Chemical Sector Again Occupy The List! Focus Interview Exposing The Crazy Logic Behind The Soaring Chemical Industry

Chemical sector once again occupy the list of growth, leading 5 shares of the company. On Tuesday, the chemical sector came back and many stocks were trading.

In terms of fundamentals, the domestic level is affected by environmental protection and limited production, and the trend of large-scale integration of chemical industry is clear.

Stakeholders said that benefiting from the double good at home and abroad, leading companies in the chemical industry are expected to share dividends from the industry.

Chemical sector again occupy the list!

Since July, the price of yellow phosphorus has risen to 50%. Recently, the price of phosphoric acid has risen to a high level. Affected by this effect, the early phosphorus chemical industry sector has gone against the trend, and Cheng Xing stock has completed the market of 5 even plates.

After noon, fluorine chemical industry continued to rise, Zhongxin fluorine, Guanghua technology has been sealed, chemical stocks and other stocks have followed suit, chemical stocks are strong throughout the day.

One of the favorable factors:

"Focus interview" exposure, the chemical industry opened large-scale integration

In July 3rd, CCTV focuses on the pollution of phosphorus chemical industry in the upper reaches of the Yangtze River. This news triggered yellow phosphorus prices 9, 10, two consecutive sharp rise, the A share market as a representative of the shares of yellow phosphorus stocks continued to rise.

In fact, the environmental remediation of phosphorus chemical industry is only a microcosm. The prelude of large-scale integration of domestic chemical industry has been opened. With the launch of the second central environmental protection inspection, the phenomenon of capacity shutting up will continue to increase. Meanwhile, the industry's leading companies will benefit from the industry concentration and increase the market share.

Two of the positive factors:

Japan and South Korea trade war intensifies China's semiconductor materials to win the opportunity?

Since this month, South Korea has released third tough information to Japan, and the trade war between Japan and South Korea has continued to ferment, and semiconductor materials have become the focus. In July 1st, the Japanese government announced that it would strengthen control over three kinds of semiconductor industry raw materials in South Korea from 4, and exclude Korea from trade "white list".

This time, Japan has broken down three kinds of materials, including fluorinated polyimide used for semiconductor cleaning, fluorinated polyimide for smart phone display screen, and so on. Data show that more than 40% of Korea's high purity HF, more than 90% of fluorinated polyimide and photoresist are imported from Japan. This is also a direct reason for the recent strengthening of the listed companies of fluorine chemical industry. Click to see: Japan "cut off" Korea! 5 domestic companies are collecting profits from fishing.

Main points of speculation in two main lines of chemical industry

Judging from the performance of the chemical sector, it is based on two main lines: domestic environmental protection limited production and trade disputes between Japan and South Korea.

The environmental protection limited production in China mainly includes phosphorus chemical industry, vitamins, urea and titanium dioxide. The corresponding subdivision of trade disputes between Japan and South Korea mainly includes fluorine chemical industry (hydrofluoric acid, hydrogen fluoride and photoresist). Only from the two level market performance, phosphorus chemical industry and fluorine chemical sector showed the strongest performance. The leading companies were Cheng Xing shares and Zhongxin fluorine materials. Cheng Xing shares had been trading for 5 consecutive days, and Zhongxin fluorine material has been trading for 3 consecutive days.

Among them, the pure degree of concept, the factors of concept superposition and the market value of the company become the main reference for capital. For example, the short-term price rise of related products caused by environmental factors, such as the price of yellow phosphorus, has risen. The price of yellow phosphorus business in the two tier market is higher than that of the high price companies (the proportion of yellow phosphorus business of Cheng Xing shares, Xingfa group is 21.44% and 4.06% respectively, and the ratio of Yunnan to Tian Hua is also in the number of places), which is also one of the leading factors of the phosphate chemical industry. In addition, the market capitalization of small companies has high elasticity, and the total market value of fluorine chemicals in fluorine chemical industry is less than 4 billion yuan. Such companies are easy to get the attention of hot money. At the same time, the recent market is weak, and the dynamics and sustainability of the following companies are far from enough.

Finally, it needs to be prompted that although the recent performance of the chemical sector is strong, most of the companies in the plate have poor quarterly performance. This stage of speculation is basically not affected by fundamental factors.

Therefore, in the medium to long term, if the performance of the relevant companies can not be changed significantly, the long-term sustainability of the long-term needs to be observed.