For the first trading day after the earthquake, the market on March 14 is not optimistic. A brokerage investment manager said: "This incident is very large, the market does not respond is impossible, but it is expected to usher in a rebound after the fall." The so-called non-permanent, the domestic speculation sector may be facing a "big shift."
Related stocks such as semiconductors or affected According to media reports, Japan’s discontinued companies in this earthquake include automobiles, semiconductors, chemicals, etc., especially in the semiconductor industry. Miyagi Prefecture and Iwate Prefecture, which are close to the epicenter, are electronic components and semiconductors. Fujitsu, Sony, Toshiba, etc. all set up factories here, and Sony has announced the closure of six factories. Semiconductors belong to the precision industry. After a blackout, most semi-finished products will also be scrapped.
Japan's semiconductor industry has been hit hard. The brokerage investment manager said: "Japan's semiconductor technology is still ahead of the domestic technology, but the domestic production is relatively large. Japan suffered, supply will be tightened at one end, and prices are expected to rise."
Well-known trader Hua Rong also published a blog that the domestic LED (light emitting diode) industry will become the target of funding.
Domestic listed companies involving LEDs include Lianchuang Optoelectronics (600363.SH), Silan Microelectronics (600460.SH), Sanan Optoelectronics (600703.SH) and Tongfang (600100.SH). Companies involved in semiconductors include Changjiang Electronics (600584.SH), Taiji (600667.SH), and China Microelectronics (600360.SH).
In addition, there are chemical industries that are important industries on the east coast of Japan. The world's largest butanone producer, Maruzen Petrochemicals, Japan, has to be mentioned here. It is reported that the company has a butanone production line with a production capacity of 170,000 tons per year. It was built in Chiba Prefecture, and an oil refinery with serial explosions is also in Chiba Prefecture.
It is reported that the market share of butanone in the world has been dominated by Maruzen Petrochemicals and ExxonMobil Chemical Co., Japan. Currently, the domestic demand for butanone is approximately 300,000 tons, and the production capacity is 400,000 tons, involving the introduction of butanone production. The company has Qixiang Tengda (002408.SZ) and Tianli Hi-tech (600339.SH).
As for Japan’s carbon fiber companies, whose output accounts for 78% of the world’s total, they are also hit by the earthquake and will influence the domestic listed company Golden Tech (600143.SH). The investment managers of the securities companies stated that they take a wait-and-see attitude: “Gold Tech’s The carbon fiber project had not yet been officially produced in December last year, and this one is still mainly dependent on imports."
Affecting the global supply-demand chain “The earthquake in Japan may bring some short-term opportunities to some of the above-mentioned sectors, but it will not be a long-term hot spot. Now that Japan’s economic losses have not yet been specifically assessed, the country’s third largest exporter is Japan. The first largest importing country will definitely have a simultaneous decline in demand and supply in the short term, which may affect the global supply and demand chain, and it is not optimistic in the long run, said the brokerage investment manager.
At the same time, due to nuclear leakage in Japan, he expects domestic nuclear power stocks will be affected: "Although China's nuclear power safety coefficient is relatively high, but the market is still can not help but worry about the safety of the entire industry, so nuclear stock should be properly avoided."
Japanese earthquake affects A-shares experts optimistic about LED concept stocks
A sudden strong earthquake is "torture" the world's third largest economy - Japan. Some analysts said that disaster losses are expected to reduce Japan's GDP by 1 percentage point. After the earthquake on Friday, the global financial market also fluctuates. The stock markets in Asia have declined, and China’s stock market, which is accompanied by Japan’s water, has not been the exception.