List of leading inflation concept stocks
1, resource listed company
Non-ferrous metal stocks: international non-ferrous metal commodities are denominated in US dollars, and the global market is active. Therefore, whenever inflation comes, non-ferrous metal commodity futures change dramatically with the international market price. Therefore, colored listed companies are often the first to benefit from inflation. The main international non-ferrous metal trading varieties are copper, lead, zinc and aluminum, so the speculation of domestic non-ferrous metal stocks is first around these resource stocks.
2. Listed companies of copper resources
Tongling Nonferrous Metals Co., Ltd. (stock code: 000630) has an equity reserve of copper10.58 million tons, with a resource self-sufficiency rate of 6.16%; The output of copper concentrate is 44,300 tons, and the output of cathode copper is 7 1.86 million tons.
Yunnan Copper (stock code: 000878) has an equity reserve of about 6.5438+0.2 million tons of copper metal, with a resource self-sufficiency rate of 22%. The output of copper concentrate is 63 1700 tons, and the output of cathode copper is 286,700 tons.
Jiangxi Copper (stock code 600362) has a copper resource reserve of 1 13 10000 tons, and an overseas equity reserve of 4.07 million tons of copper, with a resource self-sufficiency rate of 20.8%. In 2009, the output of copper concentrate was1670,000 tons, and the output of cathode copper was 802,000 tons.
Western Mining (stock code 60 1 168) currently has a copper resource reserve of 2.948 million tons, and Yulong Copper, which holds 58% of the shares, has a copper resource reserve of about 3.2002 million tons; The self-sufficiency rate of the company's resources reaches 100%.
Xinke Materials (stock code 600255), the major shareholder of Comac Group holds 6.5438+0.4 million tons of copper resources, and the company is expected to inject copper resources vigorously since 2009.
3. Lead and zinc resources listed companies
Chihong Zinc Germanium (stock code 600497), at present, the company's lead and zinc reserves are 310.4 million tons, and it is estimated that the company's lead and zinc resources reserves will reach/kloc-0 1.0099 million tons in 20 12 years, with lead and zinc resources per share.
Hongda shares (stock code 60033 1) have lead and zinc resources reserves of110,000 tons, and Jinding Zinc Industry, which holds 60% of the shares, has lead and zinc resources of10,000 tons (stock reserves of 6 million tons), with lead and zinc resources of 0.0 165 per share.
In the western mining industry, the reserves of lead and zinc resources are 5.57 million tons, and the lead and zinc resources per share are 0.0023 tons.
Zhongjin Lingnan (stock code 000060), the company's lead and zinc resources reserves are 5.57 million tons, and the overseas lead and zinc resources equity reserves are 1.78 million tons.
4. Listed companies of aluminum resources
China Aluminum (stock code 60 1600)
Xinjiang Zhonghe (stock code 600888)
Yuguang Gold and Lead (stock code 60053 1)
Zhongfu Industry (stock code 00595)
Jiaozuo Wanfang (stock code 0006 12)
5. Listed companies of petroleum resources
Qingdao Jin Wang (stock code: 002094), the major shareholder of Qingdao Jin Wang Group, invested more than US$ 50 million to acquire two oil fields with an area of about 9 square kilometers in Oklahoma, USA, with estimated recoverable reserves of more than 60 million barrels.
Songyuan Jinhai, in which Zhongke Huaying holds 65,438+000%, and Jingyuan Petroleum, which cooperates with PetroChina, each holds 50%. Jingyuan Petroleum is approved to mine 50,000 tons every year, with an actual output of more than 60,000 tons. PetroChina is responsible for all the production and operation of the company, and all the oil mined by the company is sold to PetroChina. Leading inflation concept stocks.