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Tianfeng: The inventory cycle of Energy exploitation may reach its turning point before the production capacity turning point.
The price spread of gasoline and diesel has weakened, but the price spreads of by-products such as naphtha and fuel oil remain strong.
Cinda Securities 2025 Annual Strategy Report on the Petrochemical Industry: Refining cycle hits bottom, recovery in prosperity is expected.
Considering that bulk Chemicals may reach a turning point in 2026, private refining companies have characteristics such as low finished oil yield and long Industry Chain for Chemicals, and are expected to benefit first during the upturn cycle of bulk Chemicals profitability.
Not Many Are Piling Into Hengli Petrochemical Co.,Ltd. (SHSE:600346) Just Yet
hengli petrochemical (600346.SH): There are currently no plans to continue the subsidiary restructuring.
Gelonghui December 9th | Hengli Petrochemical (600346.SH) stated on the interactive platform that due to significant changes in the current market environment compared to the initial planning of the spin-off listing, in order to effectively safeguard the interests of the listed company and the majority of investors, after full consideration and careful demonstration with relevant parties, the company has decided to terminate the listing of Kanghui New Materials. The company currently has no intention to proceed with plans for subsidiary restructuring.
Guosheng Securities: The likelihood of oil price fluctuations will increase in 2025, and the petrochemical sector is expected to welcome global strategy-level configuration opportunities.
Therefore, before the stabilization of the global macroeconomic situation in the mid-term, oil prices may be suppressed by expectations of a downturn for a certain period of time.
东海证券: The petrochemical cycle has reached the bottom, and left layout is just right.
Generally, because the cycle of U.S. dollar repatriation has a significant impact on the global economy, the Federal Reserve starting a rate-cutting cycle often indicates the bottom of a petrochemical cycle.
Based On Its ROE, Is Hengli Petrochemical Co.,Ltd. (SHSE:600346) A High Quality Stock?
