<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">周四，上证综指跑出了单边上涨行情，收盘放量大涨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">4.79%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">，使市场人气得到极大的收复，后市延续反弹行情可期，其中，受消费旺季到来的刺激，化工产品市场价格纷纷上扬，相关个股的业绩水平将迎来较快增长，具备实质成长性，主营传统化工产品以及煤化工产品的云维股份（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">600725</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">），尤其值得重点跟踪。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">受益化工产品价格上涨</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">随着化工产品消费旺季的到来，甲醇、醋酸、氨纶、</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">PVC</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、烧碱、</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">BDO</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">、己二酸等产品进而消费旺季以来，市场价格涨幅均在</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">20%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">以上，价格的大幅上涨，必将带来利润的爆发性增长，必将提升化工企业的盈利水平。公司具有年产</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">20</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万吨甲醇、年产</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">20</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万吨醋酸、年产</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2.5</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万吨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">BDO</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">的生产能力，甲醇、醋酸、</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">BDO</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">等产品价格的大幅上涨，必将提升公司三季度的业绩水平。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">煤化工龙头</SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">公司形成了较完整的煤化工上下游产业链条，产业布局涵盖了传统煤化工的三个领域，是我国煤化工行业产业链最完善的上市公司，是我国最大的独立焦化行业上市公司之一，也是煤焦化产业中“化产”能力领先的上市公司。公司所在地煤炭资源和水资源正态分布，具有发展煤化工的资源优势，公司焦化装置规模（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">305</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">万吨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年）位居全国独立焦化企业目前产能前列，具有规模优势，另外，公司自主开发的</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">5.5</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">米侧装捣固炼焦炉，创新了国内炼焦技术，技术先进，配套化产装置将资源进行综合利用，实现环保效益和经济效益的统一。在石油资源日益紧缺的情况下，用煤化工产品替代石油化工产品将是大势所趋。据悉，即将出炉的工业结构调整指导目录</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2009</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">年修订版中，就将加大对新型煤化工项目的鼓励。</SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times New Roman''">二级市场上，该股近日随大盘大幅调整，做空风险得到较好的释放，近两个交易日量能逐步放大，量价配合良好，股价震荡冲高，短线技术指标得到修复，</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">KDJ</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times New Roman''; mso-hansi-font-family: ''Times
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