000835 How to operate Sichuan Shengda in the later stage after buying it for 20 yuan

Today, both petrochemical giants are on the rise. Sinopec (600028) (,,) hit the daily limit, and PetroChina (601857) hit the daily limit, closing up 6.63%! Individual stocks reversed their early decline and showed a large-scale upward trend. The market's rapid rebound after yesterday's decline shows that the market is still in a relatively safe consolidation zone, and individual stocks are still quite operable. In terms of sectors, post-disaster reconstruction themes such as cement, the concept of electricity in the Sichuan and Chongqing regions, and individual stocks in the entire Sichuan and Chongqing region continue to be active. Among them, oil, electricity, coal, steel and other sectors were among the top gainers. The new high of crude oil obviously gave these industries certain short-term opportunities. What I recommend to you today is Sichuan Shengda (000835): Sichuan’s coke leader, new highs in crude oil usher in opportunities!

The Chengdu-Chongqing plate breaks out collectively and Sichuan rises!

The pain of the "5.12 Wenchuan Earthquake" continues, but people across the country are undoubtedly full of confidence in the people of Sichuan to overcome the natural disaster and carry out post-disaster reconstruction! Today's joint daily limit of more than 20 stocks in the Chengdu-Chongqing sector explains everything: Jiulong Electric Power (600292) daily limit, Guang'an Aizhong (600979) daily limit, Xichang Electric Power (600505) daily limit, Chongqing Development (000514) daily limit, Chongqing Luqiao (600106) It’s the sixth consecutive daily limit!

Sichuan Shengda (000835) is located in Chengdu City and belongs to the authentic Chengdu-Chongqing plate. The company is the largest local private enterprise and one of the top 100 profit and tax enterprises in Sichuan Province. It has become a large-scale comprehensive enterprise with coal chemicals, ferroalloys and ceramics as its pillar industries. The company has sufficient resource reserves, and its coal has low ash content and low sulfur content. It has high calorific value and is an ideal raw material for coal chemical products. The coal seams in coal mines are thick and suitable for large-scale mechanized mining!

Sichuan’s coke leader, coke’s growth rate far exceeds that of raw materials!

Crude oil hit a new record high yesterday, approaching US$130/barrel. Due to the price comparison effect of the coal chemical industry, which is a special energy asset, the entire industry will usher in an opportunity for revaluation, and the development of the coal chemical industry will usher in an opportunity. !

Sichuan Shengda (000835) is the leader in the coal chemical industry in the west. The company's current business includes coke smelting, coal mining and coke trading. After restructuring, the company entered the coal coking industry. Currently, the company's leading products are coke and coal. The continued rapid growth of the domestic economy has increased demand for coal, resulting in rising coal prices and driving continued high growth in the overall performance of the coal sector. After the integration of resources, the company has become the largest coal chemical enterprise in Sichuan and even the southwest region with a clear industry, outstanding main business, and a coke production capacity of 1 million tons. The company's development prospects are very optimistic.

According to calculations by United Metal Network, the cumulative increase in Shanxi coke prices for five consecutive months this year has reached 800 yuan/ton. The day before the collective price increase of Shanxi coking companies, East China coal companies jointly raised coal prices for the third time this year. The cumulative increase in coking coal prices reached 52%; the cumulative increase in thermal coal prices also reached about 37%. The increase in coke prices far exceeds the increase in raw material prices. In fact, according to the first half performance forecast released by Sichuan Shengda, the company's coke sales price increase in the first quarter has been greater than the increase in raw material coking coal prices. It is estimated that in the second quarter This is basically the case. With the coke production capacity increasing compared with the same period last year, the company expects its performance in the first half of the year to increase by 100% to 150%!

The gap has not been filled and the strength continues!

Sichuan Shengda (000835) is undoubtedly the biggest star in the early market. The company’s stock price has doubled in just ten trading days since it started at 25 yuan! Its super strong trend also triggered the collective strength of coke stocks.

The company left a gap after a large proportion of ex-rights on May 5th. Experienced investors know that the ex-rights gap in the bull market is often called a "golden gap" because strong stocks will appear in the short term. The same is true for the strong filling market of Sichuan Shengda (000835). It has been going up strongly since the day of ex-rights. On May 9th, when it was about to successfully fill the rights, it left a gap of 5 cents and then adjusted all the way down. This " The retention of the "golden gap" provides a long reason for the stock to rise strongly again in the later period. From this, it can also be speculated that the main force of the stock has long-term ambitions.

In the secondary market, the stock strongly swallowed up yesterday's negative line today, indicating that short-term adjustments are in place. It is expected to enter a period of rapid rise with the Chengdu-Chongqing concept in the near future, and investors can actively pay attention.