Benefit industry revitalization concern four chemical stocks

May 18 The state promulgated the "Petrochemical industry adjustment and revitalization planning" rules, in addition to embody the early stage of the outline of oil refining and fertilizer support, but also for industrial upgrading to fully discuss the adjustment of China's petrochemical industry "to high-end product development and support the joint reorganization of enterprises" to adjust the revitalization of the direction of promotion.　　We believe that the chemical industry sector to grasp the adjustment direction of upgrading, focus on the following stocks. Blonde Technology (600143) the company's orders are increasing, is currently in a high load operating state, with the downstream purchase orders continue to increase, the current capacity has been facing greater pressure.　　Give a highly recommended investment rating. Cangzhou Pearl (002108) to acquire two Bopa thin film production line for the newly built, the asset acquisition transaction Price initially agreed only about 112 million yuan. Once the acquisition is completed, it is expected to increase the company's earnings per share by about 0.13 yuan in 2009 and increase by about 0.27 yuan in 2010.　　The company is in the low board block, the first to give a strong recommendation rating. Blue Star new material (600299) production and sales significantly improved, asset injection expected to increase.　　Because the performance rebound ability is very strong, the company has the high growth, the later investment theme is many, still maintains "the recommendation" the rating. Sha Lung Tatsu A (000553) the arrival of the middle-class to the future of the development of sand lung has a strong backing and development support. CIC Securities