股典钟行业投资资讯：化工Stock Code Clock Industry Investment Information: Chemical Industry
但是有一个板块却连续走墙，它就是化工。陕西黑猫今天再次冲到天花板，完成了四年加上个月的今年，陕西黑猫已经收获十一个版。
它背后的驱动因素是什么？类似的机会还有没有？别着急，接着往下听。陕西黑猫的走强主要是业绩驱动，去年四季度业绩增长了约九倍。
怎么来的？一方面是焦炭业务四季度出货价格达到一千七百八十元每吨，同比增长百分之十八，出货量也增长了百分之十七。另一方面就是化工业务了。
二零一九年产品市场价格低，所以基数低。而到二零二零年四季度，产品价格明显回升，因此净利润同比大幅上涨。并且随着全球经济复苏，新一轮涨价周期。
已经开启。按照以往的经验，化工行业会随着产能的变化有周期性波动，一般持续性不会特别强。但是今年情况不同，海外很多的化工企业受疫情影响运转遇到了麻烦。
想要恢复产能非常困难，但是需求端还是很旺盛啊，于是这些订单就加速转移到国内，并且这个过程不可逆。从全球化工行业的发展趋势来看。
原本就是向国内转移，但是很明显疫情加速了这个过程，这就使得这次化工的行情比以往持续性更强。尽管陕西黑猫走强有很多自身的因素。
但最主要的还是舜用了行业的发展趋势。而在化工行业的发展趋势中，还有一条就是往头部集中。陕西黑猫的行情可能只是暂时的，但头部企业的行情可能会持续更久。
其中一家公司是m d i 的龙头，海外m d i 的巨头巴斯夫由于产能不足，已经上调了产品报价，这会是公司进一步扩大市场份额的机会。随着化工产能持续向国内转移。
公司的龙头优势将进一步。
But there is one plate that continues to walk the wall, and it is chemical industry. Shaanxi Black Cat once again rushed to the ceiling today. After four years and months, Shaanxi Black Cat has already harvested eleven editions.
What are the driving factors behind it? Are there any similar opportunities? Don't worry, then continue to listen. Shaanxi Black Cat’s strength is mainly driven by performance, and its performance in the fourth quarter of last year increased by about nine times.
how did it get here? On the one hand, the shipment price of the coke business in the fourth quarter reached 1,780 yuan per ton, an increase of 18% year-on-year, and the shipment volume also increased by 17%. On the other hand is the chemical business.
In 2019, the market price of products was low, so the base was low. In the fourth quarter of 2020, product prices have rebounded significantly, and therefore net profit has risen sharply year-on-year. And with the recovery of the global economy, a new round of price increase cycle.
Has been turned on. According to past experience, the chemical industry will fluctuate periodically with the change of production capacity, and the general continuity will not be particularly strong. This year, however, the situation is different. Many overseas chemical companies have encountered trouble in their operations due to the epidemic.
It is very difficult to restore production capacity, but the demand side is still very strong, so the transfer of these orders to the country is accelerated, and the process is irreversible. From the perspective of the development trend of the global chemical industry.
It was originally a transfer to the country, but it is obvious that the epidemic has accelerated this process, which makes the chemical industry's market more sustainable than ever. Although Shaanxi black cats are strong, there are many factors of their own.
But the most important thing is that Shun used the development trend of the industry. And in the development trend of the chemical industry, there is another one is to focus on the head. Shaanxi Black Cat's market may only be temporary, but the market of leading companies may last longer.
One of the companies is the leader of m d i. The overseas m d i giant BASF has raised its product quotations due to insufficient production capacity. This will be an opportunity for the company to further expand its market share. With the continuous transfer of chemical production capacity to the country.
The company's leading advantage will be further.
它背后的驱动因素是什么？类似的机会还有没有？别着急，接着往下听。陕西黑猫的走强主要是业绩驱动，去年四季度业绩增长了约九倍。
怎么来的？一方面是焦炭业务四季度出货价格达到一千七百八十元每吨，同比增长百分之十八，出货量也增长了百分之十七。另一方面就是化工业务了。
二零一九年产品市场价格低，所以基数低。而到二零二零年四季度，产品价格明显回升，因此净利润同比大幅上涨。并且随着全球经济复苏，新一轮涨价周期。
已经开启。按照以往的经验，化工行业会随着产能的变化有周期性波动，一般持续性不会特别强。但是今年情况不同，海外很多的化工企业受疫情影响运转遇到了麻烦。
想要恢复产能非常困难，但是需求端还是很旺盛啊，于是这些订单就加速转移到国内，并且这个过程不可逆。从全球化工行业的发展趋势来看。
原本就是向国内转移，但是很明显疫情加速了这个过程，这就使得这次化工的行情比以往持续性更强。尽管陕西黑猫走强有很多自身的因素。
但最主要的还是舜用了行业的发展趋势。而在化工行业的发展趋势中，还有一条就是往头部集中。陕西黑猫的行情可能只是暂时的，但头部企业的行情可能会持续更久。
其中一家公司是m d i 的龙头，海外m d i 的巨头巴斯夫由于产能不足，已经上调了产品报价，这会是公司进一步扩大市场份额的机会。随着化工产能持续向国内转移。
公司的龙头优势将进一步。
But there is one plate that continues to walk the wall, and it is chemical industry. Shaanxi Black Cat once again rushed to the ceiling today. After four years and months, Shaanxi Black Cat has already harvested eleven editions.
What are the driving factors behind it? Are there any similar opportunities? Don't worry, then continue to listen. Shaanxi Black Cat’s strength is mainly driven by performance, and its performance in the fourth quarter of last year increased by about nine times.
how did it get here? On the one hand, the shipment price of the coke business in the fourth quarter reached 1,780 yuan per ton, an increase of 18% year-on-year, and the shipment volume also increased by 17%. On the other hand is the chemical business.
In 2019, the market price of products was low, so the base was low. In the fourth quarter of 2020, product prices have rebounded significantly, and therefore net profit has risen sharply year-on-year. And with the recovery of the global economy, a new round of price increase cycle.
Has been turned on. According to past experience, the chemical industry will fluctuate periodically with the change of production capacity, and the general continuity will not be particularly strong. This year, however, the situation is different. Many overseas chemical companies have encountered trouble in their operations due to the epidemic.
It is very difficult to restore production capacity, but the demand side is still very strong, so the transfer of these orders to the country is accelerated, and the process is irreversible. From the perspective of the development trend of the global chemical industry.
It was originally a transfer to the country, but it is obvious that the epidemic has accelerated this process, which makes the chemical industry's market more sustainable than ever. Although Shaanxi black cats are strong, there are many factors of their own.
But the most important thing is that Shun used the development trend of the industry. And in the development trend of the chemical industry, there is another one is to focus on the head. Shaanxi Black Cat's market may only be temporary, but the market of leading companies may last longer.
One of the companies is the leader of m d i. The overseas m d i giant BASF has raised its product quotations due to insufficient production capacity. This will be an opportunity for the company to further expand its market share. With the continuous transfer of chemical production capacity to the country.
The company's leading advantage will be further.
how did it get here? On the one hand, the shipment price of the coke business in the fourth quarter reached 1,780 yuan per ton, an increase of 18% year-on-year, and the shipment volume also increased by 17%. On the other hand is the chemical business.
In 2019, the market price of products was low, so the base was low. In the fourth quarter of 2020, product prices have rebounded significantly, and therefore net profit has risen sharply year-on-year. And with the recovery of the global economy, a new round of price increase cycle.
Has been turned on. According to past experience, the chemical industry will fluctuate periodically with the change of production capacity, and the general continuity will not be particularly strong. This year, however, the situation is different. Many overseas chemical companies have encountered trouble in their operations due to the epidemic.
It is very difficult to restore production capacity, but the demand side is still very strong, so the transfer of these orders to the country is accelerated, and the process is irreversible. From the perspective of the development trend of the global chemical industry.
