Cheminfo has been tracking and reporting on chemical stocks in the past two trading days, during which the chemical and fiber sector performed notably well.
On Monday, Shandong HaiLong, Nanjing Chemical Fiber, and Yantai Wanhua were all locked at their upper limits. On Tuesday, Shandong HaiLong and Aoyang Technology were also locked at their upper limits. Analysts pointed out that the strengthening of fiber-related stock prices was somewhat related to the rise in prices of chemical products within the industry.
Analyst Sun Jianxin from Qilu Securities noted that under the circumstances of high oil prices and expectations of economic recovery, there are evident structural investment opportunities within the chemical sector. Among fertilizer companies, those with phosphate mine resources and potassium fertilizer companies with valuation advantages are worth considering. In terms of sub-sector selection, investors can continue to pay attention to areas closely related to terminal consumption. Sun Jianxin recommends Jinfa Technology, Hualu Hengsheng, Shalongda, and Doubleč¯ Shares.
Analyst Xiao Hui from United Securities believes that based on the recovery of the real estate market and the rise in international oil prices, the chemical market is optimistic about the PVC industry. The chlor-alkali industry has been given an "overweight" rating. It is suggested to focus on PVC production enterprises with advantages in electric stone resources. As the price of electric stone rises, the profit sensitivity order is as follows: Yingli Special, Xinjiang Tianye, Nanhua Shares, and Zhongtai Chemical.
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