智通财经APP获悉，东岳集团(00189)现涨超4%，截至发稿，涨4.41%，报6.63港元，成交额2544.43万港元。
开源证券指出，据海关总署数据，10月单月，我国HFCs单质制冷剂总出口量约为2.73万吨，同比增长25.2%；出口总额约为7.51亿元，同比增长50.4%。我国HFCs混配制冷剂总出口量约为16,432吨，同比增长18.4%；出口总额约为4.89亿元，同比增长47.7%。10月份制冷剂出口行情迅速反转，未来行情演绎或将持续超预期。
该行同时指出，据氟务在线跟踪，12月工厂检修计划明确，空调12月排产持续增加，预计配额将呈现阶段性供应不足情况，当前工厂制冷剂库存显著低于2023年底，12月紧张趋势明显，库存低位之下酝酿2025年新一轮涨幅。据悉，东岳集团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。
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