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东海证券: The petrochemical cycle has reached the bottom, and left layout is just right.
Generally, due to the significant impact of the US dollar repatriation cycle on the global economy, the Federal Reserve's initiation of a rate-cutting cycle often signifies the bottom of a petrochemical cycle.
Tongkun Group (601233): The world's largest polyester filament enterprise, with great growth potential in the layout of refining projects.
The domestic polyester filament industry is steadily growing, and the industry's supply and demand are expected to marginally improve at the bottom; the company continues to consolidate its leading position in the polyester filament sector, strengthening upstream raw material support in the industry chain; actively laying out integrated refining and chemical projects to further expand future growth potential.
Express News | 98 stocks received buy ratings from institutions, with kweichow moutai garnering the highest attention.
Tongkun Group (601233): Short-term weakness in polyester filament sector, bullish on industry leader's future performance flexibility
On October 31, the company released the third quarterly report of 2024: In the first three quarters of 2024, the company achieved revenue of 76.049 billion yuan, a year-on-year increase of +23.17%; achieving a net income attributable to the parent company of 1.007 billion yuan.
Tongkun Group (601233) Commentary on the Third Quarter Report of 2024: PTA losses due to falling oil prices, expected to improve in the future.
Subject: The company released the third quarter report for 2024, achieving a revenue of 76.049 billion yuan in the first three quarters of 2024, an increase of +23.17% year-on-year, and achieving a net income attributable to the parent company of 1.007 billion yuan, an increase of +11.41%, of which 2
Denon Securities: The profitability of the chemical industry in Q3 24 may be at the bottom, and the production capacity cycle is showing a turning point.
The gross margin of the industry in the third quarter was 16.22%, a year-on-year decrease of 0.35 percentage points, a quarter-on-quarter decrease of 1.12 percentage points; net income attributable to the mother was 5.01%, a year-on-year decrease of 0.34%, a quarter-on-quarter decrease of 1.29 percentage points.
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