Chemical stocks have risen sharply, and prices of various chemical products have risen sharply. Pro-cyclical performance will usher in the cash-out period

In the early trading of Monday, chemical stocks were among the top gainers, with the daily limit of International Industrial, China Salt Chemical, and Red Star Development, and Hebang Biotech rose by more than 8%, and Nanfeng Chemical, Hongda Industrial, and Xiangtan Electrochemical followed the rise.

Recently, the prices of various chemicals have risen.

The research report pointed out that it is expected that the price increase in the first half of this year is still an important clue, among which the inflection point of the prosperity and the high growth rate are two effective ideas.

Soochow Securities Research Report pointed out that in the main cycle of the new crown vaccine, the listing of the new crown vaccine promotes the recovery of the global economy, the release of the US dollar promotes the price increase of commodities, and the performance of procyclical chemical stocks ushered in the cash-out period; in the main line of growth, facing the uncertainty of global trade, The independent and controllable supporting materials for the high-tech industry will continue to increase the localization rate of subdivided track chemicals.

According to the research report of Tianfeng Securities, the global supply of chemical products is gradually recovering, and the subsequent price trends of chemical products are expected to diverge.

In addition, Tianfeng Securities pointed out that domestic substitution has accelerated and it is optimistic about new materials companies with certain growth.

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