Higher oil price of coal chemical industry benefits Trading Opportunities

Source: Internet
Author: User
(Hangzhou's New Hope), spurred by factors such as a stabilisation of the global economy and a weaker dollar, the recent rise in international oil prices, the New York Mercantile Exchange June contract price close to 60 U.S. dollars, at the same time, China issued a series of policies aimed at promoting the healthy development of energy, especially the State Council recently announced the petrochemical industry restructuring and revitalization of the full text of the plan.  The launch of the revitalization of the planning will bring important opportunities for the energy industry, the industry leader is expected to continue to expand its advantages, in addition, coal chemical industry and other related industries benefited a lot, the relevant varieties of market opportunities to focus on the grasp. The recent rise in global oil prices by the depreciation of the dollar, while the world's new energy and alternative industries continue to attach great importance to the new energy, so the future prospects for the development of renewable energies are still broad.  With the gradual recovery of the global economy, oil prices are still expected in the market, and coal chemical industry as a high price of oil in the era of emerging industries, the future has a larger space for development. Industry advantage to the birth of too work days into a change in the recent international oil prices have been close to 60 U.S. dollars, domestic oil prices are increasing expectations of the increase in oil prices, coal chemical industry will undoubtedly be a significant benefit of the industry.  Affected by this, coal chemical sector index yesterday again hit a rebound since the new highs, from the early lows to the highest point of rebound has reached 114%, although the plate variety is not a lot, but the recent birth of the big cattle stock too tiancheng, its rebound is close to 4 times times, showing the mainstream funds for the future development of the industry is full of confidence. The development prospect of China's abundant coal resources industry is optimistic about the reality of our country as a lean rich coal, which provides a huge resource advantage for the development of coal chemical industry. China is currently the world's largest coal producer, reserves up to 1 trillion tons, but China is also the world's second largest consumer after the United States, especially in the future international oil prices can again enter the era of high oil prices, so the new energy and alternative energy industry, the development prospects are broad,  The coal chemical industry has become an important part of China's energy structure adjustment. The first two years of the Ministry of Construction has promulgated the industrial standard of dimethyl ether for town gas, determined the legal status of two methyl ether substitute LPG, this also means that dimethyl ether can officially enter town as civilian gas use. In addition, the Ministry of Finance and the State administration of taxation in the early release of dimethyl ether VAT applicable tax notice also announced that since July 1 last year, China's dimethyl ether value-added tax rate from 17% to 13%, these measures have demonstrated the Government's strong support for alternative energy and promotion of the determination,  Relevant alternative energy production enterprises are facing new development opportunities. Industry benign development capacity surplus contradiction is expected to solve the recently announced petrochemical revitalization planning rules and regulations to resolutely curb the development of coal chemical industry blindly, and actively guide the development of coal chemical industries healthily. The next three years to stop the approval of pure expansion of the capacity of Coke, calcium carbide and other coal chemical projects, in principle, no longer arrange a new pilot project of coal chemical industry, focusing on the existing coal oil, coal olefins, coal dimethyl ether, coal methane gas, coal ethylene glycol and other five demonstration projects, to explore the coal efficient clearClean transformation and petrochemical raw materials to diversify the development of new ways.  It can be seen that the policy for industrial overcapacity and other issues have a better interpretation, conducive to the development of benign and orderly industry. Short-term opportunities show close attention to the gradual ascent of the two major varieties of oil prices, so that investors think of the era of high oil prices again, from the recent market performance, the new energy stocks will undoubtedly become the most concerned about the market, in addition, the country issued a new energy industry revitalization planning, but also the solar energy, wind and other industries investment opportunities are more obvious, Similarly, the coal chemical industry will also benefit from the implementation of energy substitution strategy, therefore, the recent two-tier market performance is significantly stronger than the plate, the signs of financial intervention is obvious. Operation, we can pay attention to the obvious advantages of the industrial chain coal chemical stocks, such as Hua Lu, Liu-sheng shares.  In addition, the National Coal chemical industry policy is conducive to the promotion of industry integration, support industry leading, restricting small enterprises, promote large-scale development, can focus on coal varieties, such as Orchid Branch and Yanzhou coal industry. (Hangzhou New Hope) Background link the new coal chemical industry has a strong presence in traditional coal chemical industry due to low technical content, the value of additional products is low, and energy consumption, high emission, high pollution will gradually be replaced by the new coal chemical industry, the new coal chemical industry to produce clean energy and alternative petrochemical products, and with power,  Combination of chemical technology, forming a coal chemical integration of emerging industries. The future of coal energy chemical industry will play an important role in the sustainable utilization of energy resources in China, it is the important direction of development in the next 20 years, and it will be of great significance for our country to reduce the environmental pollution caused by coal combustion and to reduce our dependence on imported oil.  At present, China has a number of listed companies are actively developing coal chemical industry, which holds heavy coal chemical project companies have China Shenhua, coal energy, Yanzhou Coal and Lu Hengxhen, and so on.  Some key coal chemical stocks the latest rating of the name of coal chemical industry-point rating LiuGong shares shell Coal gasification technology Guo Xin Securities May recommended Wah hualu liter methanol, acetic acid Group benefit securities May to buy Orchid branch create industrial chain integration, dimethyl ether Huatai Securities April recommended Coal energy methanol, dimethyl ether, olefin project Guotai April neutral Guang Hui shares methanol, dimethyl ether CIC Securities April hold Cloud dimension stock industry chain integration, Coking Unit scale advanced CICC April neutral

Contact Us

The content source of this page is from Internet, which doesn't represent Alibaba Cloud's opinion; products and services mentioned on that page don't have any relationship with Alibaba Cloud. If the content of the page makes you feel confusing, please write us an email, we will handle the problem within 5 days after receiving your email.

If you find any instances of plagiarism from the community, please send an email to: info-contact@alibabacloud.com and provide relevant evidence. A staff member will contact you within 5 working days.

A Free Trial That Lets You Build Big!

Start building with 50+ products and up to 12 months usage for Elastic Compute Service

  • Sales Support

    1 on 1 presale consultation

  • After-Sales Support

    24/7 Technical Support 6 Free Tickets per Quarter Faster Response

  • Alibaba Cloud offers highly flexible support services tailored to meet your exact needs.