Industrial Gas Concept Stocks
Kemet Gas (002549) Domestic food-grade carbon dioxide leader: the company is a large-scale chemical enterprise tail gas as raw material, the largest annual production capacity of food-grade liquid carbon dioxide production enterprises, with Hunan Yueyang, Anhui Anqing, Guangdong Huizhou, Beijing (under construction) four production bases. The company has a number of core technologies related to the production and operation of carbon dioxide and other products, mainly including carbon dioxide dynamic depressurization purification process, low-temperature container composite material cold preservation process, a food-grade carbon dioxide product production method of production technology. The main products include food-grade liquid carbon dioxide, industrial-grade carbon dioxide, dry ice, argon, etc., and plans to develop the overall gas product structure with high-purity carbon dioxide gas as the main body, supplemented by argon, hydrogen, gas and other rare inert gases. Now the main product food grade liquid carbon dioxide annual production capacity of 310,000 tons.
Hangzhou Oxygen Corporation (002430) Industrial gases business: oxygen and nitrogen are the main products of the industrial gases industry, accounting for about 90% of all industrial gas products. Air separation equipment manufacturers have equipment manufacturing, operation and maintenance and customer resources and other aspects of the development of industrial gas sales business advantageous conditions, therefore, the international large-scale gas suppliers are from the development of air separation equipment manufacturers. The company has three gas business management departments, namely, Gas Marketing Department, Gas Engineering Department and Gas Operation Management Department, and has a number of subsidiaries engaged in gas manufacturing and sales business.
MaGang (600808)The company has a joint venture with British BOC to set up Maanshan MaGang Biosi Gas Limited Liability Company (the company accounts for 50%), which establishes and operates two large-scale 40,000-cubic-meter air separation facilities, with a production scale of 5,000 tons of oxygen, nitrogen and argon per day. British BOC is the world's leading industrial gas company and supplier of vacuum technology transmission and distribution services.
Guangri shares (600894): Industrial specialty gases is the industrial gas industry in the field of technology content and high value-added, in the electronics industry, special welding, laser technology and medical gas industry has important applications. The company and the British Oxygen Group and other *** with the joint venture Nansha gas production and sales of professional companies, will meet the next five years in the Nansha area of iron and steel, automotive, shipbuilding and chemical storage and transportation industries such as the demand for gas; 09 April the company invested 1 million U.S. dollars (accounting for 50% of the rights and interests) and the Linde Group, a joint venture with the establishment of Guanggang Linde Gases construction of the South China Specialty Gases Center is expected to be completed after the completion of the annual gross product of 50 million yuan; the second phase will also invest 2.3 billion yuan in Nansha to build Nansha Industrial Gas Center, is expected to be completed after the completion of the annual gross domestic product of 2.5 billion yuan; February 2012 the company and Linde Gas *** with the investment of the total investment of about 213 million yuan in the construction of a set of 600 tons / day of fully liquefied air separation plant to replace some of the capacity, as a joint venture of the new production base for the bulk liquid air separation business.
Chendian International (600969) subsidiary Hunan Huiyin International invested 3.033 million U.S. dollars (45.5% of the equity) holding Changzhou Zhongtian Bangyi Gas Co. Ltd. (Hunan Huiyin invested US$2.77775 million, accounting for 50.5% of the equity) contributing income accounted for an increasing proportion of the performance; Changzhou Zhongtian enjoys the "two exemptions and three halves" preferential income tax policy since 2005, and Tangshan Zhongbang enjoys the "two exemptions and three halves" preferential income tax policy since 2007. In 2011, the company realized industrial gas sales revenue of RMB270 million, with a gross profit margin of 47.42%, indicating that the industrial gas business is becoming a major profit growth point for Chendian International.
Shaanxi Drum Power (601369)August 2012, the company invested 300 million yuan with Shaanxi Yanchang Petroleum Group, Shaanxi Coal Chemical Group and other *** with the establishment of Shaanxi Qinfeng Gas Company, the company proposed registered capital of 500 million yuan, of which the company accounted for 60% of its equity. In addition, the company plans to invest 315 million yuan to undertake the construction of Jinkai Group 2 × 32,000Nm3 / h air separation plant supporting gas projects, to gas supply mode to Jinkai Group to provide industrial gases, the operating period of 20 years, completed and put into operation, is expected to be the annual sales revenue of 65.92 million yuan, annual net profit of 19.45 million yuan. Subsidiary Qinfeng gas plans to invest 270 million yuan to build Yangzhou Hengrun Marine Heavy Industry Company oxygen project, expected annual sales revenue of 23,000 million yuan, annual net profit of 26 million yuan, operating period of 20 years.