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基于从宏观经济环境、固定资产投资增速、国际贸易环境、国际原油价格以及产业自身的运行规律等5方面的分析,我国石油和化工行业在今年下半年将保持低位弱平衡的状态。从投资方面来看,将主要集中在5个方面:一是关注产品价格上涨带来的机会;二是关注可能率先回暖行业相关的化工板块;三是关注节能减排政策惠及的板块;四是关注受益于惠农政策的农药板块;五是通胀预期加剧下,关注优质的煤化工上市公司。
Based on the analysis of the macroeconomic environment, the growth of investment in fixed assets, the international trade environment, the international crude oil price and the operation of the industry itself, the petroleum and chemical industry in our country will maintain a weak low balance in the second half of this year. From the investment point of view, will be mainly concentrated in five areas: First, focus on product opportunities brought about by price increases; Second, concern may be the first to pick up the industry-related chemical sector; third is concerned about the energy-saving emission reduction policies benefit plate; Fourth Concerned about benefiting from the policy of benefiting farmers pesticide plate; Fifth inflation expectations are intensified, concerned about the quality of coal chemical listed companies.