The leading green hydrogen stocks include Lianmei Holdings 600167, Shanghai Electric 601727, Shanghai Electric 601727, Cryogenics 300540, Sinopec 600028, Jingneng Electric Power 600578
The meaning of green hydrogen :
At present, there are three relatively mature technical routes for producing hydrogen: one is to produce hydrogen by reforming fossil energy represented by coal and natural gas; the other is to produce hydrogen from coke oven gas, chlor-alkali tail gas, and propane Hydrogen is produced from industrial by-product gas represented by dehydrogenation, and the third is hydrogen produced by electrolysis of water. Judging from the characteristics of each hydrogen production route, the traditional hydrogen production industry uses fossil energy such as coal and natural gas as raw materials. The hydrogen production process produces CO2 emissions. The hydrogen produced generally contains harmful impurities such as sulfur and phosphorus, which is detrimental to purification and carbon capture. Have higher requirements. The purification of industrial by-products such as coke oven gas and chlor-alkali tail gas to produce hydrogen can avoid the waste of hydrogen in the tail gas and achieve efficient utilization of hydrogen, but in the long run it cannot be used as a large-scale centralized hydrogen energy supply; the purity level of hydrogen produced by electrolysis of water High, with less impurity gases. Considering the emission reduction benefits, combining electrolysis of water with renewable energy to produce "green hydrogen" is considered to be the best way to achieve hydrogen decarbonization
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Leader Detailed introduction of stocks.
1. Lianmei Holdings 600167:
The company achieved revenue of 3.598 billion yuan, net profit of 1.685 billion yuan, and gross profit margin of 54.51% in 2020.
The company plans to build an independent hydrogen energy division, focusing on carbon peak and carbon neutral technology paths, taking the production of green hydrogen (advanced electrolysis water hydrogen production technology) as the entry point, and actively deploying terminal hydrogenation Hydrogen energy industry chain such as station construction and operation.
2. Shanghai Electric 601727:
The company achieved operating income of 137.3 billion yuan in 2020, a year-on-year increase of 7.67%; net profit of 3.758 billion yuan, a year-on-year increase of 7.34%; gross profit margin 16.55% .
In the field of hydrogen energy, Shanghai Electric utilizes the manufacturing advantages of existing energy equipment and the synergistic advantages of existing new energy equipment and other related industries to develop the green hydrogen energy equipment industry and actively carry out hydrogen production and hydrogenation. and system demonstrations such as hydrogen energy applications. The goal is to quickly master the core technology development capabilities and core equipment manufacturing capabilities of green hydrogen preparation through technology research and development.
3. Shenleng Shares 300540:
The company achieved operating income of 519 million yuan in 2020, a year-on-year increase of 19.15%; net profit of 9.427 million yuan, a year-on-year increase of 27.11%; gross profit margin 18.25 %.
We were awarded the first oxygen liquefaction system contract for the electrolysis green hydrogen production project, with a total project contract value of 5.98 million yuan.
4. Sinopec 600028:
The 2020 annual report shows that Sinopec achieved revenue of 2.11 trillion, a year-on-year increase of -28.85%; net profit was 32.92 billion, a year-on-year increase of -42.86%; Gross profit margin is 19.83%.
The company will develop its layout in the fields of green hydrogen refining and hydrogen energy transportation. It plans to build 100 hydrogenation stations this year and about 1,000 hydrogenation stations by the end of the "14th Five-Year Plan".
5. Jingneng Electric Power 600578:
The company achieved operating income of 20.1 billion yuan in 2020, a year-on-year increase of 8.94%; net profit was 1.396 billion yuan.
Work with the Ningdong Administrative Committee to promote the layout of a number of leading green hydrogen comprehensive energy industry demonstration projects.