智通财经APP获悉，东岳集团(00189)午后涨超7%，截至发稿，涨7%，报7.34港元，成交额8512.69万港元。
消息面上，据产业在线公众号数据，24年12月/25年1月/25年2月家用空调排产同比增长32%/4%/32%，24Q4在国家以旧换新政策刺激下，家用空调库存去化持续进行，内销排产维持双位数增长，出口端在欧洲和拉美地区的带动下持续高位增长。
申万宏源指出，据氟化工公众号数据，行至年末，制冷剂行业配额殆尽，主流大厂存减产预期，11月26日，R32与R134a市场报盘上涨至4.2万/吨。R125亦向4万大关迈进。25年制冷剂的起点更高，格局更优。
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