Linlong Investment Advisor's individual stock intelligence:10.29金融护盘

2018year10month26Ranking of industry growth rate in the Nissan Wanwan level

采掘：


兖州煤业(600188)相关概念：供给侧改革


北方入冬，各地区进入采暖季，北方煤炭需求明显增加，刺激煤炭价格表现坚挺。同时，中国煤炭工业协会发布的报告显示，2017年，我国规模以上煤炭企业主营业务收入2.54Trillion yuan, year-on-year growth25.9%;利润总额2959.3100 million yuan, year-on-year growth290.5%。协会统计的90家大型煤炭企业实现利润1451.9100 million yuan, year-on-year growth3.5Times.


板块共同表现相关个股：中国神化(601088)、西山焦化(600740)、陕西煤业(601225)Etc.


石油：


兖州煤业(600188)相关概念：油气改革


国家发改委产业协调司副司长蔡荣华日前表示，积极推动石化产业优化布局。石化产业是制造业的重要领域，从产业规模来看，目前我国位居世界第二位。目前石化产业规划布局方案已经国务院常务会议审议通过，已发布实施。


板块共同表现相关个股：中国神化(601088)、西山焦化(600740)、陕西煤业(601225)Etc.


公用事业：


新疆浩源(002700)相关概念：天然气


板块相关利好事件：今年1Month to8月，中国进口了5718万吨天然气;相比之下，日本的进口量为5645Ten thousand tons.2017年中国超过韩国，成为世界第二大天然气进口国。日媒称，预计中国将在2018年首次超过长期领先的日本，成为世界最大的天然气进口国。


板块共同表现相关个股：大通燃气(000593)、皖天然气(603689)、贵州燃气(600903)、金鸿控股(000669)


Bank:


bank for economic construction(601939) Related concepts: Financial reform


Related positive events: The growth rate of net profit in the banking industry is beginning to rebound, especially5The profitability of big banks in our country has significantly improved. The debt cost of state-owned large banks is relatively low compared to joint-stock banks and urban commercial banks, so while the return on interest bearing assets remains stable, the interest spread advantage of state-owned banks is highlighted. When the cost of funds for commercial banks generally increases, the pressure on interest bearing liabilities of urban commercial banks and joint-stock banks that do not have an advantage in deposits increases, so the net interest margin is relatively affected.


Related stocks with common performance in sectors: China Merchants Bank(600036)Ningbo Bank(002142)Chengdu Bank(601838)Industrial and Commercial Bank of China(601398)Etc.