Industry vane | European natural gas scarcity may continue, and the main line of energy is followed

Under the influence of geopolitical conflicts, the supply of natural gas in Europe is frequent. Earlier, Russia announced that it will be completely stopped from August 31 and will continue until the end of sanctions on Russia. On September 9th, the EU member state Minister of Energy held an emergency meeting in Brussels. The risk of interruption of Russian gas supply will seriously affect European winter heating and power generation.

In the long run, European natural gas reserves have continued to decrease, and the potential for increasing the production of self -production gas is insufficient. Only Norway has a small potential to increase production. In terms of LNG -In 24 years of new production capacity is mainly the United States. It is estimated that the liquefied capacity of new LNG exports can be used in Europe in 23-25 ​​years will be 8.2, 34.6, 78.0BCM/year, and the incremental increase in 23-24 years is not enough to make up for Russian natural gas withdrawal up to 140bcm/year. continued.

Everbright Securities analysis pointed out that the shortage of natural gas in Europe under the context of geopolitical politics will lead to the continuous rise in European energy prices, which will drive global oil and gas prices to continue to rise. One is that the production process will lack sufficient energy, and the second is that the manufacturing of the product will lack key raw materials. European chemical product production capacity will have a relatively large sector may welcome the supply tension.

The broker recommends two main lines. The main line is the upstream and natural gas and oil -oriented sectors that benefit from the rise in oil and gas prices; the second main line is the shortage of natural gas in Europe may affect the supply of chemicals. , Anti -aging additives, oxylene oxide and other sectors.

From the perspective of the domestic market, due to the disadvantages such as volatility and intermittentity of wind power and photovoltaic power generation, with the large -scale production of new energy in my country, the demand for power adjustment has increased. The advantages of natural gas power sets have the advantages of flexible start and stop, fast climbing rate, etc., which can effectively and quickly adjust the level of power. Compared with coal power, the response speed is faster and the load changes are stronger. one.

Anxin Securities stated that Gas Electric Investment has paid more attention to economics from the past, and is gradually changing to the functionality of supply and peak adjustment. Investment opportunities for all industrial chain equipment.

Here, by integrating the latest research report information of more than 10 brokerage firms such as Tianfeng, Anxin, Guoxin, it brings 4 companies to fans and friends for reference only.

1. Jiufeng Energy

The company has cultivated in South China for 30 years and is currently the largest LPG importer and an important LNG market supplier in South China. The company's main products include clean energy such as liquefied petroleum gas (LPG), liquefied natural gas (LNG), as well as chemical products such as methanol and di methalulthars (DME). The company actively expands its own advantages of sea gas resources and has formed a two -gas pattern of sea and land. The company's traditional business grows strongly in the future, and the development direction is in line with the background of low -carbon and clean energy revolution.

—— Shen Wanhongyuan

2. Water hair gas

The main products of the company's gas equipment sector include gas transmission and distribution system equipment, gas turbine auxiliary equipment, etc., which are essential equipment for gas power plants and have a high market share in the domestic market. In December 2021, the company acquired 51%of the equity of Tonglonglong Shengfeng and Tieling Long Shengfeng, participating in the shares of Luantong natural gas, and obtained the control of the "Changtu-Tongliao-Huolin Guo" 1.8 billion square meters/year. In the context of the acceleration of gas and power investment, the company's gas equipment sector is expected to usher in recovery, stacked BOG mentioned, gas -long output network and other businesses blossoming, and the company is expected to usher in high -speed growth.

——Bianxin Securities

3. Hongtong Gas

The company's main business is LNG (liquefied natural gas), CNG (compressed natural gas) production, processing, storage, transportation and sales, as well as sales of natural gas for residents, commercial and industrial natural gas. According to the company's plan, in the short period of time, the company will continue to invest in the main transportation trunk investment layout to clean the transportation energy gas station and LNG liquefaction natural gas factory, and expand the gas source to the upstream of the industrial chain in a timely manner to further improve the scale effect and extend the industrial chain to focus on the Lord Industry, continue to deeply cultivate natural gas cleaning transportation energy.

——Answing the company answering investor asked

4. Liyuan Technology

The company's deep cultivation of nuclear power and thermal power condensate for many years is a new "little giant" enterprise in the national specialty. The industry has a high market share. Major local power generation groups have currently provided hundreds of water treatment projects such as system design, equipment integration and other products and technical services. At present, the company is raising funds to expand fuel cell engine projects. The annual production capacity after production will reach 5,000 units. According to the company's estimates, the annual income is expected to reach 1.63 billion yuan.

——Bianxin Securities

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