The top management is planning to benefit from the export tax rebate of epoxy resin, and three stocks will benefit
The policy of epoxy resin product export tax rebate is brewing, the range is about 2%-3%.
In November 2011, the Ministry of Environmental Protection issued the Comprehensive List of Environmental and Economic Policies (2011 edition), which will "bromine weight ≥ 18% and bromine weight < 18% of the epoxy resin "listed in high pollution, high environmental risk" double high "products. In order to get rid of the "double high" restriction, the industry began to gradually set up cleaner production equipment last year. Some small factories are too small to bear the rising costs. At present, the elimination of small factories is still in the process, but the trend of increasing concentration is more certain. Coupled with policy support, it is more clear to get out of the trough. According to the data, the number of enterprises in the industry is 60-70, and there will be 30-40 in the future.
Listed companies with epoxy resin business are Hongchang Electronics, Blue star New materials, Jiangshan Chemical.