In March, the market performance of price rise theme concept stocks was strong. According to the statistics of securities times · databao, among the price rise topics, the coal industry ranked first in March, with a cumulative increase of more than 7%; The pharmaceutical and biological sector took second place, up more than 2%. The agriculture, forestry, animal husbandry and fishery industry, which also belongs to the theme of price increase, rose 0.05% against the market, ranking fifth in the increase list.
Recently, the soaring price of electronic gas has also attracted market attention. Some institutions said frankly that the price rise of industrial products may be more noteworthy in the next main line of price rise.
neon gas prices soared
multiple faucets anti falling
According to surging news reports, two major neon gas 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 risen 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.
The prices of helium, krypton (KR) and lithography gas 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 special gas and high-purity hydrogen peroxide projects. Its subsidiary signed a contract to sell 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 advanced materials, special chemicals and innovative service providers, with five sectors of fluorine materials, special gases, special rubber and plastic products, fine chemicals and technical services.
Guangdong Huate Gas Co.Ltd(688268) 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 application solutions for gases.
Yesterday, Hunan Kaimeite Gases Co.Ltd(002549) soared by more than 4%, Haohua Chemical Science & Technology Corp.Ltd(600378) rose by more than 6%, and Guangdong Huate Gas Co.Ltd(688268) rose by more than 2% Hunan Kaimeite Gases Co.Ltd(002549) and Haohua Chemical Science & Technology Corp.Ltd(600378) showed resistance to decline in the markets with large shocks during the year, Hunan Kaimeite Gases Co.Ltd(002549) fell by less than 3% during the year, and Haohua Chemical Science & Technology Corp.Ltd(600378) fell by less than 15%.
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 18%, taking the lead. Shenwan secondary industry has highlighted the full flowering of price rise themes, including coal mining, precious metals, fisheries, aquaculture, industrial metals and other related themes, which have risen against the market.
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 increased its positions by Zijin Mining Group Company Limited(601899) 129 million shares, with the reference amount of increased holdings exceeding 1.4 billion yuan ranking first. In addition, Petrochina Company Limited(601857) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Ganfeng Lithium Co.Ltd(002460) 3 shares increased their positions by more than 500 million yuan. Among the more than 50 million yuan of shares held by Beishang capital, the latest rolling P / E ratios of Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Baoshan Iron & Steel Co.Ltd(600019) , Shaanxi Coal Industry Company Limited(601225) , Henan Shenhuo Coal&Power Co.Ltd(000933) , etc. are lower than 10 times.
