As a subdivision of new energy industry, hydrogen energy is considered as an important part of future energy reform.
It is worth mentioning that the global hydrogen energy development momentum is very strong. Of the 27 countries accounting for about 52% of the global GDP, 16 countries have formulated comprehensive national hydrogen energy strategies, and 1 1 countries are formulating national hydrogen energy strategies.
According to the investigation report on the future development trend of hydrogen energy released by the International Hydrogen Energy Commission, it is predicted that by 2030, the number of fuel cell passenger cars in the world will reach 6.5438+million to 6.5438+05 million, and by 2050, the demand for hydrogen energy will be 654.38+00 times of the current level.
Shandong, Zhejiang, Fujian and other provinces have successively issued plans for the construction of hydrogen energy industrial parks and hydrogen refueling stations. More than 20 large central enterprises such as National Energy Group, Sinopec and PetroChina have developed hydrogen energy industry across borders.
According to statistics, at present, more than 100 companies in the A-share market have laid out the hydrogen energy industry!
According to the forecast results of the interim report, the net profit of 24 hydrogen energy concept stocks increased by over 100% year-on-year, among which the net profit of 4 stocks increased by over 10 times year-on-year, namely Jiangsu Thorpe, Huachang Chemical, Yinglite and Meijin Energy.
Combing the hydrogen energy concept stocks with excellent performance and low valuation, the latest rolling P/E ratio is less than 50 times, and 13 companies reported a net profit increase of over 100%.
Jiangsu Thorpe: The latest rolling P/E ratio is 365,438+0.39 times, and it is estimated that the net profit of the interim report will increase by 65,438+07,307.67% year-on-year;
Hydrazine hydrate, the main material of hydrogen fuel cells produced by the company, is a chemical hydride with higher hydrogen content than sodium borohydride. Adding hydrazine can not only improve the stability of sodium borohydride, but also improve the energy density of fuel. Hydrazine will make hydrogen production more convenient and energy density higher, and improve the working efficiency of fuel cells.
Huachang Chemical: The latest rolling P/E ratio is 20.4 1 times, and it is estimated that the net profit of the interim report will increase by 6078.20% year-on-year;
On the basis of being a hydrogen production enterprise, the company has explored and laid out in the field of hydrogen resources and energy utilization; The 60kw hydrogen fuel cell power system independently developed has passed the national strong inspection. In 19, we cooperated with Suzhou Jinlong and Gangcheng Automobile Transportation to deliver five hydrogen fuel cell buses for demonstration operation.
The technologies related to hydrogen fuel cell power generation module and test equipment have entered the pilot stage, and preparations are being made for small batch verification and demonstration application production line construction;
Yinglite: The latest rolling P/E ratio is 24. 10 times, and it is estimated that the net profit of the interim report will increase by1724.97% year-on-year;
The company previously replied on the interactive platform that the main body of the company's water electrolysis hydrogen production project has been completed, and will be accepted and put into operation after reaching the scheduled usable state according to relevant national standards.
Meijin Energy: The latest rolling P/E ratio is 33.55 times, and the net profit of the interim report is expected to increase by1617.52% year-on-year;
In the Beijing-Tianjin-Hebei region, the company mainly focuses on the whole industrial chain of hydrogen production, storage, transportation and processing.
For example, Beijing Yuhuan Jinghui Jingcheng Gas Co., Ltd., in which the company shares, is one of the largest hydrogen producers in North China, the only qualified hydrogen energy producer in Beijing, and the only enterprise that integrates hydrogen production, hydrogen storage, hydrogen transportation and hydrogenation and has a complete safety management system.
Feichi Automobile, a holding subsidiary, is the largest production base of hydrogen fuel cell vehicles in China, with an annual output of 5,000 new energy buses.
Xingfa Group: The latest rolling P/E ratio is 18.02 times, and it is estimated that the net profit of the interim report will increase by 692% year-on-year;
The black phosphorus catalyst developed by Xingfa Group Zhongke Phosphorus Technology Company can be used as light water to produce hydrogen, which is the most energy-saving and zero-carbon emission green hydrogen production method in the world. Three patents have been applied for.
Chengzhi shares: the latest rolling P/E ratio 16.35 times, and it is estimated that the net profit of the interim report will increase by 453.92% year-on-year;
Chengzhi Kongpin Hydrogen Energy Technology Co., Ltd. (holding 60% of the shares), a joint venture between the company and AP, has been established, and hydrogen energy projects have been launched in Changshu, Suzhou and Zhangjiagang.
At present, the hydrogen production capacity of the company is about 50,000 tons/year, and the purity of hydrogen produced is 99.99%. After purification, the purity can reach 99.9999%, which can meet the electronic requirements of hydrogen-powered automobiles and related electronic products.
Three-dimensional chemistry: the latest rolling P/E ratio is 8.97 times, and it is estimated that the net profit of the interim report will increase by 365,438+03.5438+0% year-on-year;
The company has strong market competitiveness in the engineering and technical fields such as comprehensive utilization of carbon four resources, efficient and clean utilization of coal, and high-pressure hydrogenation.
Satellite Petrochemical: The latest rolling P/E ratio is 265,438+0.57 times, and it is estimated that the net profit of the interim report will increase by 292.5438+065,438+0% year-on-year;
The company established Zhejiang Satellite Hydrogen Energy Technology Co., Ltd. to give full play to the advantages of clean processes of propane dehydrogenation and ethane cracking, expand hydrogen energy business, participate in the development of hydrogen energy utilization technology, and seek the construction of hydrogen refueling station by using the remaining hydrogen in the production process.
Qi Xiang Tengda: The latest rolling P/E ratio is 16.86 times, and it is estimated that the net profit of the interim report will increase by 200% year-on-year;
Shandong Qilu Keli Chemical Research Institute, a holding subsidiary of the company, focuses on the research, development, production and sales of petrochemical catalysts. The main products include sulfur-tolerant shift catalyst, hydrogen production catalyst, sulfur recovery catalyst and hydrogenation catalyst.
Widely used in petroleum refining, petrochemical industry, coal chemical industry, sulfur-tolerant shift, hydrogen production, sulfur recovery, hydrofining and other industrial devices.
Xinao shares: the latest rolling P/E ratio is 19.68 times, and the net profit of the interim report is expected to increase by170% year-on-year;
The LNG plant of the company's holding subsidiary Xinneng Energy's 200,000-ton/year stable light hydrocarbon project has been put into trial operation on 20 18, and qualified products have been produced.
Hegang shares: the latest rolling P/E ratio is 14.04 times, and the net profit of the interim report is expected to increase by102.05% year-on-year;
The vice chairman of China Hydrogen Energy and Fuel Cell Industry Innovation Strategic Alliance regards hydrogen energy utilization as a strategic emerging industry, actively participates in hydrogen energy utilization fields such as hydrogen production, storage, transportation and hydrogenation, and is committed to becoming a pioneer in promoting the development of hydrogen energy industry in China;
Signed a cooperation agreement with the Strategic Consulting Center of China Academy of Engineering, China Iron and Steel Research Institute and Northeastern University in Beijing to jointly set up the "Hydrogen Energy Technology and Industry Innovation Center" to promote hydrogen energy technology innovation and high-quality industrial development and build a platform for hydrogen energy application research and scientific and technological achievements transformation;
Camel shares: the latest rolling P/E ratio is 16.43 times, and the net profit of the interim report is expected to increase by100.85% year-on-year;
In 20 17, the fuel cell development department established in Wuhan R&D Center signed a joint development agreement with Wuhan University of Technology on 15KW extended program system, and at the same time, developed core spare parts by taking advantage of the R&D center in the United States and actively laid out the upstream industries of fuel cells.
The company has obtained a number of patents in the field of new energy business, covering power battery materials, batteries, battery packs, fuel cell structures, components and motor control;
Sinoma Technology: The latest rolling P/E ratio is 19.65 times, and it is estimated that the net profit of the interim report will increase by100% year-on-year;
The company took the lead in developing and completing the largest hydrogen bottle for 320L fuel cell in China, and put it into the market to form sales volume;
Developed and obtained more than 20 specifications of 35MPa hydrogen cylinders for fuel cell vehicles and drones; Successfully mastered the key technology of 70MPa aluminum liner carbon fiber composite hydrogen bottle; The company has begun to invest in the technical transformation project of hydrogen bottle production line and the production line project of hydrogen storage container for station;
Note: The above-mentioned companies are summarized according to public information such as performance reports, which are only used for sharing, communication and learning, and are not used as the basis for trading;
(The share prices of some of the above companies have increased greatly recently, so don't chase, don't chase, don't chase! )