In the petroleum industry, the upstream industries of petroleum are mainly exploration and production. It can be inferred that the gross profit of China's exploration and development industry is highly positively correlated with oil prices. When the sales price of crude oil exceeds a certain level, the oil price will trigger the payment of some special interests, so the net profit of the mining sector will be subject to certain negative feedback. But generally speaking, the favorable direction of oil price rise is the relatively certain rapid development of PetroChina, which only shows that there are a lot of funds in the market at present. From this perspective, other industries in the market have little impact on the skyrocketing of PetroChina.
1. Does the surge in international oil prices have a big impact on A shares?
The topic of oil price has always been a hot topic. The rise in oil prices not only affects car owners, but also has a certain relationship with our investors. Does the surge in international oil prices have a big impact on A shares? International oil prices have soared, which industries are good?
1.The most obvious impact of A shares is still the aviation, transportation and logistics sectors. Rising oil prices will bring greater cost pressure to these enterprises, thus affecting their profit margins, resulting in considerable negative effects, which will become the chief culprit of rising oil prices.
It is not feasible for investors to be influenced by bad news. On the one hand, it is difficult for China stock market to advocate short selling. More importantly, the mid-term fluctuation of stock price is not only related to this factor. If there are other favorable neutral factors, these stocks may continue to rise.
Second, which industries are benefiting from the surge in international oil prices?
1. Suitable for refined plates.
After the price of gasoline and diesel oil rose, the product price of China Petroleum Company rose, which directly brought profits, while the cost remained basically unchanged. PetroChina and Sinopec, which monopolize the domestic refined oil smelting market, are very popular.
It is a good thing that new energy and coal replace the plate.
The rise in oil prices will have an impact on the exploitation of traditional energy sources such as coal and coke, and even on the research and development of new energy sources such as wind energy, solar energy and biomass energy. After the oil price rises, the demand for substitution increases, which supports the price.
3. Bad traffic and automobile industry
The price increase of refined oil will be bad for aviation, logistics, public transport and taxi industries; For automobile manufacturing and highway industry, neutral is empty.
High oil prices have brought pressure to many sub-industries, including aviation, shipping, road transport and logistics, among which the aviation industry is most affected by fuel costs. With the rise of oil prices, the cost of the transportation industry will rise, and the relevant stocks are welcome to be bearish.
Rising oil prices will significantly increase the cost of buying a car, so when oil prices rise or are expected to rise, oil prices will become an important factor for consumers to consider when buying a car. Especially in China, where the competition is fierce, the high oil price will become the main obstacle to the demand for automobiles.