Epoxy chloropropane prices continue to rise, concept stocks attracting institutional attention.

In recent times, the market price of epichlorohydrin has been continuously rising. Wind data shows that as of September 10th, the spot price of epichlorohydrin has reached 13,000 yuan/ton, an increase of 40.76% compared to the end of last year, setting a new high since August 2022. The price of epichlorohydrin has been continuously rising since September, with the price being 11,800 yuan/ton on September 4th, and rising by over 200 yuan/ton for three consecutive trading days starting from September 5th, accelerating the growth rate. This price increase is mainly due to tightening supply and strong support from the cost side. According to Securities TimesData Treasure statistics, there are a total of 7 concept stocks related to epichlorohydrin in the A-share market. Concept stocks of epichlorohydrin with good profits have attracted the attention of institutions, with Juhua Group, Sanming Group, and Nanshan Aluminum Industry receiving ratings from more than 10 institutions, and these three stocks ranking in the top three in terms of net profit attributable to the parent company in the first half of the year in the sector.