Fund Notes under the big planes the second half of the petrochemical market, or pull back to 4500 points

Big bets in advance of funds "petrochemical double-Bear" on the South China encumbered chips
"Second half of the year will be up oil prices, oil in the petrochemical market may pull back to 45 points,"
Big positive. The evening of June 19, the State Development and Reform Commission announced price increases. This seems to be expected as early as the Fund. There are signs that the recent advance over the layout of the oil Sinopec.
Game oil policy, oil, petrochemical Baotuan heating funds into the new port
The story has been Quzhongrensan Unicom, the largest weight of banking stocks are still faced with the suffering of macro-control policies, then Festival, the Fund Game oil policy choices, in the petrochemical, oil in a new heating Baotuan object.
Although the first quarter of this year, petrochemical, "planes" played a "double-Bear" the embarrassing role, shares were down 48.23 percent (Sinopec), 44.38 percent (of oil).
However, from April onwards, the surge in international oil prices accelerated upward, the Shanghai index down Tandi speed up the double negative attacks, "the petrochemical double-Bear" is unusually strong, as at June 13, since the second quarter, two market Shares index fell only 5.93 percent (Sinopec), 12.95 percent (of oil), far lower than the TOPIX index of 19.87 percent decrease.
Behind the resilience of the support of the Fund. China is the main force to do more funds and the South Fund.
Fund collective strength to do more, China, South beginning
"Oil prices rose on the ship that is the time"
"The Fund can not see the likes of such clear timetable for the" policy is expected. "Like the previous Makers Zuozhuang style, once the message clear, the major benefits will take more fled the recent case in China Unicom is the Fund (600,050, It shares) (600,050) operation. "A market that really Daidao oil prices rose, that is, the date of shipment.
Level2 data showed that as at June 13, A-shares in the petrochemical institutions reached 22.60 percent ratio positions, compared with holdings of nearly two months ago, 5 percent; oil in the A-share institutional position of 10.20 percent, compared to about two months ago by A nearly 4 percent.
On behalf of the Fund and the G word trading seats from April 1 to June 13 within the range of net buying in the petrochemical 264,239 million, 227,652 million in oil and signs of continued Zengcang obvious.
In the oil above, the South Fund for the two seats G30368 and G29837 trading in oil prices broke through late May at 140 dollars, bought a net over 200 million yuan, to become the first major large do more.
Sinopec above, the Huaxia Fund's three seats in transactions in batches 4, 5, 6, bought a net 200 million yuan.
Director of Research for the two funds: the inflation increase is the largest oil prices hampered, oil, petrochemical thermal power was the most optimistic about
"International crude oil market continue to record high oil prices, China, the world's second-largest oil-importing countries, the annual oil import up to 160 million tons, China adopted measures to limit oil prices, resulting in domestic demand for oil has not reduced or even increasing trend Therefore, as long as China continues to take measures to control oil prices, oil prices will continue to rise, from this level speaking, the Chinese Government has faced great pressure, the whole world is concerned about China when the oil price hikes. "
In Shanghai, a joint venture fund companies, research director, the current oil prices, rose to 2,500 yuan to compensate for loss of Sinopec, but this result will lead to global hyperinflation.
Director Liang Feng allies China and Thailand agreed to the above investment, research director at the point of view, he told reporters: "very real, the Chinese anti-inflation policies on oil demand have some negative impact. It must be acknowledged that oil price control is We have an important anti-inflation tool. Constantly faced with higher oil prices, an increasing number of Governments have moved away from the control of oil prices, but China has also carrying it with a large number of China's trade surplus and foreign exchange reserves have great relations, the Government A relatively good foundation for anti-inflation. "