As of March 25, nearly half of the 2011 annual reports of listed companies in Shanghai and Shenzhen have been announced. A total of 783 companies have disclosed annual reports, of which 118 are petroleum and chemical companies. Statistics show that petrochemical listed companies’ main business income is 2883.2 billion yuan, an increase of 24% over the previous year; net profit is 95.1 billion yuan, a decrease of 2.5% from the previous year; earnings per share is 0.38 yuan, a decrease of 17% over the previous year. The revenue of the camp has increased, but it is difficult to conceal the trend of narrowing profit growth.
The results of the 2011 annual report disclosed by Sinopec, China's largest refiner, also confirmed this point. According to Chinese accounting standards, the company’s net profit last year was RMB71.697 billion, which was only 1.4% higher than that in 2010. Based on this calculation, Sinopec earned nearly 200 million yuan (196 million yuan) last year, but this is the smallest year in which Sinopec’s performance has increased since 2008.
In the oil and chemical industry, fluorine chemicals will undoubtedly become the biggest highlight of the securities market in 2011. On the policy front, the “Twelfth Five-Year Development Plan for China's Fluorine Chemical Industry†puts forward the production targets for inorganic fluoride and hydrofluoric acid and production control, and points out that we must pay attention to structural adjustment, improve industry access standards, and promote the industry. Upgrade.
In the market, 2011 is a golden period for domestic refrigerant development. According to the "Montreal Protocol" agreement, developed and developing countries will completely ban the use of Freon refrigerants in 2020 and 2030, respectively. However, many developed countries such as the United States, the European Union and other countries have already stopped production in advance. This part of the vacant market will be filled by developing countries such as China. The price of fluorinated polymer materials has soared since 2010. In 2011, Zhejiang Juhua Co., Ltd. and Shanghai San Aifu New Material Co., Ltd. earned even more money. Among them, San Aifu’s net profit ratio The previous year increased by 1490%.
The source of PTA is petroleum. The high oil prices in 2011, combined with the suspension of production of paraxylene by foreign refineries and domestic Dalian Fujia, further stimulated the strength of PTA. The average selling price and sales gross profit rate of PTA and polyester polyester have increased compared with the past. Hengyi Petrochemical Co., Ltd. and Rongsheng Petrochemical Co., Ltd. both benefited. Among them, Hengyi Petrochemical's earnings per share reached 3.71 yuan, ranking first among petrochemical listed companies, and it is the third-ranked listed company that has announced its performance.
The high price of oil has also driven related sub-plates, such as oil equipment and coal. Therefore, Yantai Jereh Oil Service Group Co., Ltd., China Shenhua Energy Co., Ltd., Yanzhou Coal Mining Co., Ltd., and Zhengzhou Coal Mining Machinery Group Co., Ltd. also benefited.
Judging from the current published performance, the pesticide industry continues to be sluggish. It can be seen from the annual report of Anhui Huaxing Chemical Co., Ltd. that due to the continuing low price of glyphosate in the international market and the increase in prices of basic chemical raw materials, the company operates Difficulties arise. Only after receipt of a government grant of RMB 75 million is it possible to avoid continued losses. Shandong Dacheng Pesticide Co., Ltd. incurred a two-year loss, and the Shanghai Stock Exchange will deal with the company's stocks specifically for the delisting risk warning.
Under the background of the slowdown in macroeconomic growth, as an important investment force in Shanghai and Shenzhen, the Social Security Fund still favors the chemical and mechanical sectors. Statistics show that as of March 25, among the listed companies that have disclosed the 2011 annual report, the Social Security Fund has involved 103 companies, accumulatively holding 1.158 billion shares, and holding a stock market value of 16.592 billion yuan. Among them, chemical industry and machinery and equipment industry received more attention. Among the 43 listed companies of Masukura, there were 12 machinery and equipment shares, accounting for 27.91%; there were 6 chemical stocks, accounting for 13.95%. Zhejiang Zanyu Technology Co., Ltd., Xi'an Tongyuan Petroleum Technology Co., Ltd., Pingdingshan Tian'an Coal Industry Co., Ltd., Xi'an Shaanxi Drum Power Co., Ltd. and other companies are on the list.
Take Zanyu Technology as an example. The company is a leading domestic natural oil-based surfactant. Currently, it has an annual production capacity of 130,000 tons of various surfactants. The products are mainly used in daily-use chemical industries such as washing and cosmetics. In 2011, the company achieved operating income of 1.919 billion yuan, an increase of 48.01% over the previous year; total profit of 126 million yuan, an increase of 53.12% over the previous year; net profit attributable to shareholders of listed companies was 104 million yuan, an increase of 53.28% over the previous year.
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