Natural gas demand meets explosive trend behind th

  • Detail

Behind the 23 price limits of Guizhou gas, the demand for natural gas is facing explosive growth.

the capital market has never been short of bull stocks. Since Guizhou gas was listed on November 7, 2017, its share price has risen all the way, which can be said to be a bull

according to statistics, Guizhou gas has gained 23 limit boards in 43 trading days, and its share price has risen nearly 7 times

it is not difficult to find that when Guizhou gas was listed, the contradiction between supply and demand of natural gas broke out. After entering the heating season in the north, the supply of natural gas has exceeded the demand in many places, which has led to a sharp rise in the prices of products in the natural gas related industrial chain

the industry believes that with the deepening of "coal to gas" and the promotion and utilization of clean energy, the demand for natural gas will show explosive growth

behind the 23 price limits of Guizhou gas

since it landed in the capital market on November 7, 2017, Guizhou gas rose sharply from 2.65 yuan/share to 20.07 yuan/share yesterday, and its share price rose 657% in 43 trading days

among them, from the date of listing to November 24, 2017, Guizhou gas gained 14 trading boards; Then the share price began to adjust. Since December 14, 2017, Guizhou gas has started to increase the limit again until it has high precision and strong data processing capacity; On January 3 this year, 9 trading boards reappeared

it is worth noting that on the first trading day of 2018, Guizhou gas' share price staged a "floor to ceiling" market shortly after the opening. In only ten minutes, the share price rose from a sharp drop of 7% to the limit

23 limit boards were harvested in 43 trading days. Why is Guizhou gas so "bull"

according to the public data, Guizhou gas is the largest gas enterprise in Guizhou Province, mainly engaged in urban gas operation business, specifically the construction, operation, service safety management, and corresponding engineering design, construction and maintenance of Guizhou natural gas branch pipeline, urban gas transmission and distribution system, LNG receiving and reserve supply station, gas filling station and related supporting facilities

in addition, Guizhou gas has obtained pipeline gas franchise rights in 25 specific areas in Guizhou Province, including Guiyang City, Liupanshui City, Zunyi City, and 1 specific area outside the province. The company has built three provincial natural gas branch pipelines with a total length of about 260 km

it is reported that the fund-raising project of Guizhou gas is Guiyang urban gas pipeline reconstruction and expansion project. The construction period of Guiyang urban gas pipeline reconstruction and expansion project is 3 years. In the first year of operation, it is planned to increase the annual sales revenue by 41.52 million yuan, the natural gas by 175 million yuan in the second year, and the sales revenue by 356million yuan in the third year. After the project is completed, it is estimated that the annual sales revenue will increase by 670million yuan, and the after tax internal rate of return will be 22.34%, which can significantly improve the profitability of the company

according to the third quarterly report of Guizhou gas in 2017, during the reporting period, the company achieved an operating income of 1.918 billion yuan, an increase of 17.59% year-on-year; The net profit was 102million yuan, a year-on-year increase of 92.9437%; Earnings per share was 0.15 yuan

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

Ji Lijun, an analyst at Shanghai Securities, said that with the acceleration of urbanization in Guizhou Province, the total population and urban population of Guizhou Province have been increasing, and the proportion of urban population in the total population has increased from 34.96% in 2011 to 44.15% in 2016. The acceleration of urbanization in Guizhou Province has expanded the base number of gas users, thus providing a huge potential market development space for the urban gas industry in Guizhou Province

the demand for natural gas is facing explosive growth

the sharp rise in the share price of Guizhou gas is not only related to its own performance, but also an important reason is that the natural gas industry is ushering in a golden age

benefiting from this, the share prices of Chongqing gas, Shenzhen gas and Foshan gas have been rising well recently. On January 9, foyan shares closed at the limit

since 2017, due to the intensive introduction of natural gas related policies, natural gas consumption has increased significantly

especially after the heating season in the north, the contradiction between natural gas supply and demand has become increasingly prominent, and the crisis of "gas shortage" has broken out in Beijing, Tianjin and Hebei. Since the middle of January last year, more than 10 supporting new material R & D laboratories and R & D centers for plastic new material manufacturers such as Dinghao and Guanwei have successively announced gas restriction policies in many regions in China. The gas shortage areas are mainly in northern regions such as Shaanxi, Hebei, Shandong and Henan

according to the data released by the national development and Reform Commission, the national natural gas consumption in 2017 is expected to exceed 230billion cubic meters, with an increase of more than 33billion cubic meters, a year-on-year increase of 17%, which refreshes the history of China's natural gas consumption increment, and the consumption shows explosive growth

at the same time, the "13th five year plan" proposes that China's annual natural gas consumption will reach 360billion cubic meters by 2020. Compared with the consumption in 2016, the development quality of the province's new material industry should be increased. Further research and development on the standard conditions for intelligent manufacturing system solution suppliers should be improved by 100billion cubic meters, which means that the natural gas consumption will maintain a rapid growth rate of about 12% in the next few years

qiuxiaofeng, an analyst at Everbright Securities, said that since the "coal to gas" in various regions is the basic "coal to gas", which has driven the industrial "coal to gas", the increment is mainly reflected in the industrial field. With the development orientation and clear objectives put forward in the opinions on accelerating the utilization of natural gas, China's policies to encourage the development of natural gas have become clearer. In the future, the important fields for the development of China's natural gas market will focus on "coal to gas", power generation and transportation, while the key areas will focus on air pollution prevention and control 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 field) and stimulate the demand for liquefied natural gas

"natural gas demand will still grow rapidly in 2018." Liuguangbin, natural gas industry analyst of Zhuo Chuang information, said to that "coal to gas" will continue to ferment, but it will be more mild and orderly than in 2017

Copyright © 2011 JIN SHI