You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨平安證券:巨化股份業績穩中向好,維持“推薦”評級
格隆匯 01-24 16:03
平安證券研報指出,巨化股份(600160.SH)2024年氟化工原料產量同增6.22%,外銷量同比下降4.59%,月銷售均價同比增加23.19%,帶動該業務總營收同增17.54%。2024年起製冷劑實施生產配額制對供應總量形成約束,下游空調、汽車等內需出口表現向好,製冷劑供需格局改善、價格持續高升是公司利潤高增的主要動力。作為國內基礎化工+煤化工+氟化工一體化行業領先企業,2025 年公司三代製冷劑HFCs 配額繼續位居全國第一(據生態環境部,2025年巨化股份HFCs獲生產配額量29.98萬噸、佔總核發配額量的37.9%(含淄博飛源)),在完成對淄博飛源的收購整合後,氟化工領先地位加固。氟製冷劑價格高位堅挺,公司業績穩中向好,維持“推薦”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account