智通财经APP获悉，东岳集团(00189)现涨超5%，截至发稿，涨4.89%，报6.65港元，成交额2198.56万港元。
消息面上，东岳集团发布公告，东岳硅材前三季度营业收入40.22亿元，同比增长11.47%；归属于上市公司股东的净利润8859.02万元，同比增长131.06%。单看第三季度，公司单季度主营收入12.85亿元，同比上升14.27%；单季度归母净利润2337.3万元，同比上升124.96%。
国信证券指出，供给端2025年制冷剂配额方案发放，二代制冷剂履约加速削减，三代制冷剂R32同比增发4.5万吨，R22、R32等品种行业集中度高；需求端今年受以旧换新政策刺激、局部区域高温、欧美补库、东南亚等新兴区域需求增长等因素影响，海内外空调生产、排产大幅提升。二代制冷剂R22等品种在供给快速收缩、空调维修市场的支撑下，供需偏紧；三代制冷剂R32供给同比小幅提升，但需求端也呈现快速增长，预计将保持供需紧平衡。
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