Petrochemicals: enhance oil and gas supply capacity and strengthen strategic technology reserves
On March 22, the national development and Reform Commission and the National Energy Administration issued the “14th five year plan” for modern energy system, emphasizing energy security, increasing oil and gas exploration and development, and paying equal attention to both land and sea; Promote the construction of infrastructure such as underground natural gas storage and LNG terminal; Strengthen safety strategic technology reserves (coal to oil and gas, fuel ethanol, biodiesel / aviation coal, etc.); Reduce the carbon footprint of the energy industry.
It is suggested to pay attention to: (1) oil and gas exploration and production enterprises, CNOOC, Petrochina Company Limited(601857) , China Petroleum & Chemical Corporation(600028) ; (2) Oil service leaders benefiting from increasing reserves and production, China Oilfield Services Limited(601808) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) etc; (3) LNG terminal faucet, Enn Natural Gas Co.Ltd(600803) , Jiangxi Jovo Energy Co.Ltd(605090) etc; (4) Biodiesel faucet, Longyan Zhuoyue New Energy Co.Ltd(688196) etc.
Risk tip: the oil price has fallen sharply, and the downstream demand is lower than expected.
Basic chemical industry: China’s steady growth is gradually developing, and the overall market is not pessimistic. 1. A shares: China’s steady growth is gradually developing, and the overall market is not pessimistic. Attention (1) cycle: Meihua Holdings Group Co.Ltd(600873) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Hubei Zhenhua Chemical Co.Ltd(603067) . (2) Growth: Xinyangfeng Agricultural Technology Co.Ltd(000902) , Hubei Huitian New Materials Co.Ltd(300041) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , etc.
2. Hong Kong stocks: the dividend rate of Chemical Hong Kong stocks is high. It is suggested to pay attention to: Tiande chemical, global new material International (Shanghai Hong Kong stock connect), Fufeng group and China xinlianxin chemical fertilizer.
3. Attention to convertible bonds: Guoguang convertible bonds, Yangfeng convertible bonds and FeiKai convertible bonds.
4. Focus on fixed increase: Chengdu Wintrue Holding Co.Ltd(002539) .
Risk tips: price fluctuation risk of chemical products and macroeconomic downturn risk.
