Shanghai and Shenzhen A shares all the results of the forecast for 2017. 2290 listed companies in the increase or loss of 1659. Pre-increase enterprises are mainly concentrated in the chemical industry, machinery and equipment industries, nearly a hundred petrochemical enterprises increased by more than 100 results %.
Reporter combing found that the oil and chemical industry in the plate, titanium dioxide, lithium batteries, carbon black and other industry performance gains across the board performance notice of growth of more than ten times more than Haohua Energy, a large carbon, Sanonda, music shares 4 Home.In addition, the performance increase of more than 100% and 90, including Luxi Chemical, God shares, Xinghua shares, etc. In the top ten companies in Shanghai and Shenzhen pre-expansion enterprises, oil and chemical stocks accounted for two seats for Haohua Energy and Fangda Carbon. Haohua Energy estimated net profit of 600 million to 680 million yuan, an increase of 7281% ~ 8238% over the previous year; Fangda Carbon estimated 362 million to 365 million net profit, an increase of 5273% to 5323% Sanonda, which ranks third in the oil and chemicals sector, expects net profit of 1.297 billion yuan to 1.81 billion yuan, an increase of 1841.17% to 2529.86%.
Regarding the substantial increase in performance, Sanonda said the financial report consolidates the statements of Solutions, Inc., which the company issued shares to purchase, as well as increased sales, product mix optimization, and continuous improvement in management and cost control.
Brokerage Research Institute pointed out that since last year, benefiting from tightening environmental protection policies, most traditional chemical sub-industry supply and demand tend to balance the inventory at a record low, the industry boom significantly improved.At the same time, industry consolidation and new business heavy volume also brings room for development .
The performance of the A-share loss in the top ten largest loss of no oil and chemical stocks.Only from the oil and chemical industry rankings, the performance of the first three losses: Yi Chang shares, net loss is expected 370 million to 470 million yuan ; Southerly chemical, net loss is expected to 380 million to 440 million yuan; Salt Lake shares, net loss is expected to be 3.54 billion to 4.525 billion yuan. Salt Lake said the reason for the loss for the loss of assets impairment losses, the number of subsidiaries than the loss Increase in the previous year, product sales decline.
Petrochemical oil service is forecasted to be the largest loser in the industry, with a net loss of RMB10.6bn expected but a loss reduction of RMB5.7b compared with the previous year. Petrochemicals said that as the international oil price rebounded, the capital expenditures of the upstream exploration and development increased. The Company's main business income Restorative growth, but higher fixed costs, gross margin is still negative.
For the 2018 Petrochemical sector performance trend, GF Securities believes that the entire industry differentiation evident in the context of supply-side reforms, the market share will be further concentrated to the dominant enterprises, sub-industry leading enterprises in the performance of sustained high growth is expected to enjoy a certain valuation Premium.