氯甲烷等制冷剂原料价格大幅上涨。分析人士指出，在配额制下，制冷剂企业成本传导顺畅，完全不担忧顺价问题，未来外部冲突缓解后原料价格回落，制冷剂价格大概率不会跟跌，价差扩大将更加显著。
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