Gas demand behind the 23 daily limit of Guizhou Gas is exploding

Abstract The capital market has never lacked bullish stocks. Since the listing of Guizhou Gas on November 7, 2017, the stock price has risen all the way, which can be said to be bullish. According to the statistics of the "Securities Daily" reporter, Guizhou Gas has gained 23 daily limit in 43 trading days, and its share price has risen nearly 7 times...

The capital market has never lacked bullish stocks. Since the listing of Guizhou Gas on November 7, 2017, the stock price has risen all the way, which can be said to be bullish.

According to the statistics of the "Securities Daily" reporters, Guizhou Gas has gained 23 daily limit in 43 trading days, and its share price has risen nearly 7 times.

It is not difficult to find out that when Guizhou Gas was listed, it was the time when the contradiction between supply and demand of natural gas broke out. After entering the heating season in the north, there was a situation in which natural gas was in short supply, which led to a sharp rise in the prices of natural gas-related industrial chain products.

The industry believes that with the deepening of “coal to gas” and the promotion and utilization of clean energy, natural gas demand will show explosive growth.

Behind the 23 daily limit of Guizhou Gas

From November 7, 2017, the capital market rose from 2.65 yuan/share to yesterday's 20.07 yuan/share. The stock price rose by 657% in 43 trading days.

Among them, from the date of listing to November 24, 2017, Guizhou Gas has harvested 14 daily limit plates; then the stock price began to adjust. Starting from December 14, 2017, Guizhou Gas once again opened the daily limit, until January 3 this year, reappearing 9 daily limit.

It is worth noting that on the first trading day of 2018, Guizhou Gas's share price was staged shortly after the opening of the market. In just ten minutes, the stock price rose from a 7% drop to a daily limit.

In the 43 trading days, a total of 23 daily limit boards were harvested. Why is Guizhou Gas so "bull"?

According to public information, Guizhou Gas is the largest gas enterprise in Guizhou Province, mainly engaged in urban gas operation business, specifically for Guizhou natural gas feeder pipeline, city gas transmission and distribution system, LNG receiving and storage supply station, gas station and related supporting facilities. Construction, operation, service safety management, and corresponding engineering design, construction, and maintenance.

In addition, Guizhou Gas has obtained pipeline gas franchise rights in 25 specific regions of Guizhou Province, including Guiyang City, Liupanshui City and Zunyi City, and a specific area outside the province. The company has built three provincial gas pipelines with a total length of about 260 kilometers.

It is reported that the investment project of Guizhou Gas is the reconstruction and expansion project of Guiyang City Gas Pipeline. The construction period of the city gas pipeline renovation and expansion project in Guiyang is 3 years. The first year of production is planned to increase the annual sales income of 41.52 million yuan, the second year natural gas will reach 175 million yuan, and the third year will increase the sales income by 356 million yuan. After the project is put into production, it is estimated that the annual sales income will increase by 670 million yuan, and the internal rate of return after tax will be 22.34%, which can significantly improve the company's profitability.

Guizhou Gas's third quarterly report showed that during the reporting period, the company achieved operating income of 1.918 billion yuan, a year-on-year increase of 17.59%; net profit was 102 million yuan, an increase of 92.9437%; earnings per share was 0.15 yuan.

Industry insiders pointed out that Guizhou Gas has a market share of up to 70% in Guizhou Province, and the rapid growth of natural gas demand in the province is expected to continue to promote the rapid development of the company's performance.

Shanghai Securities analyst Yan Lijun said that with the acceleration of urbanization in Guizhou Province, the total population and urban population of Guizhou Province continued to increase, and the proportion of urban population to the total population increased from 34.96% in 2011 to 44.15% in 2016. The acceleration of urbanization in Guizhou Province has expanded the base of the gas-using population, thus providing a huge potential market development space for the city gas industry in Guizhou Province.

Demand for natural gas is exploding

Guizhou Gas's share price has risen sharply. In addition to its own performance, there is another important reason why the natural gas industry is ushering in the golden age.

Benefiting from this, the stock prices of Chongqing Gas, Shenzhen Gas and Foshan have risen very well in recent days. On January 9, Fo Foan shares closed at the daily limit.

Since 2017, due to the intensive introduction of natural gas related policies, natural gas consumption has accelerated significantly.

Especially after the north enters the heating season, the contradiction between the shortage of natural gas is becoming more and more serious, and the “gas shortage” crisis has erupted in areas such as Beijing, Tianjin and Hebei. Since mid-November last year, various regions in China have successively announced gas-restricting policies. The gas-deficient areas are mainly in northern regions such as Shaanxi, Hebei, Shandong, and Henan.

According to data released by the National Development and Reform Commission, the national natural gas consumption in 2017 is expected to exceed 230 billion cubic meters, an increase of more than 33 billion cubic meters, an increase of 17% year-on-year. It has refreshed the history of China's natural gas consumption increase, and consumption has exploded.

At the same time, the “13th Five-Year Plan” proposes that by 2020, the annual consumption of natural gas in China will reach 360 billion cubic meters, which is 100 billion cubic meters more than the consumption in 2016, which means that natural gas consumption will remain 12% in the next few years. The faster growth rate on the left and right.

Everbright Securities analyst Yan Xiaofeng said that because the "coal to gas" implementation of the local "coal to gas", led to the industrial "coal to gas", the increase is mainly reflected in the industrial sector. With the “Opinions on Accelerating the Use of Natural Gas”, the development orientation and clear goals are proposed, and the policy of encouraging natural gas development in China is clear. In the future, important areas of China's natural gas market development will focus on “coal to gas”, power generation, and transportation, while key areas will be concentrated in areas such as Beijing, Tianjin and Hebei. On the whole, the “coal to gas” policy will bring about a natural gas gap (especially the supply and demand gap of natural gas in the industrial sector) and at the same time stimulate the demand for LNG.

"In 2018, natural gas demand will continue to grow rapidly." Liu Guangbin, an analyst with Zhuo Chuang Information Gas Industry, told the "Securities Daily" reporter that "coal to gas" will continue to ferment, but will be more moderate and orderly than 2017.

Maijin outdoor WPC has the same processing performance as the log. It can be nailed, drilled, cut and bonded. It is connected and fixed with nails or bolts. The surface is smooth and delicate without sanding and painting. The paint has good adhesion and can be painted according to personal preference. The product has better physical properties than log, better stability than traditional wood, no crack, warpage, no wood scar, twill, adding colorant, film or composite surface can be made into colorful products, without time-consuming maintenance.

Maijin decking is divided into single extrusion board, co-extrusion board and soft clad board; the inner core is divided into round hole, square hole and solid; the grain is divided into horizontal grain and wood grain.

Wpc Decking

Wpc Decking,Wpc Deco Decking,Wpc Deco Flooring,Wear Resisting Wpc Decking

Dalian Huimingmaijin New Materials Co.,Ltd , https://www.maijinfloor.com