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3元低价+4年横盘!A股唯一4大外资重仓化工股揭秘
Sou Hu Cai Jing· 2026-01-08 07:12
Core Viewpoint - The article discusses the recent interest of foreign investors in low-priced chemical stocks in the A-share market, highlighting their potential value and the risks involved [1]. Group 1: Featured Stocks - Jinpu Titanium Industry is priced at 3.12 yuan with a market cap of 3 billion. It has been in a consolidation phase for one and a half years, with significant foreign investment from major banks like J.P. Morgan and Goldman Sachs [3]. - ST Hongda is priced at 3.31 yuan with a market cap of 1.4 billion. Despite being under ST status due to negative profits for three consecutive years, it has seen new investments from Goldman Sachs and Morgan Stanley [4]. - Brothers Technology is priced at 6.71 yuan and is a global leader in vitamin K3 supply. It has mixed foreign investor sentiment, with some increasing their holdings while others have reduced theirs [5]. Group 2: Reasons for Foreign Investment - Foreign investors are attracted to these chemical stocks due to three main opportunities: 1. Policy support from the government, which aims for an average annual growth of over 5% in the chemical industry [6]. 2. Improved supply-demand dynamics in traditional sectors and new growth areas, alongside reduced new capacity and exiting high-cost overseas production [6]. 3. Low valuations, with price-to-earnings ratios generally below 20, providing a safety margin that aligns with foreign investors' preference for low-risk, high-potential opportunities [6].