Hong Kong stock concept tracking|Oil price breaks through $100 coal chemical industry chain attracts attention (with concept stock)

After the United States launched an attack on the core crude oil export hub Kharg Island in Iran, international oil prices surged by 3.3% during trading. This military action marks a significant escalation in the conflict in the region. Due to the ongoing warfare, energy-consuming countries around the world have been forced to deal with a disruption in energy supply from the region for up to two weeks. After Brent crude prices soared over 40% in the past two weeks, current trading prices are around $105 per barrel, while WTI crude prices are nearing $100 per barrel. Following the US attack on the military facilities on Kharg Island in Iran, the Islamic Republic of Iran immediately retaliated against Israel and Arab countries. As the core hub for Iran's oil exports, Kharg Island is responsible for a majority of the country's crude oil transportation. Guolian Minsheng Securities believes that the US-Iran conflict may push up international prices of methanol and other commodities. Iran is the second-largest producer of methanol globally, with an annual production capacity of 17.31 million tons by 2025, accounting for 9.4% of the global total. CITIC SEC also stated that as oil prices rise, coal chemical industry may become one of the important factors affecting domestic coal prices transmission. They recommend undervalued companies with coal chemical business and companies with a relatively high percentage of coal sales in the chemical industry. Related coal chemical industry chain companies: CHINA RISUN GP (01907): According to Frost & Sullivan's 2024 industry report, CHINA RISUN GP is the world's largest independent producer and supplier of coke; the largest processor of coking coarse pitch globally; the second-largest processor of coal tar at high temperatures; the second-largest producer of caprolactam (based on production capacity); also the largest producer of industrial naphthalene for benzaldehyde and methanol from coke oven gas in the Beijing-Tianjin-Hebei region (based on production volume).