Which sectors and stocks will benefit from rising oil prices?

What investment opportunities will the rise in oil prices bring?

The impact of rising crude oil prices on related industrial chains mainly has three dimensions:

One is the industrial cost transmission chain,

The second is the rising demand for substitutes.

The third is market sentiment.

From the perspective of industrial chain transmission,

The rise in crude oil prices will push up the prices of agricultural products and coal.

The demand for oil exploitation and exploration will also increase, with emphasis on Shanxi 3D,

Xingfa Group, Zhongtai Chemical, Shandong Mo Long, Hankaipur,

Hengtai aipu; From the perspective of alternative demand, the rise in crude oil prices will promote alternative energy sources such as coal.

The prices of natural gas and agricultural products have risen, focusing on Yanzhou Coal Industry, Rongxin Shares, Dongling Grain and Oil,

Jinde development, young eagle farming and animal husbandry, new hope, saint agriculture development;

Judging from the market sentiment, the rise in crude oil prices will drive the investment enthusiasm of energy conservation, environmental protection and new energy-related sectors.

Focus on Shenzhen Huicheng, fuel control technology, Shuguang, Dayang Electric, An Kai Bus, etc.