智通财经APP获悉，东岳集团(00189)午后涨超4%，截至发稿，涨3.95%，报6.58港元，成交额4063.79万港元。
申万宏源指出，25年制冷剂配额总量设定与分配方案已公布，R22内用配额加速削减，供需缺口有望拉大；R32增发4.5万吨，但我们预计依然将呈现供需紧平衡态势，24Q4长协价的再次上扬亦是印证；海外库存逐步去化，需求释放下R32外贸价格已赶超内贸，其余制冷剂品种有望复刻。在国际公约大框架下，制冷剂长期逻辑仍存，政策的制定锚定供需而非价格，行业格局向好趋势不变，看好制冷剂内外贸价格共振上行。
海通证券则指出，东岳集团主要从事氟硅化工业务，并通过五个分部运营其业务。高分子材料分部从事生产及销售高分子材料产品，具体包括聚四氟乙烯(PTFE)、聚偏氟乙烯(PVDF)等产品；制冷剂分部从事生产及销售制冷剂产品，具体包括R22、R32、R125、R134a等产品，其中R22产能全球最高；有机硅分部从事生产及销售生胶及混炼胶、深加工有机硅橡胶产品等；二氯甲烷、聚氯乙烯(PVC)及烧硷分部从事生产及销售二氯甲烷、PVC及烧碱产品；其他业务分部从事生产及销售其他分部的副产品。
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