The El Ni?o warm current is an anomalous natural phenomenon in the Pacific Ocean, on the west coast of South America, the eastern part of the South Pacific Ocean, from south to north flow a famous Peruvian cold current. El Ni?o concept stocks are stocks affected by the El Ni?o warming phenomenon. That El Ni?o concept stocks what are they?
El Ni?o concept leading stocks list
1, Yuegui shares (000833): has developed into a sugar, paper, mineral resources development and utilization of a class of integrated large-scale enterprises.
2, agricultural products (000061): Shenzhen agricultural products Co., Ltd. is engaged in agricultural products ** market network operation, bulk agricultural products electronic trading of large-scale agricultural products circulation enterprises. The company's main business for the development of agricultural products ** market, construction, operation and management, business scope involves the circulation of agricultural products, bulk agricultural products electronic trading and vegetable planting, livestock breeding, slaughtering and processing.
3, Dongling International (000893): El Ni?o for agriculture, forestry, animal husbandry, fisheries, transportation and other areas have a direct impact. From the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a probable event. And it may lead to a reduction in palm oil production, rubber in Southeast Asia, wheat production in Australia and an increase in soybean production in Argentina, which in turn will cause an increase in global palm oil, rubber and wheat prices, as well as a decrease in soybean prices in Argentina. The Company's current business includes oil and grease crushing, grain trading, basic logistics, etc. Its soybean crushing enterprises include Guangzhou Phytogenic Oil & Grease Industry Co. After ten years of development, "Plant Gen" enjoys a high brand reputation in the market for its stable quality and excellent service. The company is currently the registered delivery depot of Dalian Commodity Exchange, the most important commodity futures exchange in China, and plays an active role in guaranteeing food security in the region and the construction of food baskets for urban and rural residents. Soybean prices fell in favor of reducing the company's costs, while palm oil production cuts pushed up the price of palm oil is also good for soybean oil.
4, the New Territories pump industry (002532): New Territories Pump Group Co., Ltd. is a professional engaged in various types of agricultural water pump research and development, production and sales * of high-tech enterprises. The company's scope of business includes pumps and control equipment, fans, motors, generators, air compressors and parts manufacturing, sales *. The company's sales of agricultural water pumps in 2007-2009 ranked first in the domestic industry, is China's agricultural water pump industry leading enterprises, key private enterprises in Zhejiang Province. The company's water pump testing system adopts microcomputer automatic control, precision by the machinery industry drainage and irrigation machinery product quality supervision and testing center of technical grading to reach the B level (level 1) precision.
5, Tianqi lithium (002466): mainly engaged in industrial-grade lithium carbonate, battery-grade lithium carbonate, anhydrous * lithium, lithium hydroxide and other lithium series of products research and development, production and sales *. In addition, droughts usually occur during the El Ni?o phenomenon, and although sometimes the duration of an El Ni?o does not equal the duration of a drought, El Ni?o does have the potential to affect global agricultural production. If the weather affects crops, prices will rise, which will lead to higher inflation, and precious metals are used as a hedge against inflation.
6, Dunhuang seed industry (600354): the company's main crop seed and cotton two industries, is engaged in the production of agricultural products, processing and related business of agricultural industrialization of the national key leading enterprises. El Ni?o drought warning or will drive the price of agricultural products stronger, corn, wheat, rice and other grain production listed companies are expected to benefit.
7, industrial mining (000426): the company to non-ferrous metal mining, smelting, processing, sales * main industry. The emergence of El Ni?o will affect the output of some metals, the supply side of the tight will lead to abnormal fluctuations in metal prices. In addition, droughts usually occur during the El Ni?o phenomenon, although sometimes the duration of El Ni?o is not equal to the time of drought, but El Ni?o does have the potential to affect global agricultural production. If the weather affects crops, prices will rise, which will lead to higher inflation, and precious metals are used as a hedge against inflation.
8, Qingdao Zhongcheng (300208): From the majority of meteorological agencies forecast data, 2014 El Ni?o phenomenon is a probable event. El Ni?o usually makes the world's largest nickel-producing country, Indonesia, drought, and Indonesia's mining equipment depends on hydropower, once El Ni?o occurs, will have a significant impact on Indonesia's Indonesia's nickel mining, which will drive up the price of nickel. 2013 May, the shareholders' general meeting agreed that the company invested in the construction of the nickel-iron smelting industrial park in Indonesia, for the first-level development of industrial parks, and also agreed to the company's acquisition of Indonesia's CNI Nickel Mining Company's equity. Hengshun*** Company (Party B) entered into the "Framework Agreement for Conditional Sale* and Purchase of 17% Equity Interests in Indonesia Nickel Mining Company" with Indonesia CNI Nickel Mining Company (Party A) on April 13th. Party B intends to purchase 51% of Party A's shares through two stages: * Party B will purchase 17% of Party A's shares for US$20 million; * Party A will offer * its 34% shares to Party B in 2017 or after the industrial park project invested and constructed by Party B has been put into commissioning, and the * price will be determined at that time. At the same time, Party B will offer Party A 49% of the shares in the smelting company, at a price to be determined at that time. The transaction can also be realized through a direct equity swap of 34% of CNI Nickel's shares with 49% of the smelting company's shares. CNI Nickel Indonesia is the owner of the nickel mine in LAPAOPAO, with a total mine area of 6,785 hectares and approximately 111 million tons of nickel reserves with ≥1.52% nickel content, according to the PTINCO census.
9, Dayu water conservation (300021): engaged in agricultural water conservation and drought related. The company is a set of water-saving irrigation materials research and development, manufacturing, sales * and water-saving irrigation project design, construction, service as one of the specialized water-saving irrigation engineering system ** business.
10, Shenda shares (600626): reservoir reinforcement materials.
11, Wanxiang Denon (600371): the company's main business is corn-based deep processing of agricultural by-products and corn hybrids based on the technical research and production and operation of agricultural seeds, products include beer special syrup, maltodextrin and other corn deep processing products, as well as corn, rice, soybeans and other fine seeds. El Ni?o occurs, will drive the price of agricultural products, corn, wheat, rice and other grain production listed companies are expected to benefit.
12, faraway valley (002161): the company and shenzhen grain group set up shenzhen far grain information technology limited company, mainly engaged in rfid technology in grain reserves, agricultural safety traceability and big data **** construction and other industry development and application.
13, Hongda Hi-Tech (002144): the company is a collection of warp knitting fabrics weaving and dyeing finishing in one of the large enterprises.
14, Hailide (002206): reservoir reinforcement materials.
15, Shandong chapter drum (002598): the main business for the Roots blower (Roots vacuum pump) and centrifugal blower research and development, manufacturing, sales *. Currently in the grain industry company's pneumatic conveying products are more applications.
16, Gree Electric Appliances (000651): from the majority of meteorological organizations forecast data, 2014 El Ni?o phenomenon is a probability event, and 2014 or become the hottest year. China's air conditioning industry ** people revealed that in 2014 into June, the air conditioning prices will rise across the board; another or by the "El Ni?o" phenomenon, the dealer's purchase price will be further increased. The company is currently the world's largest set of R & D, production, sales *, service in one of the specialized air conditioning enterprises, the company's "Gree" brand air conditioning, is China's air conditioning industry, the only "world famous brand" products, business in more than 100 countries and regions around the world! The company's business covers more than 100 countries and regions around the world. In the world has Zhuhai, Chongqing, Hefei, Brazil, Pakistan, Vietnam, six production bases, more than 50,000 employees, has developed, including home air conditioning, commercial air conditioning, including 20 categories, 400 series, more than 7,000 varieties of specifications of the product.
17, Hisense Home Appliances (000921): from the majority of meteorological organizations forecast data, 2014 El Ni?o phenomenon is a probable event, and 2014 or become the hottest year. China's air conditioning industry ** people revealed that in 2014 into June, the air conditioning prices will rise across the board; another or by the "El Ni?o" phenomenon, the dealer's purchase price will be further increased. The company is one of China's largest white goods manufacturers, mainly produces refrigerators, air conditioners, freezers and washing machines and other products. In accordance with the plan, Hisense white goods assets will be injected into the Kelong Electric, then, Hisense Kelong will have Hisense, Kelong, Rongsheng three "China Well-known Trademarks", with Hisense air conditioning, Hisense refrigerator, Kelong air conditioning, Rongsheng refrigerator four "China Famous Brand", the leading products covering refrigerators, air conditioners, air conditioners, washing machines and other products. Its leading products cover a wide range of fields such as refrigerators, air conditioners, freezers and washing machines, and its production bases are located in Shunde, Qingdao, Beijing, Chengdu, Nanjing, Huzhou, Yangzhou, Wuhu, Yingkou and other provinces and cities, with an annual production capacity of 6 million sets of air conditioners, 8 million refrigerators and 700,000 freezers.
18, the United States Group (000333): from the majority of meteorological organizations in the forecast data, the occurrence of El Ni?o in 2014 is the probability of events, and 2014 or become the hottest year. China's air conditioning industry ** people revealed that in 2014 into June, the air conditioning prices will rise across the board; another or by the "El Ni?o" phenomenon, the dealer's purchase price will be further increased. The company is mainly in the home appliance industry, involved in the motor, logistics and other fields, which is divided into four major business segments, respectively, for the large appliances, small appliances, motors and logistics, of which the large appliances segment of the U.S. Electrical Appliances as the main operating body, the main research and development, production, sales * air conditioning, refrigerators, washing machines and related parts and components, etc.; small home appliance business segment, the main research and development, production, sales * microwave ovens, fans, induction cookers, and other small home appliance products. The business segment of small household appliances mainly develops, produces and sells* microwave ovens, fans, induction cookers and other small household appliances.
19, Haier Zhijia (600690): from the majority of meteorological agencies in the forecast data, 2014 El Ni?o phenomenon is the probability of events, and 2014 or become the hottest year. China's air conditioning industry ** people revealed that in 2014 into June, air conditioning prices will rise across the board; another or by the "El Ni?o" phenomenon, the dealer's purchase price will be further increased. The company is mainly engaged in the production and operation of refrigerators, air conditioners, freezers and other white goods. According to the statistics of China Yikang, in 2013, Haier refrigerator zero * volume share of 25.18%, ranked first in the industry; Haier air conditioning zero * volume share of 12.64%, ranked third in the industry. Haier's branded volume share of large household appliances in the global market was 9.7% in 2013, ranking first in the world for the fifth consecutive time. Ranked by manufacturer, Haier's large household appliances accounted for 11.6% of the global zero* volume share in 2013, leaping to the global number one position for the first time.
20, new Wufeng (600975): the company is an export-oriented agricultural industrialization enterprises, the main production and operation for Hong Kong and Macao hogs, and by the Ministry of Agriculture and other nine departments identified as the agricultural industrialization of the national key leading enterprises. El Ni?o mainly affects the rise in prices of agricultural products.
21, Chongqing Beer (600132): from the majority of meteorological agencies in the forecast data, 2014 El Ni?o phenomenon is the probability of events, and 2014 or become the hottest year. Hot weather and high temperatures will stimulate the demand for cold drinks, especially beer. The company's main beer industry, production and sales * the vast majority of which is located in Chongqing city, the main products are Shancheng beer, Chongqing beer, Daliangshan beer, Guoren beer, Jiuhuashan beer, etc., occupying more than 80% of the market share of the beer market in Chongqing. 2012 annual report disclosed that the company plans to achieve beer sales of 1,330,000 kiloliters in 2014, and plans to achieve revenues of 3,671,000,000 yuan.
22, Tsingtao Beer (600600): from the majority of meteorological agencies in the forecast data, the occurrence of El Ni?o in 2014 is the probability of events, and 2014 or become the hottest year. Hot weather and high temperatures will stimulate the demand for cold drinks, especially beer. The company is a leader in the beer industry, and the "Tsingtao Beer" brand is among the first batch of "old Chinese brands". 2013 annual report disclosed that the company's business goal for 2014 is to strive to achieve beer sales* volume growth of more than 10%. In 2013, the company's beer sales * volume of 8.7 million kiloliters, an increase of 10.14%, the domestic market share of 17.19%, an increase of 1.07%. The company's main brand Tsingtao Beer achieved sales volume of 4.5 million kiloliters, of which the high value-added beers such as Listening Packs, Small Bottles, Pure Life, and Augmented Beer achieved domestic sales volume of 1.58 million kiloliters, an increase of 12.64% year-on-year.
23, Jinjian rice (600127): Hunan Jinjian Rice Co., Ltd. is mainly engaged in the grain, oil and food industry, is China's food system of the first listed company, is the first batch of agricultural industrialization of the national key leading enterprises, the national rice project high-quality rice demonstration bases, the business involves food (dairy products), pharmaceuticals, electric power, real estate, urban infrastructure, foreign trade, farming, industrial investment and other fields. Business involves food (dairy products), pharmaceuticals, electricity, real estate, urban infrastructure, foreign trade, breeding industry, industrial investment and other fields. The company's leading products are "Jinjian" brand series of refined rice, special flour, noodles, edible oil, dairy products and "small basket" fresh wet rice flour.
24, *ST South Sugar (000911): El Ni?o for agriculture, forestry, animal husbandry, fisheries, transportation and other areas have a direct impact. From the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a probable event. And it may lead to a reduction in sugar production in Brazil and India, which in turn will cause global white sugar prices to rise. The company is mainly engaged in the production, processing, sales* and provision of *after services* of mechanism sugar, alcohol, cultural paper and bagasse pulp. As a listed company mainly engaged in the sugar industry, the high and low sugar prices have a direct impact on the profitability of the company's main business. Therefore, the stock price is highly sensitive to domestic and international sugar price trends (New York and London sugar futures, domestic sugar futures, etc.). Generally speaking, when the price of sugar futures rises, the market expects the company's future performance to improve, which in turn drives up the stock price, and vice versa.
25, Qinglong Pipeline (002457): R & D, production and sales * water supply, drainage pipe, and according to customer demand for the production of a small number of other uses of pressure pipe.
26, Hainan Rubber (601118): El Ni?o for agriculture, forestry, animal husbandry, fisheries, transportation and other areas have a direct impact. From the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a probable event. And it may lead to a reduction in rubber production in Southeast Asia, which in turn will cause global rubber prices to rise. The company is China's largest natural rubber producer, based on self-produced rubber, rubber production accounted for more than 30% of the national output, and plans to take the opportunity to participate in, and control of Hainan Island and even outside of the rubber forest resources, the leading products of various specifications of the standard rubber and concentrated natural rubber latex, the No. 5 standard rubber has been recognized by the Shanghai Futures Exchange, available to do the physical delivery of only one of the three varieties, with rich timber resources, the total volume of timber is about The total volume of timber is about 10 million cubic meters. The company's sales* area covers East China, North China, South China and other major markets for natural rubber in China, with more than 100 end-users, and the volume of domestic end-user sales* is rapidly expanding to about one-third of the total sales volume.
27, Shennong science and technology (300189): high-quality hybrid rice seeds and other crop seed selection and breeding, promotion, sales *. El Ni?o occurs, will drive the price of agricultural products stronger, corn, wheat, rice and other grain production listed companies are expected to benefit.
28, COFCO Sugar (600737): El Ni?o for agriculture, forestry, animal husbandry, fisheries, transportation and other areas have a direct impact. From the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a probable event. And it may lead to a reduction in sugar production in Brazil and India, which in turn will cause global white sugar prices to rise. The company is the largest producer of beet sugar in the country in terms of sugar business, and has advantages in beet sugar production**; at present, the company is entering the southern sugar through the non-public offering project, expanding the scale of the sugar industry, and realizing the strategic layout of the sugar industry, and after the completion of the non-public offering project, the company will become the most complete industrial chain and the most reasonable layout of the sugar industry in China, and will become the leading domestic sugar producer and the largest sugar The company will become the leading sugar producer and the largest sugar trader in China.
29, Bowling Green (002286): El Ni?o for agriculture, forestry, animal husbandry, fisheries, transportation and other areas have a direct impact. From the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a probable event. And it may lead to a reduction in sugar production in Brazil and India, which in turn will cause global white sugar prices to rise. The company is known as a functional ingredients expert in the industry, and its leading products are oligosaccharides and fruit glucose syrup. The company's current oligosaccharide production capacity of 65,000 tons, of which 50,000 tons of oligomeric isomaltose production capacity, fructose syrup production capacity of 170,000 tons. "BaoLingBao" brand products have been awarded the title of "China Famous Brand Products", and "BaoLingBao" brand oligosaccharides (probiotic factor) have been ** as nutritional and health advocate products by China Public Nutrition and Development Center**.
30 years ago, the "BaoLingBao" brand oligosaccharides (probiotic factor) was awarded the title of "China Famous Brand".
30, Huazhe * (000693): from the majority of meteorological agencies in the forecast data, the occurrence of El Ni?o in 2014 is a probable event. El Ni?o usually makes the world's largest nickel-producing country, Indonesia, drought, and Indonesia's mining equipment depends on hydropower, once El Ni?o occurs, it will have a significant impact on Indonesia's Indonesia's nickel mining, which will push up the price of nickel. The company's subsidiary Shaanxi Huazhe was established in December 2004, registered capital of 60 million yuan, the main business for the nickel-iron ore resources mining ringworm smelting and related products production and sales *. Shaanxi Huaze's comprehensive competitive position in nickel products is in the top four in the domestic industry. Shaanxi Huaze currently has production lines with an annual capacity of 15,000 tons of nickel sulfate, 5,000 tons of electrolytic nickel, 300 tons of *cobalt and 120,000 tons of iron ore concentrate. Shaanxi Huaze is one of the few nickel enterprises in the industry that owns an integrated industrial chain of nickel iron ore resource mining, ringworm smelting and research and development. The nickel sulfate produced by Shaanxi Huazhe through nickel mining in Yuanshishan can be used as the final product for batteries and electroplating, and can also be used as the raw material for Shaanxi Huazhe's electrolytic nickel. With a complete industrial chain, it can effectively reduce operating costs while enjoying the additional benefits of rising nickel prices through the nickel mining industry and safeguarding profitability through the relatively stable electrolytic nickel business.
31, tin shares (000960): from the majority of meteorological agencies forecast data, 2014 El Ni?o phenomenon is a probable event. Haitong Securities believes that during the period of El Ni?o, Indonesia, Australia, the South Asian subcontinent and northeastern Brazil are in drought, while from the equatorial central Pacific to the west coast of South America is rainy. From the 2013 Chile, Peru, Indonesia, Australia and Brazil, which are the major mining countries of various metals accounted for the global proportion of the order of analysis, lithium, copper, tin, silver, zinc and nickel six varieties are the core of the affected varieties. The company's tin metal production ranks first in the world. The company has an annual production capacity of 80,000 tons of tin, 100,000 tons of lead, 24,000 tons of tin chemical products, 27,000 tons of tin products. The leading product "Yunxi Brand" fine tin, tin-lead solder is a national excellent gold medal product, with an international market share of 16.75% and a domestic market share of 41.59%. The main product of fine tin ingot was registered as "YT" trademark in London Metal Exchange in 1992, which is an international famous brand product.
32, Huizhan beer (600573): from the majority of meteorological agencies in the forecast data, the occurrence of El Ni?o phenomenon in 2014 is the probability of events, and 2014 or become the hottest year. Hot weather and high temperature will stimulate the demand for cold drinks, especially beer. The company is one of the top ten beer companies in China and the only beer stock listed company in Fujian Province. The company has four existing beer production bases (Benbu South Plant, North Plant, Fuding, Jiangxi Fuzhou), the total production scale design capacity of 800,000 tons per year, the current production capacity of more than 600,000 tons of beer, the total assets of more than 1.5 billion yuan, with first-class beer production equipment and strong scientific and technological strength, the economic and technical indicators for many years in Fujian Province, the top of the beer industry.