【国盛证券:新疆煤化工蓬勃起势 重视产业链龙头投资机会】 国盛证券研报认为,煤化工发展助力能源自给率提升,战略意义重于经济性考量。天然产业优势+政策大力支持,新疆煤化工产业迎发展机遇。大型项目陆续启动,投资建设高峰将至。重点推荐煤化工工程龙头中国化学,重点关注东华科技、三维化学、航天工程、中石化炼化工程、中油工程等。新疆煤化工产业发展促进煤炭产能释放,带动爆破产品及服务需求大幅增加,民爆景气度有望持续上行,重点关注新疆民爆龙头雪峰科技、广东宏大、江南化工、易普力等。

金融界
18 Feb
国盛证券研报认为,煤化工发展助力能源自给率提升,战略意义重于经济性考量。天然产业优势+政策大力支持,新疆煤化工产业迎发展机遇。大型项目陆续启动,投资建设高峰将至。重点推荐煤化工工程龙头中国化学,重点关注东华科技三维化学航天工程中石化炼化工程中油工程等。新疆煤化工产业发展促进煤炭产能释放,带动爆破产品及服务需求大幅增加,民爆景气度有望持续上行,重点关注新疆民爆龙头雪峰科技广东宏大江南化工易普力等。

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