智通财经APP获悉，东岳集团(00189)涨超4%，截至发稿，涨4.14%，报8.55港元，成交额5760.29万港元。
消息面上，根据百川盈孚的数据，截至4月11日，R32市场均价是4.8万元/吨，相比上月增长6.67%，相比年初增长11.63%，相比去年同期增长65.52%；R22市场均价是3.6万元/吨，相比上月增长0.70%，相比年初增长9.09%，相比去年同期增长56.52%。国信证券指出，公司为R22、R32配额龙头，制冷剂配额制度下公司将充分受益制冷剂价格上行。
该行指出，东岳集团拥有约22万吨R22产能，约6万吨R32产能。配额方面，根据生态环境部，2025年公司拥有4.39万吨R22配额，约占总配额的29.46%，为国内最大配额；拥有5.63万吨R32配额，约占总配额的20.09%，仅次于巨化股份配额占比；公司合计拥有12.99万吨二代、三代制冷剂生产配额，总配额量位于国内前列。随着制冷剂售价在供需紧平衡状态下的不断上升，公司制冷剂产品的毛利润与净利润持续增厚。
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