石油加工贸易板块逆市上涨 八大概念股盘点（名单）

Industry Overview - The oil processing trade sector has shown strong performance, with the sector rising over 2% as of June 19, 2023, and individual stocks such as Baomo Co., Ltd. and Maohua Shihua reaching the daily limit [1] - Recent oil price increases have been significant, with WTI crude futures rising by 13.81% and Brent crude futures by 12.80% from June 6 to June 13, 2023, primarily driven by geopolitical factors affecting the oil processing trade sector [1] - The internationalization of oil processing trade is increasing, with China being one of the largest oil importers globally, enhancing the influence of domestic companies in international markets [1] Future Outlook - Institutions are optimistic about the development prospects of the oil processing trade sector, driven by global economic recovery, demand growth, and policy support [2] - Companies are expected to enhance their capabilities through technological innovation and industrial upgrades, potentially gaining larger market shares and profits [2] - The stabilization and recovery of international oil prices, along with geopolitical uncertainties, may further enhance the valuation of the oil processing trade sector, providing good investment returns [2] Company Profiles - Baomo Co., Ltd. (002476): Main business includes oilfield chemicals, fine chemicals, and environmental water treatment, with key products like acrylamide and polyacrylamide [2] - Maohua Shihua (000637): Engaged in the production and sales of petrochemical products, with major products including polypropylene and liquefied petroleum gas [2] - Baoli International (300135): Focuses on the production and sales of modified asphalt and other specialized asphalt products [2] - Daqing Huake (000985): Specializes in fine petrochemical products and pharmaceuticals, with key products including C5 and C9 fractions [3] - Heshun Petroleum (603353): Operates gas station chains, storage, logistics, and wholesale of finished oil products [4] - Taishan Petroleum (000554): Engaged in wholesale and retail of finished oil products, including gasoline and diesel [4] - Unified Co., Ltd. (600506): Focuses on the research, production, and sales of lubricants [4] - Bohui Co., Ltd. (300839): Engaged in the research, production, and sales of specialty aromatic products [5]