Traditional Culture Encyclopedia - Weather forecast - What is the winter concept stock?
What is the winter concept stock?
1. Pay attention to La Nina concept stocks:
Jia Xiaolong, deputy director of the National Climate Center, recently said at the press conference of China Meteorological Bureau in June 5438+ 10 that according to the latest monitoring, the SST in the equatorial Middle East Pacific is in a neutral and cold state, and it is expected that the cold water will be further strengthened in the next three months (June 65438+ 10 to February 65438+2) and enter the "La Nina" state. La Nina will make this winter even colder. In cold winter, the upstream needs warmth (coal and natural gas), clothes and cotton, which will also affect the growth of crops. In addition, heavy snow will increase the demand for snow removal.
Pay attention to La Nina concept stocks:
(1) Coal: Shaanxi Black Cat, Zhengzhou Coal and Electricity, Meijin Energy, Shanxi Coking, Mei Yun Energy, Jizhong Energy, kailuan shares, Haohua Energy, Yanzhou Coal Industry, mountain coal international, etc.
(2) Natural gas: Lan Yan Holdings, Guanghui Energy, Intercontinental Oil and Gas, New Natural Gas, Tong Yuan Petroleum, Taishan Petroleum, China Petrochemical, China Petroleum, etc.
(3) Down jacket/cotton coat: Bosideng, Blue Ocean House, Sanfu Outdoor, Sudi Fashion, Bielefen, Souyute, etc.
(4) Cotton: Xinsai shares, Nong Xin Development, Guannong shares, etc. ;
(5) Agriculture: Grain: Jinjian Rice Industry and Shen Liang Holdings; Planting: the development of agricultural reclamation in the Great Northern Wilderness; Seeds: Dabeinong, Longping Hi-Tech, Quanyin Hi-Tech, Denghai Seed Industry, Agricultural Development Seed Industry, Fengle Seed Industry; Fruits and vegetables: Honghui fruits and vegetables; White sugar: Huazi Industry, COFCO Sugar Industry, Nanning Sugar Industry and Guangdong-Guangxi Stock Exchange;
(6) Snow removal: Daye, Senyuan, Weihai Guang Tai, etc.
2. Huatai Securities said that with reference to historical experience, the "La Nina" phenomenon will drive the demand of cold-proof buyers, and the corresponding product prices or sales volume are expected to increase year-on-year, and the increase is related to the peak meteorological intensity of La Nina. The textile and garment-chemical fiber industry chain, especially the polyester staple fiber, viscose staple fiber and polyester filament in the middle and upper reaches, fluctuates greatly in winter, and the downstream home textiles and garments (especially down jackets) are expected to usher in a high boom. At the same time, clothing consumption is expected to boost cotton demand.
3. Ping An Securities pointed out that coal is still the main source of heating in winter, and coal consumption will increase marginally under the expectation of cold weather in winter; Combined with the economic recovery, non-heating coal shows a good growth trend, and the supply side is affected by safety inspection, imported coal control and other factors. If extreme weather occurs or affects coal transportation. On the whole, coal prices are easy to rise and difficult to fall. In the cold winter, the coal industry is expected to see an increase in output and price.
- Previous article:Changsha Beach Island Introduction Where is Changsha Beach?
- Next article:What is the concept of foggy orange warning?
- Related articles
- Yunnan lacks water.
- How to thaw the glass water when it is frozen in winter?
- What are the symptoms of chronic cheilitis?
- What are the village committees under the jurisdiction of Guo Ju Street, Beilun District, Ningbo City, Zhejiang Province?
- Why is Mohe Arctic Village coldest in the morning?
- What weapons does the imperial dragon play in the sky?
- Thoughts on small peas by the window
- When will the weather get warmer in Guangzhou? It will be above 25 degrees.
- Methods and skills of catching bass with reed bud fish
- 20 12 July 13 turn 15 I'm going to Rizhao to take wedding photos. How's the weather?