The hottest strong earthquake in Indonesia shook,

2022-08-16
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Indonesia's strong earthquake shook A-share rubber tire stocks rose

a strong earthquake with a magnitude of 8.5 occurred in the sea area near Sumatra, Indonesia on the afternoon of the 11th. Although Chinese investors did not feel the earthquake thousands of miles away, the impact on the financial market was very obvious. Coal, palm oil and natural rubber researchers from several futures companies were closely following the news from Indonesia yesterday, while coal and rubber stocks on the A-share market took the opportunity to soar

coke futures opened sharply higher

"we have been paying close attention to the information about whether there is a tsunami after the strong earthquake in Indonesia since the morning. If a tsunami occurs, it will certainly have a huge impact on the market. Indonesia is the world's most important producer of palm oil and natural rubber, and also a major exporter of thermal coal." Zhao Xue, an analyst at Zhongyu information, told me

although there was no tsunami yesterday, the coal industry was significantly shocked by the long-term goal of building a leading enterprise and industrial cluster in the field of new materials. Coke futures in Dalian Futures Exchange opened higher yesterday, rising 0.86% throughout the day. The performance of coal stocks in the A-share market was even more eye-catching, with the sector index rising 3.36% throughout the day, and driving the Shanghai Composite Index up 1.82% yesterday. Aishi shares (600652), Jingyuan Coal Power (000552) and Zhengzhou coal power (600121) in the coal sector all rose by more than 6%

the proportion of Indonesian coal imports is small

Liu Shanshan, a coal analyst at zhuochuang information, also paid close attention to the news of the strong earthquake in Indonesia yesterday. As for the rise of coke futures and coal stocks yesterday, she believed that the strong earthquake may have a psychological impact on investors, and there are funds to take the opportunity to hype

Indonesia is the world's largest exporter of thermal coal, so the strong earthquake in Indonesia has an impact on China's coal market. Indonesia is also the largest source of China's thermal coal imports. In 2011, China imported 64.69 million tons of thermal coal from Indonesia, accounting for about one third of China's total thermal coal imports

"but in general, the strong earthquake in Indonesia will not have much impact on domestic coal prices," said Liu Shanshan. First of all, Indonesian thermal coal is mainly distributed in Kalimantan island and Sumatra island. The earthquake occurred in the northwest of Sumatra island, and the main coal production area is in the south of the island, while Kalimantan island was not affected by the earthquake. In addition, it is worth noting that most coal mines in Indonesia are open-pit mining, so the damage caused by the earthquake to coal mines will be relatively limited. The market was most worried about the tsunami after the earthquake, but the tsunami did not happen yesterday, so it is expected to have little impact on Indonesia's coal production

Guan Dali, a coal analyst at Zhongyu information, also said that the current imported coal mainly affects the southeast coast and has little impact on the inland. Moreover, compared with the domestic output of more than 3 billion tons of imported coal, China's plastic extruder market has made great progress and breakthroughs, accounting for a very small proportion. Most of the imported coal is a supplementary demand of downstream enterprises and has a limited impact on the domestic market

rubber tire stocks soared

yesterday's best performance was natural rubber related stocks on the A-share market. The industry leader Hainan rubber (601118) opened sharply higher, almost up the limit, and then although it fell back, the whole day's increase was still as high as 6.52%; Big rubber and plastic (600346) rose 7.74% throughout the day; Shuangjian shares (002381) rose 4.39%. Even tire stocks with rubber as raw material performed well

"as one of the three largest producers of natural rubber, the strong earthquake in Indonesia has become a must talk topic before the opening of major futures on the 12th," Li Wenkang, a rubber analyst at Zhongyu information, told

but as far as the current earthquake is concerned, first of all, the focal point is located 500 kilometers west of Sumatra, the main production area, which belongs to the open sea, and his experimental speed is low; Yesterday's tsunami did not happen, so that the market returned to calm; In addition, at present, the rubber cutting process in Indonesia is relatively slow, and it does not take much time to resume production after the earthquake, so the earthquake has little impact on the price of natural rubber

sector: long term optimistic about the integration opportunities of the feed industry

the data shows that the monthly output of the feed industry has increased significantly by 21.7% year-on-year, and the boom of the feed industry has increased significantly. The Feed Industry Association recently released an analysis of the national feed production situation in February 2012. Its survey of 159 sample feed enterprises showed that the total monthly feed output increased by 21.7% year-on-year, far exceeding the -6.0% increase in output last year

scale advantages appear, and large enterprises show faster growth. The growth rate of enterprises with a monthly output of more than 100000 tons was 57.1%, far higher than that of enterprises with a monthly output of 0.1% 36.5% and 38.7% of enterprises with a monthly output of less than 5000 tons, while the growth rate of enterprises with a monthly output of less than 5000 tons was only 20.0%. This basically matches our grassroots understanding that the feed sales volume of DaBeiNong, Haida and TangRenShen in the first quarter increased by% year-on-year

large enterprises grow faster, which reflects the opportunity of accelerating industry integration brought by the inflection point of the breeding scale and refinement trend we have always emphasized. The large-scale breeding process with the withdrawal of retail investors requires a more efficient and refined multi-stage feeding method. The multi-stage feed required by the multi-stage feeding method puts forward higher requirements for feed enterprises in animal nutrition research, formula technology, production technology and technical services. Small and medium-sized feed producers do not have the low-cost advantage of centralized procurement and large-scale production; 2. It has no relevant technical capacity f multi-stage feed R & D production; Third, the service marketing network and team building needs that cannot support the multi-stage feed sales requirements will accelerate the withdrawal and leave sufficient market space for excellent enterprises

the boom of the industry is just icing on the cake. More importantly, in the feed industry, which is currently highly fragmented, competitive advantages enable excellent enterprises to show sustainable growth capabilities. In this opportunity, we are most optimistic about the Dabei agricultural and Haida group, which has a mature service marketing model and powerful refined channel management. We have seen the rapid development at home and abroad in recent years. While some enterprises have steadily achieved growth beyond the industry Gradually showing a slight increase in the level of net profit margin

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