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.

cls.cnApr 27 01:52

Double benefit is coming! Can the nuclear power sector continue to rise and stop?

The agency anticipates that nuclear power will continue the rapid development trend in the future according to the normal approval rhythm of 6-10 units per year. It is recommended to focus on suppliers of core components for nuclear fusion and nuclear fission.

cls.cnJan 1 21:30

Dividend themed funds are in full swing: the total number of products has broken 100. How can you choose to invest in hundreds of “dividends”?

① Nearly half of the dividend-themed products newly established during the year were established in the fourth quarter of this year, and the scale of newly established products exceeded 1.3 billion yuan; ② dividend-themed ETFs have absorbed more than 3 billion yuan since the fourth quarter, and the net inflow during the year exceeded 13.3 billion yuan.

cls.cnNov 24, 2023 07:02

Conch Cement: The industry welcomes the window, the integration period will choose the opportunity to promote mergers and acquisitions of high-quality projects | Direct access to performance meetings

① Conch Cement said that the decline in profit in the first three quarters was mainly due to the price drop being higher than the cost reduction. ② The cement industry in the fourth quarter showed certain characteristics of the peak season. Overall, cement sales were better than in the fourth quarter of last year. Prices rebounded slightly month-on-month, and the year-on-year decline was significant. ③ Conch Cement said that in the context of weak demand and double carbon, the cement industry will usher in an integration window period, and the company will choose the opportunity to promote mergers and acquisitions of high-quality projects.

cls.cnNov 9, 2023 23:46

Prices of major products dropped across the board, and Wanwei Hi-Tech's net profit for the first three quarters decreased by nearly 70% year-on-year

① Affected by the slump in the industrial products market, prices of nearly 10 major products fell year on year. Among them, the average price of polyvinyl alcohol (PVA) fell from 20115.78 yuan/ton to 11907.15 yuan/ton, down 40.81% from the third quarter of last year; ② Wanwei Hi-Tech (600063.SH)'s revenue and net profit data for the first three quarters of this year both declined, with the latter falling close to 70% year on year.

cls.cnOct 18, 2023 08:34

Express News | Lyon: The target price of conch cement was lowered to HK$28.1, outperforming the market

BreakingsMay 3, 2023 04:20