智通财经APP获悉，东岳集团(00189)涨超4%，截至发稿，涨4.01%，报9.6港元，成交额1.89亿港元。
消息面上，东岳集团今日将发布2024年度业绩。该公司此前发盈喜，预计2024年度公司拥有人应占溢利较上年度增加超过14%；及本年度溢利增加超过60%。主要由于制冷剂的需求不断增加，年内价格大幅上涨；及采取有效措施进行成本控制。
方正证券指出，制冷剂已经进入需求旺季，制冷剂企业生产负荷逐步提升，行业产量和库存同比提升，旺盛的下游需求带动制冷剂价格上行。该行认为制冷剂已经进入旺季涨价阶段，3月份价格有望继续上调，进一步提振二季度长协价格中枢。中金指出，向前看，3-5月为空调排产的传统旺季，根据奥维云网数据，2025年3月空调排产YoY+10%，4月空调排产YoY+11.1%，该行认为，制冷剂二季度长协价定价期临近，旺季行业有望持续催化，制冷剂板块盈利持续向好。
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