Benefiting from the global natural gas price increase, the following listed companies deserve attention:
Guizhou Gas (600903)
The company is mainly engaged in urban gas business, which belongs to the priority development category in the Natural Gas Utilization Policy promulgated by the National Development and Reform Commission 20 12, specifically the construction, operation, service management and corresponding engineering design, construction and maintenance of natural gas branch pipelines, urban gas transmission and distribution systems, LNG receiving and reserve supply stations, gas filling stations and related supporting facilities in Guizhou Province.
Shenzhen Gas (60 1 139)
The company's main business includes city gas, upstream resources, comprehensive energy and intelligent services. In terms of terminal sales, the company has a steady and continuous growth of terminal customer resources, and operates urban gas business in 57 cities across the country, with more than 58 1 1,000 gas users and a population of more than 20 million. Huaan Company, a wholly-owned subsidiary of the company, has two 80,000 cubic meters liquefied petroleum gas storage tanks with an annual turnover capacity of 960,000 tons. Huaan Company is one of the largest wholesalers of imported liquefied petroleum gas in China. The company's bottled LPG retail business has a special 12kg steel cylinder approved by the State Bureau of Technical Supervision, and the only orange 12kg steel cylinder for filling LPG in China, which has obvious public recognition function and outstanding core competitiveness.
Furuite Zhuang (300228)
Fu Rui cryogenic LNG vehicle gas supply system covers 150L- 1350L, covering more than 30 gas cylinder specifications, and is one of the most mature LNG vehicle technical products in China. The company has established strategic cooperative relations with heavy truck manufacturers (faw liberation, Dongfeng Commercial Vehicle, China Heavy Truck, valin star horse, Shanda Transportation, Beiben Heavy Truck, Xugong, SAIC Hongyan, etc.). ) and bus manufacturers (Yutong, Jinlong, Zhongtong, An Kai, Futian, etc. ), and established the company's leading edge in the field of LNG vehicle bottles with strong research and development capabilities. With the development of the international LNG market, the demand for LNG liquefaction plant equipment and terminal application equipment in Southeast Asia, Russia, Mexico and India also shows a rapid growth trend. The company adopts strategic cooperation with qualified and experienced local companies, and draws lessons from the successful experience of China's domestic market to formulate corresponding solutions for local clean energy development and support the local application and development of LNG. The company is actively tracking overseas liquefaction plant projects such as Sabah Energy Project Phase II in Malaysia, 600,000 square meters in Uzbekistan, 200,000 square meters in Mexico and 200,000 square meters in Morocco.