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Demand-induced price increases chemical industry market rebound

发布时间:2012.03.08 新闻来源:Shanghai Chang am international trading co.,LTD 浏览次数:

 

   Most brokers that because demand leads to higher prices, the chemical industry some stocks may be considered discretionary configuration.

    
GF Securities, said the next period of time, the background of the development of the chemical industry are: high and volatile oil prices, the downstream demand trend is unknown; energy conservation will continue to be one of the main line of development of the industry, have launched a sub-industry, "second five" plan will 
make a qualitative change in the fundamentals of some industries, changes in market expectations; currently most basic chemical sub-sectors in the valuation higher than the historical value.
    
The broker report released in this context, the investment could focus on the "supply tight, prices have greater flexibility in the industry; surface active policies, or benefit from the" Twelfth Five-Year Plan "of the industry; quality primary industry + 
development of the industry in line with the new business blue chips. "
    
Specifically, the National Securities recommended phosphorus chemical industry and coal chemical stocks.
    
The broker released report: With the end of spring, the fertilizer into the off-season, ammonium phosphate companies operating rate cut, the upstream phosphate rock prices will stabilize, tight supply situation will be eased. 
However, a large amount of export orders diammonium season, the international price is significantly higher than the national level, diammonium will remain high load operation, the future is still high demand for phosphate rock. 
Another recent price stability phosphorus, yellow phosphorus to support high prices running smoothly. 
AP access conditions will also allow the introduction of large-scale integration of phosphorus chemical industry, large-scale production of phosphorus chemical enterprises will benefit from a focus on Chengxing shares, Hing Fat Group.
    
Ongoing war in Libya and positive U.S. economic data, the international crude oil prices remain above $ 110, the cost advantage of improved domestic coal chemical industry, with focus on western coal resources of coal chemical manufacturer British special forces, chemical and Thailand.
    
Founder Securities believes that investment opportunities in the plastics industry gradually rendering. 
Major investment logic is: plastics manufacturing industry over the past year and a half since significantly outperformed the broader market, suggesting the industry may have been the turning point; plastics industry PE valuations at historically reasonable levels compared to other chemical sub-sectors valuation advantage.
    
The broker released report: With the gradual improvement in the economic situation abroad and rapid economic development, China's plastics industry usher in a new development opportunity. 
Although the real estate regulation does not relax, but protection of housing construction, regions and industry, "second five" planning and construction of water conservancy projects will provide support for the investment scale, good plastic building materials industry; household disposable income growth resulting from consumption 
Upgrade will also downstream plastic appliance and automotive industries constitute good; industrial upgrading national policy will also promote the further development of new plastic materials industry.
    
China's plastics industry trends performance plastic materials and plastic packaging materials and other traditional sub-sectors and stable growth, and high value-added modified plastics, biodegradable plastics and rapidly growing specialty plastic films and other sub-sectors. 
Plastic products with high added value are "new material" industry, the industry has a high technology content, high barriers to entry, and high profit margins, a state transition process to encourage industrial development of the industry, represents the future direction of development of the plastics industry.
    
In traditional plastics sub-sector, the proposed plastic pipe industry leaders concerned Nachuan shares, new plastic packaging film manufacturer Zhejiang Zhongcheng. 
In the high-value plastics sub-sector, proposes a focus on leading blonde modified plastics technology, biodegradable plastic forerunner Xin Fu medicine, lithium battery separator manufacturer fusugufen.
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