SDIC Securities: The energy attributes of hydrogen energy are expected to further clarify the two clues surrounding industry investment
SDIC Securities released a research report saying that the municipal level has now partially introduced direct green hydrogen subsidies or electricity price support policies, and it is expected that the latter will take further action. Currently, China's hydrogen energy “1+N” policy system is gradually being improved. Industry investment follows one line of thought and two clues: one idea is to find high-certainty value incremental links. The two clues are the hydrogen production system and the storage and transportation process of connecting the hydrogen production site to the terminal for consumption. It is recommended to focus on petrochemical machinery (000852.SZ), Huaguang Huaneng (600475.SH), Seagull Co., Ltd. (603269.SH), Hewang Electric (603063.SH), Ke
Express News | Pension appeared as the top ten tradable shareholders of 172 individual stocks in the fourth quarter
Petrochemical Machinery (000852): New order results are outstanding, and the hydrogen energy layout is progressing rapidly
Event: The company released its 2023 annual report and 2024 quarterly report. In 2023, it achieved revenue of 8.4 billion yuan, +8.3% year-on-year; realized net profit of 90 million yuan, +76.6% year-on-year. 2024Q1, achieve revenue1
Petrochemical Machinery (000852.SZ): Net profit of 253.54 million yuan in the first quarter decreased 1.70% year on year
On April 25, Ge Longhui (000852.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 1,672 billion yuan, down 13.45% year on year; net profit attributable to shareholders of listed companies was 25.3054 million yuan, down 1.70% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 23.5042 million yuan, up 18.83% year on year; basic earnings per share were 0.0269 yuan.
Orient Securities: The hydrogen energy industry is expected to start a period of accelerated comprehensive development, and there are opportunities for two major cost reduction paths
The core constraint on large-scale application of green hydrogen is cost, along the two major cost reduction paths of reducing the cost of renewable energy power generation and reducing investment in electrolyzer equipment.
Petrochemical Machinery (000852) Company Comment: Profit margins are gradually increasing, and hydrogen energy orders have increased dramatically
Performance Brief Review On April 25, 2024, the company released its annual report for the year 23 and the quarterly report for the year 24. In 23, it achieved operating income of 8.398 billion yuan, an increase of 8.33% over the previous year; achieved a net profit of 0
Express News | Minsheng Securities: Focus on the three main investment lines of hydrogen energy
Express News | Sinopec's hydrogen energy equipment manufacturing base unveiled
Petrochemical Machinery (000852.SZ) signed land use rights and real estate leasing framework agreements with Sinopec Group and Sinopec Corporation
Gelonghui, March 10 | Petrochemical Machinery (000852.SZ) announced that in order to regulate transactions between the company and China Petroleum & Chemical Group Co., Ltd. (hereinafter referred to as “Sinopec Group”), China Petroleum & Chemical Corporation (hereinafter referred to as “Sinopec Corporation”) and its subsidiaries relating to land use rights and real estate leasing matters, the company signed a “Land Use Rights and Real Estate Leasing Framework Agreement” with Sinopec Group and Sinopec Co., Ltd. This related transaction falls within the normal business scope of the company's production and operation activities. It is necessary for the company to carry out production and operation activities. The agreement is between the company and Sinopec Group and China
Petrochemical machinery (000852.SZ): Completed the development of hydrogen energy equipment such as 90MPa liquid-driven hydrogen compressors
Gelonghui, March 5 | Petrochemical Machinery (000852.SZ) said on an interactive platform that the company is committed to “intelligently manufacturing heavy equipment for major countries, serving energy security”, adhering to technology development, and vigorously developing new products. Completed successful applications such as 10,000 meter well repair machine, 200,000 square meter high sulfur natural gas compressor, marine wellhead, and 2,500 all-electric one-click cementing equipment. Continuously fully loaded 5000 electric fracturing equipment upgraded and powered up. The continuous fully loaded 8000 electric fracturing equipment was successfully developed. In terms of hydrogen energy equipment, 90MPa liquid-driven hydrogen compressor, 22MPa-1700nm3/h high efficiency and large displacement have been completed
Express News | Multiple A-share hydrogen energy share announcements affect performance. More than 10 listed companies can easily respond to related business situations
CICC: Demand for electrolyzers is expected to double in 24, pay attention to the growth of PEM electrolyzers
Demand for electrolyzer tenders grew rapidly in '23, and is expected to double in '24.
Petrochemical machinery (000852.SZ): The straight seam submerged arc welded pipes and high-frequency welded pipes produced by its Shashi Steel Pipe Branch can all be used for high-pressure, high-flow hydrogen transportation
Gelonghui Feb. 26丨Petrochemical Machinery (000852.SZ) was surveyed by a specific target on February 22, 2024, on “Introduction to hydrogen transport steel pipes?” The company replied that at present, large-diameter hydrogen pipelines at home and abroad usually use seamless or seamless steel pipes as trunk pipes. The straight seam submerged arc welded pipes and high-frequency welded pipes produced by the company's Shashi Steel Pipe Branch can all be used for high-pressure, high-flow hydrogen transportation. In 2023, the company cooperated with relevant steel mills to complete trial production and process evaluation of steel pipes for hydrogen transportation.
Petrochemical machinery (000852.SZ): has completed the development of 500Nm3/h, 2000nm3/h and other series of electrolyzer products
Gelonghui Feb. 26丨Petrochemical Machinery (000852.SZ) was surveyed by a specific target on February 22, 2024, on “An introduction to the company's electrolyzer?” The company replied that the company has completed the development of series electrolyzer products such as 500nm3/h and 2000nm3/h, and has obtained orders related to alkaline water hydrogen production and small-scale PEM hydrogen production equipment. The company closely follows the development needs of green hydrogen and has developed a new low-power alkaline water hydrogen production kit, which has the characteristics of low DC power consumption, expandable standardization, easy maintenance, and strong adaptability to green electricity. In January of this year, the company and Sinopec Petrochemical Research Institute (
Petrochemical Machinery (000852.SZ) has increased ahead of schedule. Net profit is expected to increase 60% to 90% year-on-year in 2023 from 83 million yuan to 100 million yuan
Petrochemical Machinery (000852.SZ) released its 2023 annual performance forecast, which is expected to be owned by shareholders of listed companies for the whole year...
Petrochemical Machinery (000852) Company Comment: State-owned enterprise reform releases profits, hydrogen energy keeps pace with Sinopec
Performance Brief Review On January 29, 2024, the company released its 23-year performance forecast. It is expected to achieve net profit of 83 million yuan to 100 million yuan, an increase of 60.92% to 93.88% over the previous year (uniformly according to the figures disclosed in the 22 annual report
Petrochemical Machinery (000852.SZ): The main customers of the subsidiary's steel pipe branch include the National Pipeline Network, Sinopec, and some overseas markets
Gelonghui, January 25 | Petrochemical Machinery (000852.SZ) recently said during a survey receiving institutional investors that the company's steel pipe branch has accumulated more than 40 years of experience in welded pipe production technology and has successively provided a large number of high-quality steel pipes for key national oil and gas pipeline projects such as “Eancang,” “Fresh Gas,” “West-East Gas Pipeline,” and “Sichuan-East Gas Delivery”. The product quality and industry reputation are excellent. Its main customers include the national pipeline network, Sinopec, and some overseas markets.
Petrochemical Machinery (000852.SZ): Accelerate the cultivation of the hydrogen energy business and turn it into a new efficiency growth point as soon as possible
Gelonghui, January 25 | Petrochemical Machinery (000852.SZ) recently said during a survey receiving institutional investors that the company closely follows the clean energy strategy of the controlling shareholder Sinopec Group Corporation and can provide users with key equipment products, technology and services in the field of hydrogenation, hydrogen production and hydrogen delivery, and has service capabilities such as hydrogen fueling station solutions, integrated hydrogen production solutions for high-displacement charging solutions, megawatt-scale PEM hydrogen production solutions, green electric alkali water hydrogen production solutions, and vehicle hydrogen supply system solutions. Core products include serialized hydrogen compressors, hydrogen fueling machines, hydrogen discharge columns, sequence control panels, etc.; complete standardization stations
Guotai Junan: Green hydrogen projects are gradually being implemented, and cost reductions and increases in the industrial chain are worth looking forward to
Domestic hydrogen energy policies are being strengthened and promulgated step by step from top to bottom, removing the hazardous label and ushering in a new subsidy policy.
Petrochemical machinery (000852.SZ): can provide users with key equipment products, technology and services, and has hydrogen fueling station solutions
On December 14, Petrochemical Machinery (000852.SZ) said in an institutional survey that the company closely follows the clean energy strategy of the controlling shareholder Sinopec Group Corporation. In the fields of hydrogenation, hydrogen production and hydrogen transmission, it can provide users with key equipment products, technology and services, and has service capabilities such as hydrogen station solutions, integrated hydrogen production and hydrogenation solutions, large displacement charging solutions, megawatt PEM hydrogen production solutions, green alkali water hydrogen production solutions, and on-board hydrogen supply system solutions.
No Data