What are the leading natural gas stocks?
Coal-to-gas leading stocks refer to listed companies with leading positions and advantages in the coal industry. As energy demand increases, coal-to-gas technology provides an important option to solve energy supply problems. These leading stocks are based on their technical strength, scale advantages and market position. Below, the editor will introduce the leading natural gas stocks. Let’s take a look together. I hope it can bring reference.
What are the leading natural gas stocks?
1. ST Jinhong (000669) is a gas supplier whose business covers Hunan, Hebei, and Shandong. It has 12 long-distance pipelines, about 1,100 kilometers. It has obtained gas franchise rights in more than 40 cities; its sales volume in 2017 was approximately 660 million cubic meters, with related income of 3.62 billion yuan, and its main business accounted for over 95%. Total market value: 1.136 billion yuan Circulation market value: 1.136 billion yuan< /p>
2. The controller of Taishan Petroleum (000554) Company is Sinopec Group. It is a leading domestic petrochemical enterprise and the second largest oil and natural gas producer in China after PetroChina. It is also the largest domestic and Asian producer. As one of the largest manufacturers and distributors of petroleum products, the company is backed by this powerful enterprise and is expected to receive strong support from the Petrochemical Group in its future operations. The company is the largest listed company selling refined oil products under Sinopec, and owns hundreds of gas stations with a value of more than 3.3 billion. Total market value: 2.39 billion yuan Circulation market value: 1.802 billion yuan
3. ST Shengda (002259) acquired Sichuan Zhonghai Natural Gas in 2013 to transform into clean energy, and has initially formed a "liquefied natural gas production and sales-natural gas pipeline" The industry chain pattern consists of one liquefied natural gas transportation, one urban gas (pipeline transmission and distribution), one gas filling station and peak shaving station. In 2017, it produced 379,200 tons of LNG, and obtained related revenue of 1.172 billion yuan, with the main business accounting for more than 95%. %.
Total market value: 1.918 billion yuan Circulation market value: 1.918 billion yuan
4. Delong Huineng (000593), a high-quality clean energy supplier, sold 230 million cubic meters of gas throughout the year and traded It has 90,000 tons of NG and 30 LNG tankers. It has pipeline gas franchise rights in Shangrao city center. In 2017, it obtained related revenue of 397 million yuan, with its main business accounting for 81.7%. Total market value: 2.033 billion yuan Circulation market value: 2.032 billion yuan
5. Nanjing Public Utilities (000421) Nanjing’s natural gas leader, the total annual natural gas sales volume was 68.7 billion cubic meters, an increase of 29 million cubic meters compared with 2016. The total number of newly built and renovated dilapidated and old pipeline networks is approximately 130 kilometers, and the length of the pipeline network at the end of the period reached 3,786 kilometers. In 2017, related business income was 1.87 billion yuan, and the main business accounted for 51.8%. Total market value: 2.718 billion yuan. Circulation market value: 2.691 billion Yuan
6. Shengli Shares (000407) strategic transformation of natural gas. A high-quality clean energy provider; in recent years, it has acquired 13 natural gas downstream companies, with approximately 700,000 residential and industrial households; in 2017, it obtained related business income of 3.26 billion yuan, with the main Business accounted for 85.1%. Total market value: 3.177 billion yuan Circulation market value: 3.161 billion yuan
7. Zhuhai Port (000507) In December 2019, the first port in Zhuhai Hengqin invested and constructed by Gangxing Pipeline Natural Gas Co., Ltd., a subsidiary of the company The municipal natural gas pipeline supplying gas to China Gate was officially opened. Total market value: 5.132 billion yuan Circulation market value: 5.035 billion yuan
8. Petrochemical Machinery (000852) An exploration equipment company under Sinopec, with an annual output of 400 sets of solid pressure equipment, 200,000 high-pressure pipe fittings, and steel pipes 600,000 tons (for natural gas) and natural gas compressors, natural gas sales of 94 million cubic meters; related business income in 2017 was 1.12 billion yuan, and the main business accounted for 28%. Total market value: 6.276 billion yuan Circulation market value: 5.187 billion yuan
9. Sichuan Meifeng (000731) Company conducts in-depth research on the domestic natural gas chemical and coal chemical industry chain high-tech and product markets, and seeks diversified development channels< /p>
Tao. The company's urea products use natural gas as the main raw material, and it is expected that the proven reserves of the Puguang Natural Gas Field in Sichuan will further increase. In addition, Sinopec Southwest Branch also made new breakthroughs in exploration in the Deyang area of ??Sichuan. Sinopec Group is the actual controller of the company's largest shareholder, and its abundant gas field resources provide guarantee for the company's natural gas energy supply.
Total market value: 5.354 billion yuan Circulation market value: 5.354 billion yuan
10. Shaanxi Natural Gas (002267) reported in 2018 that the company’s natural gas sales volume was 3.108 billion cubic meters. Shaanxi Province is the only provincial operator of long-distance natural gas pipelines. It has 33 long-distance natural gas pipelines with a total mileage of more than 3,300 kilometers. It has an annual gas transmission capacity of 13.5 billion cubic meters, and the maximum gas supply volume exceeded the 30 million cubic meter mark; in 2017 The sales volume of natural gas was 8.2 billion cubic meters, and the sales revenue was 7.47 billion yuan, with the main business accounting for over 95%.
Top Ten Leading Coal Stocks
1. Yanzhou Coal Mining (Stock Code: 600188)
2. Jingyuan Coal and Electricity (Stock Code: 000552)< /p>
3. China Coal Energy (01898) (stock code: 601898)
4. Zhengzhou Coal and Electricity (stock code: 600121)
5. Shanxi Coal International (Stock Code: 600546)
6. Shaanxi Coal Industry (Stock Code: 601225)
7. Pingmei Co., Ltd. (Stock Code: 601666)
8 .Shanghai Energy (stock code: 600508)
9. Jinkong Coal Industry (stock code: 601001)
10. Panjiang Co., Ltd. (stock code: 600395)
What are the leading stocks in the coal sector?
Opencast Coal Industry (601015): A leading stock with a net profit of 2.071 billion in 2020, a year-on-year growth rate of -16.04%. The country has successively promulgated the "Environmental Protection Law", "Action Plan for Clean and Efficient Utilization of Coal in the Industrial Sector", "Action Plan for Clean and Efficient Utilization of Coal", "Technical Specifications for Application and Issuance of Pollution Emission Permits", "Environmental Protection Tax Law" and the Shaanxi Provincial People's Government A series of energy conservation and emission reduction regulations and implementation plans have been issued, including the "Three-Year Action Plan for Shaanxi Province's Iron-fisted Haze Control and Winning the Blue Sky Defense War" and "Shaanxi Province's Iron-fisted Haze Control and Winning the Blue Sky Defense War" and other series of energy-saving and emission-reduction regulations and implementation plans. Exhaust pressure is further highlighted.
Shaanxi Black Cat (601088): A leading stock. The company achieved a net profit of 278 million in 2020, a year-on-year increase of 866.05%. The compound growth rate in the past three years was -7.52%; the gross profit margin was 10.14%. The group controls and operates the circular radial railway transportation network surrounding the main coal bases of "Western Shanxi, Northern Shaanxi and Southern Inner Mongolia" and the "Shenshuo-Shuohuang Line" west-east coal transportation channel. It controlled and operated the railway business at the end of 2016. The mileage is approximately 2,155 kilometers.
China Shenhua (601225): a leading stock. The company achieved a net profit of 39.17 billion in 2020, a year-on-year increase of -9.43%. The company closely follows market changes, focuses on the general policy of controlling losses and creating profits, and in accordance with the business model of optimizing production capacity layout, hardening safety production, refining market demand, strengthening cost control, and deepening production services, it turned losses into profits within half a year.
Other coal stocks include: Yuanxing Energy, Yuntianhua, Future Shares, ST Antai, Ordos, Lanyan Holdings, Jingyuan Coal and Electricity, Liaoning Energy, Huayang Shares, Baotailong, XD Mountain Coal Country, Jinkong Coal Industry, Meijin Energy, ENN Energy, Huadian Energy, Panjiang Energy, Guanghui Energy, etc.
What are the leading coal-to-gas stocks?
1. ST Antai: stock code 600408;
2. Yunmei Energy: stock code 600792;
3. Pingzhuang Energy: stock code 000780;
4. Shaanxi Coal Industry: stock code 601225;
5. Kailuan Co., Ltd.: stock code 600997;
p>6. China Shenhua: stock code 601088;
7. Jinneng Technology: stock code 603113;
8. Yangquan Coal: stock code 600348;
p>9. Jizhong Energy: stock code 000937;
10. Panjiang Shares: stock code 600395.
What are the leading gas stocks?
1. Yunmei Energy. The 2020 annual report shows that Yunmei Energy achieved a net profit of 59.03 million yuan.
The largest coking enterprise in Yunnan Province, its main products include metallurgical coke, tar, crude benzene, coal gas, methanol, ammonium sulfate, sulfur and other products.
2. Blue Flame Holdings. The 2020 annual report shows that Lanyan Holdings achieved a net profit of 125 million yuan.
Shanxi Province, where coal gasification is located, has unique coalbed methane resources and is the region with the richest coalbed methane resources in the country. The province’s coalbed methane resources buried deeper than 2,000 meters are about 10 trillion cubic meters. , accounting for 1/3 of the country.
3. Bao Tailong. Net profit in 2020 was 53.55 million, a year-on-year increase of -23.94%.
The company has successively obtained patents for high-temperature coal tar hydrogenation, post-delayed coking and coke oven gas to methanol combined process patents, dry quenching equipment patents, composite diesel manufacturing method patents, low sulfur, low phosphorus The patent for the production method of cast coke, the patent for the coke oven gas to methanol synthesis tail gas combined with coal tar hydrogenation to produce oil products, especially the "High Temperature Coal Tar Hydrogenation Industrialization Technology Project" won the "Coking Industry Technology" award from the China Coking Industry Association. First Prize for Innovation Achievements”.
4. Shaanxi Black Cat. The company's net profit in 2020 was 278 million yuan, a year-on-year increase of 866.05%.
The company uses coke oven gas to produce LNG, with an existing production capacity of 250,000 tons/year, and trial production in November 2013; the company's LNG product output in 2016 and 2017 was 113,000 tons and 132,800 tons respectively. tons; related business revenue in 2017 was 418 million yuan, and the main business accounted for less than 5%.
5. Shanxi coking. The company's net profit in 2020 was 1.097 billion yuan. It has a production capacity of 340,000 tons/year of coke oven gas to methanol, and the long-term planned production capacity will reach 1.95 million tons/year.
6. Kailuan Shares. Net profit in 2020 was 1.079 billion, a year-on-year increase of -6.19%. Coke oven gas, a by-product of coking, is used to produce methanol, and crude tar and crude benzene are used for deep processing.