中国石油化工に関するコメント

Brent oil futures topped US$90 a barrel, but $中国石油化工(00386.HK)$ slumped 2.4%. $中海油田服務(02883.HK)$ crashed 16.1% after a client in the Middle East abruptly called off operations on four drilling rigs. Other energy stocks also slipped, with $昆侖能源(00135.HK)$ , $ヤン州煤業(01171.HK)$ and $中煤能源(01898.HK)$ falling 3.3% to 4.3%.
For resource stocks, $中国アルミ(02600.HK)$ declined 3.6%, while $江西ガン鋒リ業(01772.HK)$ and $TIANQI LITHIUM(09696.HK)$ crumple...

From January to February, the y/y profit growth in China's mining sector fell by 21.1% to 0.188 trillion yuan.
The manufacturing sector rises 17.4y/y 0.613 tln yuan
The electricity, heating, gas, and water supply sector +63.1% to 112.5 billion yuan.
$China Mobile Limited(600941.SH)$ $中国移動(00941.HK)$ $中国海洋石油(00883.HK)$ $China Petroleum & Chemical Corporation(600028.SH)$ $上海電気(02727.HK)$ $Hang Seng Index(800000.HK)$ $Hang Seng China Enterprises Index(800100.HK)$

China's state-holding enterprises' profit rises 0.5% y/y to 0.343 trillion yuan
Joint-equity's profit rises 5.3% to 0.69 trillion yuan
Foreign ventures+HK+Macau+TW rise 31.2% to 0.217 trillion yuan
Private enterprises +12.7% to 0.246 trillion yuan
$China Petroleum & Chemical Corporation(600028.SH)$ $中国海洋石油(00883.HK)$ $中国移動(00941.HK)$ $China Mobile Limited(600941.SH)$ $Contemporary Amperex Technology(300750.SZ)$ $BYD Company Limited(002594.SZ)$ $阿里巴巴集団(09988.HK)$ $テンセント(00700.HK)$ $小米集団(01810.HK)$ $KraneShares CSI China Internet ETF(KWEB.US)$ $NASDAQ Golden Dragon China(.HXC.US)$

China's January to February industrial profit grew by 10.2% y/y to 0.914 trillion yuan.
NBS:
Revenue growth at industrial enterprises picked up markedly as market demand continued to recover and industrial output expanded rapidly, which created favorable conditions for their profits.
Some 29 out of China's 41 main industries saw profits rise in the first two months.
$アリババ・グループ・ホールディング(BABA.US)$ $阿里巴巴集団(09988.HK)$ $テンセント(00700.HK)$ $小米集団(01810.HK)$ $京東(09618.HK)$ $BIDU-SW(09888.HK)$ $BYD(01211.HK)$ $会徳豊(00020.HK)$ $China Petroleum & Chemical Corporation(600028.SH)$

Both parties said they will further deepen strategic cooperation, broaden the scope of cooperation, extend the industrial chain, accelerate the pace of restructuring and upgrading, and promote cooperation between the two sides to a new stage. 
$China Petroleum & Chemical Corporation(600028.SH)$ $Contemporary Amperex Technology(300750.SZ)$ $Hang Seng H-Share Index ETF(02828.HK)$ $NASDAQ Golden Dragon China(.HXC.US)$

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$瑞声科技(02018.HK)$ $安踏体育用品(02020.HK)$ $中国移動(00941.HK)$ $中国石油化工(00386.HK)$ $BEKE-W(02423.HK)$ $LI AUTO-W(02015.HK)$ $リー・オート(LI.US)$ $新秀麗国際(01910.HK)$ $テンセント(00700.HK)$ $TRIP.COM-S(09961.HK)$ $トリップ・ドット・コム・グループ(TCOM.US)$ $小米集団(01810.HK)$

From January to December, the y/y profit growth in China's mining sector fell by 19.3% to 1.24 trillion yuan.
The manufacturing sector drops 2.0% y/y 5.76 tln yuan.
The electricity, heating, gas, and water supply sector +54.3% to 682.2 billion yuan.
$KraneShares CSI China Internet ETF(KWEB.US)$ $Hang Seng H-Share Index ETF(02828.HK)$ $Hang Seng Index(800000.HK)$ $中国石油天然気(00857.HK)$ $中国石油化工(00386.HK)$

China's state-holding enterprises' profit drops 3.4% y/y to 2.26 trillion yuan
Joint-equity's profit drops 1.2% to 5.67 trillion yuan
Foreign ventures+HongKong+Macau+TW drop 6.7% to 11.79 trillion yuan
Private enterprises +2.0% to 2.34 trillion yuan
$KraneShares CSI China Internet ETF(KWEB.US)$ $Hang Seng H-Share Index ETF(02828.HK)$ $Hang Seng Index(800000.HK)$ $中国石油化工(00386.HK)$ $中国石油天然気(00857.HK)$

1. Mixed Inflation Signals:
China’s consumer price index (CPI) fell 0.3% in December, slightly better than the 0.4% decline expected by the market. It’s the third straight month of negative CPI growth, pointing to deflation that’s not getting worse but becoming stickier. China’ Producer Price Index (PPI) for the month fell 2.7%, slightly worse than the 2.6% decline expected. $Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$
2. Trade Surplu...