Profits of state-owned enterprises in four industries including steel and steel have recommended 13 potential stocks

26 Mar by admin

Profits of state-owned enterprises in four industries including steel and steel have recommended 13 potential stocks

Profits of state-owned enterprises in four industries including steel and steel have recommended 13 potential stocks
Editor’s note: Recently, data released by the Ministry of Finance showed that the economic performance of state-owned and state-holding enterprises continued to improve in the first two months of this year. Benefit indicators for key 杭州桑拿 industries such as petroleum and petrochemicals, steel, power, and coal have increased sharply, and domestic enterprises’ income and profitsAchieved rapid growth, with profit growth higher than revenue14.1 average.Yes, analysts believe that this is related to the supply-side structural reforms and the continued release of state-owned enterprise reform dividends.At present, cost reduction and continuous reduction of production capacity are expected to continue to improve the situation of domestic enterprises.Today, this newspaper conducts an in-depth analysis of the above four industries and their 13 related concept stocks recommended by more than 5 institutions for investors’ reference.  Petroleum and petrochemical oil prices support the boom in the industry. “Securities Daily” Market Research Center found that there are 8 existing and existing listed companies in the petroleum 杭州桑拿 and petrochemical industry. As of yesterday, 5 companies have disclosed their 2017 annual reports.For the first time, PetroChina reported that its net profit attributable to its parent company had doubled to 188.52%, the highest, Sinopec, Shanghai Petrochemical and other two companies also reported growth in performance.  According to the organization’s perspective, it is found that the increase in the average price and sales volume of major products such as crude oil, natural gas, refined oil, and chemicals is the contribution of the profit recovery of the petroleum and petrochemical industry and related state-owned listed companies. Based on this, the organization’s prosperity for the petroleum and petrochemical industry furtherThe uplink is still focused on higher expectations. Among them, Fortune Securities said that crude oil prices are an important factor supporting the rebound of the industry. Although US crude oil production has gradually increased, crude oil prices have continued to remain high.In mid-March, the downstream industry will enter the traditional peak season, demand for chemical products will gradually improve, and some product inventories will also fall at a high level.It is the general trend of the industry that leading companies with cost advantages continue to expand their market share. In 2018, the prosperity of the chemical industry will gradually increase, and the evolution of the industry structure will become clearer.  In terms of performance during the month, the performance of the above-mentioned eight petroleum and petrochemical state-owned enterprises during the month was remarkable. Among them, Yue Yang’s gradual increase during the prosperous period led to 30.93% on average, Taishan Petroleum (7.61%), Sinopec (3.28%), Shenyang Chemical Industry (2.74%), Shanghai Petrochemical (2.73%) During the period of individual stocks, the gradual expansion was also significant.  Regarding the market outlook of the sector, through carding, it was found that a total of three petroleum and petrochemical state-owned enterprises’ market performance has been favored by institutions recently. Among them, Sinopec and Shanghai Petrochemical have received 10 recommendations from each of them.  The supply and demand relationship of steel will continue to improve. The Securities Daily Market Research Center found that there are 25 state-owned and state-controlled listed companies in the steel industry. As of yesterday, 9 companies have disclosed their 2017 annual reports. These company reports belong to the parent company.The company’s net profit has all achieved the expected growth. Among them, Bayi Iron & Steel, Shaogang Songshan, Anyang Iron & Steel, Valin Iron & Steel, * ST Shanghai Branch, Anshan Iron & Steel, Maanshan Iron & Steel, Chongqing Iron & Steel and other companies have achieved doubled or turned losses.  Benefiting from the continuous deepening of supply-side structural reforms, and the improvement of the fundamentals of the steel industry has been obvious to all, and through a review of recent institutional perspectives, it has been found that the supply-demand relationship of the steel industry in 2018 is still gradually improving. Among them, Tianfeng Securities stated that based onThe favorable factors such as the resumption of work in spring will continue to improve the industry’s supply and demand relationship, and remain optimistic about the future trend of the sector.  From the performance of the month, the 25 steel stocks all adjusted to varying degrees during the month. Among them, Fushun Special Steel, * ST Shanghai Branch, Chongqing Iron and Steel were relatively resilient, and the declines during the month were less than the Shanghai Stock Index over the same period.  In terms of investment opportunities, of the 25 stocks mentioned above, 10 stocks have received positive ratings such as “buy” or “overweight” by the institution within the past 30 days. Among them, 2 stocks such as Maanshan Iron and Steel and Bayi Iron & Steel have gatheredBullish, have been jointly recommended by 6 institutions.  More than half of the power stocks rose against the market. The Securities Daily Market Research Center found that there are 62 state-owned and state-controlled listed companies in the power industry. Overnight yesterday, 16 companies disclosed their 2017 annual reports. Among them, Binhai Energy, GuizhouThe two companies reported by Yuanyuan Power and the net profit attributable to the parent company have doubled, increasing by 151.03%, 147.16%, while the Oriental market (55.02%), Three Gorges Water Resources (48.45%), Ningbo Thermal Power (14.29%) and other companies also achieved different levels of growth in 2017.  It is worth mentioning that in the context of the overall market adjustment during the month, the power sector achieved an outstanding market performance. Among the 62 stocks mentioned above, 33 stocks achieved growth during the month, accounting for more than 50%.Among them, the two stocks of Shennan Power A and Guidong Power gradually increased by more than 20% within a month, which were 23 respectively.70%, 20.56%.  For the power sector, Guotai Junan said that the performance inflection point in the thermal power sector has arrived, profitability, expected decomposition and supplementation: the most important factor in predicting the profitability of thermal power is gradually returning to a reasonable range in the long term; the defensiveness of hydropower standards is prominent, and the defense of large hydropower standardsExpected to be as good as food and beverage, banking, high dividends, low evaluation, good performance and defensive hydropower standards in 2018, the fund is favored.  In terms of institutional grades, within the past 30 days, 4 stocks including Huaneng International (9), Funeng (6), Huadian International (5), SDIC Power (5), etc. have all received 5 or more institutions.Joint recommendation.  Coal sector rebound probability gradually increased. According to statistics from the Flushing Statistics, the Securities Daily Market Research Center found that there are 28 state-owned and state-controlled listed companies in the coal industry. As of yesterday, 8 companies have disclosed their 2017 annual reports. Among them, Hengyuan Coal and Electricity,The three companies reported by the State Coal Industry, Jingyuan Coal and Electric Power and the net profit attributable to the parent company have all doubled and transformed many times. China Shenhua (98.30%), Kailuan shares (19.65%), China Coal Energy (19.08%), Shanghai Energy (14.89%) and other companies also achieved significant growth in 2017.  In terms of recent performance, the overall performance of coal stocks in the two cities has been weak since March. Of the 28 stocks mentioned above, only * ST has a large (3.59%), cloud coal energy (3.17%), * ST Zheng coal (1.83%) and other stocks have achieved growth against the market during the period.  Regarding the coal industry, CITIC Securities said that from the high-frequency data, the logic of coal supply-demand balance and coal prices maintained high throughout the year is still valid, coupled with changes in the short-term import coal policy, the market’s pessimistic expectations of coal prices or change relief.At present, the estimates of various coal leaders have obvious attractiveness. Under the catalyst of better performance in the first quarter and the reform of state-owned enterprises, the probability of rebound after the decline of the sector has gradually increased.  With regard to individual stocks, after reviewing the institutional ratings within the past 30 days, it was found that 19 of the 28 stocks mentioned above have recently received positive ratings such as “buy” or “overweight” from institutions, accounting for nearly 70%.Among them, Yanzhou Coal, China Shenhua, Kailuan Shares, China Coal Energy, Yangquan Coal and other stocks are collectively favored by the institutions, and recently received 9, 8, 6, 5, 5 and 5 institutions giving recommendation ratings.