Under the influence of my country's "strive to achieve carbon peak before 2030 and achieve carbon neutrality before 2060", investors have always been optimistic about the clean energy sector.
In the first half of 2021, new measures to promote the development of hydrogen energy and fuel cell industries have been released across the country. According to statistical data, Zhejiang, Jiangsu, Ningxia, Beijing, Tianjin, Guiyang, Hebei and other places have successively introduced Hydrogen energy development plans or support measures.
With the implementation of various investments and technological innovation, the status of hydrogen energy is expected to gradually improve in the future, relevant policies will gradually become clearer, and the overall pattern will usher in healthy and orderly development.
Shen Wanhongyuan said: It is expected that by 2050, with the technological breakthroughs and scale effects of hydrogen fuel cells, the cost will drop. Due to the strong endurance of hydrogen fuel cells, strong low-temperature adaptability, and short energy replenishment time, With such advantages, not only the penetration rate of hydrogen fuel cell vehicles will rise rapidly, but the application of hydrogen energy in other transportation fields is also expected to usher in an important turning point.
Huachang Chemical: The latest rolling price-to-earnings ratio is 25.29 times, the net profit in the interim report is 850 million yuan, and the net profit increased by 6078.20% year-on-year
Huachang Chemical is one of the top 100 chemical companies in China, and one of the largest in Jiangsu It is a large fertilizer manufacturer and one of the top ten private enterprises in Suzhou. At present, the company has formed an industrial structure with multiple products such as coal chemical industry, salt chemical industry, and petrochemical industry.
The company is a comprehensive chemical enterprise with coal gasification as the source of the industrial chain. Its main business is the production of chemical raw materials, chemical products, and fertilizers; metal materials, building materials, daily necessities, and coal sales.
Binhua Shares: The latest rolling price-to-earnings ratio is 22.22 times, the net profit in the interim report was 975 million yuan, and the net profit increased by 5492.42% year-on-year
Binhua Shares has developed into a prominent main business and industrial chain A complete comprehensive chemical enterprise group with products covering more than 100 countries and regions around the world. It is an important manufacturer of propylene oxide and caustic soda products and a supplier of trichlorethylene and oil field additives in my country. It has been awarded the national benchmark enterprise for the energy efficiency leader of key energy-consuming products.
The company's main business is the production, processing and sales of organic and inorganic chemical products. The main products are caustic soda, propylene oxide, etc.
Yinglit: The latest rolling price-to-earnings ratio is 27.33 times, the net profit in the interim report is 172 million yuan, and the net profit increased by 1724.97% year-on-year.
It is the first company in Ningxia to produce chlor-alkali and cyanamide products. For more than 30 years, the company's products have been selling well and are very popular among users at home and abroad. The thermal power unit owned by the company provides electricity for the production of calcium carbide, and the self-produced calcium carbide provides raw materials for the downstream product polyvinyl chloride, forming a company that relies on local coal resources, based on electricity production, and produces polyvinyl chloride and caustic soda. As the core, the comprehensive utilization of waste is an integrated industrial chain.
The company's main business is the production and sales of calcium carbide and its series of extended products; the production and sales of polyvinyl chloride, caustic soda and its series of extended products; the production and sales of special resins
Fa Group: The latest rolling price-to-earnings ratio is 21.01 times, the net profit in the interim report is 1.141 billion yuan, and the net profit has increased by 730.05% year-on-year
The company has adopted domestic leading production technology and equipment, and the production process is at the domestic leading level. Yellow phosphorus The energy consumption of sulfuric acid production has ranked first in the energy efficiency of key industries in the country, and its technical strength is at the forefront of the industry.
The company's main business is the mining and sales of phosphate ore, the production and sales of phosphate chemical products such as phosphate, phosphate fertilizer, glyphosate and other chemical products.
Chengzhi Shares: The latest rolling price-earnings ratio is 16.93 times, the net profit in the interim report was 739 million yuan, and the net profit increased by 458.15% year-on-year
Chengzhi Shares is the only company in the world that has complete knowledge of D-ribose It is a high-tech listed company controlled by Tsinghua University. It is also an industrial platform for the transformation of Tsinghua University’s scientific and technological achievements in the fields of clean energy, semiconductor display materials and life medicine.
The company’s main businesses include the comprehensive operation of industrial gases and basic chemical raw materials, the production of semiconductor display materials, the production and sales of life technology products, and the cultivation, research, processing and sales of industrial hemp. .
Satellite Petrochemical: The latest rolling price-to-earnings ratio is 22.03 times, the net profit in the interim report is 2.126 billion yuan, and the net profit increased by 348.10% year-on-year.
The first domestic listed company with C3 industry chain integration, It is also the largest acrylic acid manufacturer in China. By being the first domestic company to introduce propane dehydrogenation to propylene technology from UOP in the United States, it has become the first domestic acrylic acid manufacturer to produce its own propylene and extend it downstream.
The company has been committed to the development of the C3 industry chain, covering the R&D, production and sales of acrylic, acrylic acid, acrylate, acrylate textile emulsion, polyacrylic acid sodium salt (super absorbent resin) and other products
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Sanwei Chemical: The latest rolling price-to-earnings ratio is 8.61 times, the net profit in the interim report is 124 million yuan, and the net profit increased by 347.28% year-on-year
Sanwei Chemical’s sulfur recovery process is internationally leading, replacing imports, and the company has developed Become a unique chemical technology company integrating chemical and petrochemical technology and product research and development, engineering and technical services, production and sales of catalysts and basic chemical raw materials.
The company is a national high-tech enterprise mainly serving the petrochemical, chemical, oil storage and transportation and coal chemical industries. The main business is chemical and petrochemical technology and product research and development, engineering and technical services, production and sales of catalysts and basic chemical raw materials.
Shenyang Chemical: The latest rolling price-earnings ratio is 6.70 times, the net profit in the interim report is 350 million yuan, and the net profit increased by 278.75% year-on-year
The company is one of the important chemical raw material production bases in my country, leading With chlor-alkali as the leader and the high value-added wings of chlor-alkali as the core, the products have formed a product chain of caustic soda, hydrochloric acid, liquid chlorine, polyvinyl chloride resin for paste, pesticides and other products.
The company is mainly engaged in the production and sales of chlor-alkali chemical products, petrochemical products, polyether chemical products, and tank truck transportation leasing business.
Sinopec: The latest rolling price-to-earnings ratio is 6.98 times, the net profit in the interim report is 36.5 billion yuan, and the net profit increased by 259.51% year-on-year.
Sinopec is a large oil and gas producer in China, and its refining capacity ranks first in China. It is one of the largest integrated energy and chemical companies. It is a joint-stock enterprise that integrates upstream, midstream and downstream, has an outstanding main business of petroleum and petrochemicals, has a relatively complete sales network, and is listed domestically and overseas.
The company is engaged in oil and natural gas exploration and development, pipeline transportation and sales; petroleum refining, petrochemicals, coal chemicals, chemical fiber and other chemical production and product sales, storage and transportation, chemical products and other commodities and technologies Import and export, import and export agency business; research, development and application of technology and information.
Qixiang Tengda: The latest rolling price-to-earnings ratio is 16.93 times, the net profit in the interim report is 1.426 billion yuan, and the net profit increased by 200% year-on-year
Qixiang Tengda is a leading company in methyl ethyl ketone, ranking in the domestic industry First, it ranks fifth in the world in terms of production capacity. The purity of the methyl ethyl ketone products produced by the company has always remained above 99.9%, which is equivalent to the product quality of internationally renowned companies.
The company’s main business is the R&D, production and sales of converting C4 raw materials into high value-added fine chemical products. The main products include methyl ethyl ketone, maleic anhydride chemicals, other chemicals, and supply chain pipes.
ENN Shares: The latest rolling price-to-earnings ratio is 21.15 times, the net profit in the interim report is 1.964 billion yuan, and the net profit has increased by 170% year-on-year.
The actual controller of the company, ENN Group (accounting for the majority shareholder Wei Yuan Group (80% of the shares) has gradually developed into a professional urban gas operator, providing comprehensive gas service services integrating development, storage, transportation and distribution for more than 80 cities in 14 provinces, municipalities and autonomous regions across the country.
The company’s main business covers liquefied natural gas production/sales and investment, energy technology engineering services, production, sales and trade of methanol and other energy chemical products, and coal mining, washing and trading.
Shanxi Road and Bridge: The latest rolling price-to-earnings ratio is 14.38 times, the net profit in the interim report was 93 million yuan, and the net profit increased by 163.47% year-on-year
As the only expressway asset of Shanxi Traffic Control Group and Luqiao Group The listing platform allows the company to flexibly implement merger and acquisition strategies and capital operations, effectively integrate highway assets in the Shanxi region, and effectively enhance the company's sustainable development capabilities and risk resistance capabilities.
The company’s main business is highway management and operation. It conducts comprehensive development and operation of highways and improves various highway services as its main business model. It also conducts comprehensive management and operation of highways in accordance with the charging standards set by industry regulatory authorities. Vehicles collect tolls to recoup investment and generate revenue.
Lubei Chemical: The latest rolling price-earnings ratio is 13.42 times, the net profit in the interim report is 272 million yuan, and the net profit increased by 152.61% year-on-year.
The company is the largest phosphate compound fertilizer and compound fertilizer manufacturer in Shandong Province. Fertilizer and cement production enterprises occupy a mid-stream position in the national sea salt production industry. It has independent intellectual property rights and its own unique core technology - gypsum sulfuric acid co-production cement technology, which has reached the international leading level.
The company's main business is the production and sales of diammonium phosphate and compound fertilizers, the production and sales of cement products, and the production and sales of raw salt and bromine.
Liuguo Chemical: The latest rolling price-to-earnings ratio is 12.04 times, the net profit in the interim report is 152 million yuan, and the net profit increased by 132.23% year-on-year.
The company owns "Liuguo", "Shi Dazhuang", " "Huaihai" are three well-known Chinese trademarks, which are deeply recognized by the market and have great influence in the domestic market.
The company's main business is chemical fertilizers (nitrogen-containing fertilizers, phosphate fertilizers, potassium fertilizers), fertilizers (including compound fertilizers, compound fertilizers, organic fertilizers and microbial fertilizers), chemicals (including refined phosphoric acid, phosphates) and The company is engaged in the production, processing and sales of chemical raw materials and is the largest integrated professional manufacturing enterprise of phosphate compound fertilizer and phosphorus chemicals in East China.
HBIS Co., Ltd.: The latest rolling price-to-earnings ratio is 15.13 times, the net profit in the interim report is 1.4 billion yuan, and the net profit increased by 102.05% year-on-year.
The company is one of the largest listed steel companies in China, and its overall technology The equipment has reached the international advanced level, and it is also a world leader in vanadium and titanium steel smelting and vanadium product production technology. It has initially formed four and three high-quality bases for high-quality plates, high-quality building materials and characteristic vanadium and titanium.
The company's main business is the smelting and processing of ferrous metals. The company's main products include bars, wire rods, profiles, hot-rolled strips, hot-rolled plates, cold-rolled plates, galvanized plates, color-coated plates, wide and thick plates, welded pipes, vanadium pentoxide, vanadium-nitrogen alloys, vanadium ferroalloys, etc. series.
Lifan Technology: The latest rolling price-to-earnings ratio is 9.32 times, the net profit in the interim report was 37 million yuan, and the net profit increased by 101.44% year-on-year.
The company has formed a production capacity layout covering major regions across the country and independently controls The core technology of V-cylinder engine has a leading position in the industry.
The company is mainly engaged in the research and development, production and sales (including export) of automobiles (including new energy vehicles), motorcycles, engines, and general gasoline engines, as well as investment and finance. The automobile products include cars, SUVs and multi-purpose vehicles. There are three categories of vehicles (MPV).
Camel Shares: The latest rolling price-to-earnings ratio is 15.47 times, the net profit in the interim report was 491 million yuan, and the net profit increased by 100.85% year-on-year
The company currently has four major production bases in the country, automobile The production and sales volume of starting batteries has ranked among the top in the industry, and it has strong ability to withstand risks. The company has a nationwide sales network and a complete and standardized service system, and has accumulated and expanded a large number of high-quality customer resources.
The company is mainly engaged in the manufacturing and sales of batteries. Its main products are lead-acid batteries, recycled lead, lithium batteries, etc.
Sinoma Technology: The latest rolling price-to-earnings ratio is 15.54 times, the net profit in the interim report is 1.789 billion yuan, and the net profit increased by 100% year-on-year.
The company is formed with Sinoma blades (number one in the country) as its core The two pillar industries of composite materials products represented by Taishan Glass Fiber (No. 2 in the country) and fiberglass products have realized the integration of the value chain in the field of fiberglass and composite materials.
The company focuses on strategic emerging industries such as new energy, new materials, energy conservation and emission reduction, and is mainly engaged in wind power blades, glass fiber and its products, lithium battery separators, high-pressure composite gas cylinders, filter materials and other composite products. R&D, manufacturing and sales of material products.
Note: The above-mentioned companies are compiled and summarized based on public information such as performance statements. They are only for sharing and exchange and learning, and are not used as a basis for buying and selling;
(The stock prices of some of the above-mentioned companies have increased significantly recently. Increase, don’t chase the high, don’t chase the high, don’t chase the high)