WANG Zhe of CITIC Securities: Carbon peaking and carbon neutrality are both a challenge and an opportunity for the petrochemical industry

e company news, CITIC Securities energy and chemical industry chief analyst Wang Zhe's latest research report said that carbon peak, carbon neutrality for the petrochemical industry is both a challenge and an opportunity, in the medium and long term, it is recommended to grasp the following main lines and related targets: 1) long-term clean energy development, medium-term natural gas demand continues to grow, clean energy-related material suppliers such as Tianci Materials, Xinjiubang, Dongyue Group, Oak shares, Hesheng Silicon, Huitian New Materials, Wanhua Chemical, etc., natural gas industry chain ENN shares, Guanghui Energy, etc 2) The leading high carbon emission efficiency leaders in various sub-industries are expected to be strong Hengqiang, such as polyurethane Wanhua Chemical, private refining hengli petrochemical, Rongsheng petrochemical, coal chemical Baofeng energy, titanium dioxide longmon baili, soda ash Sanyou chemical, Shandong Haihua, chlor-alkali Hubei Yihua, sanwei shares, etc.; 3) industrial energy conservation prospects are broad, such as energy-saving equipment related targets, energy-saving materials related Wanhua Chemical, Luyang energy saving, biosynthesis related Cathay biological, chemical product recycling industry chain, etc.