22 potential stocks announced, basic chemical industry becomes a highlight

As of June 13th, among non-North A-share companies with 5 or more forecasting institutions, 22 potential stocks were selected based on the condition that the consensus forecasted earnings per share had increased for 3 consecutive months and the latest consensus forecasted earnings per share had increased by more than 10% compared to 3 months ago. From the perspective of the secondary market performance, among the 22 potential stocks mentioned above, 20 of them have increased in the year so far, accounting for over 90%. Among them, Sansec Health, Limin Shares, and Sheng Hong Technology have doubled in price, with increases of 169.08%, 162.76%, and 150.74% respectively. In terms of the industry distribution of the 22 potential stocks, there are relatively more individual stocks in the basic chemical industry. Dongguan Securities pointed out that the improvement of the supply and demand structure in the basic chemical industry can be expected. Specifically, on the one hand, the scale of construction projects in the basic chemical sector has decreased for 2 consecutive quarters in the first quarter, and important meetings have clarified the rectification of "inner-loop" competition, leading to a rationalization of industry supply. On the other hand, the continued implementation of demand-stabilizing policies and the expected recovery of downstream demand are expected to drive the basic chemical industry towards a better supply and demand structure.