China in the "strive to achieve carbon peak by 2030, 2060 years ago to achieve carbon neutral" under the influence of investors on the clean energy sector has been in an optimistic attitude.
In the first half of 2021, new measures to promote the development of hydrogen energy and fuel cell industry were released across the country. According to statistics, Zhejiang, Jiangsu, Ningxia, Beijing, Tianjin, Guiyang, Hebei, and other places have introduced hydrogen energy development plans or support measures.
With all kinds of inputs and technological innovations, the status of hydrogen energy is expected to gradually improve in the future, and the related policies will gradually become clearer, and the overall pattern will usher in a healthy and orderly development.
Shenwan Hongyuan said: "It is expected that by 2050, with the technological breakthroughs in hydrogen fuel cells and the cost reductions brought about by the scale effect, not only will the penetration rate of hydrogen fuel cell vehicles rise rapidly due to the advantages of hydrogen fuel cell's strong endurance, low-temperature adaptability, and short energy replenishment, but also the application of hydrogen in other transportation fields is expected to usher in an important turning point.
Hua Chang Chemical: The latest rolling P/E ratio of 25.29 times , the reported net profit of 850 million yuan, net profit year-on-year growth of 6078.20%
Hua Chang Chemical is one of China's chemical industry top 100 enterprises, the Jiangsu Province, a larger Fertilizer manufacturer, one of the top ten private enterprises in Suzhou, at present, the enterprise has formed a coal chemical industry, salt chemical industry, petrochemical industry and other multi-product industrial pattern.
The company is a comprehensive chemical enterprise with coal gasification as the source of the industrial chain, and its main business is the production of chemical raw materials, chemical products and fertilizers; and the sales of metal materials, construction materials, daily necessities and coal.
Binhua shares: the latest rolling price-earnings ratio of 22.22 times, the reported net profit of 975 million yuan, net profit year-on-year growth of 5,492.42%
Binhua shares have developed into a comprehensive chemical enterprise group with outstanding main business and a complete industrial chain, and its products cover more than 100 countries and regions around the world. It is an important producer of propylene oxide and caustic soda products and a supplier of trichloroethylene and oilfield auxiliaries in China, and has been awarded the national key energy-consuming products energy efficiency leader benchmarking enterprises.
The company's main business is the production, processing and sales of organic and inorganic chemical products, the main products are caustic soda, propylene oxide and so on.
Yinglit: the latest rolling price-earnings ratio of 27.33 times, the reported net profit of 172 million yuan, net profit increased by 1724.97%
is the first production of chlor-alkali in Ningxia, cyanamide products, more than three decades, the products have been selling well, welcomed by domestic and foreign users. The cogeneration unit of the company provides electricity for the production of calcium carbide, and the self-produced calcium carbide provides raw materials for the downstream products of PVC, forming an industrial chain based on the local coal resources, based on the production of electric power, centered on the production of PVC and caustic soda, and integrating the comprehensive utilization of wastes.
The company's main business is the production and sale of calcium carbide and its series of extended products; the production and sale of PVC, caustic soda and its series of extended products; the production and sale of specialty resins
Xingfa Group: the latest rolling price-earnings ratio of 21.01 times the net profit of 1.141 billion yuan in the interim report, the net profit increased by 730.05%
The company has adopted the leading production technology and equipment, the production process is at the leading level in China, the energy consumption of yellow phosphorus and sulfur acid production has won the first place in the national key industry energy efficiency leader, the technological strength is at the forefront of the industry.
The company's main business is phosphate ore mining and sales, phosphate, phosphate fertilizer, glyphosate and other phosphorus chemical products and other chemical products production and sales.
Chengzhi shares: the latest rolling price-earnings ratio of 16.93 times, the reported net profit of 739 million yuan, net profit year-on-year growth of 458.15%
Chengzhi shares is the world's only complete intellectual property rights of the D-ribose enterprise, Tsinghua University Holdings of the hi-tech listed companies, but also Tsinghua University in the clean energy,
The company's main business includes the comprehensive operation of industrial gases and basic chemical raw materials, the production of semiconductor display materials, the production and sale of life science and technology products, as well as the cultivation, research and processing of industrial hemp and the sale of its products.
Satellite petrochemicals: the latest rolling price-earnings ratio of 22.03 times, the reported net profit of 2.126 billion yuan, net profit increased by 348.10%
The first listed company in China to have the integration of the C3 industry chain, and is the largest acrylic acid producer in China. Through the introduction of UOP's propane dehydrogenation to propylene technology, it became the first acrylic acid manufacturer in China to produce its own propylene and extend downstream.
The company has been committed to the development of the C3 industry chain, covering the research and development, production and sales of propylene, acrylic acid, acrylic esters, acrylic ester textile emulsions, sodium salt of polyacrylic acid (highly absorbent resins) and other products
3D Chemistry: the latest rolling P/E ratio of 8.61 times, the net profit of 124 million yuan in the mid-term report, net profit year-on-year growth of 347.28%
3D Chemistry: the latest rolling P/E ratio of 8.61 times, the net profit of 124 million yuan, net profit growth of 347.28%
3D Chemistry's sulfur recovery process is an international leader and an alternative to imports, and the company has developed into a chemical and petrochemical technology and product research and development, engineering services, catalysts, and basic chemical raw materials production and sales in one of the characteristics of the chemical technology companies.
The company is a national high-tech enterprise mainly serving the petrochemical, chemical, oil storage and transportation and coal chemical industries. Its main business is the research and development of chemical and petrochemical technologies and products, engineering services, production and sales of catalysts and basic chemical raw materials.
Shenyang Chemical: the latest rolling P/E ratio of 6.70 times, the reported net profit of 350 million yuan, net profit year-on-year growth of 278.75%
The company is China's one of the important production base of chemical raw materials, the main products to chlor-alkali as a leader, chlor-alkali two wings of the core of the high-value-added, the formation of caustic soda, hydrochloric acid, liquid chlorine, paste polyvinyl chloride resin, the main product is to be used for the production of the chemical industry. The company has formed a product chain of caustic soda, hydrochloric acid, liquid chlorine, polyvinyl chloride resin for paste, pesticide and so on.
The company is mainly engaged in the production and sale of chlor-alkali chemicals, petrochemicals, polyether chemicals, and tanker transportation leasing business.
Sinopec: latest rolling P/E ratio of 6.98 times, reported net profit of 36.5 billion yuan, net profit increased by 259.51%
Sinopec is a large oil and gas producer in China, the refining capacity of China ranked first in one of the largest integration of energy and chemical companies, is an upstream and downstream integration of petroleum and petrochemical main business outstanding, with a relatively complete and complete set of products. It is a joint-stock enterprise with upstream, midstream and downstream integration, prominent petroleum and petrochemical industry, a relatively complete sales network, and domestic and overseas listing.
The company is engaged in oil and natural gas exploration and development, pipeline transportation, sales; petroleum refining, petrochemicals, coal chemical industry, chemical fiber and other chemical production and product sales, storage and transportation, chemical products and other commodities, technology import and export, import and export agency business; technology, information research, development and application.
Qixiang Tengda: the latest rolling price-earnings ratio of 16.93 times, the reported net profit of 1.426 billion yuan, net profit increased by 200%
Qixiang Tengda is the leading enterprise of methyl ethyl ketone, the domestic industry ranked first, the world production capacity ranked fifth. The purity of the company's methyl ethyl ketone products has been maintained at more than 99.9%, which is comparable to the product quality of well-known international companies.
The main business of the company is the research and development, production and sales of carbon tetrachloride raw materials into high value-added fine chemical products. The main products are methyl ethyl ketone, maleic anhydride chemical, chemical other, supply chain pipe.
New Ao shares: the latest rolling price-earnings ratio of 21.15 times, the reported net profit of 1.964 billion yuan, net profit rose 170%
The company's de facto controller, the New Ao Group (accounted for 80% of the shares of the major shareholders of the Weiyuan Group) has been gradually developed into a professional operator of the city gas for the country's 14 provinces, cities and autonomous regions to provide a set of development, storage and distribution of more than 80 cities. It provides comprehensive gas service business integrating development, storage, transportation and distribution for more than 80 cities in 14 provinces, municipalities and autonomous regions across China.
The company's main business covers LNG production/sales and investment, energy technology engineering services, methanol and other energy chemical products production, sales and trading, coal mining, washing and trading.
Shanxi Road and Bridge: the latest rolling price-earnings ratio of 14.38 times, the reported net profit of 0.93 billion yuan, net profit year-on-year growth of 163.47%
As the only highway assets listed platform of Shanxi Jiaotong Group, Road and Bridge Group, the company can flexibly implement merger and acquisition strategy and capital operation, effective integration of highway assets within the Shanxi region. The company can flexibly implement M&A strategy and capital operation, effectively integrate highway assets in Shanxi region, and effectively enhance the company's sustainable development ability and anti-risk ability.
The company is engaged in the main business of highway management and operation, through the highway comprehensive development and operation, to enhance the highway services as the main business model, and in accordance with the industry regulators to set the toll standard for the passing vehicles to collect tolls to recover the investment and income.
Lubei Chemical: the latest rolling P/E ratio of 13.42 times, reported net profit of 272 million yuan, net profit increased by 152.61%
The company is a large phosphate fertilizer in Shandong Province, compound fertilizer and cement production enterprises, in the national sea salt production industry in the middle position. The company owns independent intellectual property rights and its own characteristics of the core technology - gypsum to sulfuric acid co-production of cement technology, the technology has reached the international leading level.
The main business of the company is the production and sale of diammonium phosphate and compound fertilizer, the production and sale of cement products and the production and sale of raw salt and bromine.
Liu Guo Chemical: the latest rolling P/E ratio of 12.04 times, the reported net profit of 152 million yuan, net profit year-on-year growth of 132.23%
The company owns the "Liu Guo", "Shi Da Zhuang", "Shi Da Zhuang", "Shi Da Zhuang", "Shi Da Zhuang", "Shi Da Zhuang", "Shi Da Zhuang", "Shi Da Zhuang" and "Shi Da Zhuang".
The company's main business is the production, processing and sales of fertilizers (including nitrogen fertilizers, phosphate fertilizers, potash fertilizers), fertilizers (including compound fertilizers, compound fertilizers, organic fertilizers, and microbial fertilizers), chemicals (including refined phosphoric acid, phosphate) and chemical raw materials, and it is the largest phosphorus fertilizers and phosphorus chemical integration of professional manufacturers in east China.
Hesteel: the latest rolling P/E ratio of 15.13 times, reported net profit of 1.4 billion yuan, net profit rose 102.05%
The company is one of the largest listed companies in the domestic iron and steel, the overall technology and equipment to reach the international advanced level, but also in vanadium and titanium iron and steel smelting and vanadium product production technology in the world. The company has initially formed three high-quality plate, high-quality building materials and specialty vanadium and titanium four high-quality base.
The main business of the company is the smelting and processing of ferrous metals. The company's main products include bars, wire rod, profiles, hot rolled strip, hot rolled sheet, cold rolled sheet, galvanized sheet, color coated sheet, wide plate, welded pipe, vanadium pentoxide, vanadium and nitrogen alloys, vanadium and ferroalloys and other series.
Lifan Technology: The latest rolling P/E ratio of 9.32 times, the reported net profit of 0.37 billion yuan, net profit year-on-year growth of 101.44%
The company has formed a production capacity covering the country's main areas of the layout, independently mastered the core technology of V-cylinder engine, has a leading position in the industry.
The company is mainly engaged in the research and development, production and sales (including export) of automobiles (including new energy vehicles), motorcycles, engines, general gasoline engines, and investment and finance, of which the automotive products cover three major categories: sedans, SUVs, and multi-purpose passenger vehicles (MPVs).
Camel stock: the latest rolling price-earnings ratio of 15.47 times, the reported net profit of 491 million yuan, net profit year-on-year growth of 100.85%
The company's accumulation of the four production bases in the country, the automotive starter batteries production and sales have been ranked at the forefront of the industry, with a strong ability to withstand risk. The company has a nationwide sales network and perfect standardized service system, and has accumulated and expanded a large number of high-quality customer resources.
The company is mainly engaged in the manufacture and sale of storage batteries, the main products are lead-acid batteries, recycled lead, lithium batteries.
Sinoma: the latest rolling P/E ratio of 15.54 times, the reported net profit of 1.789 billion yuan, net profit year-on-year growth of 100%
The company formed a composite material products represented by the Sinoma blade (the country's first), to Taishan Glass Fiber (the country's second) represented by the two pillars of the glass fiber and glass fiber products, to achieve glass fiber and glass fiber products. The two pillar industries of glass fiber and glass fiber products, represented by Taishan Glass Fiber (the second in China), realize the integration of the value chain in the field of glass fiber and composite materials.
The company focuses on new energy, new materials, energy saving and emission reduction and other strategic emerging industries, mainly engaged in wind turbine blades, glass fiber and its products, lithium battery separator, high-pressure composite cylinders, filtration materials and other composite products research and development, manufacturing and sales.
Note: the above companies according to the performance statement and other public information collated and summarized, only as a share and exchange of learning, not as a basis for buying and selling;
(Some of the above companies have a large increase in share price recently, do not chase high, do not chase high, do not chase high!)