Hydrogen energy is an indispensable resource, so many domestic enterprises have hydrogen energy business. So which domestic hydrogen energy enterprises are doing better? The following small series brings a list of two hydrogen energy vehicle concept stocks. Let's take a look at it together, hoping to bring some reference.

What are the leading green hydrogen concept stocks in 2023?

Baofeng Energy 600989:

Green hydrogen leading stock, February 2 1 news, Baofeng Energy latest report 15.860 yuan. 465,500 lots were sold, with a total market value of1163.07 million yuan.

The company plans to replace raw coal with "green hydrogen" made of new energy and fuel coal with "green oxygen" made of new energy within 20 years, so that the company is not limited by coal resources.

Longji Green Energy 60 10 12:

Green hydrogen leading stock, February 2 1 intraday news, Longji Green Energy's share price fell by 0.73% within 3 days, the latest report was 44.230 yuan, with a turnover of 630 1.9 1 10,000 yuan.

Other green hydrogen concept stocks include:

Jidian shares 000875: Within five days, the share price of Jidian shares fell by 3.6%, and the total market value fell by 586 million yuan. Current market value163.23 million yuan. In 2023, the stock price fell by -4.97%. The company plans to set up three wholly-owned subsidiaries, Baicheng Jidian Green Power Energy Co., Ltd., Jin Kui Dajidian Green Hydrogen Energy Co., Ltd. and Xinjiang Jidian Energy Co., Ltd. with its own funds, with a registered capital of 50 million yuan.

Guangdong Hydropower 002060: In the past five trading days, the share price has dropped by 3.39%, reaching a maximum of 7.43 yuan, and the total market value has dropped by 810.40 billion. Construction of two carbon-neutral hydrogen electricity industrial parks (Feng Guang Green Hydrogen Storage and Processing Industrial Park and Hydrogen Fuel Cell Engine and Its Core Components Industrial Park); All parties will jointly introduce central enterprises, local state-owned enterprises, financial institutions and social capital to build a green financial service platform for hydrogen energy, and plan to invest 2 billion yuan to improve the financial service system for hydrogen energy industry; The development plan of hydrogen and electricity will be closely integrated, and the whole industrial chain will be completed with high standards within three years. The estimated total investment is 1.68 ~ 1.88 million yuan. The project is expected to form 654.38 million sets of hydrogen fuel cell modules, hydrogen fuel cell heavy trucks and bus sanitation vehicles, forming the service capacity of hydrogen production and hydrogenation supply, meeting the demand of 1 10,000 hydrogen fuel cell vehicles.

Donghua Technology 002 140: In the past five days, Donghua Technology's share price fell by 6.55%, and its total market value fell by 503 million. The current market value is 7.747 billion yuan. In 2023, the stock price rose 14.67%. The hydrogen production projects undertaken by the company mainly include fossil fuel hydrogen production, industrial by-product gas hydrogen production and water electrolysis hydrogen production. In terms of hydrogen production from fossil fuels and industrial by-products, the company has undertaken several hydrogen production projects, such as Cangzhou Xu Yang, Jingmen Yingde, Jingmen Petrochemical, AP Company, Shenggao Chemical, Anqing Shuguang and Shandong Fangming. , and has rich engineering achievements. The downstream application of the above hydrogen production project is mainly to prepare chemicals with hydrogen as raw material. At present, under the background of "double carbon", it is the general trend to build hydrogen production equipment by electrolysis of water in chemical projects. The company is actively paying attention to and vigorously expanding this kind of "green hydrogen" engineering business.

Donghua Energy 00222 1: In the past five trading days, Donghua Energy has dropped by 2.64% as a whole, with the highest price of 9.43 yuan and the lowest price of 9.23 yuan, and the total market value has dropped by 378 million yuan. Jiangsu Donghua Automobile Energy Co., Ltd., a subsidiary of the company, and Jiangsu Gangcheng Automobile Transportation Group Co., Ltd. * * jointly established Jiangsu Donghua Gangcheng Hydrogen Energy Technology Co., Ltd. to build the first commercial hydrogen fuel cell automobile hydrogenation station in Jiangsu, which has provided hydrogenation services for Zhangjiagang 15 hydrogen fuel cell buses.

List of Top Ten Leading Shares of Hydrogen Energy

1, Longji shares 60 10 12, the latest share price is 88.03 yuan, with a total market value of 476.502 billion yuan, an increase of 1 13.33% in the past year. The company established Xi Anlongji Hydrogen Energy Technology Co., Ltd. on March 3 1 with a registered capital of 300 million yuan, and its business scope is gas-liquid separation and pure equipment manufacturing. Technical service, technical development, technical consultation, technical exchange, technology transfer and technology popularization; Energy conservation management services; Research and development of emerging energy technologies. In view of the fact that the kilowatt-hour cost of photovoltaic power generation is lower than that of traditional energy, the company will rely on its own photovoltaic technology to promote the transformation from grey hydrogen to green hydrogen through photovoltaic hydrogen production, and help realize global energy transformation and carbon neutrality. 2 1 In the first quarter, the company's revenue was158.54 million yuan, and its net profit was 2,502196,800 yuan, a year-on-year increase of 34.24%.

2. Sunshine Power stock 300274, the latest share price 157.90 yuan, with a total market value of 2,300.28 million yuan, with an increase of 70 1. 12% in the past year. On March 2, 2000, the company said on the interactive platform that it had set up a special hydrogen energy division, and cooperated with Dalian Institute of Chemical Physics of Chinese Academy of Sciences to focus on developing high-power PEM electrolytic hydrogen production equipment, and at the same time cooperated in advanced PEM electrolytic hydrogen production technology, integration of renewable energy and electrolytic hydrogen production, and optimization of hydrogen production system. At present, the company has signed a photovoltaic hydrogen production demonstration project. 2 1 In the first quarter, the company's revenue was 3.347 billion yuan, and its net profit was 3.8671.95 million yuan, up 142.45% year-on-year.

3. Baofeng Energy Co., Ltd. 600989, the latest share price 17 16 yuan, the total market value1258.4 million yuan, an increase of 49.87% in the past year. On April 20, 2000, the company said on the interactive platform that the integrated solar electrolyzed water hydrogen production project initiated by the company is the largest integrated renewable energy hydrogen production and energy storage project in China. The project mainly includes the construction of 20,000 m3/h electrolyzed water hydrogen production device and supporting public and auxiliary facilities, 200MWp composite photovoltaic power station, Ningdong Energy Center 1 demonstration station (including 2000kg/ day hydrogenation, 1 10,000 m3/ day gas filling, 1 10,000 tons/year gas filling and 8 charging piles). 2 1 In the first quarter, the company's revenue was 4.979 billion yuan, and its net profit was 1727879700 yuan, a year-on-year increase of 1 10.25%.

4. Trina Solar shares 688599, the latest share price is 48.83 yuan, with a total market value of 100982 billion yuan, up 200.86% in the past year. 17, the company started the research and development layout in the field of hydrogen energy. In recent years, the company has carried out extensive cooperation with well-known universities and research institutions at home and abroad, and gradually formed knowledge accumulation in hydrogen production from photovoltaic electrolyzed water, hydrogen storage and transportation, and comprehensive application of hydrogen energy, which has rapidly promoted the industrial layout and commercialization of hydrogen energy. 2 1 year, the company will actively promote the first demonstration project of photovoltaic hydrogen production and hydrogen storage and transportation. 2 1 in the first quarter, the company's revenue was 8.522 billion yuan, and its net profit was 2302 1.35 million yuan, a year-on-year increase of 50.50%.

5. Shanghai Electric Co., Ltd. 60 1727, the latest share price 4. 13 yuan, with a total market value of 57.296 billion yuan, down -26.09% in the past year. In the field of hydrogen energy, Shanghai Electric takes advantage of the manufacturing advantages of existing energy equipment, gives play to the synergistic advantages of existing new energy equipment and other related industries, develops the green hydrogen energy equipment industry, and actively carries out systematic demonstrations of hydrogen production, hydrogenation and hydrogen energy application. The goal is to quickly master the core technology development capability and core equipment manufacturing capability of green hydrogen production through technology research and development. 2 1 In the first quarter, the company's revenue was 25410.50 billion yuan, and its net profit was 6610.48/0/10,000 yuan, a year-on-year increase of 482.68%.

6. Blonde Science and Technology Co., Ltd. 600 143, the latest share price is 20.09 yuan, with a total market value of 517.04 million yuan, an increase of 19.73% over the past year. The company now has a hydrogen-rich production capacity of 25,000 tons, built a hydrogen purification device, actively expanded the industrial high-purity hydrogen market, and cooperated with many enterprises inside and outside the park in high-purity hydrogen projects. 2 1 1 quarter, the company's revenue was 9.057 billion yuan, and its net profit was 764.5288 million yuan, a year-on-year increase of 43.879%.

7. Meijin Energy Co., Ltd. 000723, the latest share price 1 1.94 yuan, with a total market value of 5103.4 billion yuan, an increase of 82.85% in the past year. The company has different layouts in Beijing-Tianjin-Hebei, Shandong, Bohai Bay and Greater Bay Area. In the Beijing-Tianjin-Hebei region, the company mainly focuses on the whole industrial chain of hydrogen production, storage, transportation and processing. For example, Beijing Yuhuan Jinghui Jingcheng Gas Co., Ltd., in which the company shares, is one of the largest hydrogen producers in North China, the only qualified hydrogen energy producer in Beijing, and the only enterprise that integrates hydrogen production, hydrogen storage, hydrogen transportation and hydrogenation and has a complete safety management system. 2 1 In the first quarter, the company's revenue was 3.756 billion yuan, and its net profit was 6365 1.80 million yuan, up1181.31%year on year.

8. Xinao shares 600803, the latest share price 16.56 yuan, the total market value of 4765438+27 million yuan, an increase of 34.63% in the past year. The LNG plant of the 200,000-ton/a stable light hydrocarbon project of Xinneng Energy, a holding subsidiary of the company, opened two core coal gasification technologies, namely catalytic gasification and hydro-gasification, and put into trial operation in June of 5438+08, producing qualified products. 2 1 in the first quarter, the company's revenue was 25.849 billion yuan, and its net profit was 6025 1 10,000 yuan, up 98.47% year-on-year.

9. Zheng Jun Group shares 60 12 16, the latest share price is 4.83 yuan, with a total market value of 40.756 billion yuan, down -52.23% in the past year. The shareholder of the company, Haiyang New Energy Holdings Co., Ltd., is a pioneer in the hydrogen energy industry in China and the first enterprise in the world to commercially apply liquid organic hydrogen storage technology. The company has been focusing on the research and industrialization of liquid organic hydrogen storage technology at normal temperature and pressure, and is committed to developing safer and more efficient hydrogen storage and transportation schemes, which has obvious technical advantages in the fields of liquid organic hydrogen storage and related supporting technologies, high-temperature fuel cell research and development, etc. 2 1 In the first quarter, the company's revenue was 4.075 billion yuan, and its net profit was1104432300 yuan, up 75.54% year-on-year.

10, Xintian Lvneng shares 600956, the latest share price 13.59 yuan, with a total market value of 33.979 billion yuan, an increase of 3 1.32% in the past year. Reply from the interactive platform on July 22, 2000: At present, the company has basically completed a demonstration project of hydrogen production by wind power in Zhangjiakou, and at the same time, the company is actively exploring the technical reserves related to hydrogen production and hydrogen energy utilization. 2 1 in the first quarter, the company's revenue was 5.297 billion yuan, and its net profit was 901366,400 yuan, up 49 17% year-on-year.

Hydrogen energy leading stock

I. China Petrochemical Company

Among the top ten hydrogen energy enterprises in China, China Petrochemical was established in Beijing, 1998. It is a super-large petroleum and petrochemical enterprise. Since its establishment, its brand has been continuously improved in many systems. The business of hydrogen energy industry mainly includes hydrogen production from hydrogen production plant, oil refining and by-product hydrogen from reforming.

Second, Donghua Energy

Established in 1996, Donghua Energy is a large propane and butane supplier in East China, and its business also involves clean energy and new materials industries. At present, enterprises are developing in a more international direction.

Third, Jinneng Technology

Jinneng Technology, established in 2004, is a comprehensive resource utilization enterprise with many related businesses and acquired a number of professional technologies. Its comprehensive utilization project of hydrogen energy is world-renowned.

Fourth, the national energy group

National Energy Group was established in 1995. As a large coal producer and renewable energy producer, its strength has been quite strong in recent years. At present, eight industrial sectors have been formed, especially the hydrogen energy industry.

Verb (abbreviation of verb) Huachang Chemical Industry

Huachang Chemical was established in 1979. At first, it was an enterprise specializing in the research and development of ammonia, urea and other products. Later, the enterprise gradually reformed and formed a perfect multi-industry pattern such as coal chemical industry and salt chemical industry.

Six, Meijin Energy

Among the top ten hydrogen energy enterprises in China, Admiralty Energy was established in 1992, mainly engaged in the production and sales of coal and coking. With one of the largest independent commercial coke production bases in China, the hydrogen industry is relatively a sideline of the company.

Seven. Juzhengyuan stock

Juzhengyuan Co., Ltd. was established in 1999. It is an enterprise whose business covers refined oil, chemical trade, fuel oil and other fields. According to statistics, the company's hydrogen production capacity has reached nearly 30,000 tons in recent years.

Eight, Hua Bin shares

Hua Bin Co., Ltd. is a powerful group with nearly 50 years of production technology and experience in the fields of caustic soda and propylene oxide. With the continuous diversification of industries, the comprehensive competitiveness of enterprises is rapidly improving.

Nine, Hongda Xingye

Hongda Industrial Company was established in 2004, with a wide range of business. The company has been committed to the research and development and promotion of hydrogen energy technology, and is committed to making its own hydrogen energy industry the best.

Satellite petrochemical

Among the top ten hydrogen energy enterprises in China, Satellite Petrochemical is located in Zhejiang Province, China, with many businesses. The company's hydrogen energy business and related technologies have been unanimously recognized by authoritative organizations.

Hydrogen energy automobile concept stocks

1, Taishan Petroleum 000554: latest news after hours, closing price: 5.6 1 yuan, turnover: 4,2451ten thousand yuan, year-to-date increase: 1.44%. Product name: gasoline, diesel oil and natural gas.

2. Meijin Energy 000723: Latest news after hours, closing price: 7.8 yuan, turnover:138,739,300 yuan, net inflow of main funds:? -49.09 million yuan. Main business: development and investment of coking plants, coal mines and coalbed methane, wholesale and retail of coke, metal materials, building materials, daily necessities, labor insurance supplies, coal, coke, gangue, metallic magnesium, iron ore powder and pig iron, and coal mining and sales.

3. Ice Wheel Environment 000811:The latest news after the closing of May 12, closing at 14.75 yuan, up -2.06%, wrestling rate 1. 18%. Annual report for 2023: earnings per share: 0.57 yuan, operating income: 61019000 yuan, operating income: 13.34%, net profit: 4258 15700 yuan. Cash flow per share: 0.00 yuan, gross profit margin: 22.07%, distribution scheme: 10 pai2, disclosure date: April, 2023-13.

4. Hanlan Environment 600323: Latest news after hours, closing price: 19.94 yuan, turnover: 6465 1600 yuan, year-to-date increase: 8.0 1%. Institutional rating: target price: 26.77, latest rating: buy, rating date: June 20, 2023.

5. Shenneng 600642: The latest news after the close of May 12, closing price: 7.26 yuan, up 3.7 1%, wrestling rate: 1. 12%, P/E ratio (dynamic):1.

6. Dongfang Electric 600875: The latest news after the closing of May 12, closing price: 17.96 yuan, increase:-1.26%, hand wrestling rate: 0.54%, price-earnings ratio (dynamic): 13.74. Highlights of the company: the world's largest R&D and manufacturing base for power generation equipment, and one of the super-large enterprises undertaking power station projects.

Hydrogen energy automobile concept stocks

Haima Automobile (000572):

The company's first integrated hydrogen production and hydrogenation station in Haikou has started construction and is expected to be completed and put into use within 2 1 year. The company's third-generation hydrogen fuel cell vehicles are under research and development, and strive to put about 2,000 hydrogen energy vehicles into demonstration operation in Hainan Island in batches before 2025.

On March 10, Haima Automobile opened at 5.78 yuan and closed at 5.580 yuan, down 4.78%. Since the beginning of this year, the increase has been 12. 19%, and the price-earnings ratio is 82. 18.

On March 10, the net outflow of main funds of Haima Automobile was 36.282 million yuan, the net outflow of super-large single funds was 32.755 million yuan, and the net inflow of retail funds was 210.8429 million yuan.

ST Jinhong (000669):

In cooperation with China Huaneng Light Energy Research Institute, we will focus on the construction of hydrogen production and hydrogenation stations and the development of mobile hydrogenation vehicles in Zhangjiakou area.

March 10, ST jinhong newspaper 2. 1 10 yuan, up 1.44%. The turnover was 6718,300 lots, and the total market value was14.36 million yuan.

Xiong Tao shares (002733):

The development of the company is expected to reach a new level. During the period when the company settled in Datong, it built the first hydrogen refueling station and a fuel cell engine production line with an annual output of 1 10,000 units, and independently operated 50 hydrogen fuel buses, with a cumulative operation of 6.5438+0.2 million kilometers.

On March 10, Xiong Tao's share price fell 1.46% within 7 days. By 3 pm, the stock reported 18480 yuan, down 2.0 1%, with a total market value of 7 1 100 million yuan.

In March 10, the net outflow of funds was 658 1 654,38+0,000 yuan, and the net inflow of oversized bills was 2,427,300 yuan, with a turnover of 654,380+0.46 billion yuan.