China.com, November 15th News Today, the National Development and Reform Commission announced that from 0:00 on the 16th, the gasoline (China average) price will be reduced by 310 yuan/ton and diesel by 300 yuan/ton, which is equivalent to a reduction of 0.23 yuan/liter for No. 90 gasoline and 0.26 yuan/liter for No. 0 diesel. Taking Beijing No. 92 gasoline as an example, this time it will be reduced by 0.25 yuan/liter and diesel by 0.26 yuan/liter.

List of stocks affected by the oil price reduction:

1. Favorable sectors and stocks

Transportation sector

This time, the price of refined oil has been reduced, and listed companies engaged in the transportation industry seem to be able to directly benefit.

(000004) Guonong Technology

(000022) Shenzhen Chiwan A

(000088) Yantian Port

(000089) Shenzhen Airport

(000099) CITIC Offshore Helicopter

(000429) Guangdong Expressway A

(000582) Beihai Port

(000652) TEDA Shares

(000753) Zhangzhou Development

(000828) Dongguan Holdings

Automobile Manufacturing Sector

In addition to enterprises directly engaged in the transportation industry, automobile manufacturing listed companies will also benefit from the decline in refined oil prices. The main purpose of the country's introduction of such policies is to improve the consumption environment and investment environment, which is definitely beneficial to the automobile manufacturing industry, but the specific benefits remain to be seen. Some listed companies that produce small-displacement passenger cars may be the biggest beneficiaries.

(000550) Jiangling Motors

(000559) Wanxiang Qianchao

(000572) Haima Automobile

(000589) Guizhou Tire A

(000599) Qingdao Doublestar

(000800) FAW Car

(000803) Jinyu Auto City

(000868) Ankai Bus

(000883) Hubei Energy

(000927) FAW Xiali

Aviation sector

The oil price cut will help airlines control costs.

(601111) Air China

(600029) China Southern Airlines

(600115) China Eastern Airlines

(600221) Hainan Airlines

(900945) HNA B

(200152) Shandong Airlines B

(000099) CITIC Haizhi

Fertilizer, Chemical Fiber and Plastic Sector

The raw materials used in China's fertilizer production are mainly coal, heavy oil and natural gas, and the cost of raw materials and energy accounts for a large proportion of the cost; chemical fibers use synthetic fiber monomers (polymers) as raw materials, and the price of raw materials is very sensitive to crude oil prices; the plastic products industry uses basic petrochemical products, such as polyethylene and polypropylene, as raw materials, and the cost of raw materials accounts for a large proportion of production costs, and the change in crude oil prices also has a greater impact on it. Therefore, overall, the high costs of the fertilizer, chemical fiber and plastic industries will also benefit significantly from the sharp drop in oil prices.

Liaotong Chemical (000059)

Xinxiang Chemical Fiber (000949)

Wuhan Plastics (000665)

Other industries: indirectly benefit from the drop in oil prices

The decline in oil prices will also lead to a reduction in costs in other industries such as thermal power, agriculture, and fisheries.

As for the thermal power industry, due to the substitution effect of coal for crude oil, the decline in oil prices will often cause a drop in coal prices, thereby reducing the power generation costs of power generation companies. In addition, due to the power shortage and the corresponding increase in electricity prices this year, there is a rare opportunity to explore the long-weak power stocks. Recommended attention: Shenneng Shares (600642), this year's power supply and demand situation in East China is tense, the average utilization hours of thermal power units in the region may exceed 6,000 hours, and the profitability of related companies may improve. Due to the superior performance of the company's units, it will benefit more.

For other industries such as agriculture and fishery, as they are in the middle and lower reaches of the oil-using industry chain, the sharp drop in oil prices is also conducive to the reduction of their overall industry costs. Recommended attention: Zhongshui Fishery (000798), the company's asset injection expectations are strong.

2. Negative sectors and individual stocks

Oil and petrochemical stocks

600028 Sinopec, 600110 Sinochem, 600256 Guanghui Shares, 600339 Tianli High-tech 600583 Offshore Oil Engineering, 600642 Shenergy Shares, 600688S Shanghai Petrochemical, 601808 CNOOC Oilfield Services 601857 PetroChina, 000554 Taishan Petroleum, 0006 68 Rongfeng Holdings, 000852 Jiangzuan Co., Ltd., 000637 Maohua Shihua, 000668 Wuhan Petroleum, 600157 Lurun Co., Ltd. Coal stocks China Shenhua (601088), Zhengzhou Coal and Electricity (600121), Datong Coal Industry (601001), Hengyuan Coal and Electricity (600971), Xishan Coal and Electricity (000983), Guoyang New Energy (600348), Shanghai Energy (600508), Jinniu Energy (00 0937) Coal Gasification (000968), Lanhua Science and Technology (600123), Shenhuo Co., Ltd. (000933), Pingmei Tianan (601666), Xi'an Jiaohua (600740), Panjiang Co., Ltd. (600395), Yanzhou Coal Mining (600188), Antai Group (600408) Lu'an Environmental Energy (601699), Kailuan Co., Ltd. (600997), Lutian Coal (002128), Jingyuan Coal and Electricity (000552) Aishi Co., Ltd. (600652) New energy stocks

(1) Solar energy

Tianwei Baobian (600550)

Little Swan A (000418)

Minjiang Hydropower (600131)

Shengyi Technology (600183)

Veken Essence (600152)

Antai Technology (000969)

Great Wall Electric (600192)

Leshan Electric Power (600644) /p>

Huadong Science & Technology (000727)

Chunlan Group (600854)

Weiyuan Biochemical (600803)

Lino Solar (600885)

Xinhua Photonics (600184)

TBEA (600089)

Aerospace Machinery & Electronics (600151)

CSG A (000012)

Jiaotong Nanyang (600661)

Shanshan Group (6 00884)

Wangfujing (600859)

Fengfan Shares (600482)

(2) Wind energy

600396 Jinshan Shares, 600416 Hunan Electric Power, 000539 Guangdong Electric Power A

(3) Wind power generation

600089 TBEA, 600578 Beijing Energy Thermal Power, 600875 Dongfang Electric

(4) Wind power equipment manufacturing

000777 China Nuclear Technology, 000151 Zhongcheng Shares, 600642 Shenneng Shares

(5) Geothermal

600578 Beijing Energy Thermal Power

(6) Ethanol gasoline

000930 Fengyuan Biochemical, 600893 Aviation Power, 000 576*ST Ganhua, 600191 Huazi Industry, 600311 Ronghua Industry, 600371 Wanxiang Denong

(7) Hydrogen Energy

600846 Tongji Technology, 600872 Zhongju High-Tech, 600854\*ST Chunlan, 600478 Liyuan New Materials, 600111 Baosteel Rare Earth, 600336 Aucma, 600884 Shanshan Co., Ltd., 000100*STTCL, 600152 Veken Essence

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