港股异动 | 东岳集团(00189)涨超7% 英美调整三代制冷剂淘汰节奏 制冷剂整体市场有望逐步回暖

智通财经
10 hours ago

智通财经APP获悉,东岳集团(00189)涨超7%,截至发稿,涨7.1%,报17.5港元,成交额13.55亿港元。

消息面上,近日英国和美国陆续宣布HFCs(三代制冷剂)等含氟气体使用配额削减计划推迟,HFCs淘汰降碳节奏整体放缓,主要因为HFCs价格上行导致制冷剂产业链运行成本上升等因素。东方证券指,配额驱动三代制冷剂,供给刚性,需求端制冷设备保持增长,英美放宽三代制冷剂管控边际延长其需求周期,看好三代制冷剂景气上行,配额份额居前企业有望受益,看好板块中长期配置价值。

另据氟务在线,现阶段制冷剂基本面企业控价意愿强、行业默契意识依旧,工厂库存水位中等,无集中抛售压力。美国、英国相继推迟削减HFCs淘汰进程,对国内形成利好支撑,后续随气温持续升高、海内外补库需求逐步释放,制冷剂整体市场有望逐步回暖。

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