According to a comprehensive report from the China Securities Network, since the beginning of May, the theme of “price increase” has been gradually fermented, becoming one of the main lines of profit making in the market, and segments such as beer, paper making, chemical subdivision, and natural gas have appeared in succession, resulting in the passage of such products as Jianxin and Chongqing Beer. Trends in the broader market turbulence adjustment trend Niu Bing.
Analysts believe that, from the past two years of market operation situation, different from purely speculative themes, the subject of “price increase” has a good continuity, and the time span often reaches several months. The investment logic of the “price increase” theme in the market is also relatively simple. The main product has a situation of price increase, which is bound to form a good feedback on the performance. The improvement of the fundamentals will also support the recovery of the stock price and even increase.
At the current point in time, the chemical industry is most favored by brokerage firms.
CSC analysts said that the acetic acid industry has strong demand, no increase in production capacity, and a long-term supply and demand pattern. Accompanying the soaring price of acetic acid, the profitability of the relevant manufacturers has increased dramatically. At present, the gross profit per ton is more than 2,000 yuan.
According to analysts at Essence Securities, under the requirement of "resolutely fighting against pollution prevention and control," environmental protection has seen a new round of strengthening trends, a series of measures such as pollution control in the Yangtze River Economic Belt, environmental supervision in Inner Mongolia, and identification work in the park, which is expected to be a cycle. The stock brought a recovery. Under the support of high crude oil prices, systematic adjustment of domestic demand and seasonal overhaul on the supply side, the profit expectation of the chemical industry is expected to be revised, and companies that have entered a safer, lower-valued region and have performance cashing ability have investment value.