Next, the price rise of industrial products may be more noteworthy.
Who has the strongest performance in the stock market in March? The theme of price rise can be the king. According to the statistics of securities times · databao, the coal industry ranked first in March, with a cumulative increase of more than 6%. Secondly, the steady growth real estate sector took the second place, up more than 3%. The agriculture, forestry, animal husbandry and fishery industry with the same price increase theme bucked the market and rose 0.52%, ranking the fourth in the increase list. The impact of the tension between Russia and Ukraine on commodity supply and supply expectation is one of the important reasons for the rise of coal sector and agriculture, forestry, animal husbandry and fishery sector.
recently, the soaring price of electronic gas has also attracted market attention some institutions said frankly that the next main line of price increase is the price increase of industrial products, which may be more worthy of attention.
neon gas prices soared, and several leading enterprises resisted the decline
Recently, according to surging news reports, two major neon suppliers inGas and cryoin in Ukraine have suspended operations due to the continuous impact of the situation in Ukraine and Russia. Neon is an important raw material for semiconductor chip manufacturing, and the two Ukrainian neon suppliers supply 45% – 54% of the world’s semiconductor grade neon.
Neon prices have soared rapidly. As of March 12, the mainstream price of 100% high-purity neon in China was 15000 yuan / m3, up 361.5% from March 1 and 1400% from the beginning of the year.
In addition to neon, the prices of helium, krypton (KR) and lithography gas strongly related to Ukraine are rising sharply. In addition, the price of nitrogen trifluoride (NF3), hydrobromic acid (HBr) and other electronic chemicals also increased significantly.
There are not many related concept stocks in the A-share market. Among them, Hunan Kaimeite Gases Co.Ltd(002549) plans to raise no more than 1 billion yuan for the implementation of two projects such as special gas and high-clean hydrogen peroxide. The subsidiary Yueyang KEMET electronics sells high-purity neon gas with a total contract amount of 45 million yuan (including tax).
Haohua Chemical Science & Technology Corp.Ltd(600378) through the acquisition of 13 high-quality enterprises subordinate to China Haohua, it has transformed into an advanced materials, special chemicals and innovative service provider, with five sectors of fluorine materials, special gases, special rubber and plastic products, fine chemicals and technical services.
Guangdong Huate Gas Co.Ltd(688268) is a national gas manufacturer committed to the localization of special gases and taking the lead in breaking the restrictions on the import of gas materials in cutting-edge fields such as large-scale integrated circuits and new display panels. Its main business focuses on the R & D, production and sales of special gases, supplemented by ordinary industrial gases and related gas equipment and engineering business, providing one-stop comprehensive gas application solutions.
As for the closing of the morning closing closing in the morning of the closing of the closing of the morning closing in the closing of the morning of the closing of the closing of the closing of the morning, \ slightly up. It is worth mentionmention that the decreased by less than 10% during the year, and Haohua Chemical Science & Technology Corp.Ltd(600378) decreased by less than 20%.
price increase theme fully blossoms
go north to raise funds for these shares
Not only in March, this year’s price rise theme can be described as the “most beautiful baby” in the market. The coal sector in the primary industry rose by more than 17%, taking the lead. Shenwan secondary industry has highlighted the full flowering of price increase themes, including coal mining, forestry, fishery, precious metals, aquaculture, industrial metals and other related themes.
Haitong Securities Company Limited(600837) believes that the next main line in China, that is, the rise in the price of industrial products, may be more noteworthy, which will resonate with overseas inflation. As the construction enters the peak season, the production capacity is still expected to continue to recover, coupled with the continuous adjustment of infrastructure and real estate policies, the transformation from expected transactions with strong demand to actual transactions, or continue to drive the price of industrial products. At the time point, Haitong Securities Company Limited(600837) expects infrastructure investment to continue to pick up in the second quarter, and then improve real estate investment in the second half of the year, which may continue to drive up the demand for industrial products.
Data treasure combed relevant price rise themes and found that more than 20 stocks have increased their positions by more than 100 million yuan since March. According to the calculation of the average transaction price since March, Beishang capital has increased its position of Zijin Mining Group Company Limited(601899) 129 million shares, with the reference amount of increasing its holdings of more than 1.4 billion yuan in the first place. In addition, Petrochina Company Limited(601857) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Ganfeng Lithium Co.Ltd(002460) and many other individual stocks have increased their positions by more than 500 million yuan.
