Last week (December 26 ~ 30, 2022), the oil and chemical sector index fluttered throughout the board to achieve perfect ending.
In terms of chemical industry, the chemical raw material index has increased by 1.52%, the chemical machinery index has increased by 4.78%, the chemical pharmaceutical index has increased by 1.97%, and the pesticide fertilizer index has risen by 0.77%. In terms of oil sector, the oil processing index has accumulated a flat, petroleum, oil processing index The mining index rose by 0.38% and the oil trade index rose by 0.19%.
In terms of energy, it was affected by the weakening of the Federal Reserve ’s interest rate hike, the influence of the US supply end, and the relaxation of my country’s epidemic control policy and then boosting the multiple favorable factors such as crude oil demand. The international oil price fluctuated upward. In addition, in order to respond to the Western price limit to Russia, Putin has signed a presidential order. At the same time, Russia may reduce oil output by 5%to 7%in early 2023. The decline in global crude oil supply is expected to support oil prices. As of December 30, 2022, the main contract price of New York crude oil futures was $ 80.26/barrel, an increase of 0.88%month -on -month; the main contract price of Brent crude oil was 85.91 US dollars/barrel, an increase of 2.37%month -on -month.
In terms of spot markets, the top five petrochemical products rose 4.3%of butadiene, rose 3.1%of Jiexinic acid, toluene diisocyanate (TDI) rose 2.8%, oxidine increased by 2.2%, and the bonrene rose by 1.2%; The top five petrochemical products fell by 15.30%of hydrolytic hydrofluoric acid, and the sodium sodium of chloropyline decreased 11.9%, 2,4-dichlorophenyoxyline (2,4-D) fell 10.6%, and natural gas fell 10.2 10.2. %, Aniline falling 6.6%.
In terms of the capital market, the top five listed enterprises in the Shanghai and Shenzhen cities last week rose 21.13%of Qiaoyuan’s shares, the three -Fuxinke rose 19.80%, the Tianzhi New Materials rose 19.09%, Jiangtian Chemical rose 18.84%, Ruifeng The new material rose 18.57%; the top five listed companies in the decline were 11.10%of the China Rural United, the chemical chemistry fell by 10.10%, the Dowan shares fell by 8.16%, Ai Ai Jinggong fell 7.75%, and Wallage fell 7.17%.
It was officially opened in 2023. The China Merchants Fund suggested that after the economic stability, the transformation and growth industries such as materials (colored, chemical) and medicine can be paid in the second half of the year; HSBC is optimistic about the new energy industry; Advanced manufacturing industries dominated by semiconductors; Huitianfu is optimistic about semiconductor and new energy photovoltaic industry.
Post time: Jan-07-2023