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Two barrels of oil reform concept: ready to go! Four undervalued "two barrels of oil reform" potential stocks

time：2023-01-28 06:44:32 source：clevelanddrifters.com author：Hot industry

Two barrels of oil reform concept: ready to go! Four undervalued "two barrels of oil reform" potential stocks

Who else?

In the A-share market, the "stock king" is Kweichow Moutai, and the "Ningwang" is the Ningde era. Recently, BYD's market value exceeded one trillion yuan and was called "Biwang". After the share price of Tongwei, the leader in photovoltaic silicon materials, rose sharply Also known as "Silicon King", Yuntianhua, which masters phosphate rock resources, was called "Phosphorus King" last year. The King of Stocks, King of Ning, King of Bi, King of Silicon, King of Phosphorus, each "king" is a representative of a track, and is the leader of a subdivided track. Apart from these "kings", there are many "kings" in A-shares. ".

What is the concept of "two barrels of oil reform"

Two barrels of oil refers to the two companies of Sinopec and PetroChina in the stock market. The two-barrel oil reform also means the ownership reform of the two companies. In oil, my country has always been an importing country, and changes in national oil prices can also be said to be decisive for changes in my country's oil prices. In China, PetroChina and Sinopec have a very large impact on the rise and fall of my country's oil prices and reforms, because investors are very concerned about these two companies. In 2014, Premier Li of the State Council formulated the measures for non-state-owned capital to participate in investment projects of central enterprises in the government work report, including oil investment projects, which is good news for oil companies. Sinopec announced that the board of directors has passed relevant proposals to introduce social and private capital participation in the oil product sales business, and start the reform of mixed ownership; and on August 28, 2014, PetroChina also responded positively. This round of reform involves oil fields, sales and natural gas. The concept of two barrels of oil reform According to the historical trend, in addition to the reforms carried out by the two companies in response to national policies, there will be opportunities to rise when oil prices rise. Without further ado, let’s take a look at a few “two barrels of oil”. "Reform" concept stock

The first stock: Daqing Huake (000985)

Total market value: 3.005 billion, P/E ratio (dynamic): 166.46, core concept: two barrels of oil reform, Heilongjiang Free Trade Zone Company profile: Daqing Huake Co., Ltd.'s main business is the production and sales of petrochemical products, import and export business and warehousing services and other businesses. The main products are C9 series petroleum resin, C5 series petroleum resin, refined acetonitrile, polypropylene powder, modified polyolefin plastic, etc. The company has obtained a total of 13 national patents, including 8 national invention patents, all of which have been industrialized, and the product technology is at the leading domestic level. The core technology of the product is its own patented technology, and industrialized mass production is realized. Main business: production and sales of petrochemical products, as well as import and export business, warehousing and storage services and other businesses.

Second stock: Sinopec (600028)

Total market value: 515.763 billion, P/E ratio (dynamic): 5.94, core concepts : Two barrels of oil reform, combustible ice Company profile: The main business of Sinopec Corp. is oil and natural gas and chemical business. The oil and gas business includes exploration, development and production of crude oil and natural gas; pipeline transportation of crude oil and natural gas; refining of crude oil into petroleum products; and marketing of crude oil, natural gas and refined oil products. The chemical business includes the manufacture and marketing of a wide range of industrial chemical products. It is a large oil and gas producer in China; its refining capacity ranks first in China; it has a complete refined oil sales network in China and is the largest refined oil supplier in China; its ethylene production capacity ranks first in China, and it has built a relatively complete range of chemical products The main business of the marketing network: oil and gas and chemical business.

The third stock: PetroChina Capital (000617)

Total market value: 12.642 billion, P/E ratio (dynamic): 8.92, core concepts : Two barrels of oil reform, cross-border payment Company profile: The main business of CNPC Capital Co., Ltd. is banking business, finance company business, financial leasing business, trust business, insurance business, insurance brokerage business, securities business, credit enhancement business and intelligent digital business. Mainly through its holding and shareholding companies Kunlun Bank, CNPC Finance, Kunlun Financial Leasing, CNPC Assets, Captive Insurance, Zhongyi Property & Casualty Insurance, Generali Life, Kunlun Insurance Brokerage, Bank of China Securities and China Bond Credit, respectively operating banking business and finance company business , financial leasing business, trust business, insurance business, insurance brokerage business, securities business and credit enhancement business, is an all-round comprehensive financial business company. The company was selected as a sample stock of the Shenzhen Component Index, the Shenzhen 100 Index, and a listed company under the "Shenzhen-Hong Kong Stock Connect", and was successfully included in the S&P Emerging Markets Index; it was rated as Class A in the Shenzhen Stock Exchange's Information Disclosure Assessment for two consecutive years, and was awarded the "Top 100 China Top 100" Enterprise Award" and "China Ethical Enterprise Award" Main business: banking business, finance company business, financial leasing business, trust business, insurance business, insurance brokerage business, securities business, credit enhancement business and intelligent digital business.

The fourth stock: Taishan Petroleum (000554)

Total market value: 2.966 billion, P/E ratio (dynamic): 353.42, core concept : Two barrels of oil reform, combustible ice Company profile: Sinopec Shandong Taishan Petroleum Co., Ltd. is mainly engaged in the wholesale and retail business of refined oil products and non-oil products business. The company's main products are gasoline, diesel, natural gas and non-oil products. Main business: mainly engaged in the wholesale and retail business of refined oil products and non-oil products business.

Conclusion

Time promotes economic development and changes the market, but I am. If you are interested in this article, please like, follow, leave a message, and discuss with each other. Finally, the stock market is risky, and you need to be cautious when investing in shares. Thanks for reading and see you next time.

(Responsible editor：Aerospace stock)

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