How about Yuanxing Energy? 1. Company introduction from a company perspective: Yuanxing Energy is a company that focuses on trona chemical industry, coal chemical industry, natural gas chemical industry, new energy chemical industry, fine chemical industry and A modern energy and chemical enterprise with the logistics industry as its development direction. Highlight 1: Cost advantage Yuanxing Energy has a high proportion of trona resources, which has reached more than 95% of the domestic proven reserves. Compared with the ammonia-alkali method and the combined alkali method, this trona method produces The cost of soda ash and baking soda is very advantageous in terms of market competition. In addition, the company's Boda field urea products belong to the coal-chemical integrated pit-head urea project. The cost of raw material transportation has dropped a lot, making coal-based urea products also have certain advantages in terms of cost. Highlight 2: Advantages of process technology. The main production process technologies of this company's products have obtained independent intellectual property rights. Currently, it has obtained more than 50 scientific and technological achievements, including not only 3 national invention patents, but also national utility model patents. 18 items. The main research and development content has been transformed into scientific and technological achievements, which have demonstrated good economic and social benefits in terms of improving product quality, product added value, energy saving and consumption reduction, and comprehensive utilization of resources. Highlight three: Industry status Yuanxing Energy still retains the use of trona method to produce soda ash and baking soda. It is also the only company in this field in my country that uses this method. Its soda ash production capacity ranks fourth in the country and accounts for 7% of the entire industry. about. Baking soda production capacity ranks first in the country, accounting for about 40% of the entire industry. Looking at this industry, Yuanxing Energy is very competitive in terms of production costs of soda ash and baking soda produced by the trona method. Soda ash and baking soda are the company's main sources of profit. Due to space requirements, I summarized other in-depth reports and risk warnings related to Yuanxing Energy stocks to form this research report. Click here to find out: In-depth research report Yuanxing Energy comments and suggestions collect! 2. From an industry perspective, the high prosperity of the soda ash industry can therefore be continued. Yuanxing Energy’s trona process has an outstanding cost advantage. It can be seen from the overall soda ash production capacity distribution in my country that there are 13 companies with an annual soda ash production capacity of one million tons or more in my country, with a total production capacity of 21.1 million tons, accounting for 63% of the national production capacity. The production capacity looks like Some are scattered. Among them, only Zhongyuan Chemical, a subsidiary of Yuanxing Energy, has trona production capacity. In addition, Yuanxing Energy plans to acquire a 9.5% stake in Yingen Mining held by Miduo Energy for 1.11 billion yuan. Yingen Mining Company's supporting project with an annual output of 7.8 million tons of soda ash and an annual output of 800,000 tons of baking soda has obtained project filing documents and complies with the relevant conditions for project construction. If we can obtain a controlling stake in Yingen Mining in the future, the company's soda ash production capacity will increase from 1.8 million tons to 9.6 million tons, and the supply pattern of our country's soda ash industry will also see some changes. In general, Yuanxing Energy is a good company in the chemical industry and is very likely to take a leading position in our country's soda ash industry.