1. International crude oil rise is good for which stocks

　　The lower oil prices affect the industries including: petroleum and petrochemical industry, transportation industry (including aviation industry and logistics industry), automobile manufacturing industry, fertilizer chemical fiber and plastic industry.

　　1. Negative oil price cuts in the petroleum, petrochemical and new energy sectors have an impact on the exploitation of traditional energy sources such as coal and coke, and even the research and development of new energy sources such as wind, solar and biomass energy. Because the decline in oil prices will give them a chance to revalue their value.

　　2. It is good for transportation and the decline in the price of refined oil in the automobile sector will benefit the aviation, logistics, public transportation, and taxi industries; for the automobile manufacturing and highway industries, it will be neutral and bearish. 3. Chemical fertilizer and chemical fiber plastics: the cost has decreased slightly. The raw materials used in the production of chemical fertilizers in my country are mainly coal, heavy oil, and natural gas. The raw material costs and energy costs account for a large proportion of the cost; chemical fibers use synthetic fiber monomers (polymers) as raw materials. Prices are 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 changes in crude oil prices have a greater impact on it.

　　2. Is rising oil prices good or bad for oil stocks?

　　It cannot be generalized.

　　Rising oil prices are bad for the oil processing industry. For example, in oil refineries, crude oil has risen and costs have risen, while the rise in refined oil products is strictly controlled by the country. Of course, it is not good. For example, the oil production industry is good. For example, China National Offshore Oil Services, the extraction of crude oil industry, is directly related to international and domestic oil prices. The good.

　　It is worth reminding that there are two points to note about these changes in terms of prices. First, the rise and fall of oil prices are often short-lived in a certain range and cannot fluctuate greatly, but within a cycle, there are long-term. It seems contradictory, but it is not contradictory.

　　Now that energy is tight, crude oil has risen to the post-cycle stage. When people's new energy technology matures and a new stage appears, then prices may stabilize. Perhaps the decline, the key depends on the achievements of human development of new energy.

　　PetroChina is currently not the time for speculation. Invest in it. It feels like it owes a fire. Just wait.

　　For reference only, in fact, there is no room for China's oil to fall. When the blue chip stocks do not have the entire market, it is better to wait.

　　3. Which stocks benefit from rising crude oil prices

　　What are the investment opportunities that rising oil prices will bring? The impact of rising crude oil prices on the relevant industrial chain has three main dimensions: one is the industry cost transmission chain, the other is the increase in alternative demand, and the third is the market sentiment.

　　From the perspective of industry chain transmission, the increase in crude oil prices will drive the prices of agricultural products and coal, and the demand for oil exploration and exploration will also increase. Focus on Shanxi Sanwei, Xingfa Group, Zhongtai Chemical, Shandong Molong, Hanlan Co., Ltd., and Heng Tai Aipu; From the perspective of alternative demand, rising crude oil prices will drive the prices of alternative energy sources such as coal, natural gas, and agricultural products. Focus on Yanzhou Coal, Rongxin Co., Ltd., Dongling Grain and Oil, Jinde Development, and Young Eagle Farm The development of animal husbandry, new hope, and Shengnong; from the perspective of market sentiment, the rise in crude oil prices will drive investment enthusiasm in energy-saving, environmental protection and new energy-related segments. Focus on Shenzhen Huicheng, Combustion Control Technology, Suguang, Dayang Electric, An Kai Bus and so on.

　　4. What stocks is good news for lower oil prices?

　　The petrochemical sector deserves attention

　　Some analysts pointed out that the decline in international oil prices, the refining and chemical industry, the sales revenue of refining companies remain unchanged while the main operating costs are falling, can alleviate the losses of the refining industry to a certain extent. As oil prices fell, Sinopec (8.75,0.48,5.80%, bar) (600028) and PetroChina (11.61,0.21,1.84%, bar) (601857) were the main beneficiaries. Since Sinopec imports a large amount of crude oil, Sinopec is more favorable in the short term.

　　The value of the aviation sector appears

　　The beneficial effects of falling oil prices on transportation are self-evident. Falling international oil prices have reduced the fuel costs of airlines, and aviation stocks will benefit substantially. Aviation stocks, which had previously suffered from rising oil prices, will usher in an opportunity for an oversold rebound.

　　The automotive sector is beginning to show off

　　The worst of the automotive industry is about to pass. Since 2008, although sales in the auto industry have increased by 19% and the total profit of key auto enterprise groups have increased by 37%, auto stocks have generally fallen by more than 50%, and the panic in the market has not been effectively alleviated. The increase in oil prices is the main reason for investors. One of the risks to worry about