Nearly a month, nearly 30 institutions on the A-share coal chemical industry chain company to conduct research, pay close attention to the industrial chain recovery. From the survey feedback, the industry chain recovery is facing double positive: First, the international oil prices opened up the coal chemical industry profit margins, such as coal and ethylene glycol and the profit and loss balance line corresponding to oil prices were $ 40 and $ 50 / barrel, the market this year The expected price of oil will rise to more than 60 US dollars; Second, the domestic coal chemical EIA re-opened gate last year, part of the project approval authority decentralized to the local policy support has increased.

According to the principle of "clean, low-carbon, high-efficiency and concentration", in the 13th Five-Year Plan of the Development of Coal Industry recently released, the coal-based oil and coal should be carried out in areas where water resources are secure and the ecological environment can bear. Natural gas, low-grade coal quality utilization, coal-based chemicals and other models. Chairman Shen last month Shenhua Ning coal and oil demonstration project put into operation and made important instructions also pointed out that China should continue to expand in the field of coal processing and transformation of technology and industrial advantages, accelerate the energy production and consumption revolution. Overall, the "13th Five-Year" period is expected to usher in a new round of development of coal chemical industry, China Chemical, Tung Wah Group of engineering equipment manufacturers are expected to take the lead in the benefit.

Coal chemical stocks related to listed companies Summary:

Hang Oxygen: The company is the largest air separation equipment development, design, manufacturing complete sets of enterprises, is China's air separation equipment industry only a national key new product development, manufacturing base, China's major technology and equipment base, Asia's largest empty Sub-equipment de