Resource stocks go strong and flush off the market

Kuhongyan yesterday, the Shanghai Composite Index in resource stocks led by a rebound since the new highs of 2688.11 points.　　In the recent period of high stagnation in the market, especially in coal, coal chemical, petrochemical and related units of the outstanding performance, become a "scenic line". Yesterday, buoyed by overnight international oil price rebound news, "petrochemical double-hung" Chinese oil, Sinopec large jump in the air higher, and led the close of the jump to higher, then the coal stocks again strong performance, led the coal chemical category stocks also began to rise, the afternoon of non-ferrous metal stocks a period of time before the downturn, weak performance, Began to soar, the plate in the collective rise, the non-ferrous metal plate tongling nonferrous, Tibet Mining, aluminum and other stocks are closed to the stock, in the non-ferrous metal plate under the leadership of Prev rose to 2688.11 points, Shenzhen also set a 10465.75 point rebound since the new highs.　　It is yesterday, the resources of the whole group of Brave, turns performance, so that the market out of high volatility, stagnation pattern. From the policy point of view, the State Council recently promulgated the "Nonferrous Metal industry adjustment and revitalization planning", "petrochemical industry adjustment and revitalization planning."　　Under the guidance of industrial policy, the development of resource stocks makes the investors more clear about the future industry development, and the recent continuous pick-up of related commodity prices also makes investors increase their confidence in the resources stocks.　　National Securities believes that the petrochemical industry adjustment and revitalization of the introduction of the plan, is an important opportunity for industry revitalization, industry leader is expected to continue to expand its advantages, the characteristics of enterprises will likely because of the stimulus policy to achieve a "longmen leap", and as a result of policy promotion may produce some new regional leaders and industry The Joint Securities research believes that since May, the coal industry has seen a general rise in the price of Coke, and there are signs of demand, power coal prices both in transit or hang Hau prices have appeared a small rise. With the steel industry in a narrow range of fluctuations in the price of Coke is gradually out of the industry trough, but because the small price increase is based on the premise of large production, so the continuation of the price hike still need to be treated with caution. The rise in the price of power coal is reflected in the market for the summer coal peak is about to be expected to come, if the economic recovery, the next step will be concentrated in the heavy industry sector, thus supporting the steady rise in industrial electricity consumption, coupled with the peak of summer residents, power coal demand may gradually enter the seasonal rise　　Thus maintaining the price stability of power coal and even slightly improved. The first venture research believes that LME global copper inventories are still in a sharp decline, and lead-zinc mining enterprises due to the general profit, the future is not clear, complex production is not positive, lead and zinc supply is not optimistic. In the short term, the price of non-ferrous metals may fluctuate, the medium-term price trend is still bullish, given that there may be a large amount of inventory to be transferred to China in the short term, it may continue to fluctuate in the near future, but in the medium term, based on inflation expectations and China's industrialization process is still