智通财经APP获悉,东岳集团(00189)早盘涨超4%,截至发稿,涨2.8%,报6.62港元,成交额2375.12万港元。
消息面上,根据香港联交所披露文件,11月11日,易方达基金管理有限公司增持东岳集团287.7万股H股股份,价值约1,920.46万港元。增持后,易方达基金管理有限公司最新持股数目为1.06亿股股份,持仓比例由5.97%升至6.13%。
太平洋证券指出,受气温影响,萤石生产受限,货源整体趋紧,氢氟酸价格坚挺,二氯甲烷价格上涨乏力,三氯乙烯价格平稳,制冷剂成本波动有限。年底配额余量有限,外贸需求向好,市场供应持续偏紧。申万宏源则指出,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。
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