研報掘金丨中銀證券:維持巨化股份“買入”評級,看好製冷劑行業景氣度提升
中銀證券研報指出,巨化股份業績大幅提升,製冷劑價格持續上漲。看好製冷劑行業景氣度提升、公司氟化工產業佈局優化帶來的業績增長,維持“買入”評級。2024年公司製冷劑及氟化工原料產品均價上行,非製冷劑化工產品總體“供強需弱”、均價下行。根據公司2024年年報,2024年公司主要產品價格上漲增利13.80億元,其中氟製冷劑產品價格上漲增利20.78億元、氟化工原料產品價格上漲增利0.13億元。製冷劑行業景氣度持續提升,公司配額總量及份額領先,氟化工產業佈局有序推進。
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