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Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
Guoxin Securities: The supply and demand pattern is improving, and there is strong certainty that third-generation refrigerants will continue to recover
Starting in February 2024, all parts of the country have taken many measures to promote “trade-in” of automobiles and home appliances to stimulate consumption vitality. Air conditioning schedule data showed beautiful performance, automobile sales data, and refrigerants continued the upward trend.
Shanxi Securities released a research report on April 23 stating that it gave Jinshi Resources (603505.SH) a purchase rating. The main reasons for the rating include: 1) the production capacity of the Baotou “selection and integration” project has climbed
Shanxi Securities released a research report on April 23 stating that it gave Jinshi Resources (603505.SH) a purchase rating. The main reasons for the rating include: 1) the production capacity of the Baotou “selection and integration” project has climbed smoothly, and the company's profits continue to grow at a high rate; 2) the arrival of the peak downstream season is expected to drive up the price of fluorite products; 3) vigorously promoting the Mongolian project and continuing to integrate high-quality global fluorite resources. (Mainichi Keizai Shimbun)
Jinshi Resources (603505): Environmental and safety inspections are getting stricter, fluorite prices are rising, and new projects contribute to increased profit load to help future growth performance meet expectations
The company released its 2024 quarterly report, and the results were in line with expectations. 1Q24 achieved operating income of 448 million yuan (yoy +166.5%, QoQ -39.6%) and net profit to mother of 61 million yuan (yo
Guoxin Securities released a research report on April 23 stating that it gave Jinshi Resources (603505.SH) a purchase rating. The main reasons for the rating include: 1) 2024Q1's revenue and net profit hit a record high in the first quarter, and the opera
Guoxin Securities released a research report on April 23 stating that it gave Jinshi Resources (603505.SH) a purchase rating. The main reasons for the rating include: 1) 2024Q1's revenue and net profit hit a record high in the first quarter, and the operating cash flow situation has improved markedly; 2) tight supply across the country has driven the recent upward trend in fluorite prices. The company's single fluorite profit is stable and new projects have been launched; 3) the company will establish a leading position in the fluorite industry and enter a new chapter of development. (Mainichi Keizai Shimbun)
Jinshi Resources (603505): Year-on-year growth in the first quarter is optimistic that volume and price will rise sharply in the second quarter
The company released its 2024 quarterly report. 2024Q1 achieved revenue of 448 million yuan, +166.5% year-on-year, and -39.6% month-on-month; net profit to mother of 60.54 million yuan, +74.9% YoY, -4
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