1. The situation in Russia and Ukraine is escalating, and the duration and intensity of inflation may intensify. We are concerned about the opportunities related to the chemical industry chain under the global energy and food crisis this year: upstream exploration ( Petrochina Company Limited(601857) , CNOOC), coal head ( Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Ningxia Baofeng Energy Group Co.Ltd(600989) ), gas head (satellite Chemistry), biodiesel ( Longyan Zhuoyue New Energy Co.Ltd(688196) , Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) ) The potapotafertilizer ( Hongda Xingye Co.Ltd(002002) 545 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Shandong Weifang Rainbow Chemical Co.Ltd(301035) , Hailir Pesticides And Chemicals Group Co.Ltd(603639) , Limin Group Co.Ltd(002734) ).
2. Continue to be optimistic about the upstream materials of the new energy industry chain: since the fourth quarter of 2021, the adjustment range of the middle and upstream materials sector of new energy has been large. On the one hand, it is affected by the decline in the price of traditional chemical products, on the other hand, it is also affected by the overall valuation of the new energy sector. However, we believe that 2021 is the first year for the layout of many chemical leaders who have transformed into the field of new energy materials, In 2022, the sector market will enter the stage of landing and verification from the expected hype. Under the trend of rapid growth of medium and long-term demand for new energy, chemical leaders still have great potential by virtue of their advantages in technology, industrial chain integration, large-scale and environmental protection treatment. In the state of tight industry supply and demand in 2022, we are optimistic that the production capacity in 2022 is expected to be given priority, Targets for which the performance is expected to grow: lithium battery binder, membrane coating material: the target for which the performance is expected to be a target for a target for which the performance is expected to grow: lithium battery binder, membrane coating material: the binder for lithium battery; the binder for lithium battery; the target for which the performance is expected to be a target for a target for which the performance is expected to be a target for a target for which the performance is expected to be a target for a target for which the performance is expected to grow: lithium battery binder, membrane coating material: lithium battery binder, membrane coating material, PVDF (Dongyue Group, 3 Guangdong Tengen Industrial Group Co.Ltd(003003) 0034 Lecron Industrial Development Group Co.Ltd(300343) 00343 Guangdong Tengen Industrial Group Co.Ltd(003003) 4 Lecron Industrial Development Group Co.Ltd(300343) 00343 \\\\\\(, Great Chinasoft Technology Co.Ltd(002453) , Liao Ning Oxiranchem Inc(300082) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , satellite Chemistry) The upstream material of the photovoltaic industry chain in the upstream chain of the upstream material of the industry chain of the photovoltaic industry chain of the industry chain of the industry chain of the industry chain of the upstream material of the forthe material of the industry chain of the upstream of the upstream material of the upstream material of the upstream of the photovoltaic industry chain of the industry chain of the industry chain of the photovoltaic industry chain of the industry chain of the industry chain of the industry chain of the photovoltaic industry chain of the industry chain of the upstream material of the upstream of the wind industry chain, the upstream material of the industry chain of the wind industry chain of the upstream material of the upstream of the wind industry chain of the industry chain of the upstream carbon fiber (Jilin Carbon valley of carbon Valley in Jilin), epoxy structural epoxy ( Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Guangdong Delian Group Co.Ltd(002666) 69), epoxy structural glue (\\\\\\\\\\\\\\\\\\\\\\\\\\).
3. Continue to be optimistic about Baima leader: focus on Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Ningxia Baofeng Energy Group Co.Ltd(600989) and other coal chemical leaders, Wanhua Chemical Group Co.Ltd(600309) , Rongsheng Petro Chemical Co.Ltd(002493) , Hengli Petrochemical Co.Ltd(600346) , Jiangsu Eastern Shenghong Co.Ltd(000301) , satellite chemistry and other petrochemical leading enterprises.
4. Pay attention to the sustained prosperity and profit recovery sub industries: vitamins ( Zhejiang Nhu Company Ltd(002001) , Brother Enterprises Holding Co.Ltd(002562) , Zhejiang Garden Bio-Chemical High-Tech Co.Ltd(300401) ), soda ash ( Inner Mongoliayuan Xing Energy Company Limited(000683) , Shandong Haihua Co.Ltd(000822) ).
5. Promising consumer growth stocks and new material growth stocks with high ceiling and stable profits: artificial meat and plant capsules ( Shandong Head Co.Ltd(002810) ), non saccharification trend ( Anhui Jinhe Industrial Co.Ltd(002597) ), catalysts and additives (medium contact coal, Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , Actblue Co.Ltd(300816) , Xinxiang Richful Lube Additive Co.Ltd(300910) ). New fields of display: optical film ( China Pacific Insurance (Group) Co.Ltd(601601) China Pacific Insurance (Group) Co.Ltd(601601) Sichuan Em Technology Co.Ltd(601208) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\(2) Special gases ( Haohua Chemical Science & Technology Corp.Ltd(600378) , Guangdong Huate Gas Co.Ltd(688268) , Jiangsu Yoke Technology Co.Ltd(002409) ), wet electronic chemicals ( Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Jingrui, Phichem Corporation(300398) ), CMP polishing materials ( Hubei Dinglong Co.Ltd(300054) ). Military industry: special chemicals ( Haohua Chemical Science & Technology Corp.Ltd(600378) ), aramid fiber ( Yantai Tayho Advanced Materials Co.Ltd(002254) ), carbon fiber ( Weihai Guangwei Composites Co.Ltd(300699) ).
Risk warning: the macroeconomic growth rate is lower than expected; The product price fluctuates greatly; International oil prices fell sharply; The construction progress of the new project is less than expected; Repeated outbreaks, etc.
