Saham kimia A-share berkumpul merayakan, Dongyue Silicon Material naik 20CM dalam 1 menit, Cambrian kembali ke angka 1100 yuan

Reporter｜Lin Jianmin Intern Reporter Lin Qianwei

Editor｜Zeng Jingjiao

7 April, the four major indices of A-shares all surged then pulled back, the ChiNext Index turned red, after initially rising over 1%.
Half-day turnover of the Shanghai and Shenzhen markets was 1.07 trillion yuan, an increase of 10 billion compared to the previous trading day.
Over 3,600 stocks in the entire market rose.

Image source: 21 Finance Client

From the sector perspective, the chemical sector surged across the board, with many stocks hitting the daily limit.
Among them, Dongyue Silicon Material opened with a 20cm limit-up in the first minute, followed by Tongyu New Material, Lingwei Technology also hitting the 20cm limit-up, and multiple stocks like Jinniu Chemical, Xin’an Shares, Youfu Shares, Hengyi Petrochemical hitting the limit, with 13 stocks gaining over 10%.

The sodium-ion battery sector also showed strong gains, with Boliv Power rising over 15% to lead, Blue Lithium Core surged to the daily limit within 10 minutes, and Shengquan Group, Chuan Yi Technology, Gaole Shares hit the limit.
According to Science and Technology Daily, on April 6, Hu Yongsheng’s team from the Institute of Physics, Chinese Academy of Sciences published a major achievement in “Nature Energy”: they successfully developed a self-protecting, polymerizable non-flammable electrolyte (PNE), achieving a complete thermal runaway barrier in sodium-ion batteries at the ampere-hour level for the first time globally.

The computing power chip concept continued to rebound during the session, with Cambrian rising nearly 11%, with the stock price surpassing 1,100 yuan;
The agriculture sector also led gains, with pork and chicken concepts rising, Huazhong Shares and Juxing Agriculture & Animal Husbandry hitting the limit.

On the downside, the insurance sector collectively declined, with China Pacific Insurance and China Life oscillating and retreating;
The innovative drug concept weakened across many stocks, with Lianhuan Pharmaceutical and Laimei Pharmaceutical falling sharply.

Jin Yiteng, Chief Analyst of Chemical Industry at Kaiyuan Securities, believes that this geopolitical conflict is expected to add momentum to China’s chemical industry rise, and the long-term industry prosperity logic continues to strengthen.
Due to the impact of the current energy crisis, global chemical plant operating rates have dropped significantly, but terminal rigid demand has not disappeared.
The industry is currently experiencing a large-scale destocking cycle worldwide.
Once geopolitical tensions ease, the global chemical industry will see a definitive replenishment phase, coupled with market expectations of terminal demand recovery, which could improve chemical product profitability.

From a long-term perspective, the crisis accelerates the clearing of overseas capacity, and China’s chemical industry’s global market share and profit center both rise.
Between 2022 and 2025, Europe’s chemical industry will shut down a total of 9% of its capacity.
In the future, Chinese chemical companies, leveraging core advantages such as full industry chain support and cost control, will further seize global market share and continue to enjoy high profitability dividends.

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