The improvement of the hottest market drives the p

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On December 13, the PPI (producer price index) for November released by the National Bureau of statistics showed that the industrial added value of chemical raw materials and chemical products manufacturing increased by 5.4% year-on-year in November; The prices of petroleum processing, chemical raw materials and chemical products manufacturing increased by 9.0% and 3.1% year-on-year, with increases of 5.4 and 2.8 percentage points respectively over the previous month. At the same time, after sorting out the 2016 performance forecast of listed companies as of December 12, China National Chemical News found that 87 SINOPEC enterprises, accounting for more than 10%, were in the 860 companies that were expected to be happy; Most enterprises said that the improvement of industry prosperity and the rise of product prices were important drivers of performance improvement

since this year, Hua'an Securities Research Institute has focused on tracking the prices of 68 chemical products, of which the prices of 51 products have increased compared with the beginning of the year, indicating that the prosperity of the industry has improved significantly. According to the analysis of the annual report, from the perspective of sub industries, electronic chemicals, titanium dioxide, vitamins and other industries continue to maintain strong strength, especially the performance of the sub sectors of the new energy vehicle industry chain is eye-catching, such as the performance of lithium batteries and their raw materials in the upstream is particularly prominent, and the petrochemical enterprises pre increased in the annual report are also mostly distributed in these fields

according to statistics, among the listed companies with the best pre increase at present, 14 companies are expected to achieve an increase of more than 10 times the annual performance, including 5 chemical companies, including Zhongtai chemical, Dezhan health, lion science and technology, Shunwei shares and duofudo

Zhongtai chemical, which ranks second in the annual report, expects its net profit in 2016 to be 1.15-1.25 billion yuan, an increase of 14880.98% - 16183.67%. The company said that the good performance was mainly due to the company's main products PVC, caustic soda and viscose fiber. There were two chucks on the device, the increase of yarn sales price compared with the same period of last year, and the increase of yarn output of the company compared with the previous year. At the same time, it is expected that the year-on-year increase of net profit in 2016 will double, and the reason for the sharp increase in performance in advance is attributed to the stabilization and recovery of the traditional fluorinated salt market, the strong demand for electronic chemicals represented by lithium hexafluorophosphate that adhere to the road of independent research and development and technological innovation, and the simultaneous rise in volume and price, which has avoided the subsequent losses caused by unqualified parts, resulting in better operating benefits

the improvement of the prosperity of the petrochemical industry not only makes the petrochemical industry take the lead in the pre increase, but also the number of listed companies that have reversed losses in many industries

the elasticity of earnings per share is 0.51 yuan for every 100 yuan expansion of acrylic acid price difference. Due to the rise in prices, satellite petrochemical, which ranks first in China in terms of the effective capacity of acrylic acid, has successfully turned losses into profits. It is estimated that the net profit attributable to the shareholders of the listed company in 2016 will be 150-200 million yuan; The performance of oak, a leading enterprise in the ethylene oxide derivatives industry, also increased significantly this year

in addition to the rise in energy and the rise in the profits of the chemical industry chain, strict environmental protection measures have also contributed to the turnaround of some leading chemical enterprises. Glyphosate is the most typical example. Affected by environmental supervision, the operating rate of glyphosate industry has decreased, and glyphosate leaders have raised additional prices in turn. Xin'an Co., Ltd. expects that the cumulative net profit of the whole year in 2016 will change significantly compared with the same period of the previous year, turning losses into profits

securities analysts believe that the gradual upward movement of the crude oil price center will continue to improve the prosperity of chemical enterprises, especially those enterprises with a leading position in the fine molecule industry, which are expected to significantly enhance their bargaining power and further improve their performance

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