The price of epichlorohydrin continues to rise, and concept stocks attract institutional attention

Recently, the market price of epichlorohydrin has continued to rise. According to Wind data, as of September 10, the spot price of epichlorohydrin 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 jumped continuously since September, with a price of 11,800 yuan/ton on September 4, and starting from September 5, the price increased by more than 200 yuan/ton for three consecutive trading days, with the growth rate accelerating. This price increase is mainly due to tightening supply and strong support from the cost side. According to statistics from Securities Times·Data Treasure, there are a total of 7 A-share stocks related to epichlorohydrin. Profitable epichlorohydrin concept stocks have attracted significant attention from institutions, with ZJJH, Sanmei, and Nanshan Aluminum receiving ratings from more than 10 institutions, and the net profit attributable to the parent company of these three stocks ranked among the top three in the sector in the first half of the year