Energy work conference: on December 24, 2021, the 2022 national energy work conference was held, and the Secretary of the Party group of the national energy administration Director Zhang Jianhua released seven key tasks for energy work in 2022: (1) fully guarantee energy security; (2) accelerate green and low-carbon development of energy; (3) accelerate energy science and technology innovation; (4) unswervingly deepen system and mechanism reform; (5) improve energy regulatory efficiency; (6) expand international energy cooperation in an all-round way; (7) solidly promote the comprehensive and strict governance of the party.
In this regard, we mainly focus on the first three key tasks. (1) Make every effort to ensure energy security, continuously improve oil and gas exploration and development, research and develop new resource exploitation technologies, and it is recommended to pay attention to listed enterprises related to oil and gas exploitation and oil service sector. (2) Accelerate the green and low-carbon development of energy, implement renewable energy substitution actions, and promote the development of wind power photovoltaic. It is recommended to pay attention to relevant enterprises in the field of photovoltaic materials such as silicon, EVA and soda ash, as well as relevant enterprises in the field of wind power materials such as carbon fiber, polyether amine, matrix resin, sandwich materials and structural adhesive. (3) Accelerate the innovation of energy science and technology, and focus on tackling key technical problems in key fields of renewable energy, energy storage and hydrogen energy. It is suggested to pay attention to relevant enterprises in the field of new energy materials such as hydrogen energy, fuel cell, lithium battery electrolyte, lithium diaphragm, phosphorus chemical industry and fluorine chemical industry.
Weekly rise and fall of plates: in the past five trading days, the plates of Shanghai and Shenzhen stock markets rose and fell each other. This week, the Shanghai index fell 0.39%, the Shenzhen Component Index fell 1.06%, the Shanghai and Shenzhen 300 index fell 0.67%, and the gem index fell 4.00%. CITIC basic chemical fell 3.4%, ranking 26th in all sectors. In the past five trading days, most of the sub sectors of the chemical industry showed a downward trend, The top five sub sectors of the rise and fall range are: coatings, inks and pigments (+ 2.9%), food and feed additives (+ 2.5%), pesticides (+ 0.6%), daily chemicals (+ 0.1%), synthetic resin (+ 0.1%). The bottom five sub sectors of the rise and fall range are: phosphorus fertilizer and phosphorus chemical (- 10.9%), carbon fiber (- 9.7%), lithium chemical (- 7.0%), inorganic salt (- 6.3%), soda ash (- 6.1%).
Rise and fall of individual stocks: in the past five trading days, the top gainers of basic chemical industry are: Aba Chemicals Corporation(300261) (+ 80.35%), Sichuan Lutianhua Company Limited(000912) (+ 18.68%), Shanghai Huide Science & Technology Co.Ltd(603192) (+ 14.52%), Xilong Scientific Co.Ltd(002584) (+ 13.82%), Zhejiang Xinnong Chemical Co.Ltd(002942) (+ 11.52%).
Price rise and fall of chemicals: varieties with the highest increase in recent week: octanol: Qilu Petrochemical (+ 7.29%), dichloromethane: East China (+ 5.02%), caustic soda (32% ionic membrane alkali): Jiangsu (+ 4.55%), phenol: Gaoqiao Petrochemical (+ 4.40%), DMF: East China (+ 4.14%), battery grade lithium carbonate: 99.5%: Antaike (+ 4.08%), liquid chlorine: Jiangsu (+ 4.00%), n-butanol: Qilu Petrochemical (+ 3.80%), PTA: East China (+ 3.39%), styrene: East China (+ 3.28%).
Investment suggestions: the oil and gas sector pays attention to Petrochina Company Limited(601857) , China Petroleum & Chemical Corporation(600028) , CNOOC and Enn Natural Gas Co.Ltd(600803) , others pay attention to Zhejiang Satellite Petrochemical Co.Ltd(002648) and private large-scale refining and chemical sector; Pesticide focus Jiangsu Yangnong Chemical Co.Ltd(600486) , Andorra a, Jiangsu Changqing Agrochemical Co.Ltd(002391) , Lier Chemical Co.Ltd(002258) , Shandong Cynda Chemical Co.Ltd(603086) and Limin Group Co.Ltd(002734) , coal chemical industry and urea focus Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Yangmei Chemical Co.Ltd(600691) and Luxi Chemical Group Co.Ltd(000830) , potassium fertilizer focus Xinjiang Guannong Fruit & Antler Co.Ltd(600251) , phosphate fertilizer and phosphorus chemical industry focus Guizhou Chanhen Chemical Corporation(002895) , Yunnan Yuntianhua Co.Ltd(600096) , Xinyangfeng Agricultural Technology Co.Ltd(000902) , Sichuan Development Lomon Co.Ltd(002312) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Chengdu Wintrue Holding Co.Ltd(002539) , dyes focus Zhejiang Longsheng Group Co.Ltd(600352) , Zhejiang Runtu Co.Ltd(002440) , silicone focus Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Hoshine Silicon Industry Co.Ltd(603260) , Chlor alkali concern Xinjiang Zhongtai Chenical Co.Ltd(002092) ; Fluorine chemical industry pays attention to China Kings Resources Group Co.Ltd(603505) , Dongyue Group, Zhejiang Juhua Co.Ltd(600160) . Vitamin concerns Zhejiang Medicine Co.Ltd(600216) , Zhejiang Nhu Company Ltd(002001) , Yifan Pharmaceutical Co.Ltd(002019) , Brother Enterprises Holding Co.Ltd(002562) . Semiconductor materials focus on Jingrui shares, Red Avenue New Materials Group Co.Ltd(603650) , Guangdong Huate Gas Co.Ltd(688268) , Jiangsu Yoke Technology Co.Ltd(002409) , Haohua Chemical Science & Technology Corp.Ltd(600378) , Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Hubei Dinglong Co.Ltd(300054) . OLED industry chain focuses on Valiant Co.Ltd(002643) , Xi'An Manareco New Materials Co.Ltd(688550) , Jilin Oled Material Tech Co.Ltd(688378) , Puyang Huicheng Electronic Material Co.Ltd(300481) . Lithium battery materials focus on Beijing Easpring Material Technology Co.Ltd(300073) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Shenzhen Capchem Technology.Ltd(300037) , Shenzhen Senior Technology Material Co.Ltd(300568) , Do-Fluoride New Materials Co.Ltd(002407) , Shandong Shida Shenghua Chemical Group Company Limite(603026) .
Risk analysis: the risk of rapid decline and high oil price; Downstream demand is less than expected risk.
