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港股異動 | 東嶽集團(0189.HK)反彈近8% 機構看好行業高景氣度
格隆匯 11-04 11:20
格隆匯11月4日丨近期表現低迷的東嶽集團(0189.HK)大幅反彈近8%,報17.74元,總市值400億港元。據悉,在PVDF方面,東嶽神州粉料及粒料報價調高2萬/噸至35萬/噸,鋰電級報價調高6萬/噸至47.5萬/噸(9月初為30萬/噸)。國盛證券表示,繼續看好氟化工材料:PVDF下游鋰電+光伏的需求佔比超過60%,而成本比例只佔下游約2%,因此導致了142b和PVDF價格的高彈性。建議關注東嶽集團等企業。此外,技術壁壘及指標審批約束未來PVDF新增供給,未來2年以上繼續高景氣PVDF生產難度高,國內供應商數量較少。

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