Guohai Securities released a research report on April 28 stating that it gave Dongfang Shenghong (000301.SZ) a purchase rating. The main reasons for the rating include: 1) the full release of the 16 million tons/year refining and chemical integration project, with a net profit of +17% in 2023; 2) the proposed investment in Saudi Arabia and Aramco to strengthen cooperation in the petrochemical industry; 3) focusing on the field of new energy materials to accelerate material layout to promote energy transformation; 4) polyester filaments achieve differentiated competition, and there is a broad space for recycled polyester; 5) full coverage of “oil head”, “coal head” and “gas head” olefins to deepen the “1+N” industrial layout. (Mainichi Keizai Shimbun)
国海证券4月28日发布研报称，给予东方盛虹（000301.SZ）买入评级。评级理由主要包括：1）1600万吨/年炼化一体化项目全面释放，2023年归母净利润同比+17%；2）拟引入战投沙特阿美，加强石化产业合作；3）聚焦新能源新材料领域，加速材料布局推动能源转型；4）涤纶长丝实现差异化竞争，再生聚酯空间广阔；5）“油头”“煤头”、“气头”烯烃全覆盖，深化“1+N”产业布局。（每日经济新闻）
Guohai Securities released a research report on April 28 stating that it gave Dongfang Shenghong (000301.SZ) a purchase rating. The main reasons for the rating include: 1) the full release of the 16 million tons/year refining and chemical integration proj
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