Two sessions of China"s chemical industry in the new pattern

Environmental protection will continue to consolidate the leading position of chemical subdivision. Increase the national environmental governance and management, has great impact on the chemical industry, some of the high energy consumption, heavy pollution and chemicals supply will be suppressed, environmental protection will be forced to improve industry concentration, the upgrading of industrial structure. Chemical industry will benefit from the various sub sectors, we are optimistic about the pollution of pesticides, titanium dioxide, viscose fiber, spandex, silicone and other industries limited production, lack of work and improve the industry structure.

Promotion of strategic position of new chemical materials. In December 28, 2016 the national new material industry development leading group, headed by Vice Premier Ma Kai, the Ministry of finance, Ministry of science and technology, Ministry of education, the SASAC and other departments involved, a strong lineup, is expected to open a new situation for the development of new materials in china. According to the current development situation of the domestic new material industry, we propose to focus on the growth of more established industries: lithium battery materials, electronic chemicals, OLED materials, in the forefront of new materials, focus on graphene and 3D printing materials.

From the perspective of the domestic oil and gas industry characteristics, from upstream to downstream competition is gradually enhanced, the order is expected to gradually promote the downstream from the upstream. In February 24, 2017, a number of China oil market in its official website released the Daqing Oilfield Power Group, Kunlun Energy Co and the Central Hospital, the reform scheme, and considered and approved in principle the "comprehensive deepening reform group 2017 work points"; in addition, the "suggestions" on deepening the reform of the oil and natural gas have been completed for approval wait for the announcement, the reform step by step. We are optimistic about the reform of oil and gas and its downstream areas, it is recommended to focus on Sinopec and PetroChina listed companies.

As the supply side reform, business cycle to the chemical industry, the industry segment leading performance improved significantly, promising titanium dioxide, viscose staple fiber, spandex and other fluorine chemical industry investment opportunities; at the same time focus on better growth prospects and new materials enterprises.