The "Top Ten Gold Stocks" in the Return on Net Assets of the Hydrogen Energy Industry Chain: the Breakout Point of Value in 2022

I. Satellite Chemistry (002648): 27. 14%

The company actively explores the business in the field of hydrogen energy, participates in the research and development of hydrogen energy utilization technology, and looks for the construction of hydrogen refueling stations. The company's two sets of 6.5438+0.25 million tons ethane cracking units located in Lianyungang (the first phase project was put into operation in 202 1, and the second phase project is expected to be put into operation in 2022) produced a total of about 6.5438+0.4 million tons of high-purity hydrogen, plus 6.5438+0.4 million tons of hydrogen produced by three propane dehydrogenation units in Pinghu, Jiaxing, totaling about 280,000 tons.

Q3 company key indicators 202 1:

Return on net assets: 27. 14%, an increase of 17.8 percentage points.

Net profit: 4.256 billion yuan, a year-on-year increase of 3,765,438+0.78%.

Gross profit margin: 32%, up 7.2 percentage points year-on-year.

2. Sinoma Science and Technology (002080): 19.90%

Sinoma Technology (Chengdu) Co., Ltd. was established on October 20 1 1 0, and Sinoma Technology Co., Ltd. holds 100% of the shares. Its main business is vehicle-mounted CNG cylinders, hydrogen fuel cell cylinders and gas storage and transportation units.

Chengdu Limited has two production bases, Chengdu, Sichuan and Suzhou, Jiangsu, with an annual production capacity of over 700,000 vehicles. Among them, Chengdu base is the largest CNG pressure vessel factory in China, and has established long-term and stable business cooperation with many international and domestic automobile OEMs to provide CNG cylinders and system application services for gas vehicles. Suzhou base is also the only CNG product manufacturing base of Volkswagen in the Asia-Pacific region.

Q3 company key indicators 202 1:

ROE: 65,438+09.9%, up 6.5 percentage points year-on-year.

Net profit: 2.647 billion yuan, a year-on-year increase of 73.3 1%.

Gross profit margin: 365,438+0.96%, down 8.6 percentage points year-on-year.

Three. Baofeng Energy (600989): 19.47%

The company actively promotes hydrogen production projects and has leading technical advantages in the field of hydrogen energy. At present, the oil and gas station owned by the company will become a demonstration station for oil, gas and hydrogen. Baofeng Energy, as the world's largest green solar hydrogen production enterprise, has taken the lead in the field of hydrogen energy. By generating "green electricity" to produce "green hydrogen" and "green oxygen", it has created an advanced and economically feasible scientific path of "carbon neutrality" in the global industry and has become a leader of "carbon neutrality". After all the projects are put into production, it can produce 240 million cubic meters of green hydrogen and 654.38+0.2 billion cubic meters of green oxygen every year, and the future hydrogen production cost is expected to reach 0.7 yuan/cubic meter. It is the largest green hydrogen production enterprise in the world, with the largest production capacity per unit equipment and low hydrogen production cost, which will help the chemical industry chain to achieve green zero-carbon innovation and promote new energy substitution and green development of transportation. It is understood that Baofeng Energy will produce green hydrogen and green oxygen at a rate of 300 million cubic meters per year.

Q3 company key indicators 202 1:

ROE: 65,438+09.47%, up 6.2 percentage points year-on-year.

Net profit: 5,365,438,000 yuan, a year-on-year increase of 68.74%.

Gross profit margin: 48.45%, up 4.9 percentage points year-on-year.

4. Meijin Energy (000723): 17.64%

As the leader of the whole industrial chain of hydrogen energy, Meijin has a complete "coal-coke-gas-chemical" industrial chain, and the self-sufficiency rate of clean coal is about 30%. Coke oven gas produced by coking can be used to produce hydrogen. After the completion of Meijin Coking Plant, the capacity of 99.9% high purity hydrogen can reach187,000 tons/year. At present, the company has set up three systems of hydrogen energy supply system of "manufacturing, storage and transportation", hydrogen energy vehicle manufacturing system of "membrane electrode-fuel cell stack-fuel cell power system-fuel cell commercial vehicle" and hydrogen energy demonstration and application, and copied the mature Guangdong hydrogen energy development model, and actively landed in hydrogen energy industrial parks such as Jinzhong, Shanxi, Qingdao, Shandong and Jiaxing, Zhejiang, covering major domestic economic regions.

Q3 company key indicators 202 1:

ROE: 65,438+07.64%, up 65,438+02.2 percentage points year-on-year.

Net profit: 2.025 billion yuan, a year-on-year increase of 34.45438+0%.

Gross profit margin: 29.85%, up 1 1. 1 percentage point year-on-year.

Verb (abbreviation of verb) Songshan, Shaogang (0007 17): 16.42%

The company is an important iron and steel enterprise in Guangdong Province and the only excellent special steel producer in Guangdong Province. Special steel has a market share of 50% in Guangdong province, and its products are widely used in high-end manufacturing industries such as automobiles, bearings and construction machinery. The company holds 49% of the shares, and the first hydrogenation station in Shaoguan-Guangdong Shaogang Industrial Park has been put into production. More than 300 hydrogen logistics vehicles can be hydrogenated every day. One-step hydrogen production from coke oven gas (4000Nm3/h) project is scheduled for hot test on August 30, 2022.

Q3 company key indicators 202 1:

Return on net assets: 16.42%, up 2 percentage points year-on-year.

Net profit: 65.438+65.9 million yuan, a year-on-year increase of 32.64%.

Gross profit margin: 9. 19%, down 2 percentage points year-on-year.

The intransitive verb Hua Bin shares (601678):16.17%.

After purification, the by-product hydrogen from chlor-alkali plant can be used in hydrogen fuel cells. Further increase the output of power hydrogen and build a 10,000-ton compressed power hydrogen device; Beihai will build a 10,000-ton liquid hydrogen production base; In Zhanhua, we will build a new energy demonstration base integrating wind and light renewable resources for power generation, hydrogen production and liquefied hydrogen. Reduce the cost of power hydrogen through scale effect and build a sustainable and healthy hydrogen energy industry chain.

Q3 company key indicators 202 1:

ROE: 16. 17%, up 12.5 percentage points year-on-year.

Net profit: 65,438+0.465,438+0 billion yuan, up 4,965,438+0.46% year-on-year.

Gross profit margin: 36.4 1%, up 19.4 percentage points year-on-year.

Seven. Hongda Xingye (002002): 14.84%

According to the advantages of chlor-alkali hydrogen production, Hongda Xingye has arranged three different hydrogen storage routes: high-pressure gas, low-temperature liquid and rare earth solid. Hongda Xingye has applied for the construction of eight hydrogen refueling stations, three of which have been put into operation. At present, the company is also engaged in the general contracting business of hydrogen production and hydrogen filling stations, and tries to create hydrogen energy application scenarios according to its own business characteristics.

Q3 company key indicators 202 1:

Return on net assets: 14.84%, up 7.2 percentage points year-on-year.

Net profit:133 billion yuan, a year-on-year increase of 127.8%.

Gross profit margin: 37.79%, up 6.3 percentage points year-on-year.

8. Jinneng Technology (603113):13.3%

The industrial hydrogen produced by Jinneng Technology has been purified, compressed, stored, transported and filled, and the application field of hydrogen energy has gradually expanded. The Jinneng science and technology project with a total investment of 20.3 billion yuan will be put into trial production soon after the equipment installation, and will generate 800 million cubic meters of clean hydrogen energy every year. As the leading project of cultivating the 100-billion-level green chemical industry cluster in Qingdao, it was put into trial production on 202 1 and 1.

Q3 company key indicators 202 1:

Return on net assets: 13.3%, up 3 percentage points year-on-year.

Net profit: 1 1.3 1 100 million yuan, a year-on-year increase of 76.5%.

Gross profit margin: 65,438+09.69%, up 65,438+0 percentage points year-on-year.

Nine. Cai Wei Electric Power (000338): 13.02%

At present, the company has made full preparations for technology research and development and industrial chain layout in the field of hydrogen energy, has key technologies of hydrogen fuel cells, and actively promotes hydrogen energy business.

Q3 company key indicators 202 1:

Return on net assets: 13.02%, down 2 percentage points year-on-year.

Net profit: 7.90 billion yuan, a year-on-year increase of 1 1.8%.

Gross profit margin: 19.2 1%, down 0.3 percentage points year-on-year.

X. Comet gas (002549): 10.22%

The company has an annual production capacity of 20,000 tons of high-purity hydrogen, and the hydrogen business in related fields has been successfully completed, which meets the national standard of hydrogen for hydrogen fuel cell vehicles, and provides hydrogen energy raw materials for hydrogen energy vehicles at related meetings. .

Q3 company key indicators 202 1:

Return on net assets: 10.22%, up 4 percentage points year-on-year.

Net profit: 65.438+0.02 billion yuan, a year-on-year increase of 70.5%.

Gross profit margin: 43. 12%, up 5.6 percentage points year-on-year.