What are the shale gas concept stocks? Analysis of the leading shale gas concept stocks Jiangsu Co., Ltd. (000852) is a national first-class enterprise, a national key high-tech enterprise, the largest oil drill bit manufacturer in Asia and the third largest in the world. , operating in the fields of oil drill bits, petroleum equipment, natural gas and fine chemicals. The products are exported to more than 50 countries and regions, forming more than 1,000 varieties in 13 categories. New product models are growing at a rate of 30% every year. The domestic market share of the company's leading product, oil cone drill bits, has remained above 60% for many years, and the international market share has reached about 12%. Due to the company's own technical advantages, it even has a monopoly position in some high-end product fields. Therefore, the company's bargaining power is strong, fluctuations in the price of upstream raw materials have little impact on the company's costs, and the company's gross profit margin of drill bit products can be maintained at around 40. With the advancement of the company's various businesses, the company's future profits are expected to grow steadily. Oil, gas and mining drill bits, petroleum machinery accessories; Shenkai Co., Ltd. (002278) mainly produces and sells four major categories of products: wellsite measurement and control equipment, oil drilling well control equipment, oil production wellhead equipment and petroleum product specification analysis instruments. After more than ten years of development, the company has become one of the backbone enterprises in my country's petrochemical equipment manufacturing industry. Its products range from upstream oil exploration and development to downstream petroleum product processing. It has a high reputation in my country's petrochemical equipment industry and ranks among the best in the same industry in China. Be on the leading edge. The company's current two main products are comprehensive mud logging instruments and blowout preventers. Among them, the market share of mud logging instruments has reached more than 50%, and its leading position is unshakable. Shandong Molong (002490) is a joint-stock enterprise specializing in petroleum machinery design and research, processing and manufacturing, sales services and export trade. It is a "three pumping equipment" and "petroleum special equipment" recognized by China National Petroleum Corporation and China Petrochemical Corporation. Equipment "designated production unit. The leading products include sucker rods, pumps, pumping units, electric submersible pumps, liquid injection pumps, tubing, casing, special seamless pipes for petroleum and various downhole tools. Jerry Co., Ltd. (002353) is the only company in China that provides a complete set of cuttings reinjection services for offshore oilfield drilling and production platforms, and has a leading advantage in the domestic cuttings reinjection field. The company's business covers oilfield and mining equipment maintenance and transformation and accessories sales, oil field special equipment manufacturing, offshore oilfield drilling and production platform engineering operation services, etc., and occupies approximately With a market share of 20, the company has injected nearly 60 million yuan in capital into Jerry International Co., Ltd. of the United States and established a comprehensive R&D, marketing and investment operation center in Houston, the center of the world's oil and gas industry. It is expected that the proportion of overseas revenue will continue to increase. The company is mainly engaged in process technology research and development, system design, complete equipment supply and engineering technical services for oil and gas field development ground system equipment, and belongs to the oil and gas field equipment and technical services industry. HBP (002554) is a high-tech enterprise that has focused on the research and development of efficient oil, gas and water separation technology for many years. With separation technology as its core, it now has 18 utility model patents, 4 invention patent application rights, and 13 software copyrights. , a core technology system composed of 11 proprietary technologies, and has become a well-known enterprise in the field of oil and gas field surface system equipment. The company has four businesses: oil and gas processing systems, oil and gas production systems, oil field environmental protection systems and oil field engineering technical services. In the future, the company's main focus will be on two areas: overseas oil and gas processing systems and domestic oil field environmental protection systems and services. The company's overseas business is expected to account for more than 50% of its revenue in 2011, and its main target markets are Iraq, Central Asia, the Middle East, and Russia. In terms of environmental protection business, the company's oil storage tank equipment currently has two business models, production and sales and leasing, among which the company puts the leasing income into the engineering and technical services segment. The company is expected to sell about 8 sets of oil storage tanks and lease about 8 sets of oil storage tanks in 2011.
Tongyuan Petroleum (300164) is a leading domestic enterprise in the two core fields of oil field stimulation services: composite perforation and deflagration fracturing. Relying on its existing technical advantages, the company has entered into upstream and downstream related businesses such as drilling, logging, and workover from a high starting point. It has already Zhunyou Co., Ltd. (002207) has become one of the comprehensive domestic oilfield service companies with a comprehensive service system and high added value. The company's main business is petroleum technical services, construction and installation engineering and transportation services. As the only company in Xinjiang that can provide dynamic monitoring of oil fields, it has a strong regional monopoly advantage. Baode Co., Ltd. (300023) is my country's leading company in electronic control equipment for oil drilling and production. Its main domestic customers are oil fields and petroleum machinery equipment suppliers affiliated to the three major oil groups, PetroChina, Sinopec, and CNOOC. Its products are in the electronic control automation of oil drilling equipment. The market is highly competitive;