Marketing: analysis of the third quarter report of basic chemical industry

Core tips: According to the classification of CITIC Securities Industry, we selected 26 three-level sub industries (except vinylon) and 210 listed companies in the basic chemical industry for analysis, and analyzed them from five indicators of revenue and profit growth, profitability, operating capacity, financial situation and investment On the whole: in the third quarter of this year, the revenue growth of basic chemical industry accelerated, with a growth rate of 8.16%, 1.17 percentage points higher than that in the first half of this year; however, the profitability declined, with a growth rate of - 20.51%, 6.6% lower than that of the previous year Which is the price of Dajin diatom mud Recommended brief introduction: which is the price of Dajin diatom mud? How to buy genuine diatom mud? Guangdong diatom mud agent suggests placing a basin of cold water in the air conditioning room, so that the diatom mud wall can breathe effectively The feature of the breathing wall is obvious When the indoor air is dry, the diatom mud wall will release the absorbed water quickly Put it out to help regulate the indoor dry humidity It is suggested to place a basin of cold water in the air conditioning room, so that the wall of diatom mud can breathe effectively The feature of the wall that can breathe is obvious When the indoor air is relatively dry, the wall of diatom mud will absorb the water Paint Home News: according to the industry classification of CITIC Securities, we select 26 three-level sub industries (except vinylon) and 210 listed companies in the basic chemical industry for analysis, and analyze them from five indicators of revenue and profit growth, profitability, operating capacity, financial situation and investment On the whole: in the third quarter of this year, the growth rate of basic chemical industry revenue accelerated, with a growth rate of 8.16%, 1.17 percentage points higher than that in the first half of this year; however, the profitability declined, with a growth rate of - 20.51%, 6.6 percentage points lower than the same period last year, mainly due to the decrease of gross profit margin (0.34 percentage points lower); the industry continued to de stock, with a reduction of 1.65 days in inventory turnover, but the ability to pay back The decrease (1 day increase in turnover days) has affected the operating cash flow, which indicates that the operating condition of the industry has not improved; in addition, the asset liability ratio of the industry continues to rise, reaching 57.22%, which will directly affect the refinancing ability and profitability of the enterprise From the Perspective of current ratio, the company's solvency has not improved, and the current ratio is still around 1; the industry's fixed asset investment Capital is still rising Overall, the road to recovery is long in the future, and the industry continues to maintain the "prudent recommendation" rating Molecular industry: We analyzed each sub industry from five indicators, and found that there were 11 sub industries with improved indicators, namely spandex, nylon, resin, chlor alkali, organosilicon, civil explosives, coating and painting, printing and dyeing chemicals, rubber products, plastic products and other chemicals Among them, two sub industries, paint and printing and dyeing chemicals, have improved in two or more indicators, which deserves attention Performance forecast: while some listed companies publish the three quarterly reports, they also forecast the annual report performance in 2013 We have made statistics on 104 listed companies that have made performance forecast, among which slightly increased (25), slightly decreased (18), pre decreased (18) and pre increased (16) account for a large proportion It is expected that the performance will rise in 48 companies, accounting for 46% of the total, with a large proportion However, in line with the mentality of "reporting happiness but not worry", it is expected that the proportion of companies with improved profits throughout the year will be reduced Combined with the analysis of sub industries, it is recommended to focus on: Demi chemical (002054), CNNC titanium dioxide (002145), rainbow refining (002256), Hengda hi tech (002591), Zhejiang Longsheng (600352) and leap soil (002440) Risk tips: (1) crude oil price fluctuates violently; (2) terminal demand remains low; (3) major production safety accidents Key words: demand growth of coating chemical industry consumer market, strong coating production capacity, high-speed growth of new coating fashion, in-depth understanding of the inner needs of coating industry consumers, similar information, six skills to create a perfect promotion for coating enterprises, Cabaret: dealers will successfully hold, furniture paint "sheep" sail set sail Dow Chemical assisted the State Administration of work safety in holding the safety technology seminar Jinling titanium nano polymer alloy coating obtained the certificate of scientific and technological achievements Coating investment promotion: you have me - my more professional Green wall decoration materials emerge in endlessly, Paint industry's internal and external enemies; paint enterprise's safety and integrity oriented; four combinations to help paint enterprise's e-commerce development; Hualong paint won the title of "Guangdong household industry's intellectual property innovation benchmark enterprise; paint enterprise's model worthy of reference -- Sam's member store model paint home is news and paint focusing on coating, diatom mud, paint coating, coating technology, fire-resistant coating, Decoration knowledge and effect drawing of diatom mud, paint coating, coating process, fireproof coating,