推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 據(jù)統(tǒng)計(jì)，截至9月15日，已有1220家上市公司披露三季報(bào)業(yè)績預(yù)告，其中，業(yè)績預(yù)喜公司家數(shù)有914家，而業(yè)績預(yù)增公司達(dá)到380家，占業(yè)績預(yù)喜公司總數(shù)比例為42%。從行業(yè)屬性來看，有色金屬、鋼鐵、交通運(yùn)輸、傳媒、電子等五大行業(yè)三季報(bào)業(yè)績預(yù)增公司數(shù)占行業(yè)內(nèi)已披露三季報(bào)預(yù)告公司數(shù)比例居前，分別為：56.52%、50.00%、48.28%、45.10%、44.68%。
2017年上半年有色金屬全行業(yè)實(shí)現(xiàn)凈利潤達(dá)165.1億元，同比暴增91%，行業(yè)相關(guān)上市公司三季報(bào)業(yè)績也有望超預(yù)期。截至15日，在已披露三季報(bào)業(yè)績預(yù)告的46家公司中，業(yè)績預(yù)增公司達(dá)到26家。
分析人士認(rèn)為，本輪有色金屬的行情是跨年度、可持續(xù)的，洼地價(jià)值機(jī)會(huì)仍在。堅(jiān)定看好有色板塊三大投資主線。1.供給側(cè)結(jié)構(gòu)性改革助力電解鋁板塊行情，綜合考慮業(yè)績彈性、盈利能力、產(chǎn)銷量及能源結(jié)構(gòu)。2.行業(yè)整頓持續(xù)，堅(jiān)定推薦小金屬、稀土、鎢相關(guān)的投資機(jī)會(huì)。3.新能源汽車需求爆發(fā)，助推鈷、鋰、永磁需求提升，其中堅(jiān)定看好稀土價(jià)格上漲及稀土永磁板塊行情。
鋼鐵行業(yè)方面，截至15日，在已披露三季報(bào)業(yè)績預(yù)告的10家鋼鐵公司中，業(yè)績預(yù)增公司達(dá)到5家。天風(fēng)證券表示，目前來看，鋼鐵板塊基本面沒有發(fā)生變化，利好因素仍然明顯。目前板塊出現(xiàn)回調(diào)主要受情緒等因素影響，行業(yè)基本面仍持續(xù)向好，回調(diào)過程中正是布局良機(jī)。
