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Hong Kong stock concept tracking | The chemical sector has started a mild recovery, institutions are bullish on the market cap management and valuation repair of central state-owned enterprises (including concept stocks).
The basic chemical sector may gradually emerge from the cyclical bottom in 2025.
Hong Kong stock concept tracking | Several chemical enterprises are expected to perform well in the first three quarters, the chemical industry enters the peak season for sales in September and October (with concept stocks).
The chemical industry is expected to enter its best demand peak season of the year.
l & m chemical (00746): Confiscated unclaimed dividends.
l & m chemical (00746) issued an announcement in accordance with the outline of the articles of association of l & m chemical limited (revised from time to time and important...
CICC Securities: The chemical industry continued to fluctuate in the first half of the year, with strong tire exports and double growth in revenue and performance.
In the first half of 2024, the chemical industry achieved revenue of 1237.63 billion yuan, a year-on-year increase of +4.2%; net income attributable to the company was 75.25 billion yuan, a year-on-year increase of +0.8%.
Sealand Securities: The cyclical upturn of PX and pure benzene is expected.
The pure benzene industry has limited new production capacity, and the supply-demand imbalance is expected to continue. Stimulated by demand, it is expected that the global pure benzene industry operating rate will rebound strongly from 2024 to 2026.
L & M CHEMICAL: 2024 Interim Report
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