智通财经APP获悉，东岳集团(00189)再涨超13%，截至发稿，涨10.24%，报14.54港元，成交额6.05亿港元。
消息面上，8月20日，东岳集团发布2026年中期业绩，该集团期内取得收益80.6亿元人民币，同比增加8%；公司拥有人应占期内溢利10.27亿元，同比增加31.84%。回顾期内，受氟硅行业整体市场驱动，集团多项核心产品价格实现不同幅度上行。上半年，本集团多个重点项目已完成建设并已投产，其中包括新能源中心项目和R32制冷剂扩产项目。
兴业证券发布研报称，家电内销受高基数、国补退坡和渠道库存影响承压，出口亦受地缘扰动压制，但今年上游生产企业和空调厂商长协价格超预期。若下半年海峡放开制冷剂直接受益，制冷剂按照往年出口都呈现明显的季节性，出口发货集中在Q3-Q4，今年又是A5第二批国家配额基线最后一年，若海峡放开有抢基线的动力，尤其是高GWP的品种更受益。
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