Chemical Fiber Stocks: The Left Side Is Configured At That Time.

Every year from August to November there is a seasonal intensive trading market, this year's situation is no exception.

The sharp fluctuation of cotton prices has exacerbated the business risks faced by downstream enterprises, and shifted their production to the direction of chemical fiber.

Analysts expect that the trend of volume recovery and temporary price stabilization will appear in the short term.

In October, the textile industry entered the traditional peak season.

The chemical fiber industry will enter the peak season in the four quarter.

High demand and high performance area attracts much attention

In October, the spot price of PTA in chemical fiber rebounded after a week of national day.

CICC report shows that

It is worth noting that due to insufficient domestic capacity, these

The latest research report issued by the Securities Research Institute has basically reached a consistent judgement on the chemical fiber industry near the bottom. It is believed that it will enter the peak season in the four quarter. The relevant listed companies are expected to have good performance. Investors are advised to select stocks for the left side configuration.

There are institutional analysis that the polyester fiber and viscose industry in the chemical fiber industry directly benefits from the tight supply of cotton, and the polyester raw material comes from the petrochemical raw materials, and the viscose raw materials come from cotton lint. Polyester is the most profitable sub industry. Spandex as the monosodium glutamate of textile, its demand has linkage effect with other textile materials, the spandex industry has higher price raising ability and raw material price increase is relatively small, so it will also enjoy high prosperity.

As the rising sun, aramid, carbon fiber, ultra-high molecular weight polyethylene fiber and other high-performance fibers are the strategic emerging industries that are mainly developed by the state. There is huge room for development. High difference fiber and environmentally friendly fiber will also be the development direction of the chemical fiber industry.

Haitong Securities believes that the investment of chemical fiber can follow two main lines: first, in the traditional field, we should pay close attention to the sub industries, such as polyester, spandex, dyestuffs and so on, which are benefited from the strong demand of downstream industries and industries in high prosperity. Secondly, in the emerging field, we should focus on high-performance fibers and high differential fibers, such as aramid, differential polyester fiber, differential spandex fiber, environmental protection fiber and so on.

Chemical fiber plate in October around 10.78%

3 leading stocks have led the first tier.

As a whole, the chemical fiber industry is still in the recovery stage. For the already underdeveloped industries and underestimation of the "white horse stocks", institutional funds have been settled and rebounded first.

According to the latest statistics of WIND information, in October, the 28 stocks of the whole chemical fiber board averaged 113 million 264 thousand and 300 shares per day, compared with 10.78% in September, and the share price center moved up 0.11%.

Among them, 3 chemical fiber leading stocks rose sharply, becoming the first echelon of the chemical fiber sector.

12 shares of chemical fiber stocks that have risen since October

Securities for short term increase (%) monthly average daily turnover (10000 shares) paction volume (%)

Wan Wei hi tech 14.37 3485.16 387.92

ST de Heng 9.91 100.09 -16.92

ST Huayuan 9.26 1771.60 -

Tong Kun shares 7.65 1266.05 2.19

Xia Ke environmental protection 6.77 165.37 2.87

Baoding Swan 4.23 507.97 -16.37

Jiangnan high fiber 3.21 124.54 -31.27

Heng Yi Petrochemical 2.71 81.67 49.42

S Yihua 1.45 113.43 -46.90

Halliday 0.53 107.28 56.23

Hua Ding nylon 0.24 254.48 -4.36

Huaxi Village 0.16 261.93 12.91

Wan Wei hi tech: subheading (same below)

In the field of vinylon new materials in China, the high strength and high modulus polyvinyl alcohol (PVA) fiber products developed by the company have all exported to the European and American markets, breaking the pattern of Japan's dominance in the international market, and have become the main profit growth point of the company.

In October 11, 2011, the profitability of the leading products such as polyvinyl alcohol, high strength high modulus polyvinyl alcohol fiber, cement and clinker increased steadily, and the business performance increased significantly over the same period last year.

It is estimated that the net profit attributable to shareholders of Listed Companies in 2011 1-9 increased by 150% over the same period last year.

In the first half of the year, its revenue and net profit increased by 62.56% and 129.76% respectively.

As of October 18th, the company's stock has traded 34 million 851 thousand and 600 shares since October, compared with the average daily turnover of 7 million 142 thousand and 900 shares in September, 387.92%. At the same time, the stock price rose 14.37%, the biggest increase was 25.63%, far exceeding the cumulative increase of the Shanghai Composite Index 1.03%. The main fund nearly bought 5 yuan on the 5 day, and the net inflow accounted for 21.66% of the paction volume.

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Tong Kun shares:

The large joint-stock listed company, which is mainly made of polyester and polyester filament, is the only enterprise in Jiaxing to be selected as the top 500 in China. In the past 2001-2010 years, the company has ranked first in China's polyester filament industry for 10 consecutive years, and is a well deserved leading enterprise in the domestic polyester fiber manufacturing industry.

In the first half of the year, the company's main revenue and net profit increased by 42.27% and 57.80% respectively over the same period.

The gold card consultant believes that the future direction of the stock's upstream and downstream integration is still more clear, and the long-term profit outlook is still promising.

The two tier market, after the previous downturn, the adjustment has been relatively adequate, and now there have been signs of stabilization.

"In October 18th, a large volume of the market has been released. Although the short term will be facing some adjustment pressure, there will be a certain rebound after the accumulation.

"According to statistics, as of October 18th, the stock has traded 12 million 660 thousand shares since October, compared with 2.19% in September, while the stock price rose 7.65%, the largest increase of 14.48%, and also far exceeded the Shanghai composite index yield.

Main funds nearly 5 days to buy 42 million 428 thousand and 200 yuan, the amount of inflow rate of 4.03%.

Xia Ke environmental protection:

The leading companies in China's color textile industry are the core businesses of R & D, production and sale of Chardonnay, non dyed cotton and non dyed yarns.

In the first half of 2011, the colored polyester fiber revenue of the company was 369 million yuan, up 104.8% from the same period last year, and the gross profit margin was 8.49%. The main revenue and net profit increased by 20.67% and 43.47% respectively.

Due to good production and operation and increased sales, the company expects net profit growth of 30~50% in the 1-9 months of 2011.

It is particularly noted that after the acquisition of an Xing Cai fiber, the company solved the bottleneck problem of raw material supply for yarn production, improved product quality and improved product quality, further expanded the company's production scale and consolidated its leading position in the industry.

As of October 18th, the stock traded 1 million 653 thousand and 700 shares a day since October, compared with 2.87% in September, while the stock price rose 6.77%, the largest increase of 11.45%, and also far exceeded the Shanghai composite index yield.

Main funds nearly 5 days to buy 9 million 138 thousand and 900 yuan, the amount of inflow rate of 10.45%.