CITIC Securities: Bullish on industries benefiting from sustained high oil prices, such as new energy, energy storage, and others

NightAirdropper · 2026-03-23T17:24:30+00:00

The Financial Express AI Brief: A CITIC Securities research report believes that against the backdrop of a sharp global rise in energy prices and suppressed consumption, the sectors likely to be significantly damaged include: high valuation sectors, high energy consumption (fuel consumption) industries, and industries facing demand suppression and rising costs. The report is optimistic about three directions: 1. Industries benefiting from Strait of Hormuz closures and sustained high oil prices, such as: coal-to-chemicals, new energy, energy storage, nuclear power, and power grids; 2. Defensive varieties with stable cash flows, such as: coal and hydropower; 3. Certain growth opportunities that are being unjustly sold off, such as AI price increase chains and power shortage chains.Daily Economic News

NightAirdropper

2026-03-23 17:24:30

Everyday Economic News AI Express: CITIC Construction Investment Research reports that, amid a sharp rise in global energy prices and suppressed consumption, the sectors likely to be significantly affected include high-valuation sectors, high-energy-consuming (oil-consuming) industries, and demand-restricted cost-increasing industries. Three promising directions are identified: 1. Industries benefiting from the closure of the Strait of Hormuz and sustained high oil prices, such as coal chemical industry, new energy, energy storage, nuclear power, and power grids; 2. Defensive stocks with stable cash flow, such as coal and hydropower; 3. Clearly defined growth stocks that may be mistakenly overlooked, such as AI supply chain and power shortage chains.

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