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東嶽集團(0189.HK):放量暴跌逾25%,自9月最高點累跌47%
格隆匯 10-08 13:14
格隆匯10月8日丨此前憑藉新能源產業鏈的景氣獲資金青睞走出一波大牛行情的東嶽集團(0189.HK)今日放量暴跌,盤中一度跌逾25%至15港元,自9月初最高位28.5港元累跌47.4%,最新市值340億港元。東嶽集團此前一度因業務涉及氟化工、PVDF、有機硅,氫燃料電池等概念獲市場爆炒,股價一度從6月底的不到6港元上漲至9月份的最高價28.5港元。港股通數據顯示,國慶假期港股通服務關閉前連續三日(9月24日-28日),南下資金淨賣出該股合共6.47億元。分析師稱,近幾個月,受益於氟硅產業鏈的高景氣,東嶽集團迎來業績大幅增長以及估值快速提高,預計短期內在市場供需偏緊的情況下,公司的高盈利水平能夠持續一段時間,但中長期在行業內大幅擴增產能的基礎上,產品價格繼續上漲的彈性減小,未來公司維持高盈利能力難度較大。

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