The concept of nuclear pollution prevention and control rose sharply, and the list of concept stocks was exposed! Natural gas prices hit an eight year high, and blue chip concept stocks were released

Several nuclear pollution prevention stocks rose sharply.

In the morning trading on March 4, the stock indexes of the two cities fluctuated and fell. The Shanghai index fell 1% in the opening, rebounded slightly in the session, closed down 0.66%, and the Shenzhen composite index closed down 0.94%. The gem index once turned red and fell again near the closing, falling 1.12%.

In terms of sectors, coal, daily chemical and semiconductor sectors led the rise. The coal sector rose for a week, and the concept index rose by 12.73%; The concept of port, energy equipment and automobile ranked first.

nuclear pollution prevention and control concept rose in early trading

In the early morning session of this morning, multiple nuclear pollution prevention and control concept stocks have risen sharply. In the early morning session, multiple nuclear pollution prevention and control concept stocks have risen sharply. In the early morning session of this morning, a number of nuclear pollution prevention and control concept stocks have risen sharply. The 123 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Xuzhou Handler Special Vehicle Co.Ltd(300201) led the increase.

According to the statistics of securities times · databao, there are 15 concept stocks in A-share layout of nuclear pollution prevention and control. In terms of performance, the earnings of five concept stocks increased in advance, including Der Future Science & Technology Holding Group Co.Ltd(002631) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , Spic Yuanda Environmental-Protection Co.Ltd(600292) , Sunresin New Materials Co.Ltd Xi’An(300487) , Suntar Environmental Technology Co.Ltd(688101) .

Der Future Science & Technology Holding Group Co.Ltd(002631) previously said on the investor’s question and answer platform that the company’s holding subsidiary graphene into graphene has technical reserves in graphene nuclear wastewater treatment.

Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) said that the company’s product jldr series molecular sieve is mainly used in the nuclear field and is currently in the stage of market development.

China’s LNG price rose 32.8% month on month

The National Bureau of Statistics today released the market price changes of important means of production in the circulation field in late February, of which the latest quotation of liquefied natural gas was 8437.2 yuan / ton, an increase of 2085.1 yuan / ton compared with the previous period, with a month on month increase of 32.8% . Statistics show that natural gas quotation has set an eight year high since the record . The price of liquefied natural gas rose continuously in February, with a cumulative increase of 86.73% in a single month.

The rise of natural gas prices in China may be affected by external factors. The International Energy Agency (IEA) said the EU sanctions would reduce the group’s natural gas imports from Russia by more than a third. According to the news report of China Central Television, Ukrainian natural gas transportation company said that Ukraine suspended the export of natural gas abroad.

Founder Securities Co.Ltd(601901) research report believes that Russia is the second largest crude oil exporter in the world and the largest natural gas supplier in Europe. The market is worried about the difficulty of Russian natural gas and crude oil export and the contraction of energy supply. If the conflict between Russia and Ukraine is not properly resolved in the short term, the prices of crude oil and natural gas will remain high. The high price of natural gas and crude oil as the basic means of production may promote the further rise of chemicals.

In China, driven by the energy transformation, China’s natural gas consumption has increased rapidly. According to the National Bureau of statistics, the annual natural gas consumption in 2021 increased by 12.5%, much higher than the growth rate of coal and crude oil consumption. It is estimated that the national natural gas output will be about 206 billion m3 in 2021, with an increase of more than 10 billion m3 for five consecutive years. In terms of oil and gas transmission, the new natural gas pipeline transmission capacity will be 40 million m3 / day in 2021, and China’s natural gas production and sales will be booming.

natural gas stocks callback in early trading

Natural gas concept stocks rose better yesterday and mainly callback today Shanghai Lonyer Fuels Co.Ltd(603003) , Shandong Shengli Co.Ltd(000407) , Bomesc Offshore Engineering Company Limited(603727) callback was more than 5%, and only Lingda Group Co.Ltd(300125) , Nanjing Public Utilities Development Co.Ltd(000421) closed slightly higher in the morning.

According to the statistics of securities times · databao, there are 24 individual stocks with natural gas layout in a shares, 17 of which have announced the performance forecast or performance express in 2021, and 10 of which have been increased in advance. In terms of the median increase in the predicted net profit, Sichuan Meifeng Chemical Industry Co.Ltd(000731) , Guanghui Energy Co.Ltd(600256) , Shaanxi Xinghua Chemistry Co.Ltd(002109) is expected to rank first, with 435.16%, 272.5% and 157.14% respectively.

Sichuan Meifeng Chemical Industry Co.Ltd(000731) performance forecast shows that the company expects to realize a net profit attributable to the parent company of 525585 million yuan in 2021, with a year-on-year increase of 406.23% – 464.08%. The company accurately grasps the market trend, actively coordinates the natural gas supply, carefully organizes and optimizes the production, and realizes the “safe, long, full and excellent” operation of the production unit.

The net profit of the parent company in the fourth quarter is expected to be 25.6-2.7 billion yuan, which is expected to be the highest since the listing of the parent company in the fourth quarter, with a year-on-year growth of 25.6-2.7 billion yuan. The annual sales volume of LNG is expected to increase by about 22% year-on-year.

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