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　　东岳集团（00189）早盘上涨5.01%，现报7.75港元，成交额5002.79万港元。

　　华泰证券认为，供需共振下24年以来二代/三代制冷剂整体步入景气，外贸价格亦逐步上行。考虑到25年R22配额大幅削减而HFCs配额延续偏紧趋势，有望持续支撑行业盈利。中长期而言，由于配额制下制冷剂供给侧面临强约束，叠加空调/汽车以及出口需求支撑，该行认为行业盈利有望保持改善趋势。

　　德邦证券认为，外需强劲内需向好，看好制冷剂景气延续。建议关注东岳集团等。

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