Shale gas concept stocks 1. Haimo Technology’s heavy volume hit the limit in the afternoon, which drove the strength of stocks related to this theme during the same period. 2. Jiangzuan shares opened lower and moved higher, currently rising by nearly 2.8%. 3 Shenkai shares, 4 Shandong Molong and other stocks are also currently rising rapidly.
1. The main uses of oil shale
It can be used to refine various fuel oils, various synthetic fuel gases and chemical raw materials, and the by-products can also be used to make bricks, cement and other building materials. To sum up, oil shale has three main uses:
1. Preparation of shale oil and related products by carbonization
If the oil shale is broken into pieces and heated to about 500°C, You can get shale oil. Our country often calls shale oil artificial oil. Generally speaking, 1 ton of oil shale can extract 38 to 378 liters (equivalent to 0.3 to 3.2 barrels) of shale oil. After shale oil is hydrocracking and refined, various chemical products such as gasoline, kerosene, diesel, paraffin, and petroleum tar can be obtained.
2. Used as fuel for power generation, heating and transportation
First of all, it is used to generate electricity. There are two forms of generating electricity from oil shale. One is to directly use oil shale as boiler fuel to generate steam to generate electricity; the other is to low carbonize the oil shale to generate gaseous fuel, which is then transported to an internal combustion engine for combustion to generate electricity. The former form is currently commonly used. Secondly, oil shale combustion can be used for heating. In 2001/2002, the benefits created by Estonia's use of oil shale for power generation and heating for residents and industries accounted for 76% and 14% of national tax revenue respectively, which is of great significance to its national economy. Thirdly, oil shale combustion can be used to drive engines for long-distance transportation.
3. Production of building materials, cement and fertilizers
As an add-on, shale ash after the retort and combustion of oil shale is mainly used to produce cement, bricks and other building materials. In Germany, 300,000 tons of oil shale are used in cement production every year. In my country, the semi-charred ash residue after the retorting and combustion of oil shale is used to manufacture building materials such as blocks, bricks, cement, and ceramsite.
In addition, oil shale can also be directly used in the production of organic fertilizers. For example, my country's Shaanxi Tongchuan Huiyuan Industrial Development Corporation plans to invest 10 million yuan to use the existing oil shale resources in the Indo-Taiwan region to carry out technological transformation on the basis of the original 50,000-ton phosphate fertilizer production line to build an annual oil shale organic production line of 50,000 tons. Compound fertilizer production line.
Different countries have different uses for oil shale. In Estonia, oil shale is mainly used to generate electricity and refine shale oil; in Brazil, oil shale is mainly used as transportation fuel; in Germany, oil shale is mainly used to make cement and construction materials; in China and Australia, oil shale The rock is mainly used to refine shale oil and used as fuel; in Russia and Israel, oil shale is mainly used for power generation.
Two. .
Oil shale concept stocks
1. Guanhao High-tech. Paper company Guanhao High-tech also came to "play tickets" and planned to purchase oil shale mining rights for 111 million yuan
As global energy prices rise and oil and gas resources become increasingly tight, stimulated by technological progress, the oil shale industry Rock refining, as an important alternative to conventional energy, has increasingly attracted the attention of the capital market. Liaoning Chengda and Tianli Environmental Protection are all oil shale concept companies that have attracted much attention in the market. Now, Guanhao High-tech may enter this field. Guanhao High-tech, which has been suspended from trading due to the planning of major events, disclosed a progress announcement today, and "oil shale" became the key word.
Guanhao High-tech’s announcement contains only a few words, but it reveals important information. The first meeting of the fifth board of directors of Guanhao High-tech held on October 12 reviewed and approved the "Proposal on Authorizing the Operation Management to Promote Maoming Oil Shale and Kaolin Projects" and agreed that the company would participate in the purchase of Maoming Oil Shale in Maoming City, Guangdong Province. Mining rights in Jintang District of the ore field, and carry out mining and processing business of oil shale and kaolin.
2. Tianli Environmental Protection. . . . Tianli Environmental Protection invested 100 million yuan in the oil shale field to acquire minerals. According to Tianli Environmental Protection's disclosure, the company recently signed a "Letter of Intent for Equity Acquisition" with Sun Gang, Zhang Wenxi, and Liu Zhiwen, and plans to use 100 million to 140 million yuan of its own funds to acquire 100 yuan each of Sanming Shale Technology and Forever Shale Technology held by the above-mentioned natural persons. % equity. Both target companies intend to engage in the development of industrial technologies for small-grain high-quality shale ceramsite sand and high-efficiency thermal insulation ceramsite sand cutting into blocks, and use the shale resources they control to produce and process new building materials.
It is worth mentioning that due to process and technical reasons, the production equipment debugging of these two companies has not been successful, and the building materials projects have not been put into production, so they have not started actual operations, and their operating income and net profit are both zero. At the end of last year, the total net assets of the two companies were only 20.57 million yuan. The reason why Tianli Environmental Protection purchased its equity at a premium was because it was interested in the target company's open-pit oil shale resources. As the core asset, the total shale geological reserves within the mining area of ??the relevant mining license held by the target company are 77.55 million tons.
Tianli Environmental Protection is currently the leading equipment integrator in the domestic calcium carbide industry and has core technologies in two key equipments - closed furnaces and gas-fired lime kilns. According to Tianli Environmental Protection, the company plans to apply the "oil shale full resource comprehensive utilization technology" developed in cooperation with the University of Science and Technology Beijing in this acquisition project. The core technology of the project is the carbonization of oil shale. Based on the principle of oil extraction, based on related industries at home and abroad, and especially drawing on the company's advanced technology of sealed submersible furnaces in the calcium carbide and metallurgical industries, we have developed a retorting sealed furnace suitable for various types of oil shale to create oil shale. The closed-loop oil shale industry chain utilizes technology research and development, the design and manufacturing of dry distillation closed furnace equipment, and the development of the oil shale full resource industry. The main product is shale oil.
3. Guangdong Electric Power (000539): In November 2005, Guangdong Yuedian Oil Shale Mine and Electricity Joint Venture Co., Ltd., controlled by Guangdong Electric Power, announced its establishment in Maoming City. The total planned capacity of the project is 1,200MW. The first phase investment is 3.7 billion yuan. In the first phase, it will build two 200MW fuel shale circulating fluidized bed units and support the construction of an oil shale mining area with an annual production capacity of 6 million tons. At present, the company has invested a total of 196.6 million yuan in Guangdong Yuedian Oil Shale Power Generation Co., Ltd., with an equity ratio of 83.66%. According to the company's plan, the investment in this new energy project will further expand the company's equity installed capacity in the later stage, and it is self-evident that it is optimistic about its development prospects. According to official data, the Maoming area is quite rich in oil shale reserves, with proven reserves of 5.39 billion tons, ranking second in the country. It is a very important energy resource in Guangdong Province.
4. Liaoning Chengda (600739): Liaoning Chengda Huadian oil shale has officially ignited to produce oil. The oil shale in Huadian City has an oil content of as high as 10%-20%, which is currently the most explored in China. It is a high-quality, high-grade oil shale with the highest oil content among known oil shale resources.
Liaoning Chengda announced the asset evaluation of Xinjiang Baoming Mining: Liaoning Chengda announced in October 2010 that it would invest 62% of the equity of Xinjiang Baoming Mining. The oil in the Shichanggou area of ??Jimusar County, Xinjiang was evaluated this time. Shale is one of the four oil shale mines owned by Baoming Mining, with an exploration area of ??21.04 square kilometers, ranking second among the four mines in terms of exploration area. According to the results of this evaluation, the mine is planned to be mined for 31.50 years. The recoverable reserves are 180 million tons, with an estimated value of 400 million yuan. The project is planned to have a construction period of 1.5 years. If progress goes smoothly, it is expected to be put into production from the second half of 2012 to 2013.
The Huadian project is expected to reach production in the second half of 2011. The company's Huadian oil shale project has been successfully ignited and commissioned in the third quarter of 2010. Currently, two boilers have been installed. In 2010, equipment debugging will be the main focus. In the first half of 2011, two more boilers will be installed. After normal commissioning, the project It is expected to reach an annual production capacity of 200,000-250,000 tons/year in the second half of 2011.
The spin-off and listing expectations of Chengda Biotech are clear: The company has started the spin-off and listing of Chengda Biotech. If progress goes smoothly, the listing is expected to be completed in mid-to-late 2011. In 2010, the company seized market opportunities and achieved rapid expansion of market share. Currently, the batch issuance share has reached about 80%, and there is no suspense about the explosive growth of performance.
5. Jiden Electric Co., Ltd. (000875): Huadian City has an oil shale project. China Power Investment Group, the main company, is expected to accelerate the pace of integration. China Power Investment Group will invest in the construction of nuclear power and wind power in Jilin in the next few years, and intends to participate in the development and utilization of kerogen shale. Nuclear power, wind power and kerogen shale are all strongly advocated by the country
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