东岳集团(00189)今日盘中大涨超过5%,引发了市场的广泛关注。
从消息面来看,东岳集团此番涨势与近期生态环境部公布的2025年制冷剂配额核发情况有关。分析人士指出,二代制冷剂的配额核发符合预期,而三代制冷剂的配额略超预期。配额的增发意味着行业处于景气周期,在国际公约的大框架下,制冷剂的长期需求仍然存在。政策的制定主要是针对供需状况而非价格,这意味着制冷剂内外贸价格有望持续上涨。
另一方面,分析师认为,由于今后配额制下制冷剂供给侧将面临强约束,加之空调、汽车以及出口需求的支撑,行业盈利有望保持改善趋势。综合来看,外需强劲内需向好,制冷剂行业景气有望延续,这有利于东岳集团等相关公司的业绩表现。
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